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Portfolio (Quarterly) Guide ↗

DIVERSIFY WEALTH MANAGEMENT, LLC

· CIK 0002030780
13F Portfolio $6.0B AUM 1,286 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 176 New 580 Added 383 Reduced 64 Exited
Page 12 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 OUTFRONT MEDIA INC 69,101.0 $2.2M 0.04% +1K +1.6% $32.25
222 BE BLOOM ENERGY CORP Industrials 11,831.0 $2.2M 0.04% +5K +79.8% $188.19 +11.1%
223 PGR PROGRESSIVE CORP Financial Services 10,192.0 $2.2M 0.04% +1K +13.0% $215.75 -3.9%
224 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 70,713.0 $2.2M 0.04% +9K +14.2% $31.08 +17.7%
225 XCEM COLUMBIA ETF TR II 45,963.0 $2.2M 0.04% +2K +5.8% $47.68 +3.9%
226 BLUE OWL TECHNOLOGY FIN CORP 217,264.0 $2.2M 0.04% +62K +39.5% $10.07
227 OHI OMEGA HEALTHCARE INVS INC Real Estate 42,428.0 $2.2M 0.04% +1K +3.6% $51.40 -9.6%
228 LECO LINCOLN ELEC HLDGS INC Industrials 8,476.0 $2.2M 0.04% +691.0 +8.9% $256.85 +9.8%
229 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 38,939.0 $2.2M 0.04% +5K +16.1% $55.41 +1.2%
230 DFUV DIMENSIONAL ETF TRUST 38,380.0 $2.1M 0.04% +7K +23.3% $55.59 +3.0%
231 HYGH ISHARES U S ETF TR 24,708.0 $2.1M 0.04% +21K +631.9% $86.30 +0.2%
232 ALAB ASTERA LABS INC Technology 7,518.0 $2.1M 0.04% +6K +293.4% $282.52 +7.4%
233 VNET VNET GROUP INC Technology 294,940.0 $2.1M 0.04% +26K +9.8% $7.17 -8.2%
234 MPC MARATHON PETE CORP Energy 6,766.0 $2.1M 0.04% +1K +25.0% $312.35 +17.2%
235 B BARRICK MNG CORP Basic Materials 56,177.0 $2.1M 0.04% +25K +82.8% $37.38 +12.6%
236 COF CAPITAL ONE FINL CORP Financial Services 10,130.0 $2.1M 0.04% +2K +18.0% $207.05 +7.0%
237 BOOT BOOT BARN HLDGS INC Consumer Cyclical 13,394.0 $2.1M 0.04% +2K +13.2% $155.12 +1.9%
238 PSA PUBLIC STORAGE Real Estate 6,371.0 $2.1M 0.04% +3K +74.3% $324.04 -0.3%
239 SNDK SANDISK CORP Technology 1,609.0 $2.1M 0.03% +1K +398.1% $1278.01 +27.2%
240 AZN ASTRAZENECA PLC Healthcare 12,005.0 $2.0M 0.03% +150.0 +1.3% $169.64 -5.6%
Page 12 of 29  ·  580 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.5%
Financial Services 20.3%
Communication Services 8.6%
Industrials 7.1%
Healthcare 6.7%
Consumer Cyclical 6.5%
Consumer Defensive 3.8%
Energy 2.7%
Utilities 2.1%
Real Estate 1.6%