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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 13 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AER AERCAP HOLDINGS NV Industrials 13,405.0 $2.0M 0.03% +1K +9.8% $151.40 -1.2%
242 IWN ISHARES TR 9,114.0 $2.0M 0.03% +5K +148.9% $222.16 +1.0%
243 XLE SELECT SECTOR SPDR TR 34,445.0 $2.0M 0.03% +379.0 +1.1% $58.36 +9.1%
244 JEPQ J P MORGAN EXCHANGE TRADED F 34,672.0 $2.0M 0.03% +2K +7.3% $57.74 +3.8%
245 SBSW SIBANYE STILLWATER LTD Basic Materials 233,234.0 $2.0M 0.03% +28K +13.5% $8.55 +23.5%
246 ET ENERGY TRANSFER L P Energy 99,789.0 $2.0M 0.03% +15K +17.6% $19.91 +7.6%
247 HWM HOWMET AEROSPACE INC Industrials 6,867.0 $2.0M 0.03% +4K +138.5% $287.92 +1.6%
248 BSCR INVESCO EXCH TRD SLF IDX FD 100,523.0 $2.0M 0.03% +16K +18.3% $19.59 +0.3%
249 SBRA SABRA HEALTH CARE REIT INC Real Estate 87,812.0 $2.0M 0.03% +3K +3.9% $22.39 -9.2%
250 ARGX ARGENX SE Healthcare 2,197.0 $2.0M 0.03% +313.0 +16.6% $888.94 +11.7%
251 OKE ONEOK INC NEW Energy 21,829.0 $2.0M 0.03% +767.0 +3.6% $89.46 +8.5%
252 URI UNITED RENTALS INC Industrials 1,713.0 $1.9M 0.03% +29.0 +1.7% $1127.74 -1.0%
253 AVIG AMERICAN CENTY ETF TR 47,208.0 $1.9M 0.03% +23K +98.8% $40.83 -0.2%
254 KEP KOREA ELEC PWR CORP Utilities 156,660.0 $1.9M 0.03% +10K +7.2% $12.21 -7.6%
255 RRC RANGE RES CORP Energy 49,625.0 $1.9M 0.03% +5K +10.6% $37.88 +5.2%
256 UPS UNITED PARCEL SVCS INC Industrials 16,616.0 $1.9M 0.03% +468.0 +2.9% $112.95 -9.8%
257 TOTALENERGIES SE 22,242.0 $1.9M 0.03% +690.0 +3.2% $84.16
258 DUK DUKE ENERGY CORP NEW Utilities 14,305.0 $1.8M 0.03% +3K +25.5% $128.83 -3.8%
259 SPHQ INVESCO EXCHANGE TRADED FD T 21,616.0 $1.8M 0.03% +712.0 +3.4% $85.04 +1.9%
260 DE DEERE & CO Industrials 2,940.0 $1.8M 0.03% +115.0 +4.1% $625.01 -5.8%
Page 13 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%