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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 14 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GILD GILEAD SCIENCES INC Healthcare 13,919.0 $1.8M 0.03% +3K +28.0% $130.52 +13.2%
262 HWKN HAWKINS INC Basic Materials 12,915.0 $1.8M 0.03% +2K +13.7% $140.39 -9.5%
263 DOC HEALTHPEAK PROPERTIES INC Real Estate 79,846.0 $1.8M 0.03% +2K +2.1% $22.52 -8.3%
264 DFAS DIMENSIONAL ETF TRUST 21,938.0 $1.8M 0.03% +124.0 +0.6% $81.10 +3.4%
265 DCO DUCOMMUN INC DEL Industrials 9,500.0 $1.7M 0.03% +2K +31.9% $183.61 +11.1%
266 IDXX IDEXX LABS INC Healthcare 3,112.0 $1.7M 0.03% +1K +48.4% $556.20 +2.1%
267 TT TRANE TECHNOLOGIES PLC Industrials 3,542.0 $1.7M 0.03% +32.0 +0.9% $483.35 -5.0%
268 BANK OF AMER CORP 1,329.0 $1.7M 0.03% +84.0 +6.8% $1288.00
269 TRNO TERRENO RLTY CORP Real Estate 23,059.0 $1.7M 0.03% +2K +11.5% $72.99 -6.1%
270 ALLE ALLEGION PLC Industrials 10,537.0 $1.7M 0.03% +685.0 +7.0% $158.14 +3.6%
271 KMB KIMBERLY-CLARK CORP Consumer Defensive 14,939.0 $1.7M 0.03% +13K +603.0% $111.44 -1.6%
272 SHY ISHARES TR 20,283.0 $1.7M 0.03% +9K +87.6% $81.87 +0.2%
273 WSM WILLIAMS SONOMA INC Consumer Cyclical 7,078.0 $1.7M 0.03% +3K +60.1% $234.39 +5.4%
274 VLRS CONTROLADORA VUELA COMP DE A Industrials 212,240.0 $1.7M 0.03% +32K +17.8% $7.81 -5.8%
275 VEON LTD 31,981.0 $1.7M 0.03% +1K +4.9% $51.70
276 KNTK KINETIK HOLDINGS INC Energy 33,846.0 $1.7M 0.03% +1K +4.2% $48.83 +12.3%
277 EDGU ADVISORS INNER CIRCLE FD II 53,265.0 $1.7M 0.03% +30K +128.3% $31.01 +4.0%
278 WPC WP CAREY INC Real Estate 21,678.0 $1.7M 0.03% +1K +5.2% $76.13 -6.0%
279 IFRA ISHARES TR 26,605.0 $1.6M 0.03% +331.0 +1.3% $61.89 -0.6%
280 TSCO TRACTOR SUPPLY CO Consumer Cyclical 51,548.0 $1.6M 0.03% +10K +22.6% $31.80 +12.2%
Page 14 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%