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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 15 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 COWZ PACER FDS TR 24,774.0 $1.6M 0.03% +1K +5.2% $65.92 +9.3%
282 MMM 3M CO Industrials 9,159.0 $1.6M 0.03% +170.0 +1.9% $178.24 +2.7%
283 LTC LTC PPTYS INC Real Estate 38,756.0 $1.6M 0.03% +880.0 +2.3% $41.94 -4.6%
284 AMT AMERICAN TOWER CORP Real Estate 9,657.0 $1.6M 0.03% +1K +18.0% $166.74 +4.7%
285 SCHB SCHWAB STRATEGIC TR 55,830.0 $1.6M 0.03% +3K +6.7% $28.59 +4.5%
286 CEG CONSTELLATION ENERGY CORP Utilities 5,908.0 $1.6M 0.03% +4K +170.6% $269.99 +1.2%
287 STWD STARWOOD PPTY TR INC Real Estate 95,758.0 $1.6M 0.03% +11K +13.5% $16.58 +0.4%
288 BXSL BLACKSTONE SECD LENDING FD Financial Services 68,394.0 $1.6M 0.03% +3K +4.3% $23.00 +7.2%
289 FTEC FIDELITY COVINGTON TRUST 5,805.0 $1.6M 0.03% +452.0 +8.4% $268.42 +6.1%
290 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,112.0 $1.6M 0.03% +323.0 +6.7% $303.48 -7.6%
291 F FORD MTR CO Consumer Cyclical 105,358.0 $1.5M 0.03% +35K +50.5% $14.68 -2.7%
292 KRMN KARMAN HLDGS INC Industrials 30,474.0 $1.5M 0.03% +5K +20.8% $50.57 +16.5%
293 MPT MEDICAL PROPERTIES TRUST INC Financial Services 319,232.0 $1.5M 0.03% +9K +2.8% $4.79 -13.6%
294 UI UBIQUITI INC Technology 2,828.0 $1.5M 0.03% +78.0 +2.8% $539.61 +9.4%
295 CI THE CIGNA GROUP Healthcare 5,230.0 $1.5M 0.03% +1K +32.0% $291.03 -3.4%
296 ANNALY CAPITAL MANAGEMENT IN 66,815.0 $1.5M 0.03% +7K +11.3% $22.57
297 EPR EPR PPTYS Real Estate 23,524.0 $1.5M 0.03% +769.0 +3.4% $63.43 -5.1%
298 KMI KINDER MORGAN INC DEL Energy 45,970.0 $1.5M 0.02% +2K +5.4% $31.75 +1.1%
299 VBK VANGUARD INDEX FDS 4,223.0 $1.5M 0.02% +973.0 +29.9% $343.76 +5.0%
300 HST HOST HOTELS & RESORTS INC Real Estate 57,904.0 $1.4M 0.02% +854.0 +1.5% $24.97 -7.1%
Page 15 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%