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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 5 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KLAC KLA CORP Technology 49,397.0 $10.0M 0.17% +45K +976.4% $203.36 +1.2%
82 PVAL PUTNAM ETF TRUST 190,719.0 $10.0M 0.17% +7K +3.9% $52.57 +3.1%
83 ABNB AIRBNB INC Consumer Cyclical 66,486.0 $9.8M 0.16% +3K +5.0% $146.86 +22.1%
84 IAU ISHARES GOLD TR Financial Services 124,480.0 $9.6M 0.16% +6K +5.2% $76.78 +8.2%
85 ADP AUTOMATIC DATA PROCESSING IN Industrials 36,413.0 $9.3M 0.15% +1K +4.0% $254.98 +4.3%
86 ISRG INTUITIVE SURGICAL INC Healthcare 25,839.0 $9.2M 0.15% +3K +12.2% $356.83 +9.4%
87 MCD MCDONALDS CORP Consumer Cyclical 33,754.0 $9.1M 0.15% +4K +12.3% $270.67 -1.9%
88 PEP PEPSICO INC Consumer Defensive 64,003.0 $8.9M 0.15% +2K +2.5% $139.79 -1.1%
89 LMT LOCKHEED MARTIN CORP Industrials 15,306.0 $8.9M 0.15% +596.0 +4.0% $579.99 +2.4%
90 BLACKROCK ETF TRUST 250,654.0 $8.9M 0.15% +140K +125.9% $35.40
91 CRM SALESFORCE INC Technology 51,047.0 $8.9M 0.15% +6K +13.2% $173.60 +10.0%
92 GEV GE VERNOVA INC Utilities 8,825.0 $8.8M 0.15% +142.0 +1.6% $996.62 +8.3%
93 NEE NEXTERA ENERGY INC Utilities 96,075.0 $8.5M 0.14% +22K +29.1% $88.83 -2.9%
94 VWOB VANGUARD WHITEHALL FDS 128,970.0 $8.5M 0.14% +7K +6.0% $66.02 -0.2%
95 BX BLACKSTONE INC Financial Services 63,689.0 $8.4M 0.14% +6K +10.7% $132.60 +6.0%
96 AMGN AMGEN INC Healthcare 22,302.0 $8.4M 0.14% +817.0 +3.8% $376.26 +11.5%
97 BALI BLACKROCK ETF TRUST 247,864.0 $8.3M 0.14% +78K +45.9% $33.68 +4.1%
98 RUN SUNRUN INC Energy 827,077.0 $8.3M 0.14% +29K +3.6% $9.98 -1.5%
99 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 27,976.0 $8.2M 0.14% +2K +7.2% $292.57 +2.8%
100 DGRO ISHARES TR 102,799.0 $8.0M 0.13% +13K +14.8% $78.20 +1.4%
Page 5 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%