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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 7 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SYK STRYKER CORPORATION Healthcare 17,275.0 $5.8M 0.10% +2K +11.4% $336.74 -1.6%
122 BKMC BNY MELLON ETF TRUST 142,329.0 $5.7M 0.10% +92K +182.1% $13.45 +209.2%
123 O REALTY INCOME CORP Real Estate 85,209.0 $5.6M 0.09% +5K +6.0% $65.50 -5.0%
124 ETN EATON CORP PLC Industrials 13,601.0 $5.4M 0.09% +1K +8.0% $398.64 +8.2%
125 CAT CATERPILLAR INC Industrials 6,151.0 $5.4M 0.09% +670.0 +12.2% $873.27 -3.7%
126 AMCOR PLC 118,629.0 $5.4M 0.09% +4K +3.6% $45.24
127 AVLV AMERICAN CENTY ETF TR 57,152.0 $5.3M 0.09% +495.0 +0.9% $92.15 +2.4%
128 OWL BLUE OWL CAPITAL INC Financial Services 540,535.0 $5.2M 0.09% +84K +18.4% $9.68 +19.7%
129 VTEB VANGUARD MUN BD FDS 104,634.0 $5.2M 0.09% +4K +3.7% $49.69 -0.3%
130 EMBJ EMBRAER S.A. Industrials 76,157.0 $5.2M 0.09% +3K +4.6% $67.99 +13.4%
131 AVEM AMERICAN CENTY ETF TR 56,604.0 $5.1M 0.09% +8K +17.0% $89.53 +2.8%
132 SPIB SPDR SERIES TRUST 142,398.0 $4.7M 0.08% +3K +2.4% $33.12 -0.0%
133 CRS CARPENTER TECHNOLOGY CORP Industrials 8,125.0 $4.7M 0.08% +3K +53.6% $580.28 -8.3%
134 NVT NVENT ELEC PLC Industrials 31,130.0 $4.6M 0.08% +2K +6.0% $149.29 +10.3%
135 VXUS VANGUARD STAR FDS 54,067.0 $4.5M 0.08% +12K +28.5% $83.79 +3.2%
136 TJX TJX COS INC NEW Consumer Cyclical 28,963.0 $4.5M 0.08% +6K +25.3% $156.38 -3.5%
137 VUG VANGUARD INDEX FDS 54,212.0 $4.5M 0.08% +2K +2.9% $83.38 +5.4%
138 VST VISTRA CORP Utilities 28,656.0 $4.5M 0.07% +1K +4.0% $157.08 -10.5%
139 LMUB ISHARES TR 87,187.0 $4.3M 0.07% +17K +24.1% $49.76 -0.5%
140 ITOT ISHARES TR 26,371.0 $4.3M 0.07% +3K +11.7% $162.10 +3.8%
Page 7 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%