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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 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 DPZ DOMINOS PIZZA INC Consumer Cyclical 703 $234K 0.00% SOLD
42 KC KINGSOFT CLOUD HLDGS LTD Technology 15,619 $233K 0.00% SOLD
43 PNW PINNACLE WEST CAP CORP Utilities 2,286 $232K 0.00% SOLD
44 USAR USA RARE EARTH INC Basic Materials 10,548 $232K 0.00% SOLD
45 INDA ISHARES TR 4,710 $231K 0.00% SOLD
46 INSM INSMED INC Healthcare 1,704 $230K 0.00% SOLD
47 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,417 $228K 0.00% SOLD
48 PNR PENTAIR PLC Industrials 2,716 $220K 0.00% SOLD
49 WDAY WORKDAY INC Technology 1,780 $218K 0.00% SOLD
50 FIS FIDELITY NATL INFORMATION SV Technology 4,680 $216K 0.00% SOLD
51 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 873 $215K 0.00% SOLD
52 ALC ALCON AG Healthcare 2,951 $215K 0.00% SOLD
53 CLX CLOROX CO DEL Consumer Defensive 2,227 $211K 0.00% SOLD
54 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 782 $211K 0.00% SOLD
55 SSRM SSR MINING IN Basic Materials 7,352 $207K 0.00% SOLD
56 GRFS GRIFOLS S A Healthcare 24,509 $194K 0.00% SOLD
57 EOSE EOS ENERGY ENTERPRISES INC Industrials 20,174 $128K 0.00% SOLD
58 BBAI BIGBEAR AI HLDGS INC Technology 22,251 $85K 0.00% SOLD
59 YATSEN HLDG LTD 23,220 $64K 0.00% SOLD
60 RR RICHTECH ROBOTICS INC Industrials 21,885 $52K 0.00% SOLD
Page 3 of 4  ·  64 positions
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%