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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 2 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVAV AEROVIRONMENT INC Industrials 13,348.0 $2.1M 0.03% NEW $154.24 +17.4%
22 UMBF UMB FINL CORP Financial Services 14,149.0 $2.0M 0.03% NEW $140.97 +7.8%
23 RSPT INVESCO EXCHANGE TRADED FD T 33,290.0 $2.0M 0.03% NEW $59.73 +10.3%
24 PBR PETROLEO BRASILEIRO S A Energy 108,984.0 $2.0M 0.03% NEW $18.00 +1.4%
25 SSL SASOL LTD Basic Materials 168,990.0 $1.9M 0.03% NEW $11.45 +2.3%
26 GNRC GENERAC HLDGS INC Industrials 9,772.0 $1.9M 0.03% NEW $197.54 +12.0%
27 E ENI SPA Energy 37,066.0 $1.9M 0.03% NEW $50.63 +10.7%
28 CAIE CALAMOS ETF TR 65,332.0 $1.7M 0.03% NEW $26.59 +2.6%
29 ISHARES TR 59,653.0 $1.7M 0.03% NEW $29.12
30 CARNIVAL CORP LTD 63,648.0 $1.7M 0.03% NEW $27.12
31 DBMF LITMAN GREGORY FDS TR 53,954.0 $1.7M 0.03% NEW $31.27 +0.9%
32 STT STATE STR CORP Financial Services 8,456.0 $1.6M 0.03% NEW $184.67 +4.5%
33 IOT SAMSARA INC Technology 43,268.0 $1.5M 0.03% NEW $35.34 +10.4%
34 EA ELECTRONIC ARTS INC Communication Services 7,211.0 $1.5M 0.03% NEW $209.06 +0.3%
35 PLXS PLEXUS CORP Technology 5,734.0 $1.5M 0.02% NEW $253.40 +8.2%
36 INMU BLACKROCK ETF TRUST II 59,241.0 $1.4M 0.02% NEW $23.84 -0.2%
37 HONEYWELL INTL INC 5,612.0 $1.4M 0.02% NEW $245.75
38 BLACKROCK ETF TRUST 47,743.0 $1.4M 0.02% NEW $28.65
39 MIR MIRION TECHNOLOGIES INC Industrials 78,781.0 $1.3M 0.02% NEW $16.85 -6.6%
40 PJUN INNOVATOR ETFS TRUST 30,049.0 $1.3M 0.02% NEW $43.07 +2.5%
Page 2 of 9  ·  176 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%