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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 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CWB SPDR SERIES TRUST 4,542.0 $460K 0.01% -538.0 -10.6% $101.34 +3.1%
282 BIDD BLACKROCK ETF TRUST 15,507.0 $457K 0.01% -23K -60.0% $29.49 +3.4%
283 RELX RELX PLC Communication Services 12,585.0 $449K 0.01% -2K -15.6% $35.65 -3.2%
284 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,897.0 $448K 0.01% -8K -68.1% $114.99 +11.5%
285 A AGILENT TECHNOLOGIES INC Healthcare 3,232.0 $446K 0.01% -134.0 -4.0% $137.90 +7.6%
286 KNSL KINSALE CAP GROUP INC Financial Services 1,230.0 $445K 0.01% -5K -80.8% $361.63 +3.1%
287 IJT ISHARES TR 2,557.0 $441K 0.01% -302.0 -10.6% $172.59 +1.5%
288 DAL DELTA AIR LINES INC Industrials 5,092.0 $441K 0.01% -149.0 -2.8% $86.67 -1.1%
289 XLC SELECT SECTOR SPDR TR 4,080.0 $439K 0.01% -864.0 -17.5% $107.67 +2.6%
290 CGHM CAPITAL GRP FIXED INCM ETF T 16,890.0 $432K 0.01% -932.0 -5.2% $25.55 -0.7%
291 TOL TOLL BROTHERS INC Consumer Cyclical 2,841.0 $429K 0.01% -19.0 -0.7% $151.01 -5.4%
292 DFTX DEFINIUM THERAPEUTICS INC Healthcare 10,025.0 $428K 0.01% -975.0 -8.9% $42.65 +8.3%
293 TCHP T ROWE PRICE EXCHANGE-TRADED 8,880.0 $425K 0.01% -105.0 -1.2% $47.90 +5.2%
294 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,158.0 $425K 0.01% -1K -28.5% $134.54 +1.3%
295 DHR DANAHER CORP DEL Healthcare 2,131.0 $419K 0.01% -190.0 -8.2% $196.49 +1.6%
296 COHR COHERENT CORP Technology 1,543.0 $419K 0.01% -165.0 -9.7% $271.26 +13.0%
297 DVY ISHARES TR 2,486.0 $406K 0.01% -1K -31.8% $163.25 +1.0%
298 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,451.0 $404K 0.01% -1K -48.5% $278.46 +15.4%
299 YUM YUM BRANDS INC Consumer Cyclical 2,676.0 $395K 0.01% -20.0 -0.7% $147.79 -2.0%
300 GIS GENERAL MILLS INC Consumer Defensive 10,754.0 $394K 0.01% -9K -46.2% $36.61 +4.0%
Page 15 of 20  ·  383 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%