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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 17 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FAF FIRST AMERN FINL CORP Financial Services 4,162.0 $317K 0.01% -3K -43.2% $76.28 -4.1%
322 CTVA CORTEVA INC Basic Materials 3,585.0 $314K 0.01% -143.0 -3.8% $87.58 -13.2%
323 PLTU DIREXION SHARES ETF TRUST 10,009.0 $312K 0.01% -5K -33.8% $31.16 +59.4%
324 OMC OMNICOM GROUP INC Communication Services 3,780.0 $312K 0.01% -34.0 -0.9% $82.42 +3.7%
325 SHLD GLOBAL X FDS 4,856.0 $310K 0.01% -4K -42.7% $63.85 +9.6%
326 APOS APOLLO GLOBAL MGMT INC Financial Services 2,489.0 $309K 0.01% -53.0 -2.1% $124.23 -79.5%
327 QEFA SPDR INDEX SHS FDS 3,140.0 $307K 0.01% -1K -30.0% $97.66 +3.5%
328 ASX ASE TECHNOLOGY HLDG CO LTD Technology 8,370.0 $306K 0.01% -939.0 -10.1% $36.55 +9.2%
329 CPRT COPART INC Industrials 10,120.0 $301K 0.01% -31K -75.1% $29.79 +6.4%
330 PTC PTC INC Technology 2,393.0 $300K 0.01% -10K -80.4% $125.22 +16.6%
331 WFG WEST FRASER TIMBER CO LTD Basic Materials 4,490.0 $298K 0.01% -972.0 -17.8% $66.28 +3.2%
332 RLY SSGA ACTIVE ETF TR 8,256.0 $296K 0.01% -1K -11.2% $35.89 +3.1%
333 EMB ISHARES TR 3,120.0 $296K 0.01% -2K -44.0% $94.95 -0.3%
334 RACE FERRARI N V Consumer Cyclical 771.0 $293K 0.01% -3K -80.1% $380.08 +9.7%
335 NULG NUSHARES ETF TR 2,617.0 $292K 0.01% -249.0 -8.7% $111.41 +5.4%
336 WY WEYERHAEUSER CO Real Estate 12,189.0 $291K 0.01% -9K -42.7% $23.91 +0.7%
337 KVUE KENVUE INC Consumer Defensive 14,598.0 $284K 0.01% -41K -74.0% $19.48 -3.5%
338 PSTG EVERPURE INC 3,810.0 $283K 0.01% -21.0 -0.6% $74.21
339 FAST FASTENAL CO Industrials 5,926.0 $282K 0.01% -672.0 -10.2% $47.64 +7.5%
340 KKR KKR & CO INC Financial Services 2,777.0 $282K 0.01% -595.0 -17.6% $101.63 +7.1%
Page 17 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%