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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 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGCP CAPITAL GRP FIXED INCM ETF T 814,299.0 $18.0M 0.30% -158K -16.3% $22.05 -0.3%
22 BKLN INVESCO EXCH TRADED FD TR II 873,277.0 $17.8M 0.30% -3.2M -78.8% $20.39 +0.9%
23 IEMG ISHARES INC 220,458.0 $17.1M 0.28% -66K -22.9% $77.35 +5.9%
24 FORTINET INC 108,044.0 $16.5M 0.28% -9K -7.7% $152.38
25 IWM ISHARES TR 55,597.0 $16.3M 0.27% -51K -47.7% $292.91 +3.8%
26 ITA ISHARES TR 66,670.0 $16.3M 0.27% -74K -52.7% $243.91 +3.0%
27 AGG ISHARES TR 156,611.0 $15.3M 0.26% -10K -5.8% $97.69 -0.5%
28 GLD SPDR GOLD TR Financial Services 37,629.0 $14.1M 0.24% -53K -58.4% $374.63 +8.2%
29 ARM ARM HOLDINGS PLC Technology 52,208.0 $13.9M 0.23% -16K -23.1% $266.33 +1.9%
30 LQD ISHARES TR 127,286.0 $13.6M 0.23% -814.0 -0.6% $106.51 -0.8%
31 VO VANGUARD INDEX FDS 161,082.0 $13.0M 0.22% -1K -0.8% $81.01 +3.8%
32 BND VANGUARD BD INDEX FDS 178,765.0 $13.0M 0.22% -7K -3.9% $72.46 -0.4%
33 QCOM QUALCOMM INC Technology 74,972.0 $12.7M 0.21% -964.0 -1.3% $170.04 -4.6%
34 XLK SELECT SECTOR SPDR TR 66,339.0 $11.6M 0.19% -3K -4.1% $174.30 +9.2%
35 BERKSHIRE HATHAWAY INC DEL 22,302.0 $11.1M 0.18% -5K -18.0% $497.18
36 WMT WALMART INC Consumer Defensive 98,331.0 $11.0M 0.18% -925.0 -0.9% $111.74 +2.3%
37 SCHR SCHWAB STRATEGIC TR 435,160.0 $10.6M 0.18% -849K -66.1% $24.43 -0.1%
38 JAAA JANUS DETROIT STR TR 202,777.0 $10.3M 0.17% -23K -10.2% $50.66 -0.1%
39 CMI CUMMINS INC Industrials 15,200.0 $10.1M 0.17% -1K -7.4% $661.82 -3.1%
40 DFAE DIMENSIONAL ETF TRUST 260,988.0 $9.8M 0.16% -5K -1.9% $37.50 +5.8%
Page 2 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%