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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 6 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNILEVER PLC 38,407.0 $2.4M 0.04% -709.0 -1.8% $61.37
102 APH AMPHENOL CORP Technology 15,609.0 $2.3M 0.04% -4K -20.4% $149.28 +14.5%
103 SBUX STARBUCKS CORP Consumer Cyclical 21,865.0 $2.3M 0.04% -1K -5.0% $103.65 +4.1%
104 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 24,937.0 $2.3M 0.04% -448.0 -1.8% $90.59 -0.4%
105 XLF SELECT SECTOR SPDR TR 39,349.0 $2.2M 0.04% -14K -25.7% $56.88 +1.2%
106 QLTA ISHARES TR 47,684.0 $2.2M 0.04% -152K -76.2% $46.62 -0.7%
107 GTO INVESCO ACTIVELY MANAGED EXC 47,922.0 $2.2M 0.04% -4K -7.0% $46.17 +0.1%
108 FTAI AVIATION LTD 10,272.0 $2.2M 0.04% -2K -19.1% $214.14
109 COP CONOCOPHILLIPS Energy 18,812.0 $2.2M 0.04% -996.0 -5.0% $115.58 +10.4%
110 AHR AMERICAN HEALTHCARE REIT INC Real Estate 38,350.0 $2.2M 0.04% -14K -26.8% $56.55 -3.3%
111 NET CLOUDFLARE INC Technology 8,124.0 $2.2M 0.04% -726.0 -8.2% $265.62 +15.7%
112 SLYV SPDR SERIES TRUST 19,852.0 $2.2M 0.04% -8K -29.2% $108.64 +2.6%
113 SHYG ISHARES TR 49,779.0 $2.1M 0.04% -9K -15.3% $42.08 +0.3%
114 SCHZ SCHWAB STRATEGIC TR 91,203.0 $2.1M 0.04% -4K -3.7% $22.83 -0.4%
115 SPMB SPDR SERIES TRUST 91,781.0 $2.0M 0.03% -8K -8.0% $22.03 -0.4%
116 IGM ISHARES TR 13,335.0 $2.0M 0.03% -875.0 -6.2% $151.60 +8.4%
117 EWT ISHARES INC 20,440.0 $2.0M 0.03% -5K -18.8% $97.81 +10.2%
118 BNDX VANGUARD CHARLOTTE FDS 41,214.0 $2.0M 0.03% -333.0 -0.8% $47.92 -0.6%
119 VANGUARD CALIF TAX FREE FDS 19,806.0 $2.0M 0.03% -141.0 -0.7% $98.77
120 TDY TELEDYNE TECHNOLOGIES INC Technology 2,984.0 $1.9M 0.03% -70.0 -2.3% $651.65 +3.9%
Page 6 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%