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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 20 of 65  ·  1,286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 OHI OMEGA HEALTHCARE INVS INC Real Estate 42,428.0 $2.2M 0.04% +1K +3.6% $51.40 -9.0%
382 FSK FS KKR CAP CORP Financial Services 201,020.0 $2.2M 0.04% $10.83 +9.9%
383 LECO LINCOLN ELEC HLDGS INC Industrials 8,476.0 $2.2M 0.04% +691.0 +8.9% $256.85 +7.8%
384 COP CONOCOPHILLIPS Energy 18,812.0 $2.2M 0.04% -996.0 -5.0% $115.58 +16.7%
385 AHR AMERICAN HEALTHCARE REIT INC Real Estate 38,350.0 $2.2M 0.04% -14K -26.8% $56.55 -1.4%
386 NET CLOUDFLARE INC Technology 8,124.0 $2.2M 0.04% -726.0 -8.2% $265.62 +5.0%
387 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 38,939.0 $2.2M 0.04% +5K +16.1% $55.41 -1.3%
388 SLYV SPDR SERIES TRUST 19,852.0 $2.2M 0.04% -8K -29.2% $108.64 +1.0%
389 QAI NEW YORK LIFE INVESTMENTS ET 59,826.0 $2.2M 0.04% NEW $36.05 +1.1%
390 DFUV DIMENSIONAL ETF TRUST 38,380.0 $2.1M 0.04% +7K +23.3% $55.59 +2.7%
391 HYGH ISHARES U S ETF TR 24,708.0 $2.1M 0.04% +21K +631.9% $86.30 +0.2%
392 ALAB ASTERA LABS INC Technology 7,518.0 $2.1M 0.04% +6K +293.4% $282.52 +2.8%
393 VNET VNET GROUP INC Technology 294,940.0 $2.1M 0.04% +26K +9.8% $7.17 -7.3%
394 MPC MARATHON PETE CORP Energy 6,766.0 $2.1M 0.04% +1K +25.0% $312.35 +14.7%
395 SMLF ISHARES TR 24,306.0 $2.1M 0.04% NEW $86.59 +2.3%
396 B BARRICK MNG CORP Basic Materials 56,177.0 $2.1M 0.04% +25K +82.8% $37.38 +23.8%
397 COF CAPITAL ONE FINL CORP Financial Services 10,130.0 $2.1M 0.04% +2K +18.0% $207.05 +2.6%
398 SHYG ISHARES TR 49,779.0 $2.1M 0.04% -9K -15.3% $42.08 +0.3%
399 SCHZ SCHWAB STRATEGIC TR 91,203.0 $2.1M 0.04% -4K -3.7% $22.83 -0.1%
400 BOOT BOOT BARN HLDGS INC Consumer Cyclical 13,394.0 $2.1M 0.04% +2K +13.2% $155.12 +3.3%
Page 20 of 65  ·  1,286 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%