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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 5 of 65  ·  1,286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PM PHILIP MORRIS INTL INC Consumer Defensive 76,367.0 $14.9M 0.25% $195.66 -5.7%
82 CRWD CROWDSTRIKE HLDGS INC Technology 82,315.0 $14.8M 0.25% +59K +250.6% $45.03 +375.0%
83 XHLF BONDBLOXX ETF TRUST 294,518.0 $14.8M 0.25% +159K +116.8% $50.25 -0.0%
84 PLTR PALANTIR TECHNOLOGIES INC Technology 109,173.0 $14.4M 0.24% +11K +11.3% $131.53 +31.2%
85 GLD SPDR GOLD TR Financial Services 37,629.0 $14.1M 0.24% -53K -58.4% $374.63 +8.2%
86 ASML ASML HLDG NV Technology 8,503.0 $14.1M 0.23% +741.0 +9.6% $1655.35 +13.8%
87 UNH UNITEDHEALTH GROUP INC Healthcare 33,396.0 $13.9M 0.23% +5K +16.4% $417.63 -5.3%
88 ARM ARM HOLDINGS PLC Technology 52,208.0 $13.9M 0.23% -16K -23.1% $266.33 +1.9%
89 IEFA ISHARES TR 143,108.0 $13.9M 0.23% $96.83 +4.3%
90 KO COCA COLA CO Consumer Defensive 164,600.0 $13.8M 0.23% +10K +6.7% $84.07 +3.5%
91 LQD ISHARES TR 127,286.0 $13.6M 0.23% -814.0 -0.6% $106.51 -0.8%
92 STGW STAGWELL INC Communication Services 1,724,579.0 $13.3M 0.22% $7.73 +12.5%
93 QQQM INVESCO EXCH TRADED FD TR II 46,558.0 $13.1M 0.22% +34K +285.5% $280.86 +7.0%
94 VO VANGUARD INDEX FDS 161,082.0 $13.0M 0.22% -1K -0.8% $81.01 +3.8%
95 BND VANGUARD BD INDEX FDS 178,765.0 $13.0M 0.22% -7K -3.9% $72.46 -0.4%
96 BRHY BLACKROCK ETF TRUST II 255,016.0 $13.0M 0.22% NEW $50.79 +0.3%
97 QCOM QUALCOMM INC Technology 74,972.0 $12.7M 0.21% -964.0 -1.3% $170.04 -4.6%
98 UNP UNION PAC CORP Industrials 42,167.0 $12.6M 0.21% +2K +4.5% $299.30 +0.2%
99 ANET ARISTA NETWORKS INC Technology 73,447.0 $12.5M 0.21% +7K +10.3% $170.76 +18.2%
100 NFLX NETFLIX INC. Communication Services 177,548.0 $12.5M 0.21% +82K +85.2% $70.40 +8.0%
Page 5 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%