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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 52 of 65  ·  1,286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 JPIE J P MORGAN EXCHANGE TRADED F 6,985.0 $320K 0.01% NEW $45.82 +0.1%
1022 FAF FIRST AMERN FINL CORP Financial Services 4,162.0 $317K 0.01% -3K -43.2% $76.28 -4.5%
1023 UTZ UTZ BRANDS INC Consumer Defensive 22,533.0 $317K 0.01% +2K +9.2% $14.08 +0.6%
1024 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,040.0 $315K 0.01% NEW $302.78 +9.7%
1025 XEL XCEL ENERGY INC Utilities 3,900.0 $315K 0.01% +450.0 +13.0% $80.71 -1.6%
1026 FVD FIRST TR EXCHANGE-TRADED FD 6,265.0 $314K 0.01% +964.0 +18.2% $50.16 +1.2%
1027 GXO GXO LOGISTICS INCORPORATED Industrials 5,893.0 $314K 0.01% +209.0 +3.7% $53.29 -11.6%
1028 CTVA CORTEVA INC Basic Materials 3,585.0 $314K 0.01% -143.0 -3.8% $87.58 -10.9%
1029 CMS CMS ENERGY CORP Utilities 4,215.0 $313K 0.01% +932.0 +28.4% $74.26 -3.9%
1030 DLR DIGITAL RLTY TR INC Real Estate 1,597.0 $313K 0.01% +38.0 +2.4% $195.71 +0.4%
1031 SPBW AIM ETF PRODUCTS TRUST 10,850.0 $312K 0.01% +2K +18.6% $28.75 +1.3%
1032 PLTU DIREXION SHARES ETF TRUST 10,009.0 $312K 0.01% -5K -33.8% $31.16 +59.5%
1033 OMC OMNICOM GROUP INC Communication Services 3,780.0 $312K 0.01% -34.0 -0.9% $82.42 +5.4%
1034 SFL SFL CORPORATION LTD Industrials 26,075.0 $311K 0.01% +2K +9.7% $11.94 +4.4%
1035 EXEL EXELIXIS INC Healthcare 5,567.0 $311K 0.01% NEW $55.81 -5.3%
1036 AJG GALLAGHER ARTHUR J & CO Financial Services 1,225.0 $310K 0.01% +99.0 +8.8% $253.29 -0.7%
1037 SHLD GLOBAL X FDS 4,856.0 $310K 0.01% -4K -42.7% $63.85 +9.6%
1038 APOS APOLLO GLOBAL MGMT INC Financial Services 2,489.0 $309K 0.01% -53.0 -2.1% $124.23 -79.6%
1039 BILS SPDR SERIES TRUST 3,106.0 $309K 0.01% NEW $99.35 -0.0%
1040 KMT KENNAMETAL INC Industrials 8,713.0 $308K 0.01% +216.0 +2.5% $35.32 -12.7%
Page 52 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%