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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 7 of 65  ·  1,286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VCIT VANGUARD SCOTTSDALE FDS 132,193.0 $10.7M 0.18% +7K +5.9% $81.32 -0.4%
122 SMCI SUPER MICRO COMPUTER INC Technology 357,034.0 $10.6M 0.18% +30K +9.1% $29.81 +24.4%
123 FREL FIDELITY COVINGTON TRUST 348,236.0 $10.6M 0.18% +19K +5.6% $30.53 -2.2%
124 SCHR SCHWAB STRATEGIC TR 435,160.0 $10.6M 0.18% -849K -66.1% $24.43 -0.0%
125 VRTX VERTEX PHARMACEUTICALS INC Healthcare 22,168.0 $10.6M 0.18% $479.00 +8.9%
126 EFG ISHARES TR 87,297.0 $10.4M 0.17% +12K +16.4% $119.68 +4.5%
127 CGDV CAPITAL GROUP DIVIDEND VALUE 212,847.0 $10.4M 0.17% +2K +1.1% $48.96 +3.0%
128 CME CME GROUP INC Financial Services 40,726.0 $10.4M 0.17% +5K +13.7% $255.36 +6.9%
129 JAAA JANUS DETROIT STR TR 202,777.0 $10.3M 0.17% -23K -10.2% $50.66 -0.1%
130 RTX RTX CORPORATION Industrials 46,852.0 $10.2M 0.17% +1K +2.9% $218.42 +2.1%
131 DIS DISNEY WALT CO Communication Services 104,183.0 $10.1M 0.17% +23K +29.1% $96.65 +8.3%
132 CMI CUMMINS INC Industrials 15,200.0 $10.1M 0.17% -1K -7.4% $661.82 -5.8%
133 KLAC KLA CORP Technology 49,397.0 $10.0M 0.17% +45K +976.4% $203.36 -3.7%
134 PVAL PUTNAM ETF TRUST 190,719.0 $10.0M 0.17% +7K +3.9% $52.57 +3.2%
135 DFAE DIMENSIONAL ETF TRUST 260,988.0 $9.8M 0.16% -5K -1.9% $37.50 +3.8%
136 ABNB AIRBNB INC Consumer Cyclical 66,486.0 $9.8M 0.16% +3K +5.0% $146.86 +25.3%
137 IAU ISHARES GOLD TR Financial Services 124,480.0 $9.6M 0.16% +6K +5.2% $76.78 +7.6%
138 EFV ISHARES TR 118,217.0 $9.4M 0.16% -90K -43.2% $79.55 +2.6%
139 SGOV ISHARES TR 93,042.0 $9.4M 0.16% -1K -1.2% $100.65 -0.1%
140 ADP AUTOMATIC DATA PROCESSING IN Industrials 36,413.0 $9.3M 0.15% +1K +4.0% $254.98 +7.3%
Page 7 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%