EdgeMarket › What Diversify Wealth Management, Llc reported owning
What Diversify Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.6BPositions
1,174Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 272.4M | 4.9% | 1.3M | 214.72 | +22.4% |
| SPY SPDR S&P 500 ETF TRUST | 231.4M | 4.1% | 325.2K | 765.72 | +20.0% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 185.9M | 3.3% | 1.7M | 120.21 | +22.2% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 154.9M | 2.8% | 2.6M | 63.51 | +17.5% |
| AAPL Apple Inc. | 112.0M | 2.0% | 414.6K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 89.2M | 1.6% | 339.0K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 87.4M | 1.6% | 215.4K | 368.45 | +26.5% |
| BKLN Invesco Senior Loan ETF | 84.7M | 1.5% | 4.1M | 20.60 | -1.2% |
| VOO Vanguard S&P 500 ETF | 78.1M | 1.4% | 119.3K | 703.71 | +20.0% |
| SPDW State Street SPDR Portfolio Developed World ex | 77.2M | 1.4% | 1.6M | 52.02 | +24.4% |
| IVV iShares Core S&P 500 ETF | 72.5M | 1.3% | 101.4K | 769.31 | +20.0% |
| VT Vanguard Total World Stock Index ETF | 72.5M | 1.3% | 486.7K | 160.77 | +21.2% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 71.4M | 1.3% | 107.9K | 713.44 | +26.1% |
| MSFT MICROSOFT CORP | 71.3M | 1.3% | 168.0K | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 68.1M | 1.2% | 101.8K | 549.90 | -26.5% |
| GOOGL Alphabet Inc. | 67.4M | 1.2% | 192.5K | 344.82 | +73.0% |
| GLDM World Gold Trust | 64.8M | 1.2% | 720.4K | 91.32 | +37.7% |
| GOOG Alphabet Inc. | 64.2M | 1.1% | 184.8K | 341.75 | +70.7% |
| DFAU Dimensional US Core Equity Market ETF | 54.2M | 1.0% | 1.1M | 53.06 | +21.1% |
| AMD ADVANCED MICRO DEVICES INC | 49.2M | 0.9% | 145.9K | 473.25 | +186.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 48.2M | 0.9% | 122.4K | 418.95 | +83.3% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 41.5M | 0.7% | 885.9K | 46.15 | -0.4% |
| SRLN State Street Blackstone Senior Loan ETF | 41.1M | 0.7% | 1.0M | 40.62 | -2.0% |
| VWO Vanguard FTSE Emerging Markets ETF | 40.7M | 0.7% | 701.3K | 60.45 | +17.7% |
| IJH iShares Core S&P Mid-Cap ETF | 39.9M | 0.7% | 556.9K | 76.77 | +20.8% |
| MU MICRON TECHNOLOGY INC | 38.2M | 0.7% | 73.7K | 966.78 | +724.8% |
| GLD SPDR GOLD TRUST | 37.7M | 0.7% | 90.4K | 423.36 | +37.3% |
| SCHR Schwab Intermediate-Term U.S. Treasury ETF | 31.8M | 0.6% | 1.3M | 24.38 | -2.4% |
| PANW Palo Alto Networks Inc | 30.2M | 0.5% | 166.6K | 357.87 | +94.0% |
| COST COSTCO WHOLESALE CORP /NEW | 30.1M | 0.5% | 30.1K | 947.74 | -4.7% |
| ITA iShares U.S. Aerospace & Defense ETF | 30.0M | 0.5% | 140.9K | 237.34 | +22.1% |
| IWM iShares Russell 2000 ETF | 28.9M | 0.5% | 106.3K | 299.96 | +33.1% |
| USIG iShares Broad USD Investment Grade Corporate B | 28.1M | 0.5% | 548.1K | 50.20 | -2.6% |
| GRNY Fundstrat Granny Shots US Large Cap ETF | 27.8M | 0.5% | 1.1M | 27.80 | +20.2% |
| SPHY State Street SPDR Portfolio High Yield Bond ET | 27.7M | 0.5% | 1.2M | 23.30 | -1.6% |
| ORCL ORACLE CORP | 26.9M | 0.5% | 164.0K | 146.47 | -37.7% |
| VEA Vanguard FTSE Developed Markets ETF | 26.7M | 0.5% | 398.3K | 73.42 | +24.7% |
| OPBK OP Bancorp | 26.5M | 0.5% | 1.8M | 15.30 | +10.9% |
| MRVL Marvell Technology, Inc. | 25.7M | 0.5% | 163.9K | 237.04 | +232.8% |
| IVW iShares S&P 500 Growth ETF | 25.6M | 0.5% | 198.7K | 138.83 | +22.2% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 24.6M | 0.4% | 414.9K | 58.31 | -2.3% |
| LRCX LAM RESEARCH CORP | 24.5M | 0.4% | 98.6K | 314.00 | +216.7% |
| TSLA Tesla, Inc. | 24.0M | 0.4% | 64.4K | 362.86 | +12.0% |
| IUSB iShares Core Universal USD Bond ETF | 22.9M | 0.4% | 495.9K | 45.43 | -1.7% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 22.9M | 0.4% | 360.3K | 69.08 | +22.3% |
| EEM iShares MSCI Emerging Markets ETF | 22.8M | 0.4% | 363.1K | 67.12 | +34.9% |
| JPM JPMORGAN CHASE & CO | 22.1M | 0.4% | 71.6K | 351.58 | +20.3% |
| IEMG iShares Core MSCI Emerging Markets ETF | 22.0M | 0.4% | 286.1K | 81.57 | +31.9% |
| IVE iShares S&P 500 Value ETF | 22.0M | 0.4% | 99.6K | 237.24 | +17.6% |
| NOW ServiceNow, Inc. | 21.8M | 0.4% | 245.4K | 128.48 | -27.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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