DIVERSIFY WEALTH MANAGEMENT, LLC: 13F holdings
CIK 20307802026Q2
| Positions | 1,244 |
|---|
| Reported value | $6.0bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 1,244 (+107 vs prior quarter) |
|---|
| Reported value | $6.0bn (+6.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 1,231,450 | $242.0m | 4.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 284,244 | $210.1m | 3.5% |
| SPYG SPDR SERIES TRUST | 1,766,081 | $202.3m | 3.4% |
| SPYV SPDR SERIES TRUST | 2,818,867 | $175.4m | 2.9% |
| AAPL APPLE INC | 449,050 | $151.3m | 2.5% |
| IVV ISHARES TR | 128,359 | $95.3m | 1.6% |
| EWU SPDR INDEX SHS FDS | 1,848,949 | $91.7m | 1.5% |
| VOO VANGUARD INDEX FDS | 132,212 | $89.8m | 1.5% |
| AVGO BROADCOM INC | 218,358 | $83.7m | 1.4% |
| AMZN AMAZON COM INC | 343,596 | $79.5m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2030780")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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