DIVERSIFY WEALTH MANAGEMENT, LLC
1,138 holdingsFiling period: 2026-03-31Current AUM: $6.41Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 2.10M | $274.0M | $315.4M | 4.92% | +1.87M | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 325.8K | $231.4M | $265.8M | 4.15% | +301.4K | 2026-03-31 |
| 3 | SPYG | SPDR SERIES TRUST | 1.67M | $185.9M | $222.4M | 3.47% | +479.8K | 2026-03-31 |
| 4 | SPYV | SPDR SERIES TRUST | 2.62M | $154.9M | $169.9M | 2.65% | +857.8K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 414.7K | $112.0M | $136.3M | 2.13% | +302.7K | 2026-03-31 |
| 6 | AVGO | BROADCOM INC | 815.5K | $89.8M | $112.9M | 1.76% | +775.1K | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 349.0K | $89.2M | $116.3M | 1.81% | +236.3K | 2026-03-31 |
| 8 | BKLN | INVESCO EXCH TRADED FD TR II | 4.12M | $84.7M | $84.7M | 1.32% | +3.71M | 2026-03-31 |
| 9 | VOO | VANGUARD INDEX FDS | 119.3K | $78.1M | $89.7M | 1.40% | +77.4K | 2026-03-31 |
| 10 | SPDW | SPDR INDEX SHS FDS | 1.62M | $77.2M | $84.6M | 1.32% | +569.8K | 2026-03-31 |
| 11 | IVV | ISHARES TR | 101.4K | $72.5M | $83.3M | 1.30% | +56.8K | 2026-03-31 |
| 12 | VT | VANGUARD INTL EQUITY INDEX F | 486.7K | $72.5M | $81.7M | 1.27% | -- | 2026-03-31 |
| 13 | QQQ | INVESCO QQQ TR | 108.0K | $71.4M | $85.1M | 1.33% | +90.8K | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 168.3K | $71.3M | $89.5M | 1.40% | +117.1K | 2026-03-31 |
| 15 | META | META PLATFORMS INC | 101.8K | $68.1M | $66.3M | 1.03% | +71.5K | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 202.5K | $67.4M | $83.5M | 1.30% | +171.9K | 2026-03-31 |
| 17 | GLDM | WORLD GOLD TR | 720.4K | $64.8M | $56.0M | 0.87% | +714.8K | 2026-03-31 |
| 18 | GOOG | ALPHABET INC | 184.9K | $64.2M | $79.8M | 1.24% | +118.2K | 2026-03-31 |
| 19 | DFAU | DIMENSIONAL ETF TRUST | 1.11M | $54.2M | $62.2M | 0.97% | -16,625 | 2026-03-31 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | 145.9K | $49.2M | $115.1M | 1.80% | +115.6K | 2026-03-31 |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 122.4K | $48.2M | $57.7M | 0.90% | +111.1K | 2026-03-31 |
| 22 | VMBS | VANGUARD SCOTTSDALE FDS | 885.9K | $41.5M | $40.7M | 0.63% | +702.4K | 2026-03-31 |
| 23 | SRLN | SSGA ACTIVE ETF TR | 1.01M | $41.1M | $41.3M | 0.64% | +997.4K | 2026-03-31 |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | 701.3K | $40.7M | $44.3M | 0.69% | +274.1K | 2026-03-31 |
| 25 | IJH | ISHARES TR | 556.9K | $39.9M | $44.4M | 0.69% | +514.9K | 2026-03-31 |
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