Diversify Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.61B
Q ending 2026-03-31
Prior quarter
$2.14B
Q ending 2025-12-31
Change
+161.6% QoQ · +316.6% YoY
Positions
1,174
reported holdings
Largest positions
Top 100 of 1,174 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $272.4M | 1.3M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $231.4M | 325K |
| Spdr Series Trust | SPYG | Shares | $185.9M | 1.7M |
| Spdr Series Trust | SPYV | Shares | $154.9M | 2.6M |
| Apple Inc | AAPL | Shares | $112.0M | 415K |
| Amazon Com Inc | AMZN | Shares | $89.2M | 339K |
| Broadcom Inc | AVGO | Shares | $87.4M | 215K |
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $84.7M | 4.1M |
| Vanguard Index Fds | VOO | Shares | $78.1M | 119K |
| Spdr Index Shs Fds | SPDW | Shares | $77.2M | 1.6M |
| Ishares Tr | IVV | Shares | $72.5M | 101K |
| Vanguard Intl Equity Index F | VT | Shares | $72.5M | 487K |
| Invesco Qqq Tr | QQQ | Shares | $71.4M | 108K |
| Microsoft Corp | MSFT | Shares | $71.3M | 168K |
| Meta Platforms Inc | META | Shares | $68.1M | 102K |
| Alphabet Inc | GOOGL | Shares | $67.4M | 193K |
| World Gold Tr | GLDM | Shares | $64.8M | 720K |
| Alphabet Inc | GOOG | Shares | $64.2M | 185K |
| Dimensional Etf Trust | DFAU | Shares | $54.2M | 1.1M |
| Advanced Micro Devices Inc | AMD | Shares | $49.2M | 146K |
| Taiwan Semiconductor Manufac | TSM | Shares | $48.2M | 122K |
| Vanguard Scottsdale Fds | VMBS | Shares | $41.5M | 886K |
| Ssga Active Etf Tr | SRLN | Shares | $41.1M | 1.0M |
| Vanguard Intl Equity Index F | VWO | Shares | $40.7M | 701K |
| Ishares Tr | IJH | Shares | $39.9M | 557K |
| Micron Technology Inc | MU | Shares | $38.2M | 74K |
| Spdr Gold Tr | GLD | Shares | $37.7M | 90K |
| Schwab Strategic Tr | SCHR | Shares | $31.8M | 1.3M |
| Palo Alto Networks Inc | PANW | Shares | $30.2M | 167K |
| Costco Wholesale Corporation | COST | Shares | $30.1M | 30K |
| Ishares Tr | ITA | Shares | $30.0M | 141K |
| Ishares Tr | IWM | Shares | $28.9M | 106K |
| Ishares Tr | USIG | Shares | $28.1M | 548K |
| Tidal Trust I | GRNY | Shares | $27.8M | 1.1M |
| Spdr Series Trust | SPHY | Shares | $27.7M | 1.2M |
| Oracle Corp | ORCL | Shares | $26.9M | 164K |
| Vanguard Tax-Managed Fds | VEA | Shares | $26.7M | 398K |
| Op Bancorp | OPBK | Shares | $26.5M | 1.8M |
| Marvell Technology Inc | MRVL | Shares | $25.7M | 164K |
| Ishares Tr | IVW | Shares | $25.6M | 199K |
| Vanguard Scottsdale Fds | VGIT | Shares | $24.6M | 415K |
| Lam Research Corp | LRCX | Shares | $24.5M | 99K |
| Tesla Inc | TSLA | Shares | $24.0M | 64K |
| Ishares Tr | IUSB | Shares | $22.9M | 496K |
| Blackrock Etf Trust | DYNF | Shares | $22.9M | 360K |
| Ishares Tr | EEM | Shares | $22.8M | 363K |
| Jpmorgan Chase & Co | JPM | Shares | $22.1M | 72K |
| Ishares Inc | IEMG | Shares | $22.0M | 286K |
| Ishares Tr | IVE | Shares | $22.0M | 100K |
| Servicenow Inc | NOW | Shares | $21.8M | 245K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $21.8M | 972K |
| Dimensional Etf Trust | DFCF | Shares | $21.4M | 507K |
| Affirm Hldgs Inc | AFRM | Shares | $20.5M | 323K |
| Spdr Series Trust | SPSM | Shares | $20.5M | 391K |
| Johnson & Johnson | JNJ | Shares | $20.5M | 90K |
| Vanguard Index Fds | VTI | Shares | $19.6M | 56K |
| Visa Inc | V | Shares | $19.5M | 58K |
| Pgim Etf Tr | PULS | Shares | $19.5M | 392K |
| Dimensional Etf Trust | DFAI | Shares | $18.9M | 471K |
| Dimensional Etf Trust | DFAC | Shares | $18.3M | 437K |
| Snowflake Inc | SNOW | Shares | $17.4M | 123K |
| American Centy Etf Tr | AVUV | Shares | $16.9M | 143K |
| Bank America Corp | BAC | Shares | $16.6M | 313K |
| Ishares Tr | AGG | Shares | $16.5M | 166K |
| Sofi Technologies Inc | SOFI | Shares | $16.2M | 1.0M |
| Cisco Sys Inc | CSCO | Shares | $16.2M | 181K |
| Chevron Corporation | CVX | Shares | $16.0M | 83K |
| Ishares Tr | EFV | Shares | $15.8M | 208K |
| Exxon Mobil Corp | XOM | Shares | $15.5M | 100K |
| Schwab Strategic Tr | SCHC | Shares | $15.4M | 315K |
| Vanguard Index Fds | VB | Shares | $14.9M | 53K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $14.9M | 226K |
| Verizon Communications Inc | VZ | Shares | $14.7M | 316K |
| Eli Lilly & Co | LLY | Shares | $14.6M | 17K |
| Ishares Tr | IEI | Shares | $14.3M | 122K |
| Ishares Tr | QUAL | Shares | $14.3M | 69K |
| Ishares Tr | ACWX | Shares | $14.1M | 196K |
| Ishares Tr | LQD | Shares | $13.9M | 128K |
| Arm Holdings Plc | ARM | Shares | $13.7M | 68K |
| Vanguard Bd Index Fds | BND | Shares | $13.6M | 186K |
| Mastercard Incorporated | MA | Shares | $13.6M | 26K |
| Palantir Technologies Inc | PLTR | Shares | $13.5M | 98K |
| Ishares Tr | IEFA | Shares | $13.3M | 143K |
| Abbvie Inc | ABBV | Shares | $13.1M | 64K |
| Schwab Strategic Tr | SCHO | Shares | $12.9M | 534K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $12.9M | 27K |
| Walmart Inc | WMT | Shares | $12.7M | 99K |
| Philip Morris Intl Inc | PM | Shares | $12.5M | 77K |
| Uber Technologies Inc | UBER | Shares | $12.4M | 167K |
| Vanguard Index Fds | VO | Shares | $12.3M | 162K |
| J P Morgan Exchange Traded F | JPST | Shares | $12.3M | 243K |
| Coca Cola Co | KO | Shares | $12.2M | 154K |
| Invesco Exchange Traded Fd T | RSP | Shares | $12.1M | 60K |
| Qualcomm Inc | QCOM | Shares | $11.8M | 76K |
| Stagwell Inc | STGW | Shares | $11.6M | 1.7M |
| Blackrock Etf Trust Ii | BINC | Shares | $11.6M | 221K |
| Janus Detroit Str Tr | JAAA | Shares | $11.4M | 226K |
| Ishares Inc | EWY | Shares | $11.4M | 74K |
| Ishares Tr | IGV | Shares | $11.3M | 134K |
| Fidelity Merrimack Str Tr | FBND | Shares | $11.2M | 247K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.