Institutional Manager · CIK 0002030780
DIVERSIFY WEALTH MANAGEMENT, LLC
SANDY, UT · File #028-24281
Latest AUM
$2.14B
Positions
622
Top-10 Concentration
47.6%
Filings
7
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025622 pos · $2.14B
- 13F HOLDINGS REPORTQ/E Sep 2025541 pos · $1.73B
- 13F HOLDINGS REPORTQ/E Jun 2025535 pos · $1.62B
- 13F HOLDINGS REPORTQ/E Mar 2025510 pos · $1.35B
- 13F HOLDINGS REPORTQ/E Dec 2024514 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Sep 2024469 pos · $1.04B
- 13F HOLDINGS REPORTQ/E Jun 2024432 pos · $804.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A409 | 1,186,882 | $128.3M | 11.88% |
| 2 | SPDR SERIES TRUST | 78464A508 | 1,760,587 | $102.2M | 9.46% |
| 3 | DIMENSIONAL ETF TRUST | 25434V104 | 1,121,763 | $53.7M | 4.97% |
| 4 | SPDR INDEX SHS FDS | 78463X889 | 1,046,118 | $48.0M | 4.45% |
| 5 | NVIDIA CORPORATION | NVDA | 233,581 | $43.4M | 4.02% |
| 6 | ISHARES TR | 464287200 | 44,599 | $31.1M | 2.88% |
| 7 | APPLE INC | AAPL | 111,993 | $29.2M | 2.71% |
| 8 | AMAZON COM INC | AMZN | 112,711 | $27.3M | 2.53% |
| 9 | VANGUARD INDEX FDS | 922908363 | 41,859 | $26.7M | 2.47% |
| 10 | BNY MELLON ETF TRUST | 09661T206 | 212,257 | $24.5M | 2.27% |
| 11 | MICROSOFT CORP | MSFT | 51,205 | $24.1M | 2.23% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042858 | 427,233 | $23.9M | 2.21% |
| 13 | ALPHABET INC | GOOG | 66,716 | $22.4M | 2.08% |
| 14 | SCHWAB STRATEGIC TR | 808524854 | 831,357 | $20.9M | 1.93% |
| 15 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 846,910 | $19.2M | 1.78% |
| 16 | META PLATFORMS INC | META | 30,307 | $19.1M | 1.77% |
| 17 | DIMENSIONAL ETF TRUST | 25434V203 | 452,570 | $17.8M | 1.65% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 269,336 | $17.4M | 1.61% |
| 19 | SERVICENOW INC | NOW | 124,359 | $17.2M | 1.59% |
| 20 | SPDR S&P 500 ETF TR | SPY | 24,407 | $16.9M | 1.57% |