StockDriftsStockDriftsTop 50 Diversify Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.06% | 1.23M | $242.0M | -5.39%(-70.15K) | $169.53(+30.04%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.53% | 284.2K | $210.1M | -12.60%(-40.99K) | $657.13(+17.71%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.4% | 1.77M | $202.3M | +5.97%(+99.42K) | $96.72(+26.94%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.94% | 2.82M | $175.4M | +7.66%(+200.48K) | $54.55(+16.20%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.54% | 449.1K | $151.3M | +8.31%(+34.45K) | $250.52(+22.41%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.6% | 128.4K | $95.3M | +26.57%(+26.94K) | $673.71(+15.39%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 1.54% | 1.85M | $91.7M | +14.42%(+233.03K) | $41.39(+24.98%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.51% | 132.2K | $89.8M | +10.82%(+12.91K) | $589.97(+20.52%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.4% | 218.4K | $83.7M | +1.35%(+2.91K) | $299.27(+40.46%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.33% | 343.6K | $79.5M | +1.37%(+4.63K) | $210.95(+30.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +41.42% |
Diversify Wealth Management LLC reports $5.98B in US-listed equity holdings across 1,244 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.1%), SPY (3.5%) and SPYG (3.4%). The top 20 holdings account for 34.5% of reported assets. Its disclosed equity book has returned +38.66% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Diversify Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2030780). View Diversify Wealth Management LLC’s 13F filings on SEC