DIVERSIFY WEALTH MANAGEMENT, LLC

CIK

2030780

Location

SANDY, UT

Portfolio Value

Mid $3,146,588,929

Diversification

Diversified

Filing Date

Global Rank

#891 / 8,622 ▲ 1004 · as of Mar 2026

Top Industry

Semiconductors 28.1%

3Y Alpha vs SPY

-5.4%

Period ended 4 months ago

Filed May 1, 2026 · 3mo

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+29.7%

SPY

+39.1%

Annualised alpha

-4.2%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 98% of reported value on average across 8 quarters. Past performance does not predict future results.

Portfolio Concentration

665 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.6%

+6.9 pts

Top 5

32.1%

+16.4 pts

Top 10

42.2%

+18.8 pts

HHI

307

Diversified+203

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.6%	$1,339,252,218	119
Unclassified	13.3%	$419,501,664	14
Financial Services	9.0%	$283,047,111	121
Consumer Cyclical	6.9%	$217,147,009	53
Healthcare	6.1%	$190,871,622	78
Communication Services	5.9%	$186,354,007	23
Industrials	5.6%	$177,239,189	101
Consumer Defensive	3.5%	$110,235,494	28
Energy	2.3%	$71,856,485	33
Real Estate	1.7%	$54,169,463	41
Utilities	1.7%	$52,883,499	27
Basic Materials	1.4%	$44,031,168	27

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,868,120	2,101,701	$366,536,654
SOFI	SoFi Technologies, Inc.	+1,026,219	1,043,372	$16,568,747
AVGO	Broadcom Inc.	+775,117	815,450	$252,389,929
GLDM	World Gold Trust	+714,776	720,395	$66,773,412
RUN	Sunrun Inc.	+347,204	798,243	$10,824,175
AAPL	Apple Inc.	+302,710	414,703	$105,247,474
SPY	Spdr S&P 500 ETF Trust	+301,430	325,837	$211,904,834
AMZN	Amazon Com Inc	+236,252	348,963	$72,678,524
FBTC	Fidelity Wise Origin Bitcoin Fund	+222,552	226,169	$13,350,756
OWL	Blue Owl Capital Inc.	+211,419	456,458	$4,167,461
GOOGL	Alphabet Inc.	+171,878	202,536	$58,241,252
VZ	Verizon Communications Inc	+162,227	316,425	$15,884,535
OTF	Blue Owl Technology Finance Corp.	+139,677	155,697	$1,929,085
BAC	Bank Of America Corp /De/	+131,003	313,075	$15,262,406
NOW	ServiceNow, Inc.	+121,029	245,388	$25,655,315
UBER	Uber Technologies, Inc	+119,571	166,867	$12,002,743
ORCL	Oracle Corp	+118,214	163,967	$24,121,185
MSFT	Microsoft Corp	+117,102	168,307	$62,302,202
AMD	Advanced Micro Devices Inc	+115,620	145,883	$29,676,978
T	At&T Inc.	+115,130	134,208	$3,890,689
PFE	Pfizer Inc	+114,510	127,727	$3,586,574
PANW	Palo Alto Networks Inc	+112,545	166,726	$26,729,512
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+111,142	122,414	$41,369,811
SNOW	Snowflake Inc.	+98,172	123,007	$18,551,915
FSK	FS KKR Capital Corp	+97,808	200,812	$2,044,266
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
TIGR	UP Fintech Holding Ltd	−129,598	44,841	$282,498
YSG	Yatsen Holding Ltd	−97,581	23,220	$71,517
GRFS	Grifols SA	−85,636	24,509	$196,562
HLF	Herbalife Ltd.	−70,293	33,056	$486,584
KC	Kingsoft Cloud Holdings Ltd	−48,890	15,619	$208,669
PYPL	PayPal Holdings, Inc.	−46,665	12,504	$565,555
EW	Edwards Lifesciences Corp	−42,906	3,910	$313,112
KT	Kt Corp	−38,447	22,594	$484,641
AXIL	Axil Brands, Inc.	−29,820	186,456	$1,305,192
STGW	Stagwell Inc	−17,406	1,732,594	$10,898,016
RELX	Relx PLC	−9,614	14,917	$494,498
ACN	Accenture plc	−8,922	8,085	$1,603,174
NVO	Novo Nordisk A S	−6,129	14,002	$514,573
SE	Sea Ltd	−5,490	11,055	$915,464
PAC	Pacific Airport Group	−3,121	873	$215,517
ADBE	Adobe Inc.	−2,532	9,666	$2,349,611
SSRM	Ssr Mining Inc.	−1,824	7,352	$216,148
PTY	Pimco Corporate & Income Opportunity Fund	−1,191	45,030	$543,061
WPM	Wheaton Precious Metals Corp.	−820	2,358	$308,921
ERIC	Ericsson Lm Telephone Co	−809	10,591	$119,360
FXY	Invesco CurrencyShares Japanese Yen Trust	−650	4,039	$233,777
EXR	Extra Space Storage Inc.	−392	19,681	$2,580,769
ALAB	Astera Labs, Inc.	−74	1,911	$209,445
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MSI	Motorola Solutions, Inc.	156,980	$68,124,610
OPBK	OP Bancorp	1,837,182	$24,434,520
MRVL	Marvell Technology, Inc.	163,861	$16,230,432
AFRM	Affirm Holdings, Inc.	322,961	$14,798,073
ARM	Arm Holdings PLC /Uk	67,852	$10,264,650
TLN	Talen Energy Corp	29,150	$9,305,554
SMCI	Super Micro Computer, Inc.	327,404	$7,454,989
KLAC	Kla Corp	4,589	$6,756,889
AMCR	Amcor plc	114,537	$4,552,845
CLS	Celestica Inc	14,298	$4,027,460
HOOD	Robinhood Markets, Inc.	51,477	$3,567,356
FTAI	FTAI Aviation Ltd.	12,691	$3,109,295
SCCO	Southern Copper Corp/	16,108	$2,771,541
TMUS	T-Mobile US, Inc.	13,170	$2,766,095
ALL	Allstate Corp	11,702	$2,426,292
AZN	Astrazeneca PLC	11,855	$2,338,043
CTAS	Cintas Corp	13,377	$2,262,585
CDNS	Cadence Design Systems Inc	7,935	$2,204,898
UI	Ubiquiti Inc.	2,750	$2,173,297
OKTA	Okta, Inc.	27,265	$2,146,028
RCL	Royal Caribbean Cruises Ltd	7,722	$2,124,939
VRT	Vertiv Holdings Co	8,469	$2,122,162
ESLT	Elbit Systems Ltd	2,493	$2,116,781
CRS	Carpenter Technology Corp	5,291	$2,085,447
TER	Teradyne, Inc	6,970	$2,066,326
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
FIG	Figma, Inc.	76,397	$2,854,955
CWAN	Clearwater Analytics Holdings, Inc.	50,705	$1,223,004
JFR	Nuveen Floating Rate Income Fund	29,201	$228,643
CCO	Clear Channel Outdoor Holdings, Inc.	100,000	$221,000
COOK	Traeger, Inc.	125,755	$135,815
IOVA	Iovance Biotherapeutics, Inc.	40,000	$109,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

665 tracked positions · $3,146,588,929 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 665 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp PUT CALL + SHARES Technology	Added	2,101,701	+1,868,120	$366,536,654	+741.4%	11.65%
AVGO	Broadcom Inc. PUT + SHARES Technology	Added	815,450	+775,117	$252,389,929	+1708.0%	8.02%
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Added	325,837	+301,430	$211,904,834	+1173.2%	6.73%
AAPL	Apple Inc. PUT + SHARES Technology	Added	414,703	+302,710	$105,247,474	+245.7%	3.34%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Added	348,963	+236,252	$72,678,524	+179.4%	2.31%
MSI	Motorola Solutions, Inc. PUT + SHARES Technology	NEW	156,980	NEW	$68,124,610	NEW	2.17%
GLDM	World Gold Trust	Added	720,395	+714,776	$66,773,412	+13820.0%	2.12%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Added	107,992	+90,760	$62,330,822	+488.8%	1.98%
MSFT	Microsoft Corp PUT CALL + SHARES Technology	Added	168,307	+117,102	$62,302,202	+151.6%	1.98%
META	Meta Platforms, Inc. Communication Services	Added	101,830	+71,523	$58,259,997	+191.2%	1.85%
GOOGL	Alphabet Inc. CALL + SHARES Communication Services	Added	202,536	+171,878	$58,241,252	+506.9%	1.85%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	122,414	+111,142	$41,369,811	+1107.7%	1.31%
GLD	Spdr Gold Trust	Added	90,388	+87,237	$38,893,052	+3014.5%	1.24%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	30,141	+17,470	$30,033,396	+174.9%	0.95%
AMD	Advanced Micro Devices Inc Technology	Added	145,883	+115,620	$29,676,978	+357.9%	0.94%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	6,433	+6,388	$27,084,988	+11139.1%	0.86%
PANW	Palo Alto Networks Inc CALL + SHARES Technology	Added	166,726	+112,545	$26,729,512	+167.8%	0.85%
NOW	ServiceNow, Inc. Technology	Added	245,388	+121,029	$25,655,315	+34.7%	0.82%
MU	Micron Technology Inc Technology	Added	73,659	+64,919	$24,884,956	+897.6%	0.79%
OPBK	OP Bancorp Financial Services	NEW	1,837,182	NEW	$24,434,520	NEW	0.78%
ORCL	Oracle Corp Technology	Added	163,967	+118,214	$24,121,185	+170.5%	0.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	64,428	+46,117	$23,951,109	+190.9%	0.76%
JNJ	Johnson & Johnson Healthcare	Added	90,061	+63,524	$22,014,510	+300.9%	0.70%
LRCX	Lam Research Corp Technology	Added	98,581	+35,747	$21,062,816	+95.8%	0.67%
JPM	Jpmorgan Chase & Co Financial Services	Added	71,589	+38,634	$21,058,620	+98.3%	0.67%
SNOW	Snowflake Inc. Technology	Added	123,007	+98,172	$18,551,915	+240.5%	0.59%
V	Visa Inc. Financial Services	Added	58,185	+35,748	$17,585,834	+123.5%	0.56%
CVX	Chevron Corp CALL + SHARES Energy	Added	83,530	+41,659	$17,282,357	+170.8%	0.55%
XOM	ExxonMobil Holdings Corp Energy	Added	100,340	+53,353	$17,023,684	+201.1%	0.54%
SOFI	SoFi Technologies, Inc. Financial Services	Added	1,043,372	+1,026,219	$16,568,747	+3589.6%	0.53%
MRVL	Marvell Technology, Inc. Technology	NEW	163,861	NEW	$16,230,432	NEW	0.52%
VZ	Verizon Communications Inc Communication Services	Added	316,425	+162,227	$15,884,535	+152.9%	0.50%
LLY	ELI LILLY & Co Healthcare	Added	17,158	+10,092	$15,781,413	+107.8%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	Added	313,075	+131,003	$15,262,406	+52.4%	0.49%
AFRM	Affirm Holdings, Inc. Financial Services	NEW	322,961	NEW	$14,798,073	NEW	0.47%
PLTR	Palantir Technologies Inc. Technology	Added	98,060	+57,637	$14,344,216	+99.6%	0.46%
CSCO	Cisco Systems, Inc. Technology	Added	180,750	+84,269	$14,024,392	+88.7%	0.45%
ABBV	AbbVie Inc. CALL + SHARES Healthcare	Added	64,290	+29,968	$13,982,432	+78.3%	0.44%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	226,169	+222,552	$13,350,756	+4742.1%	0.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	27,200	+10,820	$13,034,240	+58.3%	0.41%
MA	Mastercard Inc Financial Services	Added	25,945	+13,957	$12,963,678	+89.4%	0.41%
PM	Philip Morris International Inc. Consumer Defensive	Added	76,585	+44,478	$12,662,563	+145.9%	0.40%
WMT	Walmart Inc. Consumer Defensive	Added	99,256	+28,360	$12,335,535	+56.2%	0.39%
UBER	Uber Technologies, Inc Technology	Added	166,867	+119,571	$12,002,743	+210.6%	0.38%
KO	Coca Cola Co Consumer Defensive	Added	154,305	+96,493	$11,734,895	+190.4%	0.37%
STGW	Stagwell Inc Communication Services	Reduced	1,732,594	-17,406	$10,898,016	+27.4%	0.35%
RUN	Sunrun Inc. Technology	Added	798,243	+347,204	$10,824,175	+30.4%	0.34%
ATO	Atmos Energy Corp Utilities	Added	58,356	+16,932	$10,779,520	+55.2%	0.34%
ISRG	Intuitive Surgical Inc Healthcare	Added	23,038	+12,912	$10,620,287	+85.2%	0.34%
CME	Cme Group Inc. Financial Services	Added	35,812	+11,773	$10,577,074	+61.1%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.