DIVERSIFY WEALTH MANAGEMENT, LLC

CIK

2030780

Location

SANDY, UT

Portfolio Value

Mid $3,090,136,475

Diversification

Diversified

Filing Date

Global Rank

#903 / 8,603 ▲ 992 · as of Mar 2026

Top Industry

Semiconductors 28.7%

3Y Alpha vs SPY

-5.4%

Period ended 3 months ago

Filed May 1, 2026 · 2mo

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+27.8%

SPY

+40.0%

Annualised alpha

-5.6%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

11.9%

+7.1 pts

Top 5

32.6%

+16.9 pts

Top 10

42.9%

+19.5 pts

HHI

317

Diversified+213

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.9%	$1,326,295,604	119
Unclassified	13.6%	$419,501,664	14
Financial Services	9.2%	$282,990,113	121
Consumer Cyclical	6.2%	$191,145,420	53
Healthcare	6.2%	$190,871,622	78
Communication Services	6.0%	$186,354,007	23
Industrials	5.7%	$177,027,969	101
Consumer Defensive	3.6%	$110,235,494	28
Energy	1.8%	$54,832,801	32
Real Estate	1.8%	$54,169,463	41
Utilities	1.7%	$52,708,591	27
Basic Materials	1.4%	$44,003,727	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
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
TMUS	T-Mobile US, Inc.	13,170	$2,766,095
SCCO	Southern Copper Corp/	16,108	$2,744,100
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
MPWR	Monolithic Power Systems Inc	1,761	$1,925,389
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
COOK	Traeger, Inc.	125,755	$6,790,770
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
IOVA	Iovance Biotherapeutics, Inc.	40,000	$109,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

664 positions · $3,090,136,475 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 664 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	2,101,701	+1,868,120	$366,536,654	+741.4%	11.86%
AVGO	Broadcom Inc. Technology	Added	815,450	+775,117	$252,389,929	+1708.0%	8.17%
SPY	Spdr S&P 500 ETF Trust	Added	325,837	+301,430	$211,904,834	+1173.2%	6.86%
AAPL	Apple Inc. Technology	Added	414,703	+302,710	$105,247,474	+245.7%	3.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	348,963	+236,252	$72,678,524	+179.4%	2.35%
MSI	Motorola Solutions, Inc. Technology	NEW	156,980	NEW	$68,124,610	NEW	2.20%
GLDM	World Gold Trust	Added	720,395	+714,776	$66,773,412	+13820.0%	2.16%
QQQ	Invesco Qqq Trust, Series 1	Added	107,992	+90,760	$62,330,822	+488.8%	2.02%
MSFT	Microsoft Corp Technology	Added	168,307	+117,102	$62,302,202	+151.6%	2.02%
META	Meta Platforms, Inc. Communication Services	Added	101,830	+71,523	$58,259,997	+191.2%	1.89%
GOOGL	Alphabet Inc. Communication Services	Added	202,536	+171,878	$58,241,252	+506.9%	1.88%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	122,414	+111,142	$41,369,811	+1107.7%	1.34%
GLD	Spdr Gold Trust	Added	90,388	+87,237	$38,893,052	+3014.5%	1.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	30,141	+17,470	$30,033,396	+174.9%	0.97%
AMD	Advanced Micro Devices Inc Technology	Added	145,883	+115,620	$29,676,978	+357.9%	0.96%
PANW	Palo Alto Networks Inc Technology	Added	166,726	+112,545	$26,729,512	+167.8%	0.86%
NOW	ServiceNow, Inc. Technology	Added	245,388	+121,029	$25,655,315	+34.7%	0.83%
MU	Micron Technology Inc Technology	Added	73,659	+64,919	$24,884,956	+897.6%	0.81%
OPBK	OP Bancorp Financial Services	NEW	1,837,182	NEW	$24,434,520	NEW	0.79%
ORCL	Oracle Corp Technology	Added	163,967	+118,214	$24,121,185	+170.5%	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	64,428	+46,117	$23,951,109	+190.9%	0.78%
JNJ	Johnson & Johnson Healthcare	Added	90,061	+63,524	$22,014,510	+300.9%	0.71%
LRCX	Lam Research Corp Technology	Added	98,581	+35,747	$21,062,816	+95.8%	0.68%
JPM	Jpmorgan Chase & Co Financial Services	Added	71,589	+38,634	$21,058,620	+98.3%	0.68%
SNOW	Snowflake Inc. Technology	Added	123,007	+98,172	$18,551,915	+240.5%	0.60%
V	Visa Inc. Financial Services	Added	58,185	+35,748	$17,585,834	+123.5%	0.57%
CVX	Chevron Corp Energy	Added	83,530	+41,659	$17,282,357	+170.8%	0.56%
SOFI	SoFi Technologies, Inc. Financial Services	Added	1,043,372	+1,026,219	$16,568,747	+3589.6%	0.54%
MRVL	Marvell Technology, Inc. Technology	NEW	163,861	NEW	$16,230,432	NEW	0.53%
VZ	Verizon Communications Inc Communication Services	Added	316,425	+162,227	$15,884,535	+152.9%	0.51%
LLY	ELI LILLY & Co Healthcare	Added	17,158	+10,092	$15,781,413	+107.8%	0.51%
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	0.48%
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. Healthcare	Added	64,290	+29,968	$13,982,432	+78.3%	0.45%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	226,169	+222,552	$13,350,756	+4742.1%	0.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	27,200	+10,820	$13,034,240	+58.3%	0.42%
MA	Mastercard Inc Financial Services	Added	25,945	+13,957	$12,963,678	+89.4%	0.42%
PM	Philip Morris International Inc. Consumer Defensive	Added	76,585	+44,478	$12,662,563	+145.9%	0.41%
WMT	Walmart Inc. Consumer Defensive	Added	99,256	+28,360	$12,335,535	+56.2%	0.40%
UBER	Uber Technologies, Inc Technology	Added	166,867	+119,571	$12,002,743	+210.6%	0.39%
KO	Coca Cola Co Consumer Defensive	Added	154,305	+96,493	$11,734,895	+190.4%	0.38%
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%	0.35%
ATO	Atmos Energy Corp Utilities	Added	58,356	+16,932	$10,779,520	+55.2%	0.35%
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%
HD	Home Depot, Inc. Consumer Cyclical	Added	31,896	+16,050	$10,490,275	+92.4%	0.34%
IAU	Ishares Gold Trust	Added	118,274	+64,273	$10,427,035	+137.9%	0.34%