DIVERSIFY WEALTH MANAGEMENT, LLC

Position in AON — Aon plc

CIK 2030780 SANDY, UT

Position in AON

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,208,678

-$285,470 QoQ

Shares Held

3,644

-21.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#551

of 1,246 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,214,567 across 4 Insurance Brokers names. AON ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	3,644	$1,208,678
2	MRSH	Marsh & Mclennan Companies, Inc.	2,717	$452,842
3	AJG	Arthur J. Gallagher & Co.	1,225	$281,223
4	WTW	Willis Towers Watson PLC	1,040	$271,824

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,208,678	3,644	-21.3%	Shares	Sole	2026-07-30
2026-03-31	$1,494,148	4,629	+148.3%	Shares	Sole	2026-05-01
2025-12-31	$657,768	1,864	-11.8%	Shares	Sole	2026-02-03
2025-09-30	$753,453	2,113	-25.8%	Shares	Sole	2025-11-12
2025-06-30	$1,015,338	2,846	-6.1%	Shares	Sole	2025-08-14
2025-03-31	$1,209,242	3,030	+190.0%	Shares	Sole	2025-05-01
2024-12-31	$375,322	1,045	+13.6%	Shares	Sole	2025-01-16
2024-09-30	$318,310	920	-15.9%	Shares	Sole	2024-10-25
2024-06-30	$321,176	1,094	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.