DIVERSIFY WEALTH MANAGEMENT, LLC
Top Portfolio Positions
663 positions ·
$3,133,483,172 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,101,701 | $366,536,654 | 11.70% |
| AVGO |
Broadcom Inc.
Technology
|
815,450 | $252,389,929 | 8.05% |
| SPY |
Spdr S&P 500 ETF Trust
|
325,837 | $211,904,834 | 6.76% |
| AAPL |
Apple Inc.
Technology
|
414,703 | $105,247,474 | 3.36% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
348,963 | $72,678,524 | 2.32% |
| MSI |
Motorola Solutions, Inc.
Technology
|
156,980 | $68,124,610 | 2.17% |
| GLDM |
World Gold Trust
|
720,395 | $66,773,412 | 2.13% |
| QQQ |
Invesco Qqq Trust, Series 1
|
107,992 | $62,330,822 | 1.99% |
| MSFT |
Microsoft Corp
Technology
|
168,307 | $62,302,202 | 1.99% |
| META |
Meta Platforms, Inc.
Communication Services
|
101,830 | $58,259,997 | 1.86% |
Portfolio Trend
Holdings in GRFS
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,562 | 24,509 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,029,855 | 110,145 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,220,976 | 122,588 | Shares | Sole | 2025-11-12 | |
| No quarters match your search. | ||||||