DIVERSIFY WEALTH MANAGEMENT, LLC
Top Portfolio Positions
665 positions ·
$3,139,713,516 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,101,701 | $366,536,654 | 11.67% | |
| AVGO |
Broadcom Inc.
Technology
|
815,450 | $252,389,929 | 8.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
325,837 | $211,904,834 | 6.75% | |
| AAPL |
Apple Inc.
Technology
|
414,703 | $105,247,474 | 3.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
348,963 | $72,678,524 | 2.31% | |
| 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 | 1.98% | |
| META |
Meta Platforms, Inc.
Communication Services
|
101,830 | $58,259,997 | 1.86% |
Portfolio Trend
8 quarters · across all stocks
Holdings in JPC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $744,258 | 98,708 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $797,683 | 98,358 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $876,424 | 106,881 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $585,460 | 73,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $581,080 | 73,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $573,780 | 73,000 | Shares | Sole | 2025-01-16 | |
| No 13F history on record for this holder in this stock. | ||||||