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 | Open |
|---|---|---|---|---|---|
| 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 OCGN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,200 | 20,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $27,000 | 20,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $32,600 | 20,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,400 | 20,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,120 | 20,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $16,100 | 20,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $19,840 | 20,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $31,000 | 20,000 | Shares | Sole | 2024-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||