DIVERSIFY WEALTH MANAGEMENT, LLC

Position in OKLO — Oklo Inc.

CIK 2030780 SANDY, UT

Back to OKLO Full portfolio

Position in OKLO

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

Position Value

$286,925

-$4,912 QoQ

Shares Held

5,483

-6.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#365

of 665 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in OKLO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $21,576,995 across 5 Utilities - Independent Power Producers names. OKLO ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TLN	Talen Energy Corp	35,231	$13,537,864
2	VST	Vistra Corp.	28,656	$4,545,701
3	NRG	Nrg Energy, Inc.	11,907	$1,739,136
4	CEG	Constellation Energy Corp	5,908	$1,467,369
5	OKLO	Oklo Inc. This page	5,483	$286,925

All Filings in OKLO

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,925	5,483	-6.8%	Shares	Sole	2026-07-30
2026-03-31	$291,837	5,885	+8.8%	Shares	Sole	2026-05-01
2025-12-31	$388,221	5,410	+1.7%	Shares	Sole	2026-02-03
2025-09-30	$593,759	5,319	+19.4%	Shares	Sole	2025-11-12
2025-06-30	$249,435	4,455	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.