DIVERSIFY WEALTH MANAGEMENT, LLC

Position in SLF — Sun Life Financial Inc

CIK 2030780 SANDY, UT

Position in SLF

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$562,789

New position

Shares Held

8,996

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $15,720,776 across 4 Insurance - Diversified names. SLF ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	27,200	$13,034,240
2	AEG	Aegon Ltd.	184,669	$1,340,696
3	AIG	American International Group, Inc.	10,406	$783,051
4	SLF	Sun Life Financial Inc This page	8,996	$562,789

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$562,789	8,996	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.