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Portfolio (Quarterly) Guide ↗

DIVERSIFY WEALTH MANAGEMENT, LLC

· CIK 0002030780
13F Portfolio $5.6B AUM 1,174 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 570 New 535 Added 50 Reduced 18 Exited
Page 13 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CVS CVS HEALTH CORP Healthcare 31,362.0 $2.6M 0.05% +18K +141.8% $83.90 +14.3%
242 TXN TEXAS INSTRS INC Technology 9,737.0 $2.6M 0.05% +7K +302.5% $269.22 +12.4%
243 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 28,564.0 $2.6M 0.05% +11K +58.7% $91.43 +6.1%
244 TPYP TORTOISE CAPITAL SERIES TRUS 61,547.0 $2.6M 0.05% +21K +50.8% $42.33 +3.9%
245 AHR AMERICAN HEALTHCARE REIT INC Real Estate 52,357.0 $2.6M 0.05% +30K +137.4% $49.72 -0.8%
246 COP CONOCOPHILLIPS Energy 19,808.0 $2.5M 0.04% +15K +316.1% $128.25 -4.6%
247 STE STERIS PLC Healthcare 11,914.0 $2.5M 0.04% +3K +36.7% $212.65 -0.3%
248 SHYG ISHARES TR 58,741.0 $2.5M 0.04% +31K +110.4% $42.55 -0.7%
249 DASH DOORDASH INC Communication Services 14,718.0 $2.5M 0.04% +4K +38.8% $169.33 -6.0%
250 TRV TRAVELERS COMPANIES INC Financial Services 8,218.0 $2.5M 0.04% +7K +994.3% $302.26 -0.8%
251 ENTG ENTEGRIS INC Technology 16,621.0 $2.5M 0.04% +6K +60.6% $149.37 -10.9%
252 RBRK RUBRIK INC. Technology 46,174.0 $2.5M 0.04% +7K +18.6% $53.68 +18.8%
253 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 119,247.0 $2.5M 0.04% +33K +38.9% $20.77 +5.2%
254 TDG TRANSDIGM GROUP INC Industrials 2,163.0 $2.5M 0.04% +65.0 +3.1% $1142.54 +0.6%
255 SBUX STARBUCKS CORP Consumer Cyclical 23,004.0 $2.4M 0.04% +13K +123.1% $105.50 +1.3%
256 IUSV ISHARES TR 22,613.0 $2.4M 0.04% +15K +193.9% $106.96 +1.7%
257 CX CEMEX SA EURO MTN BE 144A Basic Materials 198,182.0 $2.4M 0.04% +62K +45.6% $12.17 +3.2%
258 BTI BRITISH AMERN TOB PLC Consumer Defensive 41,570.0 $2.4M 0.04% +17K +70.5% $57.45 +15.5%
259 BIV VANGUARD BD INDEX FDS 30,974.0 $2.4M 0.04% +19K +162.5% $76.87 -1.1%
260 SBSW SIBANYE STILLWATER LTD Basic Materials 205,525.0 $2.4M 0.04% +56K +37.7% $11.47 +5.7%
Page 13 of 27  ·  535 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.3%
Financial Services 23.7%
Communication Services 8.8%
Consumer Cyclical 6.5%
Industrials 6.3%
Healthcare 6.0%
Consumer Defensive 3.7%
Energy 2.5%
Utilities 2.1%
Real Estate 1.8%