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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 27 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SCZ ISHARES TR 3,313.0 $271K 0.01% +256.0 +8.4% $81.77 +3.0%
522 PAYC PAYCOM SOFTWARE INC Technology 2,063.0 $264K 0.01% +157.0 +8.2% $127.91 +4.5%
523 NOK NOKIA CORP Technology 21,055.0 $262K 0.01% +7K +46.8% $12.46 +16.1%
524 SEIX VIRTUS ETF TR II 11,070.0 $257K 0.01% +728.0 +7.0% $23.23 +0.6%
525 FVD FIRST TR EXCHANGE-TRADED FD 5,301.0 $252K 0.00% +882.0 +20.0% $47.46 -1.8%
526 APIE TRUST FOR PROFESSIONAL MANAG 6,591.0 $243K 0.00% +1K +21.2% $36.85 +1.1%
527 WDAY WORKDAY INC Technology 1,780.0 $218K 0.00% +731.0 +69.7% $122.43 -3.0%
528 VUSB VANGUARD BD INDEX FDS 4,279.0 $213K 0.00% +40.0 +0.9% $49.79 -0.2%
529 AVTR AVANTOR INC Healthcare 26,810.0 $210K 0.00% +7K +35.1% $7.85 -2.9%
530 ARI APOLLO COML REAL ESTATE FIN Real Estate 15,234.0 $164K 0.00% +233.0 +1.6% $10.74 +0.9%
531 UTZ UTZ BRANDS INC Consumer Defensive 20,628.0 $160K 0.00% +4K +23.6% $7.75 -8.5%
532 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 15,000.0 $152K 0.00% +5K +50.0% $10.12 +0.1%
533 CODI COMPASS DIVERSIFIED Industrials 12,862.0 $146K 0.00% +100.0 +0.8% $11.35 +6.3%
534 NMR NOMURA HLDGS INC Financial Services 18,356.0 $144K 0.00% +2K +15.1% $7.83 +3.2%
535 BBAI BIGBEAR AI HLDGS INC Technology 22,251.0 $85K 0.00% +2K +11.2% $3.82 +6.8%
Page 27 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%