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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 15 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 COHR COHERENT CORP Technology 1,708.0 $521K 0.01% NEW $304.95 +19.0%
282 AVUS AMERICAN CENTY ETF TR 4,301.0 $519K 0.01% NEW $120.75 +2.9%
283 HEICO CORP NEW 2,580.0 $519K 0.01% NEW $201.24
284 TEL TE CONNECTIVITY PLC Technology 2,515.0 $516K 0.01% NEW $205.29 -0.1%
285 WY WEYERHAEUSER CO Real Estate 21,275.0 $516K 0.01% NEW $24.25 -6.5%
286 RDVY FIRST TR EXCHANGE TRADED FD 6,935.0 $514K 0.01% NEW $74.19 -0.5%
287 ECL ECOLAB INC Basic Materials 2,001.0 $513K 0.01% NEW $256.58 -3.5%
288 TRGP TARGA RES CORP Energy 2,050.0 $513K 0.01% NEW $250.15 +8.7%
289 WMS ADVANCED DRAIN SYS INC DEL Industrials 3,497.0 $512K 0.01% NEW $146.43 -7.4%
290 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 37,978.0 $507K 0.01% NEW $13.35 -1.6%
291 SLYG SPDR SERIES TRUST 4,794.0 $505K 0.01% NEW $105.42 +0.5%
292 IDV ISHARES TR 11,575.0 $504K 0.01% NEW $43.52 +3.6%
293 TGT TARGET CORP Consumer Defensive 3,924.0 $502K 0.01% NEW $127.86 -4.9%
294 XME SPDR SERIES TRUST 4,328.0 $496K 0.01% NEW $114.61 -1.2%
295 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 2,336.0 $493K 0.01% NEW $210.90 +2.9%
296 ED CONSOLIDATED EDISON INC Utilities 4,525.0 $493K 0.01% NEW $108.87 -3.2%
297 ROL ROLLINS INC Consumer Cyclical 8,829.0 $489K 0.01% NEW $55.33 -3.5%
298 SPTM SPDR SERIES TRUST 5,645.0 $488K 0.01% NEW $86.38 +3.5%
299 RITM RITHM CAPITAL CORP Real Estate 50,047.0 $483K 0.01% NEW $9.66 -5.5%
300 QTUM ETF SER SOLUTIONS 3,716.0 $483K 0.01% NEW $129.92 +9.3%
Page 15 of 29  ·  570 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%