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Portfolio (Quarterly) Guide ↗

DIVERSIFY WEALTH MANAGEMENT, LLC

· CIK 0002030780
13F Portfolio $2.1B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 622 New
Page 16 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 JEPQ J P MORGAN EXCHANGE TRADED F 18,780.0 $1.1M 0.05% NEW $59.17 +0.9%
302 UFPT UFP TECHNOLOGIES INC Healthcare 4,380.0 $1.1M 0.05% NEW $252.44 -13.0%
303 NET CLOUDFLARE INC Technology 5,851.0 $1.1M 0.05% NEW $188.71 +6.9%
304 MGC VANGUARD WORLD FD 4,311.0 $1.1M 0.05% NEW $254.47 +6.1%
305 LIN LINDE PLC Basic Materials 2,444.0 $1.1M 0.05% NEW $442.97 +14.7%
306 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 16,709.0 $1.1M 0.05% NEW $64.70 -28.6%
307 BLUE OWL CAPITAL CORPORATION 86,092.0 $1.1M 0.05% NEW $12.44
308 MS MORGAN STANLEY Financial Services 5,833.0 $1.1M 0.05% NEW $182.76 +5.4%
309 RSP INVESCO EXCHANGE TRADED FD T 5,382.0 $1.1M 0.05% NEW $197.78 +2.3%
310 JNK SPDR SERIES TRUST 10,886.0 $1.1M 0.05% NEW $97.71 -2.2%
311 BLACKROCK ETF TRUST 14,088.0 $1.1M 0.05% NEW $75.24
312 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 3,994.0 $1.1M 0.05% NEW $264.73 -6.4%
313 ENTG ENTEGRIS INC Technology 10,346.0 $1.1M 0.05% NEW $102.07 +22.6%
314 TOTALENERGIES SE 16,048.0 $1.1M 0.05% NEW $65.80
315 BMI BADGER METER INC Technology 6,139.0 $1.1M 0.05% NEW $171.80 -29.3%
316 EMLC VANECK ETF TRUST 40,638.0 $1.1M 0.05% NEW $25.95 -3.3%
317 SCHB SCHWAB STRATEGIC TR 39,344.0 $1.1M 0.05% NEW $26.79 +5.6%
318 AHR AMERICAN HEALTHCARE REIT INC Real Estate 22,052.0 $1.1M 0.05% NEW $47.74 +5.4%
319 CVS CVS HEALTH CORP Healthcare 12,969.0 $1.0M 0.05% NEW $80.68 +17.7%
320 BOOT BOOT BARN HLDGS INC Consumer Cyclical 5,362.0 $1.0M 0.05% NEW $194.03 -25.9%
Page 16 of 32  ·  622 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 31.4%
Financial Services 15.3%
Healthcare 10.7%
Industrials 9.4%
Communication Services 9.2%
Consumer Cyclical 8.4%
Consumer Defensive 5.7%
Energy 2.8%
Utilities 2.5%
Basic Materials 2.4%