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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 6 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JNJ JOHNSON & JOHNSON Healthcare 26,537.0 $5.7M 0.26% NEW $213.65 +6.6%
102 SCHG SCHWAB STRATEGIC TR 170,797.0 $5.6M 0.26% NEW $32.80 +3.9%
103 BIL SPDR SERIES TRUST 59,505.0 $5.4M 0.25% NEW $91.49 +0.0%
104 CRWD CROWDSTRIKE HLDGS INC Technology 11,630.0 $5.4M 0.25% NEW $468.04 +30.9%
105 INTU INTUIT Technology 8,866.0 $5.4M 0.25% NEW $605.27 -33.4%
106 VWOB VANGUARD WHITEHALL FDS 79,643.0 $5.4M 0.25% NEW $67.37 -2.0%
107 PM PHILIP MORRIS INTL INC Consumer Defensive 32,107.0 $5.3M 0.25% NEW $165.85 +15.2%
108 VRTX VERTEX PHARMACEUTICALS INC Healthcare 11,690.0 $5.3M 0.25% NEW $454.68 -4.5%
109 ESS ESSEX PPTY TR INC Real Estate 20,939.0 $5.2M 0.24% NEW $249.92 +8.8%
110 MTUM ISHARES TR 20,120.0 $5.2M 0.24% NEW $258.90 +13.4%
111 PEP PEPSICO INC Consumer Defensive 36,248.0 $5.2M 0.24% NEW $143.48 +2.8%
112 SNOW SNOWFLAKE INC Technology 24,835.0 $5.2M 0.24% NEW $209.39 -22.2%
113 FIX COMFORT SYS USA INC Industrials 4,830.0 $5.2M 0.24% NEW $1073.09 +73.5%
114 MCD MCDONALDS CORP Consumer Cyclical 16,693.0 $5.2M 0.24% NEW $309.44 -9.2%
115 DIS DISNEY WALT CO Communication Services 45,497.0 $5.1M 0.24% NEW $112.98 -7.9%
116 BAI BLACKROCK ETF TRUST 145,503.0 $5.1M 0.24% NEW $35.04 +29.2%
117 CRM SALESFORCE INC Technology 21,025.0 $5.1M 0.24% NEW $241.07 -25.9%
118 QCOM QUALCOMM INC Technology 30,194.0 $5.0M 0.23% NEW $165.29 +20.7%
119 EMR EMERSON ELEC CO Industrials 33,766.0 $4.9M 0.23% NEW $146.35 -10.1%
120 FORTINET INC 61,626.0 $4.8M 0.23% NEW $78.33
Page 6 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%