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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 8 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UBER UBER TECHNOLOGIES INC Technology 47,296.0 $4.0M 0.19% NEW $85.41 -12.1%
142 APP APPLOVIN CORP Technology 5,966.0 $4.0M 0.19% NEW $668.68 -26.4%
143 DFSD DIMENSIONAL ETF TRUST 82,413.0 $4.0M 0.18% NEW $48.03 -0.6%
144 EW EDWARDS LIFESCIENCES CORP Healthcare 46,816.0 $3.9M 0.18% NEW $83.84 -2.9%
145 SCHF SCHWAB STRATEGIC TR 157,319.0 $3.9M 0.18% NEW $24.87 +8.1%
146 MBB ISHARES TR 40,514.0 $3.9M 0.18% NEW $95.69 -2.3%
147 EMBJ EMBRAER S.A. Industrials 53,235.0 $3.9M 0.18% NEW $72.51 -23.1%
148 NFLX NETFLIX INC Communication Services 42,520.0 $3.8M 0.18% NEW $90.32 -3.7%
149 UNP UNION PAC CORP Industrials 16,688.0 $3.8M 0.18% NEW $229.29 +18.0%
150 GD GENERAL DYNAMICS CORP Industrials 10,516.0 $3.8M 0.18% NEW $363.32 -7.9%
151 FALN ISHARES TR 138,033.0 $3.8M 0.18% NEW $27.51 -2.5%
152 ADBE ADOBE INC Technology 12,198.0 $3.8M 0.18% NEW $309.92 -17.5%
153 OWL BLUE OWL CAPITAL INC Financial Services 245,039.0 $3.7M 0.17% NEW $15.30 -38.2%
154 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 11,272.0 $3.7M 0.17% NEW $331.22 +22.1%
155 VST VISTRA CORP Utilities 21,340.0 $3.7M 0.17% NEW $171.42 -18.5%
156 IMCG ISHARES TR 43,797.0 $3.6M 0.17% NEW $83.08 +6.6%
157 JEPI J P MORGAN EXCHANGE TRADED F 61,634.0 $3.6M 0.17% NEW $58.25 -3.6%
158 VIKING HOLDINGS LTD 49,780.0 $3.6M 0.17% NEW $71.55
159 CELH CELSIUS HLDGS INC Consumer Defensive 67,124.0 $3.5M 0.17% NEW $52.61 -44.3%
160 BINC BLACKROCK ETF TRUST II 66,521.0 $3.5M 0.16% NEW $52.97 -1.8%
Page 8 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%