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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 16 of 59  ·  1,174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CVS CVS HEALTH CORP Healthcare 31,362.0 $2.6M 0.05% +18K +141.8% $83.90 +14.3%
302 BALT INNOVATOR ETFS TRUST 77,251.0 $2.6M 0.05% NEW $33.94 +0.4%
303 TXN TEXAS INSTRS INC Technology 9,737.0 $2.6M 0.05% +7K +302.5% $269.22 +12.4%
304 EFAV ISHARES TR 29,096.0 $2.6M 0.05% NEW $90.06 +1.6%
305 CDNS CADENCE DESIGN SYSTEM INC Technology 7,935.0 $2.6M 0.05% NEW $329.94 +4.9%
306 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 28,564.0 $2.6M 0.05% +11K +58.7% $91.43 +6.1%
307 TMUS T-MOBILE US INC Communication Services 13,170.0 $2.6M 0.05% NEW $198.17 -6.5%
308 TPYP TORTOISE CAPITAL SERIES TRUS 61,547.0 $2.6M 0.05% +21K +50.8% $42.33 +3.9%
309 AHR AMERICAN HEALTHCARE REIT INC Real Estate 52,357.0 $2.6M 0.05% +30K +137.4% $49.72 -0.8%
310 VRT VERTIV HOLDINGS CO Industrials 8,469.0 $2.6M 0.05% NEW $306.19 +21.1%
311 EUHY ISHARES INC 48,369.0 $2.6M 0.05% NEW $53.12 +0.3%
312 COP CONOCOPHILLIPS Energy 19,808.0 $2.5M 0.04% +15K +316.1% $128.25 -4.6%
313 STE STERIS PLC Healthcare 11,914.0 $2.5M 0.04% +3K +36.7% $212.65 -0.3%
314 PRFZ INVESCO EXCHANGE TRADED FD T 50,415.0 $2.5M 0.04% NEW $49.62 +0.1%
315 SHYG ISHARES TR 58,741.0 $2.5M 0.04% +31K +110.4% $42.55 -0.7%
316 DASH DOORDASH INC Communication Services 14,718.0 $2.5M 0.04% +4K +38.8% $169.33 -6.0%
317 ALL ALLSTATE CORP Financial Services 11,702.0 $2.5M 0.04% NEW $212.33 +2.4%
318 TRV TRAVELERS COMPANIES INC Financial Services 8,218.0 $2.5M 0.04% +7K +994.3% $302.26 -0.8%
319 ENTG ENTEGRIS INC Technology 16,621.0 $2.5M 0.04% +6K +60.6% $149.37 -10.9%
320 RBRK RUBRIK INC. Technology 46,174.0 $2.5M 0.04% +7K +18.6% $53.68 +18.8%
Page 16 of 59  ·  1,174 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%