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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 53 of 59  ·  1,174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 MLI MUELLER INDS INC Industrials 1,768.0 $235K 0.00% NEW $132.84 +2.7%
1042 DPZ DOMINOS PIZZA INC Consumer Cyclical 703.0 $234K 0.00% NEW $332.36 -9.0%
1043 KC KINGSOFT CLOUD HLDGS LTD Technology 15,619.0 $233K 0.00% -49K -75.8% $14.89 +3.0%
1044 MDYG SPDR SERIES TRUST 2,281.0 $233K 0.00% NEW $101.94 +2.5%
1045 PNW PINNACLE WEST CAP CORP Utilities 2,286.0 $232K 0.00% NEW $101.66 -3.2%
1046 USAR USA RARE EARTH INC Basic Materials 10,548.0 $232K 0.00% NEW $22.03 +10.7%
1047 FXY INVESCO CURRENCYSHARES Financial Services 4,039.0 $231K 0.00% -650.0 -13.9% $57.25 +1.0%
1048 INDA ISHARES TR 4,710.0 $231K 0.00% NEW $49.03 -2.4%
1049 INSM INSMED INC Healthcare 1,704.0 $230K 0.00% NEW $135.03 -19.2%
1050 GLOBUS MED INC 2,610.0 $229K 0.00% NEW $87.79
1051 MDYV SPDR SERIES TRUST 2,541.0 $229K 0.00% NEW $90.11 -1.1%
1052 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,417.0 $228K 0.00% NEW $160.79 -6.3%
1053 XAR SPDR SERIES TRUST 907.0 $227K 0.00% NEW $249.86 +5.3%
1054 EWBC EAST WEST BANCORP INC Financial Services 1,816.0 $226K 0.00% NEW $124.68 -4.2%
1055 DFTX DEFINIUM THERAPEUTICS INC Healthcare 11,000.0 $225K 0.00% NEW $20.49 +2.4%
1056 GWX SPDR INDEX SHS FDS 5,016.0 $224K 0.00% NEW $44.70 +2.1%
1057 CG CARLYLE GROUP INC Financial Services 4,618.0 $221K 0.00% NEW $47.81 -2.5%
1058 BSMQ INVESCO EXCH TRD SLF IDX FD 9,360.0 $221K 0.00% NEW $23.56 -0.2%
1059 PNR PENTAIR PLC Industrials 2,716.0 $220K 0.00% NEW $80.85 -10.1%
1060 GPIQ GOLDMAN SACHS ETF TR 4,000.0 $220K 0.00% NEW $54.89 +4.3%
Page 53 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%