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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 55 of 59  ·  1,174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 782.0 $211K 0.00% NEW $269.63 +37.0%
1082 AVTR AVANTOR INC Healthcare 26,810.0 $210K 0.00% +7K +35.1% $7.85 -2.3%
1083 STK COLUMBIA SELIGM PREM TECH GR Financial Services 4,420.0 $210K 0.00% NEW $47.47 +4.5%
1084 AMKR AMKOR TECHNOLOGY INC Technology 2,970.0 $210K 0.00% NEW $70.60 -2.0%
1085 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,597.0 $210K 0.00% NEW $131.23 +20.9%
1086 SSRM SSR MINING IN Basic Materials 7,352.0 $207K 0.00% -2K -19.9% $28.17 +13.1%
1087 GPN GLOBAL PMTS INC Industrials 2,881.0 $204K 0.00% NEW $70.98 -4.8%
1088 APCB TRUST FOR PROFESSIONAL MANAG 6,931.0 $204K 0.00% NEW $29.50 -1.2%
1089 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,125.0 $204K 0.00% NEW $96.10 +0.8%
1090 MDB MONGODB INC Technology 783.0 $202K 0.00% NEW $258.29 +23.7%
1091 CANADIAN PACIFIC KANSAS CITY 2,399.0 $202K 0.00% NEW $84.27
1092 CFG CITIZENS FINL GROUP INC Financial Services 3,113.0 $201K 0.00% NEW $64.41 -5.2%
1093 COPX GLOBAL X FDS 2,574.0 $200K 0.00% NEW $77.73 +6.6%
1094 ISHARES TR 7,294.0 $200K 0.00% NEW $27.43
1095 GRFS GRIFOLS S A Healthcare 24,509.0 $194K 0.00% -86K -77.8% $7.91 -2.4%
1096 IRT INDEPENDENCE RLTY TR INC Real Estate 11,777.0 $191K 0.00% NEW $16.20 -0.3%
1097 FBRT FRANKLIN BSP RLTY TR INC Real Estate 22,011.0 $190K 0.00% NEW $8.63 +6.7%
1098 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 31,844.0 $183K 0.00% NEW $5.73 +0.5%
1099 KD KYNDRYL HLDGS INC Technology 12,438.0 $174K 0.00% NEW $13.98 -19.2%
1100 DOMO DOMO INC Technology 48,932.0 $172K 0.00% $3.51 +3.3%
Page 55 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%