Holdings of DIVERSIFY WEALTH MANAGEMENT, LLC

Name: Holdings of DIVERSIFY WEALTH MANAGEMENT, LLC
Creator: Titelia

963 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 25.9 % of the equity sleeve

Sector breakdown

Technology 19.0 %
Funds 7.5 %
Communication 4.7 %
Financials 3.3 %
Consumer discretionary 3.3 %
Industrials 2.9 %
Health care 2.5 %
Consumer staples 1.9 %
Utilities 0.7 %
Energy 0.7 %
Materials 0.5 %
Real estate 0.2 %
Unattributed 52.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 97.5 %
TW 0.9 %
GB 0.4 %
NL 0.2 %
ZA 0.2 %
ES 0.1 %
MX 0.1 %
DK 0.1 %
FR 0.1 %
PE 0.1 %
BM 0.1 %
KR 0.0 %
Other countries 0.3 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	912	5.2B $	97.51 %
2	TW	2	48.5M $	0.91 %
3	GB	10	22.5M $	0.42 %
4	NL	3	12.5M $	0.24 %
5	ZA	3	8.6M $	0.16 %
6	ES	3	4.6M $	0.09 %
7	MX	4	4.5M $	0.08 %
8	DK	3	4.1M $	0.08 %
9	FR	3	3.5M $	0.07 %
10	PE	1	3.1M $	0.06 %
11	BM	2	3M $	0.06 %
12	KR	2	2.6M $	0.05 %

Positions

Rank	Company	Shares	Value
1	NVIDIA Corp	1,301,601	272.4M $
2	State Street SPDR S&P 500 ETF Trust	325,237	231.4M $
3	SPDR Series Trust	1,666,662	185.9M $
4	SPDR Series Trust	2,618,389	154.9M $
5	Apple Inc	414,603	112M $
6	Amazon.com Inc	338,963	89.2M $
7	Broadcom Inc	215,450	87.4M $
8	Invesco Senior Loan ETF	4,117,328	84.7M $
9	Vanguard S&P 500 ETF	119,306	78.1M $
10	State Street SPDR Portfolio Developed World ex-US ETF	1,615,919	77.2M $
11	iShares Core S&P 500 ETF	101,415	72.5M $
12	Vanguard Total World Stock ETF	486,716	72.5M $
13	Invesco QQQ Trust Series 1	107,892	71.4M $
14	Microsoft Corp	168,007	71.3M $
15	Meta Platforms Inc	101,830	68.1M $
16	Alphabet Inc	192,536	67.4M $
17	SPDR Gold MiniShares Trust	720,395	64.8M $
18	Alphabet Inc	184,826	64.2M $
19	Advanced Micro Devices Inc	145,883	49.2M $
20	Taiwan Semiconductor Manufacturing Co Ltd	122,414	48.2M $
21	Vanguard Scottsdale Funds	885,936	41.5M $
22	State Street Blackstone Senior Loan ETF	1,012,277	41.1M $
23	Vanguard International Equity Index Funds	701,330	40.7M $
24	iShares Core S&P Mid-Cap ETF	556,941	39.9M $
25	Micron Technology Inc	73,659	38.2M $
26	SPDR Gold Shares	90,388	37.7M $
27	Schwab Intermediate-Term U.S. Treasury ETF	1,283,662	31.8M $
28	Palo Alto Networks Inc	166,626	30.2M $
29	Costco Wholesale Corp	30,141	30.1M $
30	iShares Trust	140,861	30M $
31	iShares Russell 2000 ETF	106,321	28.9M $
32	iShares Broad USD Investment Grade Corporate Bond ETF	548,142	28.1M $
33	Tidal Trust I	1,063,048	27.8M $
34	State Street SPDR Portfolio High Yield Bond ETF	1,178,808	27.7M $
35	Oracle Corp	163,967	26.9M $
36	Vanguard FTSE Developed Markets ETF	398,251	26.7M $
37	OP Bancorp	1,837,182	26.5M $
38	Marvell Technology Inc	163,861	25.7M $
39	iShares Trust	198,711	25.6M $
40	Vanguard Scottsdale Funds	414,916	24.6M $
41	Lam Research Corp	98,581	24.5M $
42	Tesla Inc	64,428	24M $
43	iShares Trust	495,868	22.9M $
44	BlackRock ETF Trust	360,287	22.9M $
45	iShares MSCI Emerging Markets ETF	363,092	22.8M $
46	JPMorgan Chase & Co	71,589	22.1M $
47	iShares Core MSCI Emerging Markets ETF	286,067	22M $
48	iShares Trust	99,596	22M $
49	ServiceNow Inc	245,388	21.8M $
50	Capital Group Core Plus Income ETF	972,363	21.8M $
51	Dimensional ETF Trust	507,335	21.4M $
52	Affirm Holdings Inc	322,961	20.5M $
53	SPDR Series Trust	391,247	20.5M $
54	Johnson & Johnson	90,061	20.5M $
55	Vanguard Total Stock Market ETF	55,921	19.6M $
56	Visa Inc	58,185	19.5M $
57	PGIM ETF Trust	391,680	19.5M $
58	Dimensional ETF Trust	470,710	18.9M $
59	Dimensional ETF Trust	436,833	18.3M $
60	Snowflake Inc	123,007	17.4M $
61	American Century ETF Trust	142,821	16.9M $
62	Bank of America Corp	313,075	16.6M $
63	iShares Core U.S. Aggregate Bond ETF	166,332	16.5M $
64	SoFi Technologies Inc	1,043,372	16.2M $
65	Cisco Systems, Inc.	180,750	16.2M $
66	Chevron Corp	83,430	16M $
67	iShares Trust	208,157	15.8M $
68	Exxon Mobil Corp	100,340	15.5M $
69	Schwab International Small-Cap Equity ETF	314,544	15.4M $
70	Vanguard Small-Cap ETF	53,248	14.9M $
71	Fidelity Wise Origin Bitcoin Fund	226,169	14.9M $
72	Verizon Communications Inc	316,425	14.7M $
73	Eli Lilly & Co	17,158	14.6M $
74	iShares Trust	121,560	14.3M $
75	iShares Trust	69,346	14.3M $
76	iShares Trust	196,174	14.1M $
77	iShares iBoxx USD Investment Grade Corporate Bond ETF	128,100	13.9M $
78	ARM Holdings PLC	67,852	13.7M $
79	Vanguard Total Bond Market ETF	185,942	13.6M $
80	Mastercard Inc	25,945	13.6M $
81	Palantir Technologies Inc	98,060	13.5M $
82	iShares Core MSCI EAFE ETF	142,552	13.3M $
83	AbbVie Inc	64,190	13.1M $
84	Schwab Short-Term U.S. Treasury ETF	534,366	12.9M $
85	Berkshire Hathaway Inc	27,200	12.9M $
86	Walmart Inc	99,256	12.7M $
87	Philip Morris International Inc.	76,585	12.5M $
88	Uber Technologies Inc	166,867	12.4M $
89	Vanguard Mid-Cap ETF	162,359	12.3M $
90	JPMorgan Ultra-Short Income ETF	243,018	12.3M $
91	Coca-Cola Co/The	154,305	12.2M $
92	Invesco S&P 500 Equal Weight ETF	60,267	12.1M $
93	QUALCOMM Inc	75,936	11.8M $
94	Stagwell Inc	1,732,594	11.6M $
95	BlackRock ETF Trust II	221,426	11.6M $
96	Janus Detroit Street Trust	225,765	11.4M $
97	iShares MSCI South Korea ETF	74,110	11.4M $
98	ISHARES TRUST	133,534	11.3M $
99	Fidelity Total Bond ETF	247,046	11.2M $
100	Arista Networks Inc	66,567	11.2M $