Diversify Wealth Management, LLC

Diversify Wealth Management, LLC reported 1,286 holdings worth US$5.98B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 30, 2026

Diversify Wealth Management, LLC reported 1,286 holdings worth US$5.98B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 30, 2026 (Form 13F).

Holdings
1,286
Value as reported
US$5.98B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation1.23MUS$242M4.0%
Apple Inc449KUS$151M2.5%
Alphabet Inc (google) Class C384KUS$126M2.1%
Broadcom Inc.218KUS$83.7M1.4%
Amazon.com, Inc.344KUS$79.5M1.3%
Microsoft Corp.182KUS$71M1.2%
Meta Platforms, Inc.107KUS$63.6M1.1%
Micron Technology, Inc.67,768US$61M1.0%
Advanced Micro Devices Inc115KUS$56.7M0.95%
Palo Alto Networks, Inc.158KUS$50.1M0.84%
Taiwan Semiconductor Manufacturing Co., Ltd.110KUS$43.9M0.73%
Snowflake Inc.123KUS$33.5M0.56%
Costco Wholesale Corporation32,762US$31.2M0.52%
Marvell Technology, Inc.155KUS$29.4M0.49%
Op Bancorp1.85MUS$28.7M0.48%
Lam Research Corporation97,064US$28.3M0.47%
Servicenow, Inc.265KUS$28M0.47%
Affirm Holdings, Inc.356KUS$26M0.43%
Jp Morgan Chase & Co.72,679US$25.9M0.43%
Johnson & Johnson94,734US$25.2M0.42%
Tesla, Inc.71,476US$22.1M0.37%
Visa Inc.60,289US$21.9M0.37%
Oracle Corporation174KUS$20.9M0.35%
Bank Of America Corporation329KUS$20.3M0.34%
Cisco Systems, Inc.176KUS$20.2M0.34%
Eli Lilly And Company16,684US$20M0.33%
Verizon Communications Inc.410KUS$19.4M0.32%
Sofi Technologies, Inc.1.15MUS$19.4M0.32%
Chevron Corporation88,098US$16.7M0.28%
Abbvie Inc.64,821US$16.7M0.28%
Exxon Mobil Corporation106KUS$16.5M0.28%
Fortinet, Inc.108KUS$16.5M0.28%
Mastercard Incorporated27,354US$15.1M0.25%
Philip Morris International Inc76,367US$14.9M0.25%
Crowdstrike Holdings, Inc.82,315US$14.8M0.25%
Palantir Technologies Inc.109KUS$14.4M0.24%
Asml Holding Nv8,503US$14.1M0.24%
Unitedhealth Group Incorporated33,396US$13.9M0.23%
Coca-cola Company (the)165KUS$13.8M0.23%
Stagwell Inc.1.72MUS$13.3M0.22%
Qualcomm Incorporated74,972US$12.7M0.21%
Union Pacific Corporation42,167US$12.6M0.21%
Arista Networks, Inc.73,447US$12.5M0.21%
Netflix, Inc.178KUS$12.5M0.21%
Uber Technologies, Inc.180KUS$12.3M0.21%
Talen Energy Corporation35,231US$12.2M0.20%
Packaging Corporation Of America46,125US$11.6M0.19%
International Business Machines Corporation52,800US$11.4M0.19%
Home Depot, Inc. (the)33,201US$11.2M0.19%
Berkshire Hathaway Inc.22,302US$11.1M0.19%
Credo Technology Group Holding Ltd52,881US$11M0.18%
Walmart Inc.98,331US$11M0.18%
Atmos Energy Corporation61,380US$10.9M0.18%
Super Micro Computer, Inc.357KUS$10.6M0.18%
Vertex Pharmaceuticals Incorporated22,168US$10.6M0.18%
Cme Group Inc.40,726US$10.4M0.17%
Rtx Corporation46,852US$10.2M0.17%
Walt Disney Company (the)104KUS$10.1M0.17%
Cummins Inc.15,200US$10.1M0.17%
Kla Corporation49,397US$10M0.17%
Airbnb, Inc.66,486US$9.76M0.16%
Automatic Data Processing, Inc.36,413US$9.28M0.16%
Intuitive Surgical, Inc.25,839US$9.22M0.15%
Mcdonald's Corporation33,754US$9.14M0.15%
Healthequity, Inc.90,675US$8.98M0.15%
Pepsico, Inc.64,003US$8.95M0.15%
Lockheed Martin Corporation15,306US$8.88M0.15%
Salesforce, Inc.51,047US$8.86M0.15%
Ge Vernova Inc.8,825US$8.8M0.15%
Nextera Energy, Inc.96,075US$8.53M0.14%
Blackstone Inc.63,689US$8.45M0.14%
Amgen Inc.22,302US$8.39M0.14%
Sunrun Inc.827KUS$8.25M0.14%
Air Products And Chemicals, Inc.27,976US$8.19M0.14%
Comfort Systems Usa, Inc.4,488US$7.77M0.13%
Vertiv Holdings, Llc26,865US$7.73M0.13%
Intuit Inc.25,350US$7.7M0.13%
Emerson Electric Company50,913US$7.6M0.13%
American Express Company22,596US$7.58M0.13%
Applied Materials, Inc.13,972US$7.22M0.12%
Goldman Sachs Group, Inc. (the)6,874US$7.21M0.12%
Sterling Infrastructure, Inc.10,892US$6.91M0.12%
Applovin Corporation16,707US$6.9M0.12%
Altria Group, Inc.92,376US$6.73M0.11%
Shopify Inc.51,757US$6.57M0.11%
Waste Management, Inc.27,101US$6.45M0.11%
Hubbell Inc12,415US$6.18M0.10%
Rubrik, Inc.81,103US$6.07M0.10%
Stryker Corporation17,275US$5.82M0.10%
Realty Income Corporation85,209US$5.58M0.09%
Essex Property Trust, Inc.18,703US$5.44M0.09%
Caterpillar, Inc.6,151US$5.37M0.09%
Curtiss-wright Corporation7,158US$5.32M0.09%
Blue Owl Capital Inc.541KUS$5.23M0.09%
Embraer S.a.76,157US$5.18M0.09%
Mitsubishi Ufj Financial Group, Inc.222KUS$5.13M0.09%
Wells Fargo & Company58,391US$5.1M0.09%
Banco Bilbao Vizcaya Argentaria, S.a.186KUS$4.95M0.08%
Citigroup, Inc.36,197US$4.82M0.08%
Carpenter Technology Corporation8,125US$4.71M0.08%

Every holding of Diversify Wealth Management, LLC

Source

View original at SEC

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