Q3 2026 13F · SEC CIK 2030780

Diversify Wealth Management, LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $6.7B
Reported positions: 1,272
Holdings vs S&P 500, 3 yrs: —
Assets under management: $4.1B

Diversify Wealth Management, LLC is a wealth manager that reported 1,272 positions worth $6.7B in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Nvidia Corporation (NVDA, 5.0%), State Street Spdr Portfolio S&p 500 Grow (SPYG, 3.5%), State Str Spdr S&p 500 ETF T (SPY, 3.4%).

Diversify Wealth Management, LLC holdings largest 50 of 1,272 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Diversify Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	5.0%	4.1%	1,532,129	+24.4%	$332.8M
SPYGState Street Spdr Portfolio S&p 500 Grow	3.5%	3.4%	1,903,732	+7.8%	$233.5M
SPYState Str Spdr S&p 500 ETF T	3.4%	3.5%	292,527	+2.9%	$225.8M
SPYVState Street Spdr Portfolio S&p 500 Valu	2.9%	2.9%	3,073,276	+9.0%	$194.0M
AAPLApple Inc	2.3%	2.5%	450,991	+0.4%	$154.2M
QQQInvesco Qqq Tr	1.9%	1.1%	176,288	+90.4%	$128.3M
IVVIshares Tr	1.9%	1.6%	165,212	+28.7%	$128.1M
MSFTMicrosoft Corp	1.6%	1.2%	195,890	+7.4%	$105.7M
SPDWSpdr Index Shs Fds	1.5%	1.5%	2,000,708	+8.2%	$99.1M
VOOVanguard Index Fds	1.4%	1.5%	131,126	-0.8%	$93.0M
SRLNSsga Active ETF Tr	1.4%	0.9%	2,300,208	+69.1%	$92.3M
AMZNAmazon Com Inc	1.3%	1.3%	352,887	+2.7%	$89.9M
GOOGAlphabet Inc	1.3%	1.1%	249,096	+28.6%	$85.9M
AVGOBroadcom Inc	1.2%	1.4%	228,120	+4.5%	$78.5M
METAMeta Platforms Inc	1.1%	1.1%	104,314	-2.6%	$76.9M
XLKSelect Sector Spdr Tr	1.1%	—	403,360	—	$76.3M
AMDAdvanced Micro Devices Inc	1.1%	1.0%	133,377	+16.4%	$75.0M
GOOGLAlphabet Inc	1.0%	1.1%	197,142	+2.3%	$68.8M
GLDMWorld Gold Tr	1.0%	0.9%	832,066	+31.1%	$68.7M
MUMicron Technology Inc	1.0%	1.0%	68,507	+1.1%	$63.8M
DFAUDimensional ETF Trust	0.9%	0.9%	1,095,502	-0.2%	$58.2M
PANWPalo Alto Networks Inc	0.8%	0.8%	148,559	-5.8%	$55.0M
IUSBIshares Tr	0.8%	0.5%	1,169,815	+73.6%	$52.0M
VWOVanguard Intl Equity Index F	0.7%	0.7%	815,894	+8.8%	$48.0M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.6%	662,830	+30.9%	$46.2M
IJHIshares Tr	0.7%	0.7%	597,106	+8.7%	$43.6M
TSMTaiwan Semiconductor Manufac	0.6%	0.7%	101,595	-7.6%	$42.9M
MRVLMarvell Technology Inc	0.6%	0.5%	159,393	+2.7%	$38.5M
IVWIshares Tr	0.6%	0.4%	268,372	+34.0%	$38.0M
NOWServicenow Inc	0.6%	0.5%	250,888	-5.4%	$37.3M
VTIVanguard Index Fds	0.5%	0.4%	96,792	+50.9%	$36.6M
DYNFBlackrock ETF Trust	0.5%	0.4%	501,722	+37.5%	$34.8M
VMBSVanguard Scottsdale Fds	0.5%	0.7%	762,988	-12.1%	$34.3M
COSTCostco Wholesale Corporation	0.5%	0.5%	34,829	+6.3%	$34.1M
PULSPgim ETF Tr	0.5%	0.4%	644,477	+33.5%	$31.9M
SPHYSpdr Series Trust	0.5%	0.5%	1,383,269	+0.6%	$31.2M
USIGIshares Tr	0.5%	0.5%	631,720	+2.4%	$31.1M
SNOWSnowflake Inc	0.5%	0.6%	90,707	-26.1%	$30.4M
SOXXIshares Tr	0.4%	—	57,408	—	$29.5M
VGITVanguard Scottsdale Fds	0.4%	0.5%	502,526	+5.5%	$28.7M
IVEIshares Tr	0.4%	—	118,411	—	$27.9M
OPBKOp Bancorp	0.4%	0.5%	1,847,777	+0.0%	$27.4M
LRCXLam Research Corp	0.4%	0.5%	94,121	-3.0%	$26.1M
JPMJpmorgan Chase & Co	0.4%	0.4%	77,312	+6.4%	$25.9M
VVisa Inc	0.4%	0.4%	64,696	+7.3%	$25.9M
TSLATesla Inc	0.4%	0.4%	71,050	-0.6%	$25.8M
AFRMAffirm Hldgs Inc	0.3%	0.4%	307,734	-13.5%	$23.4M
JNJJohnson & Johnson	0.3%	0.4%	92,125	-2.8%	$23.3M
BUGGlobal X Cybersecurity ETF	0.3%	—	483,551	—	$22.6M
LLYEli Lilly & Co	0.3%	—	17,956	—	$22.5M

What Diversify Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +5.5% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$6.7B	1,272
Q2 2026	$6.0B	1,244
Q1 2026	$5.6B	1,137
Q4 2025	$2.1B	622
Q3 2025	$1.7B	541
Q2 2025	$1.6B	535
Q1 2025	$1.3B	510
Q4 2024	$1.3B	514
Q3 2024	$1.0B	469
Q2 2024	$804.2M	432

Questions about Diversify Wealth Management, LLC's portfolio

What stocks does Diversify Wealth Management, LLC own?

Diversify Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 1,272 positions worth $6.7B. The largest are Nvidia Corporation (NVDA) at 5.0%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 3.5%, State Str Spdr S&p 500 ETF T (SPY) at 3.4%, State Street Spdr Portfolio S&p 500 Valu (SPYV) at 2.9% and Apple Inc (AAPL) at 2.3%.

What did Diversify Wealth Management, LLC buy last quarter?

In Q3 2026, Diversify Wealth Management, LLC added Invesco Qqq Tr (QQQ) (+90.4% shares), Ishares Tr (IUSB) (+73.6% shares) and Ssga Active ETF Tr (SRLN) (+69.1% shares), compared with its Q2 2026 filing.

What did Diversify Wealth Management, LLC sell last quarter?

In Q3 2026, Diversify Wealth Management, LLC cut from its top 50 Vanguard Intl Equity Index F (VT), cut from its top 50 Invesco Exchange Traded Fd T (RSP), cut from its top 50 Select Sector Spdr Tr (XLV), cut from its top 50 Ishares Tr (IGV), cut from its top 50 Dimensional ETF Trust (DFCF), Snowflake Inc (SNOW) (-26.1% shares), Affirm Hldgs Inc (AFRM) (-13.5% shares) and Vanguard Scottsdale Fds (VMBS) (-12.1% shares), compared with its Q2 2026 filing.

When is Diversify Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Diversify Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Diversify Wealth Management, LLC manage?

Diversify Wealth Management, LLC reported $4.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $6.7B.