DIVERSIFY WEALTH MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
Sandy, UT
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
622
Total value ($000)
$2,143,870
Net value change ($000)
+411,141 (23.7%)
New positions
98
Sold out positions
18
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYG 63,116 96.8%
SPYV 45,004 78.7%
IVV 27,954 894.2%
DYNF 16,889 NEW
IVE 16,632 NEW
VEA 16,090 1239.6%
IVW 15,080 2767.0%
SPDW 13,395 38.7%
IUSB 12,805 NEW
IEMG 12,689 2694.1%
Top Reduces (Value $000, Stocks/ETFs)
SPY -34,655 -67.2%
QUAL -13,532 -59.9%
IHDG -11,858 -92.9%
VSS -5,835 -77.0%
NVDA -4,872 -10.1%
NOW -4,799 -21.8%
MCO -4,290 -89.2%
IGSB -4,176 -56.9%
PGR -2,980 -89.5%
CRM -2,966 -36.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type