DIVERSIFY WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Sandy, UT
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
1,174
Total value ($000)
$5,608,523
Net value change ($000)
+3,464,653 (161.6%)
New positions
531
Sold out positions
18
Turnover %
13.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NVDA 228,958 527.5%
SPY 214,499 1266.8%
AAPL 82,777 283.1%
BKLN 76,230 896.3%
AVGO 73,052 510.8%
VT 72,491 NEW
GLDM 64,304 12608.6%
AMZN 61,817 226.1%
QQQ 60,587 561.5%
SPYG 57,564 44.9%
Top Reduces (Value $000, Stocks/ETFs)
BKMC -18,644 -76.2%
OEF -7,074 -74.6%
AMCR -4,502 -100.0%
EW -3,607 -91.9%
ACN -3,251 -69.1%
GOVT -3,129 -25.1%
PYPL -2,710 -81.0%
FIG -2,564 -100.0%
CYBR -2,357 -100.0%
ADBE -1,499 -39.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,820 (0.1% of total reported value)
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type