DIVERSIFY WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Sandy, UT
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
1,286
Total value ($000)
$5,983,347
Net value change ($000)
+374,824 (6.7%)
New positions
168
Sold out positions
61
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
RSP 49,773 412.1%
AAPL 39,277 35.1%
XLV 26,554 2271.5%
MU 22,816 59.7%
IVV 22,813 31.5%
SPYV 20,568 13.3%
PANW 19,805 65.5%
BUG 19,749 NEW
SPYG 16,439 8.8%
SNOW 16,127 92.8%
Top Reduces (Value $000, Stocks/ETFs)
BKLN -66,929 -79.0%
NVDA -30,368 -11.1%
GLD -23,632 -62.6%
EEM -22,762 -100.0%
SPY -21,350 -9.2%
SCHR -21,165 -66.6%
FBTC -14,173 -95.4%
ITA -13,761 -45.8%
GLDM -13,543 -20.9%
IWM -12,643 -43.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 24,559 (0.4% 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