DIVERSIFY WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Sandy, UT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 5,608,523
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 1,174 | 5,608,523 | 13F-HR | DIVERSIFY WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/3/2026 | 622 | 2,143,870 | 13F-HR | DIVERSIFY WEALTH MANAGEMENT, LLC |
| Q3 2025 | 11/12/2025 | 541 | 1,732,729 | 13F-HR | DIVERSIFY WEALTH MANAGEMENT, LLC |
| Q2 2025 | 8/14/2025 | 535 | 1,618,019 | 13F-HR | DIVERSIFY WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.825 K
(0.1% of total reported value)
· QoQ Δ:
+4.825 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.738 M | 48.9% | 1.007 M | 0 | 1.007 M |
| ETFs | 2.855 M | 51.0% | 2.464 M | 0 | 2.464 M |
| Debt | 6.326 K | 0.1% | 5.28 K | 0 | 5.28 K |
| Other | 2.534 K | 0.0% | 0 | 17.88 K | -17.88 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
5,608,523
Holdings
1174
QoQ value change ($000)
3,464,653
(161.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.