DIVERSIFY WEALTH MANAGEMENT, LLC portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$6.69B
Full value: $6,687,039,715 · USD · 30 Sep 2026Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 1,272 | $6,687,039,715 | +$972,160,292 | -$430,894,493 | +$541,265,799 | NVDA, SPYG, SPY, SPYV, AAPL | 13F-HR | 20 Oct 2026, 16:08 |
| Q2 2026 | 1,244 | $5,936,980,626 | +$671,439,326 | -$525,120,310 | +$146,319,016 | NVDA, SPY, SPYG, SPYV, AAPL | 13F-HR | 29 Jul 2026, 20:41 |
| Q1 2026 | 1,137 | $5,428,386,833 | +$3,396,639,288 | -$65,735,769 | +$3,330,903,519 | NVDA, SPY, SPYG, SPYV, AAPL | 13F-HR | 01 May 2026, 15:22 |
| Q4 2025 | 622 | $2,143,554,842 | +$546,995,634 | -$139,483,212 | +$407,512,422 | SPYG, SPYV, DFAU, SPDW, NVDA | 13F-HR | 03 Feb 2026, 12:12 |
| Q3 2025 | 541 | $1,722,894,892 | +$90,753,796 | -$49,520,051 | +$41,233,745 | SPYG, SPYV, DFAU, SPY, NVDA | 13F-HR | 10 Nov 2025, 21:36 |
| Q2 2025 | 535 | $1,613,523,169 | +$148,963,515 | -$40,611,228 | +$108,352,287 | SPYG, DFAU, SPYV, SPY, NVDA | 13F-HR | 14 Aug 2025, 14:45 |
| Q1 2025 | 510 | $1,345,724,961 | +$164,476,446 | -$68,818,034 | +$95,658,412 | DFAU, SPYG, SPY, SPYV, SPDW | 13F-HR | 30 Apr 2025, 17:45 |
| Q4 2024 | 514 | $1,282,711,463 | +$284,555,077 | -$32,854,038 | +$251,701,039 | DFAU, SPY, SPYG, SPYV, NVDA | 13F-HR | 16 Jan 2025, 11:05 |
| Q3 2024 | 469 | $979,477,577 | +$183,420,092 | -$72,247,685 | +$111,172,407 | DFAU, SPY, SPYG, SPYV, NVDA | 13F-HR | 25 Oct 2024, 17:03 |
| Q2 2024 | 432 | $772,201,983 | $0 | $0 | $0 | DFAU, DFAC, SPY, SPYV, SPYG | 13F-HR | 08 Aug 2024, 15:49 |
Showing 1-10 of 10 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 20 Oct 2026
- Latest reported 13F value
- $6,687,039,715
- Largest 13F holdings
-
NVDA SPYG SPY SPYV AAPL QQQ IVV MSFT SPDW VOO SRLN AMZN
+8 more
GOOG AVGO META XLK AMD GOOGL GLDM MU - Form 13F summary
-
- DIVERSIFY WEALTH MANAGEMENT, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- DIVERSIFY WEALTH MANAGEMENT, LLC reported 1272 equity holdings with a total reported market value of $6,687,039,715 for Q3 2026. Top reported holdings included NVDA, SPYG, SPY, SPYV, and AAPL.
- Manager signature
- Lupe Fungalei - Compliance Analyst
- Manager location
- Sandy, UT
13F snapshot
Latest parsed holdings, value, and filing-period context.
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Manager
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Holdings Value