DIVERSIFY WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$979M
Signature - Title
Lupe Fungalei - Compliance Analyst
Location
Sandy, UT
Summary
This page shows a list of all the recent 13F filings made by DIVERSIFY WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DIVERSIFY WEALTH MANAGEMENT, LLC reported 469 stock holdings with total value $979M as of Q3 2024. Top holdings included DFAU, SPY, SPYG, SPYV, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 469 $979M +$183M -$72.2M +$111M DFAU, SPY, SPYG, SPYV, NVDA 13F-HR 10/25/2024, 05:03 PM
Q2 2024 432 $772M $0 $0 DFAU, DFAC, SPY, SPYV, SPYG 13F-HR 8/8/2024, 03:49 PM