13F Filings History of DIVERSIFY WEALTH MANAGEMENT, LLC
- Latest 13F filing
- Q2 2026 - 30 Jul 2026
- Latest reported 13F value
- $5,936,980,626
- Largest 13F holdings
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NVDA SPY SPYG SPYV AAPL IVV SPDW VOO AVGO AMZN VT MSFT
+8 more
META GOOG QQQ GOOGL RSP MU AMD DFAU - Form 13F summary
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- 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 1244 equity holdings with a total reported market value of $5,936,980,626 for Q2 2026. Top reported holdings included NVDA, SPY, SPYG, SPYV, and AAPL.
- Manager signature
- Lupe Fungalei - Compliance Analyst
- Manager location
- Sandy, UT
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$5,936,980,626
Quarter delta
+$508,593,793
Accepted
29 Jul 2026, 20:41
Rows shown
1-9 of 9
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |