13F Filings History of DIVERSIFY WEALTH MANAGEMENT, LLC

Latest 13F filing: Q1 2026 - 01 May 2026
Latest reported 13F value: $5,369,695,627
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 1137 equity holdings with a total reported market value of $5,369,695,627 for Q1 2026. Top reported holdings included NVIDIA CORPORATION, STATE STR SPDR S&P 500 ETF T, SPDR SERIES TRUST, SPDR SERIES TRUST, and APPLE INC.
Largest 13F holdings: NVIDIA CORPORATION STATE STR SPDR S&P 500 ETF T SPDR SERIES TRUST APPLE INC AMAZON COM INC BROADCOM INC INVESCO EXCH TRADED FD TR II VANGUARD INDEX FDS SPDR INDEX SHS FDS ISHARES TR VANGUARD INTL EQUITY INDEX F INVESCO QQQ TR
+6 more
MICROSOFT CORP META PLATFORMS INC ALPHABET INC WORLD GOLD TR DIMENSIONAL ETF TRUST TAIWAN SEMICONDUCTOR MANUFAC
Manager signature: Lupe Fungalei - Compliance Analyst
Manager location: Sandy, UT

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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

Q1 2026

Latest value

$5,369,695,627

Quarter delta

n/a

Accepted

01 May 2026, 15:22

Rows shown

1-1 of 1

Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q1 2026	1,137	$5,369,695,627	$0	$0	$0	NVIDIA CORPORATION, STATE STR SPDR S&P 500 ETF T, SPDR SERIES TRUST, SPDR SERIES TRUST, APPLE INC	13F-HR	01 May 2026, 15:22