2026 Q1 Portfolio Activity
In 2026 Q1, DIVERSIFY WEALTH MANAGEMENT, LLC maintained a portfolio of 1192 distinct positions. The most significant new addition was VANGUARD INTL EQUITY INDEX F, now representing 1.29% of the total fund value. They heavily accumulated shares in STATE STR SPDR S&P 500 ETF T, increasing the position by 1232.6%. Conversely, DIVERSIFY WEALTH MANAGEMENT, LLC completely exited their position in NVIDIA CORPORATION.
Position History
hover any row below to update
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Total Positions
1192
Quarter
2026 Q1
Top Holding
NVDA (4.9%)
Top 10 Concentration
24.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1192
DIVERSIFY WEALTH MANAGEMENT, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.86% | 2.02% |
#1
4
Prev: #5
|
6.9 |
—
|
1,068,020 | 457.2% |
P
S
|
1,301,601 | $272,360,068 |
$169.03
+21.1%
|
2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | ||
|
SPY
STATE STR SPDR ...
|
ETF | 4.13% | 0.79% |
#2
18
Prev: #20
|
6.2 |
—
|
300,830 | 1232.6% |
P
S
|
325,237 | $231,432,112 |
$629.29
+18.7%
|
2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | ||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 3.31% | 5.98% |
#3
2
Prev: #1
|
4.8 |
—
|
479,780 | 40.4% |
P
S
|
1,666,662 | $185,866,125 |
$95.73
+22.8%
|
2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | ||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 2.76% | 4.77% |
#4
2
Prev: #2
|
4.1 |
—
|
857,802 | 48.7% |
P
S
|
2,618,389 | $154,877,686 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AAPL
APPLE INC
|
Technology | 2.00% | 1.36% |
#5
2
Prev: #7
|
4.3 |
—
|
302,610 | 270.2% |
P
S
|
414,603 | $112,013,349 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.59% | 1.28% |
#6
2
Prev: #8
|
3.6 |
—
|
226,252 | 200.7% |
P
S
|
338,963 | $89,160,707 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.56% | 0.67% |
#7
20
Prev: #27
|
3.6 |
—
|
175,117 | 434.2% |
P
S
|
215,450 | $87,354,110 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BKLN
INVESCO EXCH TR...
|
ETF | 1.51% | 0.40% |
#8
48
Prev: #56
|
3.6 |
—
|
3,713,488 | 919.5% |
P
S
|
4,117,328 | $84,734,617 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.39% | 1.25% |
#9
Prev: #9
|
3.6 |
—
|
77,447 | 185.0% |
P
S
|
119,306 | $78,053,730 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 1.38% | 2.24% |
#10
6
Prev: #4
|
3.6 |
—
|
569,801 | 54.5% |
P
S
|
1,615,919 | $77,176,276 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IVV
ISHARES TR
|
ETF | 1.29% | 1.45% |
#11
5
Prev: #6
|
3.5 |
—
|
56,816 | 127.4% |
P
S
|
101,415 | $72,500,255 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VT
VANGUARD INTL E...
|
ETF | 1.29% | — |
#12
Prev: #—
|
4.0 |
—
|
486,716 | — |
NEW
|
486,716 | $72,491,471 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.27% | 0.50% |
#13
26
Prev: #39
|
3.5 |
—
|
90,660 | 526.1% |
P
S
|
107,892 | $71,377,853 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.27% | 1.12% |
#14
3
Prev: #11
|
3.5 |
—
|
116,802 | 228.1% |
P
S
|
168,007 | $71,312,105 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.21% | 0.89% |
#15
1
Prev: #16
|
3.5 |
—
|
71,523 | 236.0% |
P
S
|
101,830 | $68,136,350 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.20% | 0.48% |
#16
26
Prev: #42
|
3.5 |
—
|
161,878 | 528.0% |
P
S
|
192,536 | $67,375,929 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 1.16% | 0.02% |
#17
420
Prev: #437
|
3.5 |
—
|
714,776 | 12720.7% |
P
S
|
720,395 | $64,813,951 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.14% | 1.05% |
#18
5
Prev: #13
|
3.5 |
—
|
118,110 | 177.0% |
P
S
|
184,826 | $64,192,054 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.97% | 2.50% |
#19
16
Prev: #3
|
0.9 |
—
|
-16,625 | -1.5% |
P
S
|
1,105,138 | $54,240,191 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.88% | 0.31% |
#20
63
Prev: #83
|
3.4 |
—
|
115,620 | 382.1% |
P
S
|
145,883 | $49,178,508 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.86% | 0.17% |
#21
133
Prev: #154
|
3.3 |
—
|
111,142 | 986.0% |
P
S
|
122,414 | $48,210,310 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 0.74% | 0.40% |
#22
32
Prev: #54
|
3.3 |
—
|
702,394 | 382.7% |
P
S
|
885,936 | $41,470,646 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SRLN
SSGA ACTIVE ETF...
|
ETF | 0.73% | 0.03% |
#23
371
Prev: #394
|
3.3 |
—
|
997,394 | 6701.6% |
P
S
|
1,012,277 | $41,078,206 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.73% | 1.12% |
#24
12
Prev: #12
|
3.3 |
—
|
274,097 | 64.2% |
P
S
|
701,330 | $40,733,249 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IJH
ISHARES TR
|
ETF | 0.71% | 0.14% |
#25
153
Prev: #178
|
3.3 |
—
|
514,884 | 1224.3% |
P
S
|
556,941 | $39,860,254 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.68% | 0.14% |
#26
150
Prev: #176
|
3.3 |
—
|
64,919 | 742.8% |
P
S
|
73,659 | $38,189,064 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.67% | 0.06% |
#27
244
Prev: #271
|
3.3 |
—
|
87,237 | 2768.5% |
P
S
|
90,388 | $37,728,858 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 0.57% | 0.97% |
#28
14
Prev: #14
|
3.2 |
—
|
452,305 | 54.4% |
P
S
|
1,283,662 | $31,796,307 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.54% | 0.48% |
#29
12
Prev: #41
|
3.2 |
—
|
112,445 | 207.5% |
P
S
|
166,626 | $30,249,261 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.54% | 0.56% |
#30
6
Prev: #36
|
3.2 |
—
|
17,470 | 137.9% |
P
S
|
30,141 | $30,100,432 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ITA
ISHARES TR
|
ETF | 0.54% | 0.13% |
#31
158
Prev: #189
|
3.2 |
—
|
129,468 | 1136.4% |
P
S
|
140,861 | $30,023,142 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IWM
ISHARES TR
|
ETF | 0.52% | 0.05% |
#32
261
Prev: #293
|
3.2 |
—
|
101,898 | 2303.8% |
P
S
|
106,321 | $28,927,713 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
USIG
ISHARES TR
|
ETF | 0.50% | 0.58% |
#33
1
Prev: #32
|
3.2 |
—
|
307,945 | 128.2% |
P
S
|
548,142 | $28,053,887 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GRNY
TIDAL TRUST I
|
Unknown | 0.50% | — |
#34
Prev: #—
|
3.7 |
—
|
1,063,048 | — |
NEW
|
1,063,048 | $27,777,456 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SPHY
SPDR SERIES TRU...
|
ETF | 0.49% | 0.72% |
#35
10
Prev: #25
|
3.2 |
—
|
534,024 | 82.8% |
P
S
|
1,178,808 | $27,690,210 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.48% | 0.43% |
#36
15
Prev: #51
|
3.2 |
—
|
118,214 | 258.4% |
P
S
|
163,967 | $26,862,689 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.48% | 0.81% |
#37
19
Prev: #18
|
2.7 |
—
|
128,915 | 47.9% |
P
S
|
398,251 | $26,714,662 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
OPBK
OP BANCORP
|
Financial Services | 0.47% | — |
#38
Prev: #—
|
3.7 |
—
|
1,837,182 | — |
NEW
|
1,837,182 | $26,510,536 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.46% | — |
#39
Prev: #—
|
3.7 |
—
|
163,861 | — |
NEW
|
163,861 | $25,655,795 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IVW
ISHARES TR
|
Warrant | 0.46% | 0.73% |
#40
16
Prev: #24
|
3.2 |
—
|
73,584 | 58.8% |
P
S
|
198,711 | $25,603,913 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.44% | 0.09% |
#41
179
Prev: #220
|
3.2 |
—
|
384,079 | 1245.5% |
P
S
|
414,916 | $24,575,482 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.44% | 0.63% |
#42
14
Prev: #28
|
3.2 |
—
|
35,747 | 56.9% |
P
S
|
98,581 | $24,522,039 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.43% | 0.38% |
#43
19
Prev: #62
|
3.2 |
—
|
46,117 | 251.9% |
P
S
|
64,428 | $24,018,746 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IUSB
ISHARES TR
|
ETF | 0.41% | 0.60% |
#44
14
Prev: #30
|
3.2 |
—
|
221,621 | 80.8% |
P
S
|
495,868 | $22,879,339 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.41% | 0.79% |
#45
24
Prev: #21
|
2.7 |
—
|
84,992 | 30.9% |
P
S
|
360,287 | $22,860,202 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
EEM
ISHARES TR
|
ETF | 0.41% | 0.01% |
#46
537
Prev: #583
|
3.2 |
—
|
359,257 | 9367.8% |
P
S
|
363,092 | $22,762,245 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.39% | 0.48% |
#47
4
Prev: #43
|
3.2 |
—
|
38,634 | 117.2% |
P
S
|
71,589 | $22,138,807 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IEMG
ISHARES INC
|
ETF | 0.39% | 0.61% |
#48
19
Prev: #29
|
3.2 |
—
|
99,327 | 53.2% |
P
S
|
286,067 | $22,018,569 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IVE
ISHARES TR
|
ETF | 0.39% | 0.78% |
#49
26
Prev: #23
|
2.7 |
—
|
22,870 | 29.8% |
P
S
|
99,596 | $22,001,783 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.39% | 0.80% |
#50
31
Prev: #19
|
3.2 |
—
|
121,029 | 97.3% |
P
S
|
245,388 | $21,812,563 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 |
Showing 1-50 of 1192 holdings