1y return+15.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $130 against $137 in the S&P 500.2
Diversify Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $242.0M | 4.1% | −5.4% |
| SPYState Str Spdr S&p 500 Etf T | $210.1M | 3.5% | −12.6% |
| SPYGSpdr Series Trust | $202.3M | 3.4% | +6.0% |
| SPYVSpdr Series Trust | $175.4M | 2.9% | +7.7% |
| AAPLApple Inc | $151.3M | 2.5% | +8.3% |
| IVVIshares Tr | $95.3M | 1.6% | +26.6% |
| SPDWSpdr Index Shs Fds | $91.7M | 1.5% | +14.4% |
| VOOVanguard Index Fds | $89.8M | 1.5% | +10.8% |
| AVGOBroadcom Inc | $83.7M | 1.4% | +1.3% |
| AMZNAmazon Com Inc | $79.5M | 1.3% | +1.4% |
| VTVanguard Intl Equity Index F | $74.8M | 1.3% | |
| MSFTMicrosoft Corp | $71.0M | 1.2% | +8.6% |
| METAMeta Platforms Inc | $63.6M | 1.1% | +5.1% |
| GOOGAlphabet Inc | $63.3M | 1.1% | +4.8% |
| QQQInvesco Qqq Tr | $63.2M | 1.1% | −14.2% |
| GOOGLAlphabet Inc | $63.0M | 1.1% | |
| RSPInvesco Exchange Traded Fd T | $61.9M | 1.0% | +376.9% |
| MUMicron Technology Inc | $61.0M | 1.0% | −8.0% |
| AMDAdvanced Micro Devices Inc | $56.7M | 1.0% | −21.5% |
| DFAUDimensional Etf Trust | $56.3M | 0.9% | |
| SRLNSsga Active Etf Tr | $54.9M | 0.9% | +34.4% |
| GLDMWorld Gold Tr | $51.3M | 0.9% | −11.9% |
| PANWPalo Alto Networks Inc | $50.1M | 0.8% | −5.3% |
| TSMTaiwan Semiconductor Manufac | $43.9M | 0.7% | −10.2% |
| VWOVanguard Intl Equity Index F | $43.7M | 0.7% | +6.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $28.3M |
| AMDAdvanced Micro Devices Inc | September 30, 2024 | +254.0% | $56.7M |
| TSMTaiwan Semiconductor Manufac | June 30, 2024 | +174.8% | $43.9M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $83.7M |
| PANWPalo Alto Networks Inc | June 30, 2024 | +101.2% | $50.1M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $63.0M |
| GOOGAlphabet Inc | June 30, 2024 | +92.6% | $63.3M |
| SNOWSnowflake Inc | March 31, 2025 | +74.1% | $33.5M |
| GLDMWorld Gold Tr | June 30, 2024 | +72.3% | $51.3M |
| NVDANvidia Corporation | June 30, 2024 | +62.0% | $242.0M |
Sold off last quarter
- EEMIshares Tr was $22.8M
- IAGGIshares Tr was $4.7M
- Sila Realty Trust IncCUSIP 146280508 was $3.3M
- Ascendis Pharma A/sCUSIP 04351P101 was $2.4M
- FUTUFutu Hldgs Ltd was $2.0M
- EWUIshares Tr was $1.9M
- Honeywell Intl IncCUSIP 438516106 was $1.8M
- EWZIshares Inc was $1.8M
- HYGWIshares Tr was $1.6M
- DOWDow Hldgs Inc was $1.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.3% | +14.8% |
| March 31, 2026 | −3.7% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −3.0% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Diversify Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2030780&type=13F-HR&dateb=&owner=include&count=40CIK 2030780
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2030780/000203078026000004/Filed July 30, 2026 · accession 0002030780-26-000004