account_balance
Investment manager · 13F filer · SEC CIK 2030780
Diversify Wealth Management, LLC
Reported value$6.69Bas of Sep 30, 2026
Positions1,272 96 new, 68 sold out
Top 10 weight25.3%NVDA alone is 5%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
5.0%Added +24%
SPYGSPDR Series Trust
3.5%Added +8%
SPYSPDR S&P 500 ETF Trust
3.4%Added +3%
SPYVSPDR Series Trust
2.9%Added +9%
AAPLApple Inc.
2.3%
QQQInvesco QQQ Tr
1.9%Added +90%
IVViShares Tr
1.9%Added +29%
MSFTMicrosoft Corp
1.6%Added +7%
SPDWSPDR Index SHS FDS
1.5%Added +8%
VOOVanguard Index FDS
1.4%
SRLNSsga Active ETF Tr
1.4%Added +69%
AMZNAmazon.com Inc
1.3%Added +3%
NVDANVIDIA Corp
5.0%Added +24%
SPYGSPDR Series Trust
3.5%Added +8%
SPYSPDR S&P 500 ETF Trust
3.4%
SPYVSPDR Series Trust
2.9%
AAPLApple Inc.
2.3%
QQQInvesco QQQ Tr
1.9%
IVViShares Tr
1.9%
MSFTMicrosoft Corp
1.6%
SPDW1.5%
VOO1.4%
SRLN1.4%
AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 5.0% Added +24%
SPYG SPDR Series Trust 3.5% Added +8%
SPY SPDR S&P 500 ETF Trust 3.4% Added +3%SPYV SPDR Series Trust 2.9% Added +9%
AAPL Apple Inc. 2.3% HeldQQQ Invesco QQQ Tr 1.9% Added +90%
IVV iShares Tr 1.9% Added +29%
MSFT Microsoft Corp 1.6% Added +7%SPDW SPDR Index SHS FDS 1.5% Added +8%
VOO Vanguard Index FDS 1.4% Held
SRLN Ssga Active ETF Tr 1.4% Added +69%
AMZN Amazon.com Inc 1.3% Added +3%What changed
Biggest moves since Jun 30, 2026
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