DIVERSIFY WEALTH MANAGEMENT, LLC
•CIK: 2030780•Filing: Q4 2025
**DIVERSIFY WEALTH MANAGEMENT, LLC** manages $2.1B across a diversified portfolio of 622 holdings. The strategy exhibits a significant allocation toward broad market and sector ETFs, notably holding SPYG at $128.3M and SPYV at $102.2M. Core technology and mega-cap names anchor the portfolio, with top positions including NVDA ($43.4M), AAPL ($29.2M), and AMZN ($27.3M). This structure suggests a systematic approach balancing broad market exposure with targeted growth equities.
Total AUM
$2.1B
QoQ Performance
+23.7%
Positions
443
Top 10 Concentration
28.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG
SPYG6.0%
SPYV4.8%
DFAU2.5%
SPDW2.2%
NVDA2.0%
IVV1.4%
AAPL1.4%
AMZN1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.4%
Technology12.6%
Consumer4.4%
ETF4.1%
Financial3.0%
Healthcare1.9%
Industrial0.9%
Consumer Staples0.5%
🚪 Exited Positionssold since Q3 2025
+352 more exited positions
Changes from Q3 2025
NEW16 new positions
↑123 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024