Holdings of DIVERSIFY WEALTH MANAGEMENT, LLC

Name: Holdings of DIVERSIFY WEALTH MANAGEMENT, LLC
Creator: Titelia

963 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 25.9 % of the equity sleeve

Sector breakdown

Technology 19.0 %
Funds 7.5 %
Communication 4.7 %
Financials 3.3 %
Consumer discretionary 3.3 %
Industrials 2.9 %
Health care 2.5 %
Consumer staples 1.9 %
Utilities 0.7 %
Energy 0.7 %
Materials 0.5 %
Real estate 0.2 %
Unattributed 52.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 97.5 %
TW 0.9 %
GB 0.4 %
NL 0.2 %
ZA 0.2 %
ES 0.1 %
MX 0.1 %
DK 0.1 %
FR 0.1 %
PE 0.1 %
BM 0.1 %
KR 0.0 %
Other countries 0.3 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	912	5.2B $	97.51 %
2	TW	2	48.5M $	0.91 %
3	GB	10	22.5M $	0.42 %
4	NL	3	12.5M $	0.24 %
5	ZA	3	8.6M $	0.16 %
6	ES	3	4.6M $	0.09 %
7	MX	4	4.5M $	0.08 %
8	DK	3	4.1M $	0.08 %
9	FR	3	3.5M $	0.07 %
10	PE	1	3.1M $	0.06 %
11	BM	2	3M $	0.06 %
12	KR	2	2.6M $	0.05 %

Positions

Rank	Company	Shares	Value
801	Kennametal Inc	8,497	327.6K $
802	Hercules Capital Inc	21,032	326K $
803	WW Grainger Inc	284	325K $
804	iShares Trust	7,462	324.6K $
805	Invesco BulletShares 2030 Corp	19,316	322.5K $
806	Dimensional International Smal	9,194	320.8K $
807	AtriCure Inc	11,631	318K $
808	Edwards Lifesciences Corp	3,910	317.6K $
809	HCA Healthcare Inc	727	316.2K $
810	GXO Logistics Inc	5,684	313.5K $
811	VanEck ETF Trust	17,729	312.4K $
812	iShares 20+ Year Treasury Bond BuyWrite Strategy ETF	14,000	312.2K $
813	Solventum Corp	4,694	312.1K $
814	Apollo Global Management Inc	2,542	310.8K $
815	iShares Global 100 ETF	2,327	310.7K $
816	Kratos Defense & Security Solutions, Inc.	5,206	310.1K $
817	Strategy Inc	1,958	309.7K $
818	Invesco RAFI US 1000 ETF	6,059	309.4K $
819	iShares Russell Mid-Cap Value	1,980	305K $
820	Digital Realty Trust Inc	1,559	303.3K $
821	Graphic Packaging Holding Co	31,328	300.7K $
822	Republic Services Inc	1,434	298.8K $
823	Scotts Miracle-Gro Co/The	4,771	297.8K $
824	Westinghouse Air Brake Technologies Corp	1,139	297.6K $
825	Corteva Inc	3,728	295.9K $
826	InterDigital Inc	832	293.3K $
827	Up Fintech Holding Ltd	44,841	292.4K $
828	VanEck Morningstar Wide Moat ETF	2,923	292.2K $
829	WisdomTree Trust	5,803	292.1K $
830	First Trust Exchange-Traded Fund VIII	6,704	290.9K $
831	Omnicom Group Inc	3,814	290.6K $
832	Fastenal Co	6,598	288.4K $
833	Houlihan Lokey Inc	1,847	288.2K $
834	eBay Inc	2,767	287.2K $
835	Axon Enterprise Inc	716	286.9K $
836	Teradata Corp	10,913	286.7K $
837	ASE Technology Holding Co Ltd	9,309	284.8K $
838	Nordson Corp	1,013	284.1K $
839	iShares Morningstar US Equity ETF	2,880	283.3K $
840	PACCAR Inc	2,383	281.6K $
841	PCB Bancorp	11,644	280.9K $
842	Snap-on Inc	741	280.5K $
843	iShares 0-1 Year Treasury Bond ETF	2,539	280.2K $
844	VANGUARD ENERGY ETF VANGUARD ENERGY ETF	1,662	279.4K $
845	Nextpower Inc	2,441	278.9K $
846	Schwab Fundamental U.S. Large Company ETF	9,360	277.7K $
847	Truist Financial Corp	5,412	274.1K $
848	Xcel Energy Inc	3,450	271.9K $
849	iShares MSCI EAFE Small-Cap ETF	3,313	270.9K $
850	Everpure Inc	3,831	269.4K $
851	Paycom Software Inc	2,063	263.9K $
852	Nokia Oyj	21,055	262.3K $
853	API Group Corp	5,386	262.1K $
854	Vanguard Extended Market ETF	1,179	261.8K $
855	State Street SPDR Portfolio S&	5,651	261.6K $
856	Grayscale Ethereum Staking Min	12,281	260.1K $
857	YPF SA	5,772	258.7K $
858	iShares Morningstar Growth ETF	2,365	258K $
859	Virtus ETF Trust II	11,070	257.1K $
860	APA Corp	6,359	256.4K $
861	Hasbro Inc	2,691	253K $
862	State Street SPDR Portfolio Ag	9,878	252.1K $
863	First Trust Value Line Dividen	5,301	251.6K $
864	iShares Trust	5,071	251.3K $
865	SPDR Series Trust	5,454	248.3K $
866	Zions Bancorp NA	3,956	247.6K $
867	Modine Manufacturing Co	1,058	246.9K $
868	Welltower Inc	1,164	246.9K $
869	Allison Transmission Holdings Inc	1,905	246K $
870	West Pharmaceutical Services Inc	833	245.9K $
871	CMS Energy Corp	3,283	245.3K $
872	Masco Corp	3,442	245.3K $
873	Franklin FTSE Japan ETF	6,608	245.2K $
874	NYLI Merger Arbitrage ETF	6,697	243.6K $
875	Stifel Financial Corp	3,149	243.6K $
876	HDFC Bank Ltd	9,588	242.2K $
877	Arthur J Gallagher & Co	1,126	238.5K $
878	Lennox International Inc	460	238K $
879	iShares iBonds Dec 2030 Term C	10,856	237.3K $
880	Avantis US Large Cap Equity ETF	2,800	236.2K $
881	Cia de Saneamento Basico do Estado de Sao Paulo SABESP	7,166	236K $
882	Mueller Industries Inc	1,768	234.9K $
883	Domino's Pizza Inc	703	233.6K $
884	KINGSOFT CLOUD HOLDINGS LTD	15,619	232.6K $
885	Pinnacle West Capital Corp.	2,286	232.4K $
886	USA Rare Earth Inc	10,548	232.4K $
887	Invesco CurrencyShares Japanes	4,039	231.2K $
888	iShares Trust	4,710	231K $
889	Insmed Inc	1,704	230.1K $
890	Globus Medical Inc	2,610	229.1K $
891	Broadridge Financial Solutions Inc	1,417	227.8K $
892	SPDR Series Trust	907	226.6K $
893	East West Bancorp Inc	1,816	226.4K $
894	State Street SPDR S&P International Small Cap ETF	5,016	224.2K $
895	Carlyle Group Inc/The	4,618	220.8K $
896	Goldman Sachs Nasdaq-100 Premium Income ETF	4,000	219.6K $
897	ServiceTitan Inc	3,643	218.1K $
898	Workday Inc	1,780	217.9K $
899	iShares Trust	2,220	217.2K $
900	Schwab Emerging Markets Equity ETF	6,144	216.7K $