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Asset Manager ← All Institutions

DIVERSIFY WEALTH MANAGEMENT, LLC

9017 S. RIVERSIDE DR. SUITE 210, SANDY, UT 84070 • 8018389999

Q1 2026 · Filed 2026-05-01
Market Value
$5.6B
+161.6%
Holdings
1,118
+495
New Purchases
513
Added To
534
Closed
13
Reduced
49
Top 10 Concentration
24.7%
Turnover
47.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 4.16% 0.80% +3.37% $231M
NVDA 4.90% 2.04% +2.86% $272M
VT 1.30% 0.00% +1.30% $72M
GLDM 1.17% 0.02% +1.14% $65M
BKLN 1.52% 0.40% +1.12% $85M
AVGO 1.57% 0.67% +0.90% $87M
QQQ 1.28% 0.51% +0.78% $71M
GOOGL 1.21% 0.48% +0.73% $67M
SRLN 0.74% 0.03% +0.71% $41M
TSM 0.87% 0.18% +0.69% $48M
AAPL 2.01% 1.38% +0.64% $112M
GLD 0.68% 0.06% +0.62% $38M
IJH 0.72% 0.14% +0.58% $40M
AMD 0.88% 0.31% +0.57% $49M
MU 0.69% 0.14% +0.55% $38M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPYG 3.34% 6.04% -2.69% $186M
SPYV 2.79% 4.81% -2.02% $155M
DFAU 0.98% 2.52% -1.55% $54M
BKMC 0.10% 1.15% -1.05% $6M
SPDW 1.39% 2.26% -0.87% $77M
CGCP 0.39% 0.91% -0.51% $22M
DFAI 0.34% 0.84% -0.50% $19M
GOVT 0.17% 0.59% -0.42% $9M
NOW 0.39% 0.81% -0.42% $22M
SCHR 0.57% 0.98% -0.41% $32M
OEF 0.04% 0.45% -0.40% $2M
DFCF 0.38% 0.78% -0.40% $21M
VWO 0.73% 1.12% -0.39% $41M
IVE 0.40% 0.78% -0.39% $22M
DYNF 0.41% 0.79% -0.38% $23M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 58.7%
Technology 20.2%
Communication Services 4.7%
Consumer Cyclical 3.5%
Industrials 3.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $2.1B 36.9%
Large Cap 606 $2.8B 49.8%
Mid Cap 243 $502M 9.0%
Small Cap 131 $152M 2.7%
Micro Cap 60 $80M 1.4%

Portfolio Analytics

Avg Market Cap
$85.7B
Median Market Cap
$16.1B
Avg P/E
35.6
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
629
# ETFs / Funds
489

Top Holdings (1,118 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.90% 1,301,601 $272M $209.25 $229M +1,068,020 +457.2%
2 SPY 4.16% 325,237 $231M $711.58 $214M +300,830 +1232.6%
3 SPYG 3.34% 1,666,662 $186M $111.52 $58M +479,780 +40.4%
4 SPYV 2.79% 2,618,389 $155M $59.15 $53M +857,802 +48.7%
5 AAPL 2.01% 414,603 $112M $270.17 $83M +302,610 +270.2%
6 AMZN 1.60% 338,963 $89M $263.04 $62M +226,252 +200.7%
7 AVGO 1.57% 215,450 $87M $405.45 $73M +175,117 +434.2%
8 BKLN 1.52% 4,117,328 $85M $20.58 $76M +3,713,488 +919.5%
9 VOO 1.40% 119,306 $78M $654.23 $51M +77,447 +185.0%
10 SPDW 1.39% 1,615,919 $77M $47.76 $29M +569,801 +54.5%
11 IVV 1.30% 101,415 $73M $714.89 $41M +56,816 +127.4%
12 VT 1.30% 486,716 $72M $148.94 +486,716 NEW
13 QQQ 1.28% 107,892 $71M $661.57 $61M +90,660 +526.1%
14 MSFT 1.28% 168,007 $71M $424.46 $47M +116,802 +228.1%
15 META 1.23% 101,830 $68M $669.12 $49M +71,523 +236.0%
16 GOOGL 1.21% 192,536 $67M $349.94 $57M +161,878 +528.0%
17 GLDM 1.17% 720,395 $65M $89.97 $64M +714,776 +12720.7%
18 GOOG 1.15% 184,826 $64M $347.31 $42M +118,110 +177.0%
19 DFAU 0.98% 1,105,138 $54M $49.08 $586K -16,625 -1.5%
20 AMD 0.88% 145,883 $49M $337.11 $42M +115,620 +382.1%
21 TSM 0.87% 122,414 $48M $393.83 $44M +111,142 +986.0%
22 VMBS 0.75% 885,936 $41M $46.81 $33M +702,394 +382.7%
23 SRLN 0.74% 1,012,277 $41M $40.58 $40M +997,394 +6701.6%
24 VWO 0.73% 701,330 $41M $58.08 $17M +274,097 +64.2%
25 IJH 0.72% 556,941 $40M $71.57 $37M +514,884 +1224.2%
26 MU 0.69% 73,659 $38M $518.46 $35M +64,919 +742.8%
27 GLD 0.68% 90,388 $38M $417.41 $36M +87,237 +2768.6%
28 SCHR 0.57% 1,283,662 $32M $24.77 $11M +452,305 +54.4%
29 PANW 0.54% 166,626 $30M $181.54 $20M +112,445 +207.5%
30 COST 0.54% 30,141 $30M $998.65 $18M +17,470 +137.9%
31 ITA 0.54% 140,861 $30M $213.14 $27M +129,468 +1136.4%
32 IWM 0.52% 106,321 $29M $272.08 $28M +101,898 +2303.8%
33 USIG 0.50% 548,142 $28M $51.18 $16M +307,945 +128.2%
34 GRNY 0.50% 1,063,048 $28M $26.13 +1,063,048 NEW
35 SPHY 0.50% 1,178,808 $28M $23.49 $12M +534,024 +82.8%
36 ORCL 0.48% 163,967 $27M $163.83 $18M +118,214 +258.4%
37 VEA 0.48% 398,251 $27M $67.08 $9M +128,915 +47.9%
38 OPBK 0.48% 1,837,182 $27M $14.43 +1,837,182 NEW
39 MRVL 0.46% 163,861 $26M $156.57 +163,861 NEW
40 IVW 0.46% 198,711 $26M $128.85 $10M +73,584 +58.8%
41 VGIT 0.44% 414,916 $25M $59.23 $23M +384,079 +1245.5%
42 LRCX 0.44% 98,581 $25M $248.75 $11M +35,747 +56.9%
43 TSLA 0.43% 64,428 $24M $372.80 $16M +46,117 +251.8%
44 IUSB 0.41% 495,868 $23M $46.14 $10M +221,621 +80.8%
45 DYNF 0.41% 360,287 $23M $63.45 $6M +84,992 +30.9%
46 EEM 0.41% 363,092 $23M $62.69 $23M +359,257 +9367.9%
47 JPM 0.40% 71,589 $22M $309.25 $12M +38,634 +117.2%
48 IEMG 0.40% 286,067 $22M $76.97 $9M +99,327 +53.2%
49 IVE 0.40% 99,596 $22M $220.91 $5M +22,870 +29.8%
50 NOW 0.39% 245,388 $22M $88.89 $5M +121,029 +97.3%
51 CGCP 0.39% 972,363 $22M $22.41 $3M +125,453 +14.8%
52 DFCF 0.38% 507,335 $21M $42.18 $5M +117,662 +30.2%
53 AFRM 0.37% 322,961 $21M $63.48 +322,961 NEW
54 SPSM 0.37% 391,247 $21M $52.40 $8M +147,122 +60.3%
55 JNJ 0.37% 90,061 $20M $227.35 $15M +63,524 +239.4%
56 VTI 0.35% 55,921 $20M $350.21 $12M +35,135 +169.0%
57 V 0.35% 58,185 $19M $334.86 $12M +35,748 +159.3%
58 PULS 0.35% 391,680 $19M $49.69 $9M +174,867 +80.7%
59 DFAI 0.34% 470,710 $19M $40.11 $1M +18,140 +4.0%
60 DFAC 0.33% 436,833 $18M $41.97 $4M +76,873 +21.4%
61 SNOW 0.31% 123,007 $17M $141.22 $12M +98,172 +395.3%
62 AVUV 0.30% 142,821 $17M $118.60 $6M +37,294 +35.3%
63 BAC 0.30% 313,075 $17M $52.88 $7M +131,003 +72.0%
64 AGG 0.30% 166,332 $16M $98.96 $15M +148,662 +841.3%
65 SOFI 0.29% 1,043,372 $16M $15.53 $16M +1,026,219 +5982.7%
66 CSCO 0.29% 180,750 $16M $89.57 $9M +84,269 +87.3%
67 CVX 0.29% 83,430 $16M $192.22 $9M +41,559 +99.2%
68 EFV 0.28% 208,157 $16M $75.76 $6M +68,237 +48.8%
69 XOM 0.28% 100,340 $16M $154.67 $10M +53,353 +113.5%
70 SCHC 0.28% 314,544 $15M $49.01 $6M +116,947 +59.2%
71 VB 0.27% 53,248 $15M $279.23 $3M +10,092 +23.4%
72 FBTC 0.27% 226,169 $15M $65.71 $15M +222,552 +6152.9%
73 VZ 0.27% 316,425 $15M $46.61 $9M +162,227 +105.2%
74 LLY 0.26% 17,158 $15M $851.23 $7M +10,092 +142.8%
75 IEI 0.26% 121,560 $14M $118.04 +121,560 NEW
76 QUAL 0.26% 69,346 $14M $205.76 $5M +24,763 +55.5%
77 ACWX 0.25% 196,174 $14M $72.08 $13M +176,396 +891.9%
78 LQD 0.25% 128,100 $14M $108.73 $13M +123,789 +2871.5%
79 ARM 0.25% 67,852 $14M $201.69 +67,852 NEW
80 BND 0.25% 185,942 $14M $73.39 $4M +62,472 +50.6%
81 MA 0.25% 25,945 $14M $525.23 $7M +13,957 +116.4%
82 PLTR 0.24% 98,060 $14M $137.97 $6M +57,637 +142.6%
83 IEFA 0.24% 142,552 $13M $93.39 $11M +121,659 +582.3%
84 ABBV 0.24% 64,190 $13M $203.89 $6M +29,868 +87.0%
85 SCHO 0.23% 534,366 $13M $24.23 $358K +17,762 +3.4%
86 BRK-B 0.23% 27,200 $13M $475.38 $5M +10,820 +66.1%
87 WMT 0.23% 99,256 $13M $128.01 $4M +28,360 +40.0%
88 PM 0.22% 76,585 $12M $162.71 $7M +44,478 +138.5%
89 UBER 0.22% 166,867 $12M $74.47 $8M +119,571 +252.8%
90 VO 0.22% 162,359 $12M $75.88 $279K +122,145 +303.7%
91 JPST 0.22% 243,018 $12M $50.59 $4M +82,761 +51.6%
92 KO 0.22% 154,305 $12M $78.87 $8M +96,493 +166.9%
93 RSP 0.22% 60,267 $12M $200.41 $11M +54,885 +1019.8%
94 QCOM 0.21% 75,936 $12M $156.00 $7M +45,742 +151.5%
95 STGW 0.21% 1,732,594 $12M $6.69 $2M -17,406 -1.0%
96 BINC 0.21% 221,426 $12M $52.24 $8M +154,905 +232.9%
97 JAAA 0.21% 225,765 $11M $50.70 $10M +192,227 +573.2%
98 EWY 0.21% 74,110 $11M $153.96 +74,110 NEW
99 IGV 0.20% 133,534 $11M $84.50 +133,534 NEW
100 FBND 0.20% 247,046 $11M $45.50 $3M +64,734 +35.5%

Options Breakdown

22 Calls $2M Call Value 15 Puts $3M Put Value 1.77 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 800,000 $2M NEW
GOOGL 10,000 $35K NEW
AMZN 10,000 $26K NEW
SPY 300 $2K NEW
ASML 100 $1K NEW
GS 100 $906 NEW
MSFT 100 $424 NEW
VRTX 100 $423 NEW
INTU 100 $395 NEW
AMGN 100 $338 NEW

Top Puts

SymbolSharesValueStatus
AVGO 600,000 $2M NEW
MSI 150,000 $644K NEW
SPY 300 $2K NEW
MSFT 200 $848 NEW
QQQ 100 $662 NEW
ADBE 200 $488 NEW
CRM 200 $362 NEW
GOOG 100 $347 NEW
AAPL 100 $270 NEW
CCJ 200 $228 NEW

New Positions

SymbolValue% Port
VT $72M 1.30%
GRNY $28M 0.50%
OPBK $27M 0.48%
MRVL $26M 0.46%
AFRM $21M 0.37%
IEI $14M 0.26%
ARM $14M 0.25%
EWY $11M 0.21%
IGV $11M 0.20%
SMH $11M 0.20%
TLN $10M 0.18%
PVAL $9M 0.16%
SMCI $9M 0.15%
KLAC $8M 0.15%
SOXX $7M 0.13%

Sold Out Positions

SymbolValue% Port
CCO —%
FIG —%
CWAN —%
JFR —%
IOVA —%
BBJP —%
BSJQ —%
TBIL —%
BOND —%
PFFR —%
PSTP —%
CYBR —%
NINEQ —%
View SEC EDGAR Filings for DIVERSIFY WEALTH MANAGEMENT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms