Institutional Fund
Diversify Wealth Management, LLC
Sandy, UTCIK 20307805 filings on record
Portfolio Value
$5.60B
Q1 2026
Holdings
1,137
Reported positions
New Buys
533
Opened this quarter
QoQ Change
+161.4%
from $2.14B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation4.9%
- Spdr S&P 500 ETF Tr4.1%
- Spdr Series Trust3.3%
- Spdr Series Trust2.8%
- Apple Inc2.0%
- Amazon Com Inc1.6%
- Other81.3%
Portfolio Holdings
1,137 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.30M | $272.36M | 4.9% | +1.07M | Added |
| 2 | Spdr S&P 500 ETF Tr | 325.2K | $231.43M | 4.1% | +300.8K | Added |
| 3 | Spdr Series Trust | 1.67M | $185.87M | 3.3% | +479.8K | Added |
| 4 | Spdr Series Trust | 2.62M | $154.88M | 2.8% | +857.8K | Added |
| 5 | Apple Inc | 414.6K | $112.01M | 2.0% | +302.6K | Added |
| 6 | Amazon Com Inc | 339.0K | $89.16M | 1.6% | +226.3K | Added |
| 7 | Broadcom Inc | 215.4K | $87.35M | 1.6% | +175.1K | Added |
| 8 | Invesco Exch Traded Fd Tr II | 4.12M | $84.73M | 1.5% | +3.71M | Added |
| 9 | Vanguard Index Fds | 119.3K | $78.05M | 1.4% | +77.4K | Added |
| 10 | Spdr Index Shs Fds | 1.62M | $77.18M | 1.4% | +569.8K | Added |
1,127 more holdings on Premium
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