Diversify Wealth Management, LLC
Net buyer this quarter
$5.98B
755
+$11.4M
18.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $242M | 4.04% | 0.01% | -5.4% | Q2 2024 |
 SPY | $210M | 3.51% | Not reported | -12.6% | Q2 2024 |
 AAPL | $151M | 2.53% | 0.00% | +8.3% | Q2 2024 |
 AVGO | $83.7M | 1.40% | 0.00% | +1.4% | Q2 2024 |
 AMZN | $79.5M | 1.33% | 0.00% | +1.4% | Q2 2024 |
 MSFT | $71M | 1.19% | 0.00% | +8.6% | Q2 2024 |
 META | $63.6M | 1.06% | Not reported | +5.1% | Q2 2024 |
 GOOG | $63.3M | 1.06% | Not reported | +4.8% | Q2 2024 |
 QQQ | $63.2M | 1.06% | Not reported | -14.2% | Q2 2024 |
| GOOGL | $63M | 1.05% | 0.00% | +0.1% | Q2 2024 |
 MU | $61M | 1.02% | 0.01% | -8.0% | Q4 2024 |
 AMD | $56.7M | 0.95% | 0.01% | -21.5% | Q3 2024 |
| GLDM | $51.3M | 0.86% | 0.19% | -11.9% | Q2 2024 |
 PANW | $50.1M | 0.84% | 0.02% | -5.3% | Q2 2024 |
 TSM | $43.9M | 0.73% | 0.00% | -10.2% | Q2 2024 |
 SNOW | $33.5M | 0.56% | 0.04% | -0.2% | Q1 2025 |
 COST | $31.2M | 0.52% | 0.01% | +8.7% | Q2 2024 |
 MRVL | $29.4M | 0.49% | 0.02% | -5.3% | Q1 2026 |
 OPBK | $28.7M | 0.48% | 12.38% | +0.6% | Q1 2026 |
 LRCX | $28.3M | 0.47% | 0.01% | -1.5% | Q3 2024 |
 NOW | $28M | 0.47% | 0.03% | +8.1% | Q2 2024 |
 AFRM | $26M | 0.43% | 0.60% | +10.2% | Q1 2026 |
 JPM | $25.9M | 0.43% | 0.00% | +1.5% | Q2 2024 |
 JNJ | $25.2M | 0.42% | 0.00% | +5.2% | Q2 2024 |
 PULS | $24M | 0.40% | 2.75% | +23.3% | Q2 2024 |
 TSLA | $22.1M | 0.37% | 0.00% | +10.9% | Q2 2024 |
 V | $21.9M | 0.37% | 0.00% | +3.6% | Q2 2024 |
 CSCO | $20.2M | 0.34% | 0.00% | -2.5% | Q2 2024 |
 ORCL | $20M | 0.33% | 0.01% | +1.6% | Q2 2024 |
 LLY | $20M | 0.33% | 0.00% | -2.8% | Q2 2024 |
 VZ | $19.4M | 0.32% | 0.01% | +29.5% | Q2 2024 |
 SOFI | $19.4M | 0.32% | 0.09% | +10.1% | Q2 2024 |
 BAC | $18.6M | 0.31% | 0.00% | -4.3% | Q2 2024 |
 CGCP | $18M | 0.30% | Not reported | -16.3% | Q3 2024 |
 CVX | $16.7M | 0.28% | 0.00% | +5.6% | Q2 2024 |
 ABBV | $16.7M | 0.28% | 0.00% | +1.0% | Q2 2024 |
 XOM | $16.5M | 0.28% | 0.00% | +6.1% | Q2 2024 |
 FTNT | $16.5M | 0.28% | 0.01% | -7.7% | Q3 2025 |
 MA | $15.1M | 0.25% | 0.00% | +5.4% | Q2 2024 |
 PM | $14.9M | 0.25% | 0.00% | -0.3% | Q2 2024 |
 CRWD | $14.8M | 0.25% | 0.03% | +250.6% | Q3 2024 |
 PLTR | $14.4M | 0.24% | 0.00% | +11.3% | Q4 2024 |
| GLD | $14.1M | 0.24% | 0.01% | -58.4% | Q3 2024 |
 ASML | $14.1M | 0.24% | 0.00% | +9.6% | Q2 2024 |
 UNH | $13.9M | 0.23% | 0.00% | +16.4% | Q2 2024 |
 ARM | $13.9M | 0.23% | 0.00% | -23.1% | Q1 2026 |
 KO | $13.8M | 0.23% | 0.00% | +6.7% | Q2 2024 |
 STGW | $13.3M | 0.22% | 0.70% | -0.5% | Q2 2025 |
 QCOM | $12.7M | 0.21% | 0.01% | -1.3% | Q2 2024 |
 UNP | $12.6M | 0.21% | 0.01% | +4.5% | Q2 2024 |
| Q1 2026 | |||||
| NVDA | $272M | 4.86% | 0.01% | +457.2% | Q2 2024 |
| SPY | $231M | 4.13% | Not reported | +1232.6% | Q2 2024 |
| AAPL | $112M | 2.00% | 0.00% | +270.2% | Q2 2024 |
| AMZN | $89.2M | 1.59% | 0.00% | +200.7% | Q2 2024 |
| AVGO | $87.4M | 1.56% | 0.00% | +434.2% | Q2 2024 |
| QQQ | $71.4M | 1.27% | Not reported | +526.1% | Q2 2024 |
| MSFT | $71.3M | 1.27% | 0.00% | +228.1% | Q2 2024 |
| META | $68.1M | 1.21% | Not reported | +236.0% | Q2 2024 |
| GOOGL | $67.4M | 1.20% | 0.00% | +528.0% | Q2 2024 |
| GLDM | $64.8M | 1.16% | 0.23% | +12720.7% | Q2 2024 |
| GOOG | $64.2M | 1.14% | Not reported | +177.0% | Q2 2024 |
| AMD | $49.2M | 0.88% | 0.01% | +382.1% | Q3 2024 |
| TSM | $48.2M | 0.86% | 0.00% | +986.0% | Q2 2024 |
| MU | $38.2M | 0.68% | 0.01% | +742.8% | Q4 2024 |
| GLD | $37.7M | 0.67% | 0.02% | +2768.6% | Q3 2024 |
| PANW | $30.2M | 0.54% | 0.02% | +207.5% | Q2 2024 |
| COST | $30.1M | 0.54% | 0.01% | +137.9% | Q2 2024 |
| ORCL | $26.9M | 0.48% | 0.01% | +258.4% | Q2 2024 |
| OPBK | $26.5M | 0.47% | 12.33% | New | Q1 2026 |
| MRVL | $25.7M | 0.46% | 0.02% | New | Q1 2026 |
| LRCX | $24.5M | 0.44% | 0.01% | +56.9% | Q3 2024 |
| TSLA | $24M | 0.43% | 0.00% | +251.9% | Q2 2024 |
| JPM | $22.1M | 0.39% | 0.00% | +117.2% | Q2 2024 |
| NOW | $21.8M | 0.39% | 0.02% | +97.3% | Q2 2024 |
| CGCP | $21.8M | 0.39% | Not reported | +14.8% | Q3 2024 |
| AFRM | $20.5M | 0.37% | 0.55% | New | Q1 2026 |
| JNJ | $20.5M | 0.37% | 0.00% | +239.4% | Q2 2024 |
| V | $19.5M | 0.35% | 0.00% | +159.3% | Q2 2024 |
| PULS | $19.5M | 0.35% | 2.23% | +80.7% | Q2 2024 |
| SNOW | $17.4M | 0.31% | 0.04% | +395.3% | Q1 2025 |
| BAC | $16.6M | 0.30% | 0.00% | +72.0% | Q2 2024 |
| SOFI | $16.2M | 0.29% | 0.08% | +5982.7% | Q2 2024 |
| CSCO | $16.2M | 0.29% | 0.00% | +87.3% | Q2 2024 |
| CVX | $16M | 0.29% | 0.00% | +99.3% | Q2 2024 |
| XOM | $15.5M | 0.28% | 0.00% | +113.6% | Q2 2024 |
 FBTC | $14.9M | 0.26% | 0.10% | +6152.9% | Q4 2024 |
| VZ | $14.7M | 0.26% | 0.01% | +105.2% | Q2 2024 |
| LLY | $14.6M | 0.26% | 0.00% | +142.8% | Q2 2024 |
| ARM | $13.7M | 0.24% | 0.01% | New | Q1 2026 |
| MA | $13.6M | 0.24% | 0.00% | +116.4% | Q2 2024 |
| PLTR | $13.5M | 0.24% | 0.00% | +142.6% | Q4 2024 |
| ABBV | $13.1M | 0.23% | 0.00% | +87.0% | Q2 2024 |
 BRK.B | $12.9M | 0.23% | Not reported | +66.1% | Q2 2024 |
 WMT | $12.7M | 0.23% | 0.00% | +40.0% | Q2 2024 |
| PM | $12.5M | 0.22% | 0.00% | +138.5% | Q2 2024 |
 UBER | $12.4M | 0.22% | 0.01% | +252.8% | Q2 2024 |
| KO | $12.2M | 0.22% | 0.00% | +166.9% | Q2 2024 |
| QCOM | $11.8M | 0.21% | 0.01% | +151.5% | Q2 2024 |
| STGW | $11.6M | 0.21% | 0.68% | -1.0% | Q2 2025 |
 ANET | $11.2M | 0.20% | 0.01% | +89.7% | Q2 2024 |
| Q4 2025 | |||||
| NVDA | $43.4M | 2.02% | 0.00% | +0.1% | Q2 2024 |
| AAPL | $29.2M | 1.36% | 0.00% | +1.9% | Q2 2024 |
| AMZN | $27.3M | 1.28% | 0.00% | +3.4% | Q2 2024 |
| MSFT | $24.1M | 1.12% | 0.00% | +0.7% | Q2 2024 |
| GOOG | $22.4M | 1.05% | Not reported | +22.8% | Q2 2024 |
| CGCP | $19.2M | 0.90% | Not reported | +6.3% | Q3 2024 |
| META | $19.1M | 0.89% | Not reported | +2.4% | Q2 2024 |
| NOW | $17.2M | 0.80% | 0.01% | +3.4% | Q2 2024 |
| SPY | $16.9M | 0.79% | Not reported | -67.7% | Q2 2024 |
| AVGO | $14.3M | 0.67% | 0.00% | -5.0% | Q2 2024 |
| LRCX | $13.5M | 0.63% | 0.01% | -4.5% | Q3 2024 |
| COST | $11.9M | 0.56% | 0.00% | +2.7% | Q2 2024 |
| QQQ | $10.8M | 0.50% | Not reported | -0.6% | Q2 2024 |
| PULS | $10.8M | 0.50% | 1.24% | +26.1% | Q2 2024 |
| PANW | $10.3M | 0.48% | 0.01% | +4.9% | Q2 2024 |
| GOOGL | $10.3M | 0.48% | 0.00% | +7.7% | Q2 2024 |
| JPM | $10.2M | 0.48% | 0.00% | +2.9% | Q2 2024 |
 PKG | $10.1M | 0.47% | 0.05% | +0.1% | Q3 2024 |
| BAC | $9.93M | 0.46% | 0.00% | +53.7% | Q2 2024 |
| STGW | $9.56M | 0.45% | 0.69% | Not reported | Q2 2025 |
| ORCL | $9.26M | 0.43% | 0.00% | -1.1% | Q2 2024 |
| WMT | $8.53M | 0.40% | 0.00% | +0.9% | Q2 2024 |
 RUN | $8.35M | 0.39% | 0.19% | +2.6% | Q2 2024 |
| TSLA | $8.19M | 0.38% | 0.00% | +57.5% | Q2 2024 |
| BRK.B | $8.11M | 0.38% | Not reported | +3.7% | Q2 2024 |
 FNDF | $7.85M | 0.37% | Not reported | +131.7% | Q3 2024 |
 HQY | $7.62M | 0.36% | 0.11% | -0.1% | Q2 2024 |
| LLY | $7.61M | 0.36% | 0.00% | -4.7% | Q2 2024 |
| ABBV | $7.58M | 0.35% | 0.00% | +1.4% | Q2 2024 |
| V | $7.36M | 0.34% | 0.00% | +3.8% | Q2 2024 |
| CSCO | $7.28M | 0.34% | 0.00% | +0.4% | Q2 2024 |
| PLTR | $7.23M | 0.34% | 0.00% | +134.0% | Q4 2024 |
 MC | $6.99M | 0.33% | Not reported | +1.2% | Q2 2024 |
 ATO | $6.98M | 0.33% | 0.03% | -1.2% | Q2 2024 |
| CVX | $6.86M | 0.32% | 0.00% | +0.5% | Q2 2024 |
| AMD | $6.69M | 0.31% | 0.00% | -12.7% | Q3 2024 |
| MA | $6.53M | 0.30% | 0.00% | +4.0% | Q2 2024 |
 CMI | $6.49M | 0.30% | 0.01% | -4.0% | Q4 2024 |
 CME | $6.45M | 0.30% | 0.01% | +1.7% | Q2 2024 |
 MDT | $6.26M | 0.29% | 0.01% | +9.4% | Q2 2024 |
 THRO | $6.04M | 0.28% | 1.95% | New | Q4 2025 |
 HD | $6.02M | 0.28% | 0.00% | +1.9% | Q2 2024 |
| VZ | $6.02M | 0.28% | 0.00% | -2.3% | Q2 2024 |
 IBM | $6.01M | 0.28% | 0.00% | +0.2% | Q2 2024 |
 SHOP | $6.01M | 0.28% | 0.01% | -16.6% | Q2 2024 |
 RTX | $5.96M | 0.28% | 0.00% | -9.2% | Q2 2024 |
| XOM | $5.95M | 0.28% | 0.00% | +0.5% | Q2 2024 |
 ABNB | $5.7M | 0.27% | Not reported | -1.5% | Q2 2024 |
 ISRG | $5.69M | 0.27% | 0.00% | +5.5% | Q2 2024 |
| JNJ | $5.67M | 0.26% | 0.00% | +1.0% | Q2 2024 |
| Q3 2025 | |||||
| SPY | $51.6M | 2.98% | Not reported | +0.6% | Q2 2024 |
| NVDA | $48.3M | 2.79% | 0.00% | -2.6% | Q2 2024 |
| AAPL | $29.6M | 1.71% | 0.00% | +4.1% | Q2 2024 |
| AMZN | $27.7M | 1.60% | 0.00% | +1.0% | Q2 2024 |
| MSFT | $26.3M | 1.52% | 0.00% | +3.2% | Q2 2024 |
| NOW | $22M | 1.27% | 0.01% | -0.9% | Q2 2024 |
| META | $18.9M | 1.09% | Not reported | +4.4% | Q2 2024 |
| CGCP | $18.1M | 1.04% | Not reported | +6.1% | Q3 2024 |
| GOOG | $15.4M | 0.89% | Not reported | -0.4% | Q2 2024 |
| AVGO | $15.4M | 0.89% | 0.00% | +8.3% | Q2 2024 |
| ORCL | $11.9M | 0.69% | 0.00% | -3.1% | Q2 2024 |
| COST | $11.5M | 0.66% | 0.00% | +6.5% | Q2 2024 |
| PANW | $11.3M | 0.65% | 0.01% | +4.0% | Q2 2024 |
| QQQ | $11M | 0.63% | Not reported | +1.1% | Q2 2024 |
| LRCX | $10.6M | 0.61% | 0.01% | -1.0% | Q3 2024 |
| JPM | $9.91M | 0.57% | 0.00% | +3.8% | Q2 2024 |
| PKG | $9.01M | 0.52% | 0.05% | 0.0% | Q3 2024 |
| AMD | $9M | 0.52% | 0.00% | +2.8% | Q3 2024 |
| RUN | $8.78M | 0.51% | 0.19% | +57.9% | Q2 2024 |
| HQY | $8.58M | 0.50% | 0.11% | 0.0% | Q2 2024 |
| PULS | $8.54M | 0.49% | 0.98% | +14.0% | Q2 2024 |
| STGW | $8.31M | 0.48% | 0.68% | Not reported | Q2 2025 |
| GOOGL | $8.08M | 0.47% | 0.00% | -1.3% | Q2 2024 |
 CRM | $8.03M | 0.46% | 0.00% | +4.1% | Q2 2024 |
| SNOW | $7.62M | 0.44% | 0.01% | +3.9% | Q1 2025 |
| BRK.B | $7.52M | 0.43% | Not reported | +8.8% | Q2 2024 |
| SHOP | $7.44M | 0.43% | 0.01% | -6.4% | Q2 2024 |
 PEP | $7.35M | 0.42% | 0.00% | +3.7% | Q2 2024 |
| V | $7.28M | 0.42% | 0.00% | -0.5% | Q2 2024 |
| ATO | $7.24M | 0.42% | 0.03% | +3.4% | Q2 2024 |
| ABBV | $7.18M | 0.41% | 0.00% | +3.1% | Q2 2024 |
| CSCO | $7.15M | 0.41% | 0.00% | +2.7% | Q2 2024 |
| WMT | $7.14M | 0.41% | 0.00% | +6.3% | Q2 2024 |
| CRWD | $6.93M | 0.40% | 0.01% | +4.1% | Q3 2024 |
| LLY | $6.65M | 0.38% | 0.00% | +2.6% | Q2 2024 |
| CVX | $6.42M | 0.37% | 0.00% | +4.0% | Q2 2024 |
| BAC | $6.34M | 0.37% | 0.00% | +2.8% | Q2 2024 |
| MA | $6.27M | 0.36% | 0.00% | +0.1% | Q2 2024 |
| CME | $6.24M | 0.36% | 0.01% | +5.8% | Q2 2024 |
| VZ | $6.23M | 0.36% | 0.00% | +2.8% | Q2 2024 |
 NRG | $6.04M | 0.35% | 0.02% | +4.4% | Q3 2024 |
| IBM | $6.04M | 0.35% | 0.00% | +2.9% | Q2 2024 |
 APP | $6.02M | 0.35% | 0.00% | +0.9% | Q1 2025 |
| RTX | $5.99M | 0.35% | 0.00% | 0.0% | Q2 2024 |
| MC | $5.94M | 0.34% | Not reported | +5.1% | Q2 2024 |
| HD | $5.88M | 0.34% | 0.00% | +3.9% | Q2 2024 |
| ANET | $5.86M | 0.34% | 0.00% | +4.6% | Q2 2024 |
| UBER | $5.68M | 0.33% | 0.00% | +13.2% | Q2 2024 |
 INTU | $5.68M | 0.33% | 0.00% | +10.0% | Q2 2024 |
 ESS | $5.48M | 0.32% | 0.03% | +8.3% | Q2 2024 |