DIVERSIFY WEALTH MANAGEMENT, LLC - Portfolio overview
DIVERSIFY WEALTH MANAGEMENT, LLC has 1161 reported holdings in this dataset, with the latest filing dated 2026-05-01.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- NVDA - NVIDIA CORPORATION, 4.85%
- SPY - STATE STR SPDR S&P 500 ETF T, 4.12%
- SPYG - SPDR SERIES TRUST, 3.31%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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