Diversify Wealth Management, LLC holds a diversified book of 1244 stocks worth $6.0B as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Global X Cybersecurity ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 4% of the equity book. They also disclosed $3.9M in put options (a bearish bet) and $20.6M in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
49% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Diversify Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $616.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $575.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $184.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $171.4B |
| UBS Group AG | 80 / 80 | $166.3B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $113.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $20.0B |
| NewEdge Advisors, LLC | 80 / 80 | $12.5B |
Ranked by how many of Diversify Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $242.0M | 1.23M | 4.1% | ▼−5.4% Reduced · −70K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $210.1M | 284.2K | 3.5% | ▼−13% Reduced · −41K sh | |
| 3 | SPDR Series Trust ST STR P500GRW | $202.3M | 1.77M | 3.4% | ▲+6.0% Added · +99K sh | |
| 4 | SPDR Series Trust ST STR P500VAL | $175.4M | 2.82M | 2.9% | ▲+7.7% Added · +200K sh | |
| 5 | Apple Inc COM | $151.3M | 449.1K | 2.5% | ▲+8.3% Added · +34K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $95.3M | 128.4K | 1.6% | ▲+27% Added · +27K sh | |
| 7 | SPDR Index SHS FDS ST STR PO EX ETF | $91.7M | 1.85M | 1.5% | ▲+14% Added · +233K sh | |
| 8 | Vanguard Index FDS S&P 500 ETF SHS | $89.8M | 132.2K | 1.5% | ▲+11% Added · +13K sh | |
| 9 | Broadcom Inc COM | $83.7M | 218.4K | 1.4% | ▲+1.3% Added · +3K sh | |
| 10 | Amazon Com Inc COM | $79.5M | 343.6K | 1.3% | ▲+1.4% Added · +5K sh | |
| 11 | Vanguard Intl Equity Index F TT WRLD ST ETF | $74.8M | 484.5K | 1.3% | ▼−0.5% Reduced · −2K sh | |
| 12 | Microsoft Corp COM | $71.0M | 182.5K | 1.2% | ▲+8.6% Added · +14K sh | |
| 13 | Meta Platforms Inc CL A | $63.6M | 107.0K | 1.1% | ▲+5.1% Added · +5K sh | |
| 14 | Alphabet Inc CAP STK CL C | $63.3M | 193.8K | 1.1% | ▲+4.8% Added · +9K sh | |
| 15 | Invesco QQQ TR UNIT SER 1 | $63.2M | 92.6K | 1.1% | ▼−14% Reduced · −15K sh | |
| 16 | Alphabet Inc CAP STK CL A | $63.0M | 192.8K | 1.1% | ▲+0.1% Added · +251 sh | |
| 17 | Invesco Exchange Traded FD T S&P500 EQL WGT | $61.9M | 287.4K | 1.0% | ▲+377% Added · +227K sh | |
| 18 | Micron Technology Inc COM | $61.0M | 67.8K | 1.0% | ▼−8.0% Reduced · −6K sh | |
| 19 | Advanced Micro Devices Inc COM | $56.7M | 114.6K | 1.0% | ▼−21% Reduced · −31K sh | |
| 20 | Dimensional ETF Trust US CORE EQT MKT | $56.3M | 1.10M | 0.9% | ▼−0.7% Reduced · −8K sh | |
| 21 | Ssga Active ETF TR ST STR BL LN ETF | $54.9M | 1.36M | 0.9% | ▲+34% Added · +348K sh | |
| 22 | World Gold TR SPDR GLD MINIS | $51.3M | 634.7K | 0.9% | ▼−12% Reduced · −86K sh | |
| 23 | Palo Alto Networks Inc COM | $50.1M | 157.7K | 0.8% | ▼−5.3% Reduced · −9K sh | |
| 24 | Taiwan Semiconductor Manufac SPONSORED ADS | $43.9M | 110.0K | 0.7% | ▼−10% Reduced · −12K sh | |
| 25 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $43.7M | 749.9K | 0.7% | ▲+6.9% Added · +49K sh | |
| 26 | Ishares TR CORE S&P MCP ETF | $41.7M | 549.2K | 0.7% | ▼−1.4% Reduced · −8K sh | |
| 27 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $40.2M | 867.7K | 0.7% | ▼−2.0% Reduced · −18K sh | |
| 28 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $35.4M | 506.3K | 0.6% | ▲+27% Added · +108K sh | |
| 29 | Snowflake Inc COM SHS | $33.5M | 122.7K | 0.6% | ▼−0.2% Reduced · −270 sh | |
| 30 | SPDR Series Trust ST PORT HIGH ETF | $31.9M | 1.37M | 0.5% | ▲+17% Added · +196K sh | |
| 31 | Costco Wholesale Corporation COM | $31.2M | 32.8K | 0.5% | ▲+8.7% Added · +3K sh | |
| 32 | Ishares TR USD INV GRDE ETF | $31.1M | 616.9K | 0.5% | ▲+13% Added · +69K sh | |
| 33 | Ishares TR CORE UNIVRSL USD | $30.7M | 674.0K | 0.5% | ▲+36% Added · +178K sh | |
| 34 | Marvell Technology Inc COM | $29.4M | 155.3K | 0.5% | ▼−5.3% Reduced · −9K sh | |
| 35 | Op Bancorp COM | $28.7M | 1.85M | 0.5% | ▲+0.6% Added · +11K sh | |
| 36 | Lam Research Corp COM NEW | $28.3M | 97.1K | 0.5% | ▼−1.5% Reduced · −2K sh | |
| 37 | Servicenow Inc COM | $28.0M | 265.2K | 0.5% | ▲+8.1% Added · +20K sh | |
| 38 | Vanguard Scottsdale FDS INTER TERM TREAS | $27.8M | 476.3K | 0.5% | ▲+15% Added · +61K sh | |
| 39 | Select Sector SPDR TR ST STR CARE ETF | $27.7M | 169.7K | 0.5% | ▲21× Added · +161K sh | |
| 40 | Ishares TR S&P 500 GRWT ETF | $26.5M | 200.3K | 0.4% | ▲+0.8% Added · +2K sh | |
| 41 | Affirm Hldgs Inc COM CL A | $26.0M | 355.9K | 0.4% | ▲+10% Added · +33K sh | |
| 42 | JPMorgan Chase & Co COM | $25.9M | 72.7K | 0.4% | ▲+1.5% Added · +1K sh | |
| 43 | Johnson & Johnson COM | $25.2M | 94.7K | 0.4% | ▲+5.2% Added · +5K sh | |
| 44 | BlackRock ETF Trust ISHARES US EQUIT | $24.5M | 364.9K | 0.4% | ▲+1.3% Added · +5K sh | |
| 45 | Pgim ETF TR PGIM ULTRA SH BD | $24.0M | 482.7K | 0.4% | ▲+23% Added · +91K sh | |
| 46 | Vanguard Index FDS TOTAL STK MKT | $23.4M | 64.2K | 0.4% | ▲+15% Added · +8K sh | |
| 47 | Ishares TR EXPANDED TECH | $23.1M | 254.5K | 0.4% | ▲+91% Added · +121K sh | |
| 48 | Dimensional ETF Trust CORE FIXE IN ETF | $22.8M | 547.0K | 0.4% | ▲+7.8% Added · +40K sh | |
| 49 | Tesla Inc COM | $22.1M | 71.5K | 0.4% | ▲+11% Added · +7K sh | |
| 50 | Visa Inc COM CL A | $21.9M | 60.3K | 0.4% | ▲+3.6% Added · +2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2030780/holdings"
Use Arkolith to show DIVERSIFY WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | ISHARES RUSSELL 2000 ETFIWM | $20.5M | 7.0M |
| PUT · bearish | BROADCOM INCAVGO | $2.3M | 600K |
| PUT · bearish | MOTOROLA SOLUTIONS INCMSI | $636K | 150K |
| PUT · bearish | COSTCO WHOLESALE CORPCOST | $476K | 50K |
| PUT · bearish | APPLE INCAAPL | $438K | 130K |
| PUT · bearish | MICROSOFT CORPMSFT | $79K | 20K |
| CALL · bullish | UBER TECHNOLOGIES INCUBER | $68K | 100K |
| CALL · bullish | IREN LTDIREN | $51K | 140K |
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $2K | 300 |
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $2K | 300 |
| CALL · bullish | ASML HOLDING NV-NY REG SHSASML | $2K | 100 |
| CALL · bullish | GOLDMAN SACHS GROUP INCGS | $1K | 100 |
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $682 | 100 |
| CALL · bullish | VERTEX PHARMACEUTICALS INCVRTX | $479 | 100 |
| PUT · bearish | ADOBE INCADBE | $476 | 200 |
| CALL · bullish | MICROSOFT CORPMSFT | $389 | 100 |
| CALL · bullish | AMGEN INCAMGN | $376 | 100 |
| PUT · bearish | SALESFORCE INCCRM | $348 | 200 |
| PUT · bearish | ALPHABET INC-CL CGOOG | $327 | 100 |
| CALL · bullish | PALO ALTO NETWORKS INCPANW | $317 | 100 |
| CALL · bullish | INTUIT INCINTU | $304 | 100 |
| CALL · bullish | UNION PACIFIC CORPUNP | $299 | 100 |
| CALL · bullish | ESSEX PROPERTY TRUST INCESS | $291 | 100 |
| CALL · bullish | ABBVIE INCABBV | $257 | 100 |
| CALL · bullish | ADOBE INCADBE | $238 | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 42 option legs.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 1,286 | $6.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 1,174 | $5.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 622 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 541 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 535 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 510 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 514 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 469 | $1.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 432 | $804.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.