Diversify Wealth Management, LLC reported 644 positions worth $2.73B for the quarter ended Mar 31, 2026, up 190.6% on the prior quarter. It opened 280 new positions, added to 337, trimmed 22 and exited 5. Its largest holding is Nvidia Corp at 10% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| NVDA Nvidia Corp | +1.07M +457.2% | $223.48M | 9.99% |
| AAPL Apple Inc. | +302.6K +270.2% | $81.76M | 4.11% |
| AVGO Broadcom Inc. | +175.1K +434.2% | $71.00M | 3.2% |
| GLDM World Gold Trust | +714.8K +12,720.7% | $64.31M | 2.38% |
| AMZN Amazon Com Inc | +226.3K +200.7% | $59.51M | 3.27% |
| GOOGL Alphabet Inc. | +161.9K +528.0% | $56.65M | 2.47% |
| MSFT Microsoft Corp | +116.8K +228.1% | $49.58M | 2.62% |
| META Meta Platforms, Inc. | +71.5K +236.0% | $47.86M | 2.5% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +111.1K +986.0% | $43.77M | 1.77% |
| GOOG Alphabet Inc. | +118.1K +177.0% | $41.02M | 2.35% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| EW Edwards Lifesciences Corp | -42.9K -91.6% | $3.48M | 0.012% |
| FIG Figma, Inc. | -76.4K -100.0% | $2.56M | Exited |
| PYPL PayPal Holdings, Inc. | -46.7K -78.9% | $2.38M | 0.023% |
| ACN Accenture plc | -8,922 -52.5% | $1.61M | 0.053% |
| HLF Herbalife Ltd. | -70.3K -68.0% | $1.12M | 0.019% |
| TIGR UP Fintech Holding Ltd | -129.6K -74.3% | $844.98K | 0.011% |
| KT Kt Corp | -38.4K -63.0% | $812.39K | 0.018% |
| PAC Pacific Airport Group | -3,121 -78.1% | $769.55K | <0.01% |
| KC Kingsoft Cloud Holdings Ltd | -48.9K -75.8% | $727.97K | <0.01% |
| ADBE Adobe Inc. | -2,832 -23.2% | $689.82K | 0.084% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| OPBK OP Bancorp | +1.84M | $26.51M | 0.972% |
| MRVL Marvell Technology, Inc. | +163.9K | $25.66M | 0.941% |
| AFRM Affirm Holdings, Inc. | +323.0K | $20.50M | 0.752% |
| ARM Arm Holdings Plc | +67.9K | $13.69M | 0.502% |
| TLN Talen Energy Corp | +29.2K | $10.26M | 0.376% |
| SMCI Super Micro Computer, Inc. | +327.4K | $8.62M | 0.316% |
| KLAC Kla Corp | +45.9K | $8.33M | 0.306% |
| CLS Celestica Inc | +14.3K | $5.38M | 0.197% |
| HOOD Robinhood Markets, Inc. | +51.5K | $3.67M | 0.134% |
| MSI Motorola Solutions, Inc. | +6,980 | $3.00M | 0.11% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 1.30M | $272.36M | 9.99% | +1.07M | +457.2% | Added | 0.01% |
| 2 | AAPL Apple Inc. | Technology | 414.6K | $112.01M | 4.11% | +302.6K | +270.2% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 339.0K | $89.16M | 3.27% | +226.3K | +200.7% | Added | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 215.5K | $87.35M | 3.2% | +175.1K | +434.2% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 168.0K | $71.31M | 2.62% | +116.8K | +228.1% | Added | 0% |
| 6 | META Meta Platforms, Inc. | Technology | 101.8K | $68.14M | 2.5% | +71.5K | +236.0% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 192.5K | $67.38M | 2.47% | +161.9K | +528.0% | Added | 0% |
| 8 | GLDM World Gold Trust | Others | 720.4K | $64.81M | 2.38% | +714.8K | +12,720.7% | Added | 0.22% |
| 9 | GOOG Alphabet Inc. | Technology | 184.8K | $64.19M | 2.35% | +118.1K | +177.0% | Added | 0% |
| 10 | AMD Advanced Micro Devices Inc | Technology | 145.9K | $49.18M | 1.8% | +115.6K | +382.1% | Added | 0.01% |
| 11 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 122.4K | $48.21M | 1.77% | +111.1K | +986.0% | Added | 0% |
| 12 | MU Micron Technology Inc | Technology | 73.7K | $38.19M | 1.4% | +64.9K | +742.8% | Added | 0.01% |
| 13 | GLD Spdr Gold Trust | Others | 90.4K | $37.73M | 1.38% | +87.2K | +2,768.5% | Added | 0.02% |
| 14 | PANW Palo Alto Networks Inc | Technology | 166.6K | $30.25M | 1.11% | +112.4K | +207.5% | Added | 0.02% |
| 15 | COST Costco Wholesale Corp | Consumer Staples | 30.1K | $30.10M | 1.1% | +17.5K | +137.9% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Diversify Wealth Management.
As of its Q1 2026 13F filing, Diversify Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 10.0%, Apple Inc. (AAPL) at 4.1%, Amazon Com Inc (AMZN) at 3.3%, Broadcom Inc. (AVGO) at 3.2%, Microsoft Corp (MSFT) at 2.6% of the reported portfolio.
Diversify Wealth Management, LLC reported a 13F portfolio worth $2.73B across 644 positions for Q1 2026. That is up 190.6% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($223.48M), Apple Inc. ($81.76M), Broadcom Inc. ($71.00M). It opened 280 new positions.
Its largest sales by value were Edwards Lifesciences Corp ($3.48M), Figma, Inc. ($2.56M), PayPal Holdings, Inc. ($2.38M). It exited 5 positions entirely.
From the Form 13F-HR reports Diversify Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.