DIVERSIFY WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0002030780 · SANDY, UT
As of Sep 30, 2025, DIVERSIFY WEALTH MANAGEMENT, LLC reported 541 positions worth
CIK 0002030780 · SANDY, UT
As of Sep 30, 2025, DIVERSIFY WEALTH MANAGEMENT, LLC reported 541 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 600,237 | $65.2M | 4.31% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 1,023,271 | $57.2M | 3.78% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 1,119,298 | $52.3M | 3.46% |
| SPDR S&P 500 ETF TRUST | SPY | — | 75,493 | $51.6M | 3.41% |
| NVIDIA CORP | NVDA | Technology | 233,345 | $48.3M | 3.19% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 793,063 | $34.6M | 2.29% |
| APPLE INC | AAPL | Technology | 109,892 | $29.6M | 1.96% |
| AMAZON.COM INC | AMZN | Equity | 108,964 | $27.7M | 1.83% |
| MICROSOFT CORP | MSFT | Technology | 50,860 | $26.3M | 1.74% |
| VANGUARD 500 INDEX FUND | VOO | — | 37,259 | $23.4M | 1.55% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 115,325 | $22.6M | 1.50% |
| SERVICENOW INC | NOW | Technology | 24,056 | $22.0M | 1.45% |
| META PLATFORMS INC | META | Communication Services | 29,592 | 8.9M | 1.25% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 741,168 | 8.6M | 1.23% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 797,120 | 8.1M | 1.20% |
| BNY MELLON ETF TRUST | BKMC | — | 163,956 | 7.7M | 1.17% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 470,294 | 7.2M | 1.14% |
| ALPHABET INC | GOOG | Equity | 54,347 | 5.4M | 1.02% |
| BROADCOM INC | AVGO | Technology | 42,448 | 5.4M | 1.02% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 388,114 | 5.1M | 1.00% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 342,611 | 4.7M | 0.97% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 258,540 | 4.2M | 0.94% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 545,606 | 2.9M | 0.85% |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | IHDG | — | 270,968 | 2.8M | 0.84% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 493,518 | 2.0M | 0.79% |