DIVERSIFY WEALTH MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DW DIVERSIFY WEALTH MANAGEMENT, LLC | Institutional Filer | ▲ 161.61% | $5.61B | 1137 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1137)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 2.1M | $274.0M | 4.89% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 326K | $231.4M | 4.13% |
| 3 | SPYG | SPDR SERIES TRUST | — | 1.7M | $185.9M | 3.31% |
| 4 | SPYV | SPDR SERIES TRUST | — | 2.6M | $154.9M | 2.76% |
| 5 | AAPL | Apple Inc. | Technology | 415K | $112.0M | 2.00% |
| 6 | AVGO | Broadcom Inc. | Technology | 815K | $89.8M | 1.60% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 349K | $89.2M | 1.59% |
| 8 | BKLN | INVESCO EXCH TRADED FD TR II | — | 4.1M | $84.7M | 1.51% |
| 9 | VOO | VANGUARD INDEX FDS | — | 119K | $78.1M | 1.39% |
| 10 | SPDW | SPDR INDEX SHS FDS | — | 1.6M | $77.2M | 1.38% |
| 11 | IVV | ISHARES TR | — | 101K | $72.5M | 1.29% |
| 12 | VT | VANGUARD INTL EQUITY INDEX F | — | 487K | $72.5M | 1.29% |
| 13 | QQQ | Invesco QQQ Trust | — | 108K | $71.4M | 1.27% |
| 14 | MSFT | Microsoft Corporation | Technology | 168K | $71.3M | 1.27% |
| 15 | META | Meta Platforms, Inc. | Technology | 102K | $68.1M | 1.21% |
Showing 1 to 15 of 1000 holdings