Institutional manager
DIVERSIFY WEALTH MANAGEMENT, LLC
Holds positions in 320 of the S&P 500, worth $2.94bn as reported for the quarter ended 31-mar-2026.
Positions held320of 488 index companies covered
Reported value$2.94bnS&P 500 positions only
Top ten weight60%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 320 held. The rest are smaller than every one of these.
State Street CorporationSTT9.8m$809mFinancialsNvidiaNVDA1.3m$272mInformation TechnologyAlphabet Inc. (Class A)GOOGL377,362$132mCommunication ServicesApple Inc.AAPL414,603$112mInformation TechnologyAmazonAMZN338,963$89mConsumer DiscretionaryBroadcomAVGO215,450$87mInformation TechnologyInvescoIVZ107,892$71mFinancialsMicrosoftMSFT168,007$71mInformation TechnologyMeta PlatformsMETA101,830$68mCommunication ServicesAdvanced Micro DevicesAMD145,883$49mInformation TechnologyMicron TechnologyMU73,659$38mInformation TechnologyPalo Alto NetworksPANW166,626$30mInformation TechnologyCostcoCOST30,141$30mConsumer StaplesOracle CorporationORCL180,076$28mInformation TechnologyMarvell TechnologyMRVL163,861$26mInformation TechnologyLam ResearchLRCX98,581$25mInformation TechnologyTesla, Inc.TSLA64,428$24mConsumer DiscretionaryJPMorgan ChaseJPM71,589$22mFinancialsServiceNowNOW245,388$22mInformation TechnologyJohnson & JohnsonJNJ90,061$20mHealth CareVisa Inc.V58,185$19mFinancialsBank of AmericaBAC313,075$17mFinancialsCiscoCSCO180,750$16mInformation TechnologyChevron CorporationCVX83,430$16mEnergyExxonMobilXOM100,340$16mEnergyVerizonVZ316,425$15mCommunication ServicesLilly (Eli)LLY17,158$15mHealth CareMastercardMA25,945$14mFinancialsPalantir TechnologiesPLTR98,060$14mInformation TechnologyAbbVieABBV64,190$13mHealth CareBerkshire HathawayBRK.B27,200$13mFinancialsWalmartWMT99,256$13mConsumer StaplesPhilip Morris InternationalPM76,585$12mConsumer StaplesUberUBER166,867$12mIndustrialsCoca-Cola Company (The)KO154,305$12mConsumer StaplesQualcommQCOM75,936$12mInformation TechnologyArista NetworksANET66,567$11mInformation TechnologyAtmos EnergyATO58,356$11mUtilitiesUnion Pacific CorporationUNP40,334$11mIndustrialsUnitedHealth GroupUNH28,696$11mHealth CareCrowdStrikeCRWD23,481$11mInformation TechnologyCumminsCMI16,421$10mIndustrialsIntuitive SurgicalISRG23,038$10mHealth CareComfort Systems USAFIX5,994$10mIndustrialsHome Depot (The)HD31,896$10mConsumer DiscretionaryCME GroupCME35,812$10mFinancialsFortinetFTNT117,101$10mInformation TechnologyPackaging Corporation of AmericaPKG46,130$10mMaterialsPepsiCoPEP62,431$10mConsumer StaplesVertex PharmaceuticalsVRTX22,232$9mHealth CareGE VernovaGEV8,683$9mIndustrialsIBMIBM39,808$9mInformation TechnologyAirbnbABNB63,348$9mConsumer DiscretionaryNetflixNFLX95,890$9mCommunication ServicesEssex Property TrustESS33,239$9mReal EstateMcDonald'sMCD30,068$9mConsumer DiscretionarySupermicroSMCI327,404$9mInformation TechnologyAmerican ExpressAXP26,404$8mFinancialsKLA CorporationKLAC4,589$8mInformation TechnologyIntuitINTU20,883$8mInformation Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.