DIVERSIFY WEALTH MANAGEMENT, LLC

CIK 0002030780 · Q2 2026

13F Equity AUM

$6.0B

+6.7% QoQ

Positions

1,244

+107 QoQ

AUM Rank

#1,394

Top 11%

Skill Alpha (FF)

—

Building track record (8q)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 16.4%Top 10: 23.8%Top 20: 34.4%

NVDA4.0%

SPY3.5%

SPYG3.4%

SPYV2.9%

AAPL2.5%

IVV1.6%

SPDW1.5%

VOO1.5%

AVGO1.4%

AMZN1.3%

Others (1234)76.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services56.4%

Technology21.0%

Communication Services4.5%

Industrials3.6%

Healthcare3.5%

Consumer Cyclical3.4%

Other7.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1244Median: 0.02%Avg: 0.08%

0–0.5%

1210(56.3%)

0.5–1%

16(11.2%)

1–3%

15(21.6%)

3–5%

3(10.9%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,244vs 20 funds

0%Low

1,244

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New168Increased609Decreased413Exited61

New Positions

BUG0.3%

+519K

BRHY0.2%

+255K

ONON0.2%

+309K

HUBB0.1%

+12K

SIMO0.1%

+21K

IALT0.1%

+188K

BLACKROCK ETF TRUST …0.1%

+111K

EVTR0.1%

+89K

GGOV0.1%

+88K

SPACE EXPLORATION TE…0.1%

+36K

Increased

IWM0.6%

+6.9M(+6536%)

SRLN0.9%

+348K(+34%)

SPDW1.5%

+233K(+14%)

RSP1.0%

+227K(+377%)

NOK0.0%

+225K(+1070%)

SPYV2.9%

+200K(+8%)

SPHY0.5%

+196K(+17%)

IUSB0.5%

+178K(+36%)

AAPL2.5%

+164K(+40%)

XLV0.5%

+161K(+1973%)

Decreased

BKLN0.3%

-3,244,051(-79%)

NVDA4.0%

-870,151(-41%)

SCHR0.2%

-848,502(-66%)

SCHO0.0%

-497,626(-93%)

GRNY0.3%

-377,687(-36%)

FBTC0.0%

-213,975(-95%)

HAM0.0%

-165,808(-88%)

ACWX0.0%

-163,042(-83%)

CGCP0.3%

-158,064(-16%)

AEG0.0%

-157,663(-85%)

Exited

-363,092

-93,719

-120,319

-10,675

-13,173

-41,707

-8,480

-54,320

-45,431

-39,393

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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