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Home > Institutional Investor > Diversify Wealth Management, Llc > Profile

Instuitional Investor - Diversify Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Diversify Wealth Management, Llc
Portfolio Value $1,618,019,156
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 576,325 $57,799,659 3.57%
2.
Dimensional Etf Trust
 1,195,351 $52,714,958 3.26%
3.
Spdr Series Trust
 910,472 $48,910,577 3.02%
4.
Spdr S & P 500 Etf Trust
 SPY 75,056 $48,237,910 2.98%
5.
Nvidia Corp
 NVDA 239,615 $43,887,870 2.71%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)