Diversify Wealth Management
Diversify Wealth Management reported 1,272 stocks worth $6.7B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are NVDA (5.0%), SPYG (3.5%) and SPY (3.4%). Compared with Q2 2026, the fund opened new positions in XOM, added to NVDA, SPYG and SPY, trimmed VOO, META and DFAU and sold out of XOM, VIV and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $333M | 5.0% | 1.5M | +301K (+24%) | 8 of 8 | |
| 2 |  SPYG Spdr Series Trust | $234M | 3.5% | 1.9M | +138K (+8%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $226M | 3.4% | 293K | +8,283 (+3%) | 8 of 8 | |
| 4 |  SPYV State Street | $194M | 2.9% | 3.1M | +254K (+9%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $154M | 2.3% | 451K | +1,941 (+0%) | 8 of 8 | |
| 6 |  QQQ Invesco Qqq TR | $128M | 1.9% | 176K | +84K (+90%) | 8 of 8 | |
| 7 |  IVV Ishares TR | $128M | 1.9% | 165K | +37K (+29%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $106M | 1.6% | 196K | +13K (+7%) | 8 of 8 | |
| 9 |  SPDW Spdr Developed | $99.1M | 1.5% | 2M | +152K (+8%) | 8 of 8 | |
| 10 |  VOO Vanguard S&P 500 ETF | $93M | 1.4% | 131K | −1,086 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $16.5M | 106K |
DIMENSIONAL US REAL | $5.2M | 189K |
ALTSHARES TRUST | $3.8M | 129K |
 VIV Telefonica Brasil SA | $2.3M | 166K |
TEVA PHARMACEUTICAL INDS LTD | $2.2M | 71K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 MSI Motorola Solutions Inc | Put | $685K | 150K | 0 |
 COST Costco Whsl Corp New | Put | $489K | 50K | 0 |
 MU Micron Technology Inc | Call | $186K | 20K | +20,000 |
 SBUX Starbucks Corp | Call | $29K | 30K | +30,000 |
 NKE Nike Inc | Call | $8K | 20K | +20,000 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Diversify Wealth Management 13F FAQ
What does Diversify Wealth Management own?
Diversify Wealth Management reported 1,272 stocks worth $6.7B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are NVDA (5.0%), SPYG (3.5%) and SPY (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Diversify Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 103 new positions, 703 added to, 398 trimmed and 75 sold out. New positions include XOM. It sold all of XOM, VIV and OKE.
When will Diversify Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Diversify Wealth Management's portfolio worth?
The Q3 2026 filing reports $6.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.