Diversify Wealth Management 13F Holdings & Latest Moves

13F filer · Latest filing Oct 20, 2026

Latest 13F moves (filed Oct 20, 2026): 3 new positions, 34 added, 11 reduced. Largest change by value: added $NVDA ($332.82M held).

New positions
3
Added / reduced
34 / 11
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Added +300.68K (+24.42%) 1.53M $332.82M —
$SPYG Added +137.65K (+7.79%) 1.90M $233.53M —
$SPY Added +8.28K (+2.91%) 292.53K $225.77M —
$SPYV Added +254.41K (+9.03%) 3.07M $193.99M —
$QQQ Added +83.69K (+90.38%) 176.29K $128.34M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SNOW Reduced -32.03K (-26.10%) 90.71K $30.39M —
$IGV Reduced -111.39K (-43.77%) 143.11K $15.68M —
$IEI Reduced -44.72K (-34.07%) 86.55K $9.87M —
$IWM Reduced -32.45K (-58.37%) 23.15K $6.37M —
$VT Reduced -447.22K (-92.31%) 37.24K $5.90M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$CAIQ New +280.98K 280.98K $7.13M —
$AIRR New +49.41K 49.41K $4.96M —
$DFAR New +177.31K 177.31K $4.37M —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Added +300.68K (+24.42%) 1.53M $332.82M —
$SPYG Added +137.65K (+7.79%) 1.90M $233.53M —
$SPY Added +8.28K (+2.91%) 292.53K $225.77M —
$SPYV Added +254.41K (+9.03%) 3.07M $193.99M —
$QQQ Added +83.69K (+90.38%) 176.29K $128.34M —
$IVV Added +36.85K (+28.71%) 165.21K $128.07M —
$MSFT Added +13.42K (+7.36%) 195.89K $105.67M —
$SPDW Added +151.76K (+8.21%) 2M $99.08M —
$SRLN Added +940.03K (+69.11%) 2.30M $92.28M —
$GOOG Added +55.32K (+28.55%) 249.10K $85.92M —
$XLK Added +337.02K (+508.03%) 403.36K $76.31M —
$AMD Added +18.80K (+16.41%) 133.38K $74.99M —
$GLDM Added +197.37K (+31.10%) 832.07K $68.72M —
$IUSB Added +495.82K (+73.56%) 1.17M $52.02M —
$VEA Added +156.52K (+30.91%) 662.83K $46.17M —
$IVW Added +68.03K (+33.96%) 268.37K $38.02M —
$VTI Added +32.64K (+50.87%) 96.79K $36.63M —
$DYNF Added +136.83K (+37.50%) 501.72K $34.84M —
$PULS Added +161.75K (+33.51%) 644.48K $31.93M —
$SOXX Added +22.05K (+62.38%) 57.41K $29.55M —
$IVE Added +34.27K (+40.73%) 118.41K $27.90M —
$CORO Added +363.56K (+145.04%) 614.21K $21.92M —
$SCHG Added +240.64K (+105.96%) 467.74K $16.81M —
$MUB Added +54.41K (+52.44%) 158.18K $16.21M —
$BLCR Added +162.75K (+104.28%) 318.82K $15.80M —
$TLH Added +83.65K (+120.17%) 153.26K $14.41M —
$ACWX Added +133.43K (+402.73%) 166.56K $12.43M —
$QUAL Added +19.52K (+55.27%) 54.83K $12.43M —
$IYW Added +37.47K (+367.79%) 47.66K $12.33M —
$OEF Added +22.66K (+450.41%) 27.69K $10.66M —
$EVTR Added +120.23K (+134.90%) 209.35K $10.22M —
$APH Added +87.03K (+557.59%) 102.64K $8.36M —
$USHY Added +182.16K (+1344.18%) 195.72K $6.98M —
$SNDK Added +3K (+186.20%) 4.61K $6.42M Read

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SNOW Reduced -32.03K (-26.10%) 90.71K $30.39M —
$IGV Reduced -111.39K (-43.77%) 143.11K $15.68M —
$IEI Reduced -44.72K (-34.07%) 86.55K $9.87M —
$IWM Reduced -32.45K (-58.37%) 23.15K $6.37M —
$VT Reduced -447.22K (-92.31%) 37.24K $5.90M —
$RSP Reduced -263K (-91.50%) 24.44K $5.25M —
$INTU Reduced -16.61K (-65.51%) 8.74K $2.89M Read
$XLV Reduced -160.15K (-94.39%) 9.52K $1.69M —
$ONON Reduced -287.55K (-93.15%) 21.15K $744.20K —
$EMBJ Reduced -66.88K (-87.82%) 9.28K $668.79K Read
$PVAL Reduced -186.82K (-97.96%) 3.90K $211.03K —

All tracked 13F moves by Diversify Wealth Management

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DFAR New +177.31K 177.31K $4.37M —
$CAIQ New +280.98K 280.98K $7.13M —
$AIRR New +49.41K 49.41K $4.96M —
$VT Reduced -447.22K (-92.31%) 37.24K $5.90M —
$XLV Reduced -160.15K (-94.39%) 9.52K $1.69M —
$SNOW Reduced -32.03K (-26.10%) 90.71K $30.39M —
$PVAL Reduced -186.82K (-97.96%) 3.90K $211.03K —
$ONON Reduced -287.55K (-93.15%) 21.15K $744.20K —
$IWM Reduced -32.45K (-58.37%) 23.15K $6.37M —
$IGV Reduced -111.39K (-43.77%) 143.11K $15.68M —
$IEI Reduced -44.72K (-34.07%) 86.55K $9.87M —
$RSP Reduced -263K (-91.50%) 24.44K $5.25M —
$INTU Reduced -16.61K (-65.51%) 8.74K $2.89M Read
$EMBJ Reduced -66.88K (-87.82%) 9.28K $668.79K Read
$VTI Added +32.64K (+50.87%) 96.79K $36.63M —
$VEA Added +156.52K (+30.91%) 662.83K $46.17M —
$XLK Added +337.02K (+508.03%) 403.36K $76.31M —
$SPY Added +8.28K (+2.91%) 292.53K $225.77M —
$SPYV Added +254.41K (+9.03%) 3.07M $193.99M —
$SPYG Added +137.65K (+7.79%) 1.90M $233.53M —
$SPDW Added +151.76K (+8.21%) 2M $99.08M —
$SRLN Added +940.03K (+69.11%) 2.30M $92.28M —
$GLDM Added +197.37K (+31.10%) 832.07K $68.72M —
$SOXX Added +22.05K (+62.38%) 57.41K $29.55M —
$SCHG Added +240.64K (+105.96%) 467.74K $16.81M —
$SNDK Added +3K (+186.20%) 4.61K $6.42M Read
$PULS Added +161.75K (+33.51%) 644.48K $31.93M —
$OEF Added +22.66K (+450.41%) 27.69K $10.66M —
$NVDA Added +300.68K (+24.42%) 1.53M $332.82M —
$MSFT Added +13.42K (+7.36%) 195.89K $105.67M —
$IYW Added +37.47K (+367.79%) 47.66K $12.33M —
$IVE Added +34.27K (+40.73%) 118.41K $27.90M —
$IVW Added +68.03K (+33.96%) 268.37K $38.02M —
$MUB Added +54.41K (+52.44%) 158.18K $16.21M —
$QUAL Added +19.52K (+55.27%) 54.83K $12.43M —
$ACWX Added +133.43K (+402.73%) 166.56K $12.43M —
$IUSB Added +495.82K (+73.56%) 1.17M $52.02M —
$IVV Added +36.85K (+28.71%) 165.21K $128.07M —
$USHY Added +182.16K (+1344.18%) 195.72K $6.98M —
$TLH Added +83.65K (+120.17%) 153.26K $14.41M —
$QQQ Added +83.69K (+90.38%) 176.29K $128.34M —
$EVTR Added +120.23K (+134.90%) 209.35K $10.22M —
$DYNF Added +136.83K (+37.50%) 501.72K $34.84M —
$CORO Added +363.56K (+145.04%) 614.21K $21.92M —
$BLCR Added +162.75K (+104.28%) 318.82K $15.80M —
$APH Added +87.03K (+557.59%) 102.64K $8.36M —
$GOOG Added +55.32K (+28.55%) 249.10K $85.92M —
$AMD Added +18.80K (+16.41%) 133.38K $74.99M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Diversify Wealth Management holds or traded

Frequently asked questions

What did Diversify Wealth Management buy and sell in its latest 13F?

It opened or added to $NVDA, $SPYG, $SPY, $SPYV and $QQQ; it cut or exited $SNOW, $IGV, $IEI, $IWM and $VT.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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