Diversify Wealth Management, LLC has filed a Form 13F-HR disclosing its equity portfolio as of the close of business on September 30, 2026. The filing, signed by Compliance Analyst Lupe Fungalei on October 20, 2026, details the firm's holdings in U.S. equities and American depositary receipts.
The portfolio is managed from an office located at 9017 S. Riverside Dr. Suite 210 in Sandy, Utah. The filing lists a total of 1,312 positions held by the firm.
The largest position disclosed in the filing is Apple Inc., with a total value of approximately $450.4 million. The firm holds 154,238,950 shares of Apple common stock. Other major holdings include Alphabet Inc. Class C shares, valued at roughly $248.9 million, and Amazon.com Inc., valued at approximately $351.9 million.
The filing also details several positions in exchange-traded funds (ETFs). BlackRock ETF Trust holds a significant number of positions, including iShares Core S&P 500 ETF with a value of approximately $501.0 million and iShares Core U.S. Aggregate Bond ETF valued at about $146.1 million. The firm also holds positions in various other ETFs, including iShares Core U.S. Large-Cap Growth ETF, iShares Core U.S. Large-Cap Value ETF, and iShares Core International Bond ETF.
Among the individual stock positions, the firm holds significant stakes in Microsoft Corporation, Broadcom Inc., and Eli Lilly and Company. The filing also notes several options positions, including call and put options on Adobe Inc., Alphabet Inc., Amazon.com Inc., and Apple Inc.
