DIVERSIFY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMI | 12K | $5.21M |
 | CODI | 12K | $72.69K |
 | CSTL | 12K | $305.31K |
 | CHD | 12K | $1.01M |
 | PFE | 12K | $288.87K |
 | TSLA | 12K | $5.44M |
 | SYK | 12K | $4.13M |
 | MA | 12K | $6.27M |
 | GIS | 11K | $530.33K |
 | ABT | 11K | $1.41M |
 | NCNO | 11K | $296.93K |
 | TSM | 11K | $3.38M |
 | GD | 11K | $3.62M |
 | SBUX | 11K | $850.61K |
 | SAN | 10K | $106.23K |
 | PJT | 10K | $1.66M |
 | MNMD | 10K | $122.90K |
 | MCO | 10K | $4.81M |
 | ENTG | 10K | $896.65K |
 | C | 10K | $987.90K |
Cummins Inc.
CMI
Shares Held
12K
Value
$5.21M
Compass Diversified
CODI
Shares Held
12K
Value
$72.69K
Castle Biosciences, Inc.
CSTL
Shares Held
12K
Value
$305.31K
Church & Dwight Co., Inc.
CHD
Shares Held
12K
Value
$1.01M
Pfizer Inc.
PFE
Shares Held
12K
Value
$288.87K
Tesla, Inc.
TSLA
Shares Held
12K
Value
$5.44M
Stryker Corporation
SYK
Shares Held
12K
Value
$4.13M
Mastercard Incorporated
MA
Shares Held
12K
Value
$6.27M
General Mills, Inc.
GIS
Shares Held
11K
Value
$530.33K
Abbott Laboratories
ABT
Shares Held
11K
Value
$1.41M
nCino, Inc.
NCNO
Shares Held
11K
Value
$296.93K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
11K
Value
$3.38M
General Dynamics Corporation
GD
Shares Held
11K
Value
$3.62M
Starbucks Corporation
SBUX
Shares Held
11K
Value
$850.61K
Banco Santander, S.A.
SAN
Shares Held
10K
Value
$106.23K
PJT Partners Inc.
PJT
Shares Held
10K
Value
$1.66M
Mind Medicine (MindMed) Inc.
MNMD
Shares Held
10K
Value
$122.90K
Moody's Corporation
MCO
Shares Held
10K
Value
$4.81M
Entegris, Inc.
ENTG
Shares Held
10K
Value
$896.65K
Citigroup Inc.
C
Shares Held
10K
Value
$987.90K