DIVERSIFY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FCN | 7K | $1.22M |
 | LLY | 7K | $6.65M |
 | MU | 7K | $1.73M |
 | CCB | 7K | $791.84K |
 | ASND | 7K | $1.47M |
 | DEO | 7K | $677.66K |
 | HWKN | 7K | $927.36K |
 | CVLT | 7K | $990.97K |
 | USB | 7K | $315.98K |
 | AIG | 7K | $533.05K |
 | BN | 6K | $293.65K |
 | PCOR | 6K | $463.45K |
 | BATRK | 6K | $250.11K |
 | POOL | 6K | $1.55M |
 | BMI | 6K | $1.08M |
 | MET | 6K | $462.89K |
 | CDW | 6K | $903.22K |
 | NET | 6K | $1.43M |
 | GE | 6K | $1.77M |
 | APH | 6K | $810.13K |
FTI Consulting, Inc.
FCN
Shares Held
7K
Value
$1.22M
Eli Lilly and Company
LLY
Shares Held
7K
Value
$6.65M
Micron Technology, Inc.
MU
Shares Held
7K
Value
$1.73M
Coastal Financial Corporation
CCB
Shares Held
7K
Value
$791.84K
Ascendis Pharma A/S
ASND
Shares Held
7K
Value
$1.47M
Diageo plc
DEO
Shares Held
7K
Value
$677.66K
Hawkins, Inc.
HWKN
Shares Held
7K
Value
$927.36K
Commvault Systems, Inc.
CVLT
Shares Held
7K
Value
$990.97K
U.S. Bancorp
USB
Shares Held
7K
Value
$315.98K
American International Group, Inc.
AIG
Shares Held
7K
Value
$533.05K
Brookfield Corporation
BN
Shares Held
6K
Value
$293.65K
Procore Technologies, Inc.
PCOR
Shares Held
6K
Value
$463.45K
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
6K
Value
$250.11K
Pool Corporation
POOL
Shares Held
6K
Value
$1.55M
Badger Meter, Inc.
BMI
Shares Held
6K
Value
$1.08M
MetLife, Inc.
MET
Shares Held
6K
Value
$462.89K
CDW Corporation
CDW
Shares Held
6K
Value
$903.22K
Cloudflare, Inc.
NET
Shares Held
6K
Value
$1.43M
GE Aerospace
GE
Shares Held
6K
Value
$1.77M
Amphenol Corporation
APH
Shares Held
6K
Value
$810.13K