Stock Taper 
DIVERSIFY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 W. R. Berkley Corporation | WRB | 21.97K | $1.66M |
 Franklin BSP Realty Trust, Inc. | FBRT | 22.01K | $177.11K |
 Vertex Pharmaceuticals Incorporated | VRTX | 22.17K | $10.62M |
 PureCycle Technologies, Inc. | PCT | 22.18K | $132.62K |
 Amgen Inc. | AMGN | 22.3K | $8.39M |
 Berkshire Hathaway Inc. | BRK-B | 22.3K | $11.09M |
 Haleon plc | HLN | 22.31K | $221.78K |
 Occidental Petroleum Corporation | OXY | 22.46K | $1.23M |
 Utz Brands, Inc. | UTZ | 22.53K | $317.26K |
 American Express Company | AXP | 22.6K | $7.58M |
 Huntington Bancshares Incorporated | HBAN | 22.7K | $389.47K |
 Terreno Realty Corporation | TRNO | 23.06K | $1.68M |
 EPR Properties | EPR | 23.52K | $1.49M |
 LKQ Corporation | LKQ | 23.63K | $620.32K |
 Abbott Laboratories | ABT | 23.68K | $2.47M |
 Hercules Capital, Inc. | HTGC | 23.86K | $376.71K |
 Brookfield Asset Management Ltd. | BAM | 23.87K | $1.14M |
 The Cooper Companies, Inc. | COO | 24.24K | $1.7M |
 Phillips Edison & Co. | PECO | 24.37K | $1.05M |
 O'Reilly Automotive, Inc. | ORLY | 24.94K | $2.26M |