Stock Taper

DIVERSIFY WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kinetik Holdings Inc.KNTK33.85K$1.65M
Halozyme Therapeutics, Inc.HALO33.98K$2.77M
Talen Energy CorporationTLN35.23K$12.23M
e.l.f. Beauty, Inc.ELF35.36K$2.97M
Clearway Energy, Inc.CWEN35.62K$1.14M
Space Exploration Technologies Corp.SPCX36.19K$4.11M
Citigroup Inc.C36.2K$4.82M
Automatic Data Processing, Inc.ADP36.41K$9.28M
Eni S.p.A.E37.07K$1.88M
The Charles Schwab CorporationSCHW37.11K$3.87M
Bristol-Myers Squibb CompanyBMY37.23K$2.33M
American Healthcare REIT, Inc.AHR38.35K$2.17M
Unilever PLCUL38.41K$2.36M
LTC Properties, Inc.LTC38.76K$1.63M
Floor & Decor Holdings, Inc.FND38.94K$2.16M
Banco Santander, S.A.SAN39.03K$545.99K
Viking Holdings LtdVIK39.43K$4.07M
Ares Capital CorporationARCC39.71K$750.06K
CME Group Inc.CME40.73K$10.4M
Rivian Automotive, Inc.RIVN40.95K$674.79K