Stock Taper

DIVERSIFY WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
KLA CorporationKLAC49.4K$10.05M
CSX CorporationCSX48.18K$2.5M
RTX CorporationRTX46.85K$10.23M
Packaging Corporation of AmericaPKG46.13K$11.64M
Kinder Morgan, Inc.KMI45.97K$1.46M
Virtu Financial, Inc.VIRT44.13K$2.6M
Slb N.V.SLB44.03K$2.27M
GSK plcGSK43.87K$2.28M
Samsara Inc.IOT43.27K$1.53M
Sixth Street Specialty Lending, Inc.TSLX42.46K$727.3K
Omega Healthcare Investors, Inc.OHI42.43K$2.18M
ExlService Holdings, Inc.EXLS42.41K$1.21M
Union Pacific CorporationUNP42.17K$12.62M
Bain Capital Specialty Finance, Inc.BCSF42K$527.97K
Brookfield Renewable CorporationBEPC41.98K$1.37M
British American Tobacco p.l.c.BTI41.6K$2.53M
Rivian Automotive, Inc.RIVN40.95K$674.79K
CME Group Inc.CME40.73K$10.4M
Ares Capital CorporationARCC39.71K$750.06K
Viking Holdings LtdVIK39.43K$4.07M