Stock Taper

DIVERSIFY WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
U.S. BancorpUSB16.09K$1.02M
Castle Biosciences, Inc.CSTL15.93K$389.38K
TransMedics Group, Inc.TMDX15.87K$1.18M
Arcturus Therapeutics Holdings Inc.ARCT15.79K$90.92K
Amphenol CorporationAPH15.61K$2.33M
FS Credit Opportunities Corp.FSCO15.56K$76.38K
Novo Nordisk A/SNVO15.55K$772.28K
DoorDash, Inc.DASH15.46K$2.85M
PJT Partners Inc.PJT15.42K$2.6M
Lockheed Martin CorporationLMT15.31K$8.88M
Apollo Commercial Real Estate Finance, Inc.ARI15.23K$101.92K
Cummins Inc.CMI15.2K$10.06M
Boston Scientific CorporationBSX15.15K$689.29K
NIKE, Inc.NKE15.04K$633.73K
Hewlett Packard Enterprise CompanyHPE15.02K$723.85K
Kimberly-Clark CorporationKMB14.94K$1.66M
ImmunityBio, Inc.IBRX14.9K$104.13K
STERIS plcSTE14.82K$3.24M
Kenvue Inc.KVUE14.6K$284.37K
Moelis & CompanyMC14.46K$980.21K