Stock Taper

DIVERSIFY WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Badger Meter, Inc.BMI9.97K$1.28M
UGI CorporationUGI9.84K$363K
Generac Holdings Inc.GNRC9.77K$1.93M
American Tower CorporationAMT9.66K$1.61M
Nasdaq, Inc.NDAQ9.65K$906.37K
Adobe Inc.ADBE9.56K$2.27M
Sun Life Financial Inc.SLF9.52K$789.54K
Ducommun IncorporatedDCO9.5K$1.74M
The Allstate CorporationALL9.45K$2.47M
Coastal Financial CorporationCCB9.32K$674.72K
Travel + Leisure Co.TNL9.31K$710.2K
SanofiSNY9.29K$408.54K
DigitalOcean Holdings, Inc.DOCN9.2K$1.11M
3M CompanyMMM9.16K$1.63M
Knight-Swift Transportation Holdings Inc.KNX9.13K$645.74K
Korn FerryKFY9.08K$736.71K
Zoom Communications, Inc.ZM9.03K$823.44K
PayPal Holdings, Inc.PYPL8.97K$503.19K
GE Vernova Inc.GEV8.82K$8.8M
DXP Enterprises, Inc.DXPE8.77K$1.45M