Long-term investor
Diversify Wealth Management, LLC @diversifywealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002030780).
Record
- Tracked since 2025-06-30 (448 days), 185 trades recorded
- Returns: week n/a · month n/a · 90 days +2.7% · 6 months n/a · 1 year +8.6% · all +8.6%
- Max drawdown n/a · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 4.0% · long · since 2025-06-30
- 78462F103 · 3.5% · long · since 2025-06-30
- 78464A409 · 3.4% · long · since 2025-06-30
- 78464A508 · 2.9% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- 464287200 · 1.6% · long · since 2025-06-30
- 78463X889 · 1.5% · long · since 2025-06-30
- 922908363 · 1.5% · long · since 2025-06-30
- AVGO · 1.4% · long · since 2025-06-30
- AMZN · 1.3% · long · since 2025-06-30
- 922042742 · 1.3% · long · since 2025-09-30
- MSFT · 1.2% · long · since 2025-06-30