DIVERSIFY WEALTH MANAGEMENT, LLC

Business address
9017 S. Riverside Dr., Suite 210, Sandy, UT, 84070
Top securities (13F)
SPYG, SPYV, DFAU, SPY, NVDA, SPDW, AAPL, AMZN, MSFT, VOO, QUAL, NOW, META, SCHR, CGCP, BKMC, DFAI, GOOG, AVGO, and DFAC
State of incorporation
UT
Fiscal year end
31 December
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DIVERSIFY WEALTH MANAGEMENT, LLC has filed 8 SEC EDGAR filings since 08 Aug 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Nov 2025 30 Sep 2025 028-24281
N-PX Open Document Open Filing 12 Nov 2025 30 Jun 2025 028-24281
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-24281
13F-HR Open Document Open Filing 01 May 2025 31 Mar 2025 028-24281
13F-HR Open Document Open Filing 16 Jan 2025 31 Dec 2024 028-24281
13F-HR Open Document Open Filing 25 Oct 2024 30 Sep 2024 028-24281
N-PX Open Document Open Filing 09 Aug 2024 30 Jun 2024 028-24281
13F-HR Open Document Open Filing 08 Aug 2024 30 Jun 2024 028-24281