DIVERSIFY WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, DIVERSIFY WEALTH MANAGEMENT, LLC held in its portfolio 500 assets valued at $2,143,869,791 (i.e. $2.14B).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($269.60M), DIMENSIONAL ETF TRUST ($53.65M), and SPDR INDEX SHS FDS ($48.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DIVERSIFY WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 3987080 | 269599690 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 1121763 | 53653920 | US CORE EQT MKT |
| SPDR INDEX SHS FDS | 1046118 | 47995884 | PORTFOLIO DEVLPD |
| NVIDIA CORPORATION | 233581 | 43401707 | COM |
| ISHARES TR | 44599 | 31079601 | CORE S&P500 ETF |
| APPLE INC | 111993 | 29235708 | COM |
| AMAZON COM INC | 112711 | 27343744 | COM |
| VANGUARD INDEX FDS | 41859 | 26707044 | S&P 500 ETF SHS |
| BNY MELLON ETF TRUST | 212257 | 24458905 | US MDCP CORE EQT |
| MICROSOFT CORP | 51205 | 24100444 | COM |
| VANGUARD INTL EQUITY INDEX F | 427233 | 23907933 | FTSE EMR MKT ETF |
| ALPHABET INC | 66716 | 22445170 | CAP STK CL C |
| SCHWAB STRATEGIC TR | 831357 | 20867073 | INT-TRM U.S TRES |
| CAPITAL GRP FIXED INCM ETF T | 846910 | 19237572 | CORE PLUS INCM |
| META PLATFORMS INC | 30307 | 19126358 | CL A |
| DIMENSIONAL ETF TRUST | 452570 | 17772415 | INTL CORE EQT MK |
| VANGUARD TAX-MANAGED FDS | 269336 | 17388330 | VAN FTSE DEV MKT |
| SERVICENOW INC | 124359 | 17185237 | COM |
| SPDR S&P 500 ETF TR | 24407 | 16933046 | TR UNIT |
| BLACKROCK ETF TRUST | 275295 | 16889364 | ISHARES US EQUIT |
| DIMENSIONAL ETF TRUST | 389673 | 16635134 | CORE FIXED INCOM |
| ISHARES TR | 76726 | 16631884 | S&P 500 VAL ETF |
| ISHARES TR | 125127 | 15624617 | S&P 500 GRWT ETF |
| DIMENSIONAL ETF TRUST | 359960 | 14632394 | US CORE EQUITY 2 |
| BROADCOM INC | 40333 | 14302311 | COM |
| LAM RESEARCH CORP | 62834 | 13470454 | COM NEW |
| ISHARES INC | 186740 | 13159570 | CORE MSCI EMKT |
| ISHARES TR | 274247 | 12804594 | CORE UNIVRSL USD |
| SCHWAB STRATEGIC TR | 516604 | 12589642 | SHT TM US TRES |
| ISHARES TR | 240197 | 12483028 | USD INV GRDE ETF |
| ISHARES TR | 539876 | 12449540 | US TREAS BD ETF |
| VANGUARD INDEX FDS | 40214 | 12041025 | MID CAP ETF |
| COSTCO WHSL CORP NEW | 12671 | 11935600 | COM |
| VANGUARD INDEX FDS | 43156 | 11760785 | SMALL CP ETF |
| AMERICAN CENTY ETF TR | 105527 | 11295640 | US SML CP VALU |
| INVESCO QQQ TR | 17232 | 10791125 | UNIT SER 1 |
| PGIM ETF TR | 216813 | 10773455 | PGIM ULTRA SH BD |
| PALO ALTO NETWORKS INC | 54181 | 10340461 | COM |
| ALPHABET INC | 30658 | 10300331 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 32955 | 10245644 | COM |
| ISHARES TR | 139920 | 10172212 | EAFE VALUE ETF |
| PACKAGING CORP AMER | 46100 | 10079712 | COM |
| BANK AMERICA CORP | 182072 | 9930208 | COM |
| STAGWELL INC | 1750000 | 9555000 | COM CL A |
| ISHARES TR | 27438 | 9484617 | S&P 100 ETF |
| SCHWAB STRATEGIC TR | 309841 | 9335524 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 197597 | 9285067 | INTL SCEQT ETF |
| ORACLE CORP | 45753 | 9255381 | COM |
| VANGUARD BD INDEX FDS | 123470 | 9171348 | TOTAL BND MRKT |
| ISHARES TR | 44583 | 9073889 | MSCI USA QLT FCT |
| VANGUARD SCOTTSDALE FDS | 183542 | 8674186 | MTG-BKD SECS ETF |
| WALMART INC | 70896 | 8533099 | COM |
| INVESCO EXCH TRADED FD TR II | 403840 | 8504870 | SR LN ETF |
| DIMENSIONAL ETF TRUST | 248022 | 8450109 | EMGR CRE EQT MNG |
| FIDELITY MERRIMACK STR TR | 182312 | 8417354 | TOTAL BD ETF |
| VANGUARD WORLD FD | 10948 | 8368503 | INF TECH ETF |
| SUNRUN INC | 451039 | 8353242 | COM |
| ISHARES TR | 17500 | 8326856 | RUS 1000 GRW ETF |
| TESLA INC | 18311 | 8188803 | COM |
| J P MORGAN EXCHANGE TRADED F | 160257 | 8118623 | ULTRA SHRT ETF |
| BERKSHIRE HATHAWAY INC DEL | 16380 | 8111789 | CL B NEW |
| VANGUARD SCOTTSDALE FDS | 95479 | 8020269 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 168169 | 7846744 | FUNDAMENTAL INTL |
| ISHARES TR | 76285 | 7799340 | 10-20 YR TRS ETF |
| HEALTHEQUITY INC | 90437 | 7622030 | COM |
| ELI LILLY & CO | 7066 | 7611113 | COM |
| ABBVIE INC | 34322 | 7576537 | COM |
| VISA INC | 22437 | 7356677 | COM CL A |
| CISCO SYS INC | 96481 | 7281446 | COM |
| PALANTIR TECHNOLOGIES INC | 40423 | 7234067 | CL A |
| ISHARES TR | 70946 | 7130052 | 0-3 MNTH TREASRY |
| VANGUARD INDEX FDS | 20786 | 7115841 | TOTAL STK MKT |
| ISHARES TR | 65546 | 7052059 | NATIONAL MUN ETF |
| MOELIS & CO | 94930 | 6987821 | CL A |
| ATMOS ENERGY CORP | 41424 | 6976229 | COM |
| SELECT SECTOR SPDR TR | 47436 | 6948468 | STATE STREET TEC |
| CHEVRON CORP NEW | 41871 | 6861471 | COM |
| BONDBLOXX ETF TRUST | 135484 | 6814867 | BLOOMBERG SIX MN |
| INNOVATOR ETFS TRUST | 181796 | 6719180 | LADDERED ALC BFR |
| ADVANCED MICRO DEVICES INC | 30263 | 6687165 | COM |
| MASTERCARD INCORPORATED | 11988 | 6533360 | CL A |
| CUMMINS INC | 11439 | 6491191 | COM |
| VANGUARD SCOTTSDALE FDS | 115148 | 6460948 | LONG TERM TREAS |
| CME GROUP INC | 24039 | 6453159 | COM |
| DBX ETF TR | 127943 | 6394596 | XTRACK MSCI EAFE |
| MEDTRONIC PLC | 64947 | 6262165 | SHS |
| FIDELITY COVINGTON TRUST | 220642 | 6041189 | MSCI RL EST ETF |
| BLACKROCK ETF TRUST | 153994 | 6041181 | ISHARES US THEMA |
| SCHWAB STRATEGIC TR | 210756 | 6031849 | US DIVIDEND EQ |
| HOME DEPOT INC | 15846 | 6017497 | COM |
| VERIZON COMMUNICATIONS INC | 154198 | 6015264 | COM |
| INTERNATIONAL BUSINESS MACHS | 19841 | 6014848 | COM |
| SHOPIFY INC | 35865 | 6005286 | CL A SUB VTG SHS |
| RTX CORPORATION | 30724 | 5962929 | COM |
| EXXON MOBIL CORP | 46987 | 5945778 | COM |
| AIRBNB INC | 40670 | 5696640 | COM CL A |
| INTUITIVE SURGICAL INC | 10126 | 5689234 | COM NEW |
| JOHNSON & JOHNSON | 26537 | 5669732 | COM |
| SCHWAB STRATEGIC TR | 170797 | 5602139 | US LCAP GR ETF |
| CROWDSTRIKE HLDGS INC | 11630 | 5443272 | CL A |
| INTUIT | 8866 | 5366355 | COM |
| VANGUARD WHITEHALL FDS | 79643 | 5365561 | EM MK GOV BD ETF |
| PHILIP MORRIS INTL INC | 32107 | 5324941 | COM |
| VERTEX PHARMACEUTICALS INC | 11690 | 5315208 | COM |
| ESSEX PPTY TR INC | 20939 | 5233020 | COM |
| ISHARES TR | 20120 | 5209102 | MSCI USA MMENTM |
| PEPSICO INC | 36248 | 5200814 | COM |
| SNOWFLAKE INC | 24835 | 5200185 | COM SHS |
| COMFORT SYS USA INC | 4830 | 5183041 | COM |
| MCDONALDS CORP | 16693 | 5165514 | COM |
| DISNEY WALT CO | 45497 | 5140255 | COM |
| BLACKROCK ETF TRUST | 145503 | 5098441 | ISHARES A I INNO |
| SALESFORCE INC | 21025 | 5068398 | COM |
| QUALCOMM INC | 30194 | 4990744 | COM |
| EMERSON ELEC CO | 33766 | 4941637 | COM |
| FORTINET INC | 61626 | 4827163 | COM |
| NRG ENERGY INC | 31723 | 4777214 | COM NEW |
| VANGUARD SPECIALIZED FUNDS | 21040 | 4729815 | DIV APP ETF |
| ACCENTURE PLC IRELAND | 17007 | 4707515 | SHS CLASS A |
| ISHARES GOLD TR | 54001 | 4663523 | ISHARES NEW |
| VANGUARD WHITEHALL FDS | 31297 | 4619165 | HIGH DIV YLD |
| SCHWAB STRATEGIC TR | 144595 | 4593789 | US MID-CAP ETF |
| ARISTA NETWORKS INC | 35094 | 4559738 | COM SHS |
| AMCOR PLC | 514530 | 4502138 | ORD |
| LOCKHEED MARTIN CORP | 7899 | 4410052 | COM |
| DIMENSIONAL ETF TRUST | 187732 | 4376976 | US REAL ESTATE E |
| STRYKER CORPORATION | 12265 | 4364040 | COM |
| AIR PRODS & CHEMS INC | 16330 | 4346814 | COM |
| ISHARES TR | 49374 | 4324643 | CORE MSCI TOTAL |
| AMERICAN EXPRESS CO | 12062 | 4318317 | COM |
| BLACKSTONE INC | 27686 | 4298223 | COM |
| AUTOMATIC DATA PROCESSING IN | 16596 | 4266296 | COM |
| AMGEN INC | 12757 | 4137195 | COM |
| ZOETIS INC | 33123 | 4127744 | CL A |
| UNITEDHEALTH GROUP INC | 12336 | 4119492 | COM |
| COCA COLA CO | 57812 | 4118526 | COM |
| UBER TECHNOLOGIES INC | 47296 | 4039522 | COM |
| APPLOVIN CORP | 5966 | 3989347 | COM CL A |
| DIMENSIONAL ETF TRUST | 82413 | 3958303 | SHORT DURATION F |
| EDWARDS LIFESCIENCES CORP | 46816 | 3925040 | COM |
| SCHWAB STRATEGIC TR | 157319 | 3912532 | INTL EQTY ETF |
| ISHARES TR | 40514 | 3876812 | MBS ETF |
| EMBRAER S.A. | 53235 | 3860069 | SPONSORED ADS |
| NETFLIX INC | 42520 | 3840366 | COM |
| UNION PAC CORP | 16688 | 3826394 | COM |
| GENERAL DYNAMICS CORP | 10516 | 3820622 | COM |
| ISHARES TR | 138033 | 3797288 | FALN ANGLS USD |
| ADOBE INC | 12198 | 3780426 | COM |
| BLUE OWL CAPITAL INC | 245039 | 3749101 | COM CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 11272 | 3733459 | SPONSORED ADS |
| VISTRA CORP | 21340 | 3658166 | COM |
| ISHARES TR | 43797 | 3638615 | MRGSTR MD CP GRW |
| J P MORGAN EXCHANGE TRADED F | 61634 | 3590165 | EQUITY PREMIUM |
| VIKING HOLDINGS LTD | 49780 | 3561769 | ORD SHS |
| CELSIUS HLDGS INC | 67124 | 3531401 | COM NEW |
| BLACKROCK ETF TRUST II | 66521 | 3523592 | ISHARES FLEXIBLE |
| VANGUARD INDEX FDS | 15714 | 3487126 | SM CP VAL ETF |
| GE VERNOVA INC | 5309 | 3461978 | COM |
| TEMPUS AI INC | 51481 | 3456946 | CL A |
| CURTISS WRIGHT CORP | 5374 | 3416428 | COM |
| VANGUARD MUN BD FDS | 67318 | 3404929 | TAX EXEMPT BD |
| PAYPAL HLDGS INC | 59169 | 3346618 | COM |
| WASTE MGMT INC DEL | 15121 | 3268764 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 72971 | 3242816 | SHS CREATION UNI |
| BANCO BILBAO VIZCAYA ARGENTA | 130451 | 3218238 | SPONSORED ADR |
| ASML HOLDING N V | 2519 | 3199374 | N Y REGISTRY SHS |
| ISHARES TR | 59814 | 3167746 | ISHS 1-5YR INVS |
| REALTY INCOME CORP | 52321 | 3098982 | COM |
| HARMONY GOLD MINING CO LTD | 138887 | 3065247 | SPONSORED ADR |
| SAP SE | 12329 | 3046518 | SPON ADR |
| MICRON TECHNOLOGY INC | 8740 | 2955125 | COM |
| ISHARES TR | 58790 | 2953000 | CORE INTL AGGR |
| ISHARES TR | 42057 | 2917087 | CORE S&P MCP ETF |
| TRANSDIGM GROUP INC | 2098 | 2899441 | COM |
| GOLD FIELDS LTD | 58183 | 2882949 | SPONSORED ADR |
| VEEVA SYS INC | 12473 | 2849956 | CL A COM |
| EXTRA SPACE STORAGE INC | 20073 | 2820296 | COM |
| FAIR ISAAC CORP | 1737 | 2819610 | COM |
| ISHARES TR | 39723 | 2817919 | CORE DIV GRWTH |
| WELLS FARGO CO NEW | 30081 | 2814353 | COM |
| ANGEL STUDIOS INC | 663509 | 2773468 | CL A COM |
| RUBRIK INC. | 38947 | 2758227 | CL A |
| ISHARES TR | 56813 | 2740951 | A RATE CP BD ETF |
| ISHARES TR | 11393 | 2706293 | US AER DEF ETF |
| STERLING INFRASTRUCTURE INC | 8377 | 2694186 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 153111 | 2677916 | SPONSORED ADS |
| BLACKROCK ETF TRUST | 81773 | 2623275 | ISHARES US LARG |
| FIGMA INC | 76397 | 2563883 | CLASS A COM STK |
| SIBANYE STILLWATER LTD | 149214 | 2557528 | SPONSORED ADR |
| LOWES COS INC | 9320 | 2555884 | COM |
| BARCLAYS PLC | 98743 | 2545592 | ADR |
| GE AEROSPACE | 7525 | 2462433 | COM NEW |
| COMPANIA DE MINAS BUENAVENTU | 71271 | 2447459 | SPONSORED ADR |
| CYBERARK SOFTWARE LTD | 5116 | 2356709 | SHS |
| CHINA YUCHAI INTL LTD | 54107 | 2340128 | COM |
| DOORDASH INC | 10603 | 2305092 | CL A |
| BLACKROCK ETF TRUST II | 46201 | 2267084 | ISHARES HIGH YIE |
| STERIS PLC | 8717 | 2265417 | SHS USD |
| OREILLY AUTOMOTIVE INC | 23728 | 2245381 | COM |
| VNET GROUP INC | 194899 | 2167280 | SPONSORED ADS A |
| SEA LTD | 16545 | 2148528 | SPONSORD ADS |
| SCHWAB STRATEGIC TR | 89974 | 2109890 | US AGGREGATE B |
| AMERICAN CENTY ETF TR | 25691 | 2069678 | AVANTIS EMGMKT |
| NVENT ELECTRIC PLC | 19230 | 2050726 | SHS |
| SILA REALTY TRUST INC | 85419 | 2044931 | COMMON STOCK |
| FIDELITY COVINGTON TRUST | 35417 | 2027979 | HIGH DIVID ETF |
| MEDPACE HLDGS INC | 3328 | 2025024 | COM |
| E L F BEAUTY INC | 22458 | 1966401 | COM |
| J P MORGAN EXCHANGE TRADED F | 15676 | 1965668 | BETABUILDRS US |
| AMERICAN CENTY ETF TR | 20106 | 1961507 | INTL SMCP VLU |
| KOREA ELEC PWR CORP | 101543 | 1942518 | SPONSORED ADR |
| ISHARES TR | 20893 | 1923870 | CORE MSCI EAFE |
| AMERICAN CENTY ETF TR | 23622 | 1864265 | US LARGE CAP VLU |
| PJT PARTNERS INC | 10483 | 1857973 | COM CL A |
| VANGUARD SCOTTSDALE FDS | 30837 | 1848987 | INTER TERM TREAS |
| COOPER COS INC | 22560 | 1843134 | COM |
| VALMONT INDS INC | 4190 | 1823009 | COM |
| VANGUARD INDEX FDS | 9153 | 1799357 | VALUE ETF |
| ISHARES TR | 17670 | 1770524 | CORE US AGGBD ET |
| SUMITOMO MITSUI FINL GROUP I | 85837 | 1762229 | SPONSORED ADR |
| FUTU HLDGS LTD | 9466 | 1742434 | SPON ADS CL A |
| VANGUARD INTL EQUITY INDEX F | 11785 | 1741120 | FTSE SMCAP ETF |
| ADVISORS INNER CIRCLE FD II | 58745 | 1722999 | 3EDGE DYNAMIC IN |
| BJS WHSL CLUB HLDGS INC | 17999 | 1717309 | COM |
| VANGUARD MALVERN FDS | 34620 | 1714729 | STRM INFPROIDX |
| JANUS DETROIT STR TR | 33538 | 1699029 | HENDRSON AAA CL |
| RAMBUS INC DEL | 17783 | 1697949 | COM |
| ISHARES TR | 13531 | 1693496 | CORE HIGH DV ETF |
| AXIL BRANDS INC | 216276 | 1684790 | COM NEW |
| CEMEX SAB DE CV | 136124 | 1682493 | SPON ADR NEW |
| ASCENDIS PHARMA A/S | 7751 | 1666853 | SPONSORED ADR |
| UP FINTECH HLDG LTD | 174439 | 1660663 | SPONSORED ADS |
| SONY GROUP CORP | 67603 | 1650181 | SPONSORED ADR |
| RYANAIR HOLDINGS PLC | 23940 | 1628169 | SPONSORED ADR |
| INNOVATOR ETFS TRUST | 32337 | 1625258 | LADERD ALCTN PWR |
| ENBRIDGE INC | 35014 | 1622569 | COM |
| ISHARES TR | 7455 | 1621430 | RUS 1000 VAL ETF |
| HERBALIFE LTD | 103349 | 1613278 | COM SHS |
| VANGUARD CHARLOTTE FDS | 32503 | 1577703 | TOTAL INT BD ETF |
| ISHARES TR | 16639 | 1568741 | MSCI USA MIN VOL |
| ISHARES TR | 12935 | 1538587 | EAFE GRWTH ETF |
| HALOZYME THERAPEUTICS INC | 21133 | 1514626 | COM |
| BLACKSTONE SECD LENDING FD | 58200 | 1501554 | COMMON STOCK |
| FS KKR CAP CORP | 103004 | 1481202 | COM |
| DIREXION SHS ETF TR | 20009 | 1474663 | DAILY PLTR BULL |
| VANGUARD INDEX FDS | 16283 | 1466921 | REAL ESTATE ETF |
| TRACTOR SUPPLY CO | 28269 | 1463215 | COM |
| VANGUARD INDEX FDS | 2974 | 1460825 | GROWTH ETF |
| OLLIES BARGAIN OUTLET HLDGS | 12345 | 1454206 | COM |
| REPLIGEN CORP | 8683 | 1452670 | COM |
| PENUMBRA INC | 4816 | 1449603 | COM |
| TORTOISE CAPITAL SERIES TRUS | 40820 | 1442582 | NORTH AMERN PIPE |
| PROCTER AND GAMBLE CO | 9918 | 1430507 | COM |
| UNILEVER PLC | 22023 | 1424888 | SPON ADR NEW |
| INSULET CORP | 5108 | 1420803 | COM |
| POOL CORP | 5366 | 1405690 | COM |
| ADVISORS INNER CIRCLE FD II | 44148 | 1404786 | 3EDGE DYNAMIC HA |
| PTC INC | 8198 | 1388514 | COM |
| BRITISH AMERN TOB PLC | 24381 | 1380433 | SPONSORED ADR |
| APPLIED MATLS INC | 4524 | 1379369 | COM |
| ISHARES TR | 19778 | 1373795 | MSCI ACWI EX US |
| TELEDYNE TECHNOLOGIES INC | 2460 | 1365325 | COM |
| ISHARES TR | 13894 | 1336006 | JPMORGAN USD EMG |
| ABBOTT LABS | 10708 | 1330947 | COM |
| EATON CORP PLC | 3997 | 1328555 | SHS |
| SPDR GOLD TR | 3151 | 1328386 | GOLD SHS |
| GOLDMAN SACHS GROUP INC | 1415 | 1327207 | COM |
| KARMAN HLDGS INC | 12307 | 1322879 | COMMON STOCK |
| GRANITESHARES ETF TR | 15126 | 1315357 | 2X LONG NVDA DAI |
| CRH PLC | 10296 | 1311500 | ORD |
| VIRTU FINL INC | 38488 | 1310533 | CL A |
| BOEING CO | 5304 | 1297084 | COM |
| ISHARES TR | 6371 | 1286372 | U.S. TECH ETF |
| TELEFONICA BRASIL SA | 106644 | 1286127 | SPONSORED ADS |
| CION INVT CORP | 133315 | 1254496 | COM |
| NEOS ETF TRUST | 23487 | 1248797 | NEOS S&P 500 HI |
| CLEARWATER ANALYTICS HLDGS I | 50705 | 1222493 | CL A |
| FIDELITY COVINGTON TRUST | 5334 | 1216451 | MSCI INFO TECH I |
| LINCOLN ELEC HLDGS INC | 4835 | 1214273 | COM |
| ISHARES TR | 27924 | 1202141 | 0-5YR HI YL CP |
| NOVO-NORDISK A S | 20131 | 1200607 | ADR |
| ISHARES TR | 13659 | 1199532 | 20 YR TR BD ETF |
| BERKLEY W R CORP | 17418 | 1184390 | COM |
| CITIGROUP INC | 10151 | 1180571 | COM NEW |
| ISHARES TR | 14880 | 1179054 | RUSEL 2500 ETF |
| AEGON LTD | 152236 | 1167648 | AMER REG 1 CERT |
| ALLEGION PLC | 7203 | 1164709 | ORD SHS |
| ISHARES TR | 4423 | 1155823 | RUSSELL 2000 ETF |
| KT CORP | 61041 | 1155506 | SPONSORED ADR |
| PHILLIPS EDISON & CO INC | 33093 | 1154622 | COMMON STOCK |
| HAWKINS INC | 7558 | 1150151 | COM |
| MARKEL GROUP INC | 547 | 1147245 | COM |
| VEON LTD | 21329 | 1139290 | SPONSORED ADS |
| SYNOPSYS INC | 2213 | 1132613 | COM |
| OTIS WORLDWIDE CORP | 12597 | 1130956 | COM |
| ISHARES TR | 14142 | 1119923 | ESG AWR MSCI USA |
| J P MORGAN EXCHANGE TRADED F | 18780 | 1111196 | NASDAQ EQT PREM |
| UFP TECHNOLOGIES INC | 4380 | 1105707 | COM |
| CLOUDFLARE INC | 5851 | 1104142 | CL A COM |
| VANGUARD WORLD FD | 4311 | 1097008 | MEGA CAP INDEX |
| LINDE PLC | 2444 | 1082613 | SHS |
| PRESTIGE CONSMR HEALTHCARE I | 16709 | 1081043 | COM |
| BLUE OWL CAPITAL CORPORATION | 86092 | 1070986 | COM |
| MORGAN STANLEY | 5833 | 1066042 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 5382 | 1064452 | S&P500 EQL WGT |
| BLACKROCK ETF TRUST | 14088 | 1059954 | ISHARES US CARBO |
| GRUPO AEROPUERTO DEL PACIFIC | 3994 | 1057332 | SPON ADS B |
| ENTEGRIS INC | 10346 | 1056004 | COM |
| TOTALENERGIES SE | 16048 | 1055958 | ACT |
| BADGER METER INC | 6139 | 1054669 | COM |
| VANECK ETF TRUST | 40638 | 1054562 | JP MRGAN EM LOC |
| SCHWAB STRATEGIC TR | 39344 | 1054035 | US BRD MKT ETF |
| AMERICAN HEALTHCARE REIT INC | 22052 | 1052762 | COM SHS |
| CVS HEALTH CORP | 12969 | 1046353 | COM |
| BOOT BARN HLDGS INC | 5362 | 1040389 | COM |
| RELX PLC | 24531 | 1034945 | SPONSORED ADR |
| EXLSERVICE HOLDINGS INC | 24475 | 1020118 | COM |
| COPART INC | 25515 | 1017266 | COM |
| GRIFOLS S A | 110145 | 973684 | SP ADR REP B NVT |
| ISHARES TR | 32475 | 973597 | HIGH YLD CORP BD |
| RANGE RES CORP | 28601 | 965011 | COM |
| BROOKFIELD ASSET MANAGMT LTD | 18222 | 956652 | CL A LMT VTG SHS |
| SCHWAB STRATEGIC TR | 25348 | 951817 | FUNDAMENTAL EMER |
| FTI CONSULTING INC | 5364 | 947712 | COM |
| NEOS ETF TRUST | 17232 | 941753 | NASDAQ 100 HIGH |
| AMPHENOL CORP NEW | 6311 | 940183 | CL A |
| SELECT SECTOR SPDR TR | 21883 | 937677 | STATE STREET UTI |
| STARBUCKS CORP | 10312 | 933900 | COM |
| VANGUARD BD INDEX FDS | 11798 | 920244 | INTERMED TERM |
| SAIA INC | 2568 | 915686 | COM |
| COMMVAULT SYS INC | 7258 | 911640 | COM |
| 3M CO | 5379 | 911253 | COM |
| PIMCO DYNAMIC INCOME FD | 50170 | 907070 | SHS |
| MERCADOLIBRE INC | 436 | 904164 | COM |
| AVERY DENNISON CORP | 4812 | 903362 | COM |
| WISDOMTREE TR | 17753 | 902398 | ITL HDG QTLY DIV |
| MORNINGSTAR INC | 4168 | 900125 | COM |
| RBC BEARINGS INC | 1805 | 884396 | COM |
| CATERPILLAR INC | 1384 | 880712 | COM |
| SELECT SECTOR SPDR TR | 16074 | 871698 | STATE STREET FIN |
| ISHARES TR | 6865 | 868614 | CORE S&P SCP ETF |
| HENRY JACK & ASSOC INC | 4584 | 863775 | COM |
| INVESCO EXCHANGE TRADED FD T | 11134 | 860542 | S&P500 QUALITY |
| FREEPORT-MCMORAN INC | 14382 | 853412 | CL B |
| CAPITAL GROUP GROWTH ETF | 18638 | 845069 | SHS CREATION UNI |
| MERCK & CO INC | 7777 | 841967 | COM |
| KINGSOFT CLOUD HLDGS LTD | 64509 | 827651 | ADS |
| MSCI INC | 1409 | 827634 | COM |
| IONQ INC | 16855 | 824884 | COM |
| CASEYS GEN STORES INC | 1364 | 824559 | COM |
| CDW CORP | 6088 | 819498 | COM |
| TERRENO RLTY CORP | 13613 | 815708 | COM |
| FLOOR & DECOR HLDGS INC | 10630 | 814790 | CL A |
| ISHARES TR | 7693 | 807380 | CORE S&P US VLU |
| NUVEEN PFD & INCOME OPPORTUN | 98358 | 803587 | COM |
| IDEXX LABS INC | 1118 | 798297 | COM |
| ISHARES TR | 33906 | 795595 | ESG AWRE USD ETF |
| DUCOMMUN INC DEL | 7200 | 793224 | COM |
| COASTAL FINL CORP WA | 7054 | 778712 | COM NEW |
| SPDR INDEX SHS FDS | 15892 | 773639 | PORTFOLIO EMG MK |
| SPS COMM INC | 8276 | 761383 | COM |
| CORNING INC | 8424 | 757105 | COM |
| KINSALE CAP GROUP INC | 1962 | 747323 | COM |
| ISHARES TR | 8945 | 741074 | 1 3 YR TREAS BD |
| INVESCO EXCH TRADED FD TR II | 29720 | 726359 | VAR RATE PFD |
| ISHARES TR | 5460 | 716579 | ESG MSCI KLD 400 |
| TECHNIPFMC PLC | 14145 | 713348 | COM |
| VANGUARD INDEX FDS | 2219 | 709571 | LARGE CAP ETF |
| GILEAD SCIENCES INC | 5803 | 706576 | COM |
| THERMO FISHER SCIENTIFIC INC | 1153 | 700252 | COM |
| SYSCO CORP | 9173 | 697667 | COM |
| ISHARES TR | 1832 | 696783 | RUS 1000 ETF |
| DECKERS OUTDOOR CORP | 6837 | 695391 | COM |
| INTEL CORP | 14625 | 691604 | COM |
| EPAM SYS INC | 3258 | 690663 | COM |
| CHURCH & DWIGHT CO INC | 7816 | 687612 | COM |
| BARRICK MNG CORP | 13588 | 675451 | COM SHS |
| GLOBAL X FDS | 8839 | 675155 | DEFENSE TECH ETF |
| COLGATE PALMOLIVE CO | 8110 | 672828 | COM |
| BONDBLOXX ETF TRUST | 13510 | 669623 | BLOOMBERG ONE YR |
| FIRST TR EXCHANGE-TRADED FD | 6339 | 666108 | SHS |
| AMERICAN CENTY ETF TR | 15731 | 661567 | AVANTIS CORE FI |
| SCHWAB STRATEGIC TR | 24307 | 646335 | US TIPS ETF |
| AON PLC | 1864 | 642389 | SHS CL A |
| AGNICO EAGLE MINES LTD | 3216 | 640279 | COM |
| VANGUARD SCOTTSDALE FDS | 10884 | 639517 | SHORT TERM TREAS |
| BRISTOL-MYERS SQUIBB CO | 11364 | 635469 | COM |
| SHERWIN WILLIAMS CO | 1751 | 623363 | COM |
| SSGA ACTIVE ETF TR | 14883 | 616319 | STATE STREET BLA |
| SIMON PPTY GROUP INC NEW | 3332 | 614440 | COM |
| ISHARES TR | 9990 | 614364 | GLB INFRASTR ETF |
| ADVISORS INNER CIRCLE FD II | 24740 | 610344 | 3EDGE DYNAMIC FI |
| SOUTHWEST AIRLS CO | 14113 | 609688 | COM |
| BOSTON SCIENTIFIC CORP | 6473 | 609368 | COM |
| DIMENSIONAL ETF TRUST | 18003 | 609221 | WORLD EX US CORE |
| HONEYWELL INTL INC | 2886 | 606900 | COM |
| ISHARES TR | 11912 | 606664 | FLTG RATE NT ETF |
| CAPITAL GROUP CORE BALANCED | 16708 | 605339 | SHS |
| PIMCO CORPORATE & INCOME OPP | 46221 | 604114 | COM |
| EVERCORE INC | 1648 | 602790 | CLASS A |
| DIMENSIONAL ETF TRUST | 22040 | 590885 | GLOBAL REAL EST |
| BENTLEY SYS INC | 14825 | 585007 | COM CL B |
| ISHARES TR | 12126 | 582042 | ESG AWR US AGRGT |
| GUIDEWIRE SOFTWARE INC | 3213 | 576734 | COM |
| THE CIGNA GROUP | 2106 | 572385 | COM |
| ISHARES TR | 2976 | 570958 | RUS 2000 VAL ETF |
| NORTHROP GRUMMAN CORP | 905 | 565969 | COM |
| LKQ CORP | 16860 | 561760 | COM |
| TYLER TECHNOLOGIES INC | 1266 | 561015 | COM |
| JONES LANG LASALLE INC | 1618 | 559294 | COM |
| ADVISORS INNER CIRCLE FD II | 19258 | 558419 | 3EDGE DYNAMIC US |
| PROFESIONALLY MANAGED PORTFO | 16536 | 556767 | CONGRESS SMID GR |
| CREDO TECHNOLOGY GROUP HOLDI | 3444 | 555793 | ORDINARY SHARES |
| OCCIDENTAL PETE CORP | 12705 | 550252 | COM |
| WILLIAMS COS INC | 9071 | 548694 | COM |
| INVESCO EXCH TRD SLF IDX FD | 23377 | 545970 | INVSCO BLSH 26 |
| AES CORP | 39052 | 545550 | COM |
| YATSEN HLDG LTD | 120801 | 544813 | SPONSORED ADS |
| ISHARES TR | 17057 | 539769 | PFD AND INCM SEC |
| ISHARES TR | 8892 | 537966 | SELECT US REIT |
| VANGUARD WORLD FD | 2746 | 534869 | COMM SRVC ETF |
| ISHARES TR | 4784 | 527580 | TIPS BD ETF |
| OKLO INC | 5410 | 525282 | COM CL A |
| ISHARES TR | 6457 | 523281 | IBOXX HI YD ETF |
| BLACKROCK INC | 480 | 523211 | COM |
| MOODYS CORP | 975 | 521362 | COM |
| DUOLINGO INC | 3139 | 520414 | CL A COM |
| TENET HEALTHCARE CORP | 2603 | 518492 | COM NEW |
| SCHWAB CHARLES CORP | 5123 | 518375 | COM |
| ISHARES TR | 1493 | 513580 | RUS 2000 GRW ETF |
| GENERAL MLS INC | 11586 | 512913 | COM |
| WORLD GOLD TR | 5619 | 510037 | SPDR GLD MINIS |
| AMERICAN TOWER CORP NEW | 2925 | 508895 | COM |
| CSX CORP | 14206 | 506146 | COM |
| UNITED PARCEL SERVICE INC | 4675 | 498280 | CL B |
| DUKE ENERGY CORP NEW | 4170 | 489527 | COM NEW |
| ISHARES BITCOIN TRUST ETF | 9079 | 486342 | SHS BEN INT |
| PG&E CORP | 30745 | 483623 | COM |
| CONSTELLATION BRANDS INC | 3136 | 480235 | CL A |
| ISHARES TR | 4311 | 477443 | IBOXX INV CP ETF |
| METLIFE INC | 6171 | 475696 | COM |
| AMERICAN INTL GROUP INC | 6517 | 471137 | COM NEW |
| ISHARES TR | 5118 | 468133 | CORE 80/20 AGGRE |
| SOFI TECHNOLOGIES INC | 17153 | 465532 | COM |
| NCINO INC | 18480 | 464213 | COM |
| PARKER-HANNIFIN CORP | 493 | 462268 | COM |
| CASTLE BIOSCIENCES INC | 11588 | 459348 | COM |
| CONOCOPHILLIPS | 4760 | 459145 | COM |
| WATSCO INC | 1219 | 456730 | COM |
| TEXAS INSTRS INC | 2419 | 456083 | COM |
| BECTON DICKINSON & CO | 2250 | 453403 | COM |
| ISHARES TR | 7669 | 452277 | ESG MSCI USA ETF |
| T ROWE PRICE ETF INC | 8985 | 450688 | PRICE BLUE CHIP |
| CIENA CORP | 1816 | 447499 | COM NEW |
| PROCORE TECHNOLOGIES INC | 6192 | 446072 | COM |
| ISHARES TR | 19500 | 445575 | 20+ YEAR TR BD |
| AMERICAN CENTY ETF TR | 6560 | 445007 | AVANTIS MODERAT |
| AT&T INC | 19078 | 444518 | COM |
| ISHARES TR | 4126 | 442009 | SHRT NAT MUN ETF |
| NEXTERA ENERGY INC | 5405 | 441236 | COM |
| ISHARES TR | 4291 | 440133 | 0-5 YR TIPS ETF |
| INNOVATOR ETFS TRUST | 9276 | 439775 | US EQTY PWR BUF |
| VANGUARD BD INDEX FDS | 5566 | 438812 | SHORT TRM BOND |
| ALIBABA GROUP HLDG LTD | 2622 | 437861 | SPONSORED ADS |
| ISHARES TR | 2926 | 433862 | S&P SML 600 GWT |
| ISHARES INC | 9336 | 433354 | ESG AWR MSCI EM |
| BLACKROCK ETF TRUST II | 8275 | 428915 | ISHARES AAA CLO |
| L3HARRIS TECHNOLOGIES INC | 1253 | 427620 | COM |
| SPDR DOW JONES INDL AVERAGE | 868 | 426809 | UT SER 1 |
| COMCAST CORP NEW | 14647 | 417148 | CL A |
| CENTENE CORP DEL | 9086 | 415753 | COM |
| WHEATON PRECIOUS METALS CORP | 3178 | 415684 | COM |
| MARATHON PETE CORP | 2339 | 411297 | COM |
| J P MORGAN EXCHANGE TRADED F | 8644 | 410763 | CORE PLUS BD ETF |
| US BANCORP DEL | 7488 | 404717 | COM NEW |
| TRUST FOR PROFESSIONAL MANAG | 9510 | 403974 | ACTIVEPASSIVE US |
| ISHARES TR | 4192 | 403709 | 7-10 YR TRSY BD |
| ISHARES SILVER TR | 5094 | 400412 | ISHARES |
| SELECT SECTOR SPDR TR | 4895 | 397008 | STATE STREET CON |
| ASTRAZENECA PLC | 4174 | 394449 | SPONSORED ADR |
| DANAHER CORPORATION | 1674 | 394269 | COM |
| QXO INC | 15607 | 392672 | COM NEW |
| VANGUARD WORLD FD | 1345 | 391807 | HEALTH CAR ETF |
| CAPITAL ONE FINL CORP | 1684 | 389587 | COM |
| ISHARES TR | 4579 | 388727 | CORE MSCI INTL |
| TJX COS INC NEW | 2451 | 387671 | COM |
| VANGUARD WORLD FD | 1739 | 383658 | CONSUM STP ETF |
| CAPITAL GROUP CORE EQUITY ET | 9212 | 378067 | SHS CREATION UNI |
| ABIVAX SA | 3110 | 372080 | SPONSORED ADS |
| AFLAC INC | 3436 | 370928 | COM |
| VANGUARD ADMIRAL FDS INC | 3149 | 367457 | SMLLCP 600 IDX |
| INVESCO EXCH TRADED FD TR II | 1396 | 359972 | NASDAQ 100 ETF |
| GLOBAL X FDS | 15986 | 359676 | RATE PREFERRED |
| ALTRIA GROUP INC | 5970 | 359125 | COM |
| ASTERA LABS INC | 1985 | 358401 | COM |
| COREWEAVE INC | 4088 | 357655 | COM CL A |
| DOMO INC | 48932 | 356714 | COM CL B |
| S&P GLOBAL INC | 653 | 354024 | COM |
| PROGRESSIVE CORP | 1703 | 349167 | COM |
| VANGUARD SCOTTSDALE FDS | 4350 | 347217 | SHRT TRM CORP BD |
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