DIVERSIFY WEALTH MANAGEMENT, LLC has reported its latest holdings in a recent SEC filing, revealing a total value of approximately $6.7 billion in assets under management as of September 30, 2026. This significant disclosure underscores the firm's ongoing commitment to transparency and regulatory compliance in the investment management sector.
The filing, dated October 20, 2026, is part of DIVERSIFY WEALTH MANAGEMENT's regular reporting obligations under the SEC regulations. The firm continues to set a standard for accountability in the investment management industry, which has seen a growing emphasis on transparency in recent years.
Background
DIVERSIFY WEALTH MANAGEMENT, LLC is based in Sandy, Utah, and is categorized as an investment management firm. The company is registered with the SEC and has been filing its quarterly holdings reports regularly. The firm operates under the Central Index Key (CIK) number 0002030780 and has a fiscal year ending on December 31. The recent filing is part of a series of reports that include previous submissions on July 30, 2026, and May 1, 2026.
What the Filing Says
According to the filing, DIVERSIFY WEALTH MANAGEMENT reported a total of 1,312 entries in its holdings, with a total reported value of $6,688,451,668. The firm has maintained its investment discretion over these holdings, indicating a proactive management strategy.
Impact
This filing may affect various stakeholders, including investors, regulatory bodies, and competitors in the investment management sector. Investors may view the substantial asset base as a positive indicator of the firm's stability and expertise, while competitors might analyze the report to gauge market positioning.
What's Next
The filing does not specify what happens next for DIVERSIFY WEALTH MANAGEMENT, LLC. However, it is expected that the firm will continue to provide updates in future filings as part of its ongoing regulatory obligations.
Source: SEC Accession Number 0002030780-26-000005