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Diversify Wealth Management, LLC

SEC CIK
0002030780
Latest filing
Jul 29, 2026

AAPL holding history

Apple Inc. in every 13F filed by Diversify Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
449,050
Value
$151.3M
% of portfolio
2.5%
Quarters held
9
Since Q2 2024
Holdings of AAPL by Diversify Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026449,050$151.3M2.5%+34,447+8.3%AddedHolders
Q1 2026414,603$112.0M2.0%+302,610+270.2%AddedHolders
Q4 2025111,993$29.2M1.4%+2,101+1.9%AddedHolders
Q3 2025109,892$29.6M1.7%+4,292+4.1%AddedHolders
Q2 2025105,600$24.3M1.5%+4,186+4.1%AddedHolders
Q1 2025101,414$21.4M1.6%+455+0.5%AddedHolders
Q4 2024100,959$23.9M1.9%+37,036+57.9%AddedHolders
Q3 202463,923$14.8M1.4%+11,060+20.9%AddedHolders
Q2 202452,863$11.1M1.4%–No prior filingHolders