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Diversify Wealth Management, LLCGrowthConcentrated trader

CIK: 0002030780 | SANDY, UT

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR1312$6.7B2026-10-20SEC ↗
Q2 2026
13F-HR1286$6.0B2026-07-30SEC ↗
Q1 2026
13F-HR1174$5.6B2026-05-01SEC ↗
Q4 2025
13F-HR622$2.1B2026-02-03SEC ↗
Q3 2025
13F-HR541$1.7B2025-11-12SEC ↗
Q2 2025
13F-HR535$1.6B2025-08-14SEC ↗
Q1 2025
13F-HR510$1.3B2025-05-01SEC ↗
Q4 2024
13F-HR514$1.3B2025-01-16SEC ↗
Q3 2024
13F-HR469$1.0B2024-10-25SEC ↗
Q2 2024
13F-HR432$804.2M2024-08-08SEC ↗