Position in A
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$383,656
+$180,776 QoQ
Shares Held
3,366
+125.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $7,161,534 across 8 Diagnostics & Research names. A ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MEDP |
Medpace Holdings, Inc.
|
6,429 | $3,087,141 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
2,097 | $1,178,283 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
1,834 | $901,466 | |
| 4 | DGX |
Quest Diagnostics Inc
|
3,826 | $749,819 | |
| 5 | DHR |
Danaher Corp /De/
|
2,321 | $440,061 | |
| 6 | CSTL |
Castle Biosciences Inc
|
15,760 | $386,908 | |
| 7 | A |
Agilent Technologies, Inc.
This page
|
3,366 | $383,656 | |
| 8 | OPK |
Opko Health, Inc.
|
30,000 | $34,200 |
All Filings in A
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $383,656 | 3,366 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $202,880 | 1,491 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||