Position in A
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$429,306
+$45,650 QoQ
Shares Held
3,232
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#661
of 1,121 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $8,695,472 across 10 Diagnostics & Research names. A ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MEDP |
Medpace Holdings, Inc.
|
5,016 | $2,656,423 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
3,112 | $1,638,281 | |
| 3 | ILMN |
Illumina, Inc.
|
6,425 | $1,129,707 | |
| 4 | TMO |
Thermo Fisher Scientific Inc.
|
1,964 | $984,671 | |
| 5 | DGX |
Quest Diagnostics Inc
|
3,946 | $836,354 | |
| 6 | A |
Agilent Technologies, Inc.
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|
3,232 | $429,306 | |
| 7 | DHR |
Danaher Corp /De/
|
2,131 | $405,912 | |
| 8 | CSTL |
Castle Biosciences Inc
|
15,932 | $379,978 |
All Filings in A
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,306 | 3,232 | Shares | Sole | 2026-07-30 | |
| 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. | ||||||