DIVERSIFY WEALTH MANAGEMENT, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2030780
SANDY, UT
Position in BR
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$230,234
New position
Shares Held
1,417
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Information Technology Services
Technology · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $22,139,931 across 8 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
52,800 | $14,847,888 | |
| 2 | VNET |
VNET Group, Inc.
|
294,940 | $2,371,317 | |
| 3 | CDW |
CDW Corp
|
10,397 | $1,462,234 | |
| 4 | EXLS |
ExlService Holdings, Inc.
|
42,412 | $1,096,774 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
6,652 | $916,246 | |
| 6 | ACN |
Accenture plc
|
5,930 | $737,929 | |
| 7 | EPAM |
EPAM Systems, Inc.
|
7,107 | $563,940 | |
| 8 | KD |
Kyndryl Holdings, Inc.
|
12,697 | $143,603 |
All Filings in BR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,234 | 1,417 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||