DIVERSIFY WEALTH MANAGEMENT, LLC

Position in BROS — Dutch Bros Inc.

CIK 2030780 SANDY, UT

Position in BROS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,262,876

+$1,935,146 QoQ

Shares Held

31,512

+208.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#180

of 549 holders

Holding Since

Jun 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $14,263,458 across 5 Restaurants names. BROS ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	33,754	$9,124,043
2	BROS	Dutch Bros Inc. This page	31,512	$2,262,876
3	SBUX	Starbucks Corp	21,865	$2,234,384
4	YUM	Yum Brands Inc	2,676	$427,785
5	CMG	Chipotle Mexican Grill Inc	6,305	$214,370

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,262,876	31,512	+208.0%	Shares	Sole	2026-07-30
2024-09-30	$327,730	10,232	+1.7%	Shares	Sole	2024-10-25
2024-06-30	$416,525	10,061	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.