Position in CDW
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,108,059
+$278,874 QoQ
Shares Held
9,156
+50.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $19,588,768 across 12 Information Technology Services names. CDW ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
39,808 | $9,649,061 | |
| 2 | VNET |
VNET Group, Inc.
|
268,672 | $2,254,158 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
12,253 | $1,936,464 | |
| 4 | ACN |
Accenture plc
|
8,085 | $1,603,174 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
38,163 | $1,162,063 | |
| 6 | CDW |
CDW Corp
This page
|
9,156 | $1,108,059 | |
| 7 | EPAM |
EPAM Systems, Inc.
|
5,422 | $734,138 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
7,341 | $450,370 |
All Filings in CDW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,108,059 | 9,156 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $829,185 | 6,088 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $929,239 | 5,834 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $981,887 | 5,498 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $689,278 | 4,301 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $562,497 | 3,232 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $502,612 | 2,221 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $426,191 | 1,904 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||