Position in CDW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,462,234
+$354,175 QoQ
Shares Held
10,397
+13.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#303
of 750 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $22,139,931 across 8 Information Technology Services names. CDW ranks #3 (6.6% of the industry book) .
| # | 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
This page
|
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 CDW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,462,234 | 10,397 | Shares | Sole | 2026-07-30 | |
| 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. | ||||||