DIVERSIFY WEALTH MANAGEMENT, LLC

Position in CELH — Celsius Holdings, Inc.

CIK 2030780 SANDY, UT

Position in CELH

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

Position Value

$1,705,882

-$686,215 QoQ

Shares Held

58,261

-13.6% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#183

of 537 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $26,726,247 across 4 Beverages - Non-Alcoholic names. CELH ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	164,600	$13,377,042
2	PEP	Pepsico Inc	64,003	$8,666,006
3	MNST	Monster Beverage Corp	61,950	$2,977,317
4	CELH	Celsius Holdings, Inc. This page	58,261	$1,705,882

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,705,882	58,261	-13.6%	Shares	Sole	2026-07-30
2026-03-31	$2,392,097	67,421	+0.4%	Shares	Sole	2026-05-01
2025-12-31	$3,070,251	67,124	-15.5%	Shares	Sole	2026-02-03
2025-09-30	$4,568,787	79,471	+0.5%	Shares	Sole	2025-11-12
2025-06-30	$3,668,799	79,086	+5.2%	Shares	Sole	2025-08-14
2025-03-31	$2,678,873	75,207	+44.0%	Shares	Sole	2025-05-01
2024-12-31	$1,375,764	52,231	+5.8%	Shares	Sole	2025-01-16
2024-09-30	$1,548,588	49,381	+70.9%	Shares	Sole	2024-10-25
2024-06-30	$1,649,615	28,895	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.