DIVERSIFY WEALTH MANAGEMENT, LLC

Position in FIX — Comfort Systems USA Inc

CIK 2030780 SANDY, UT

Position in FIX

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

Position Value

$8,894,991

+$629,325 QoQ

Shares Held

4,488

-25.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#356

of 1,341 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $19,896,205 across 5 Engineering & Construction names. FIX ranks #2 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRL	Sterling Infrastructure, Inc.	10,892	$9,142,309
2	FIX	Comfort Systems USA Inc This page	4,488	$8,894,991
3	EME	EMCOR Group, Inc.	1,030	$854,776
4	PWR	Quanta Services, Inc.	1,070	$770,442
5	APG	APi Group Corp	5,518	$233,687

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,894,991	4,488	-25.1%	Shares	Sole	2026-07-30
2026-03-31	$8,265,666	5,994	+24.1%	Shares	Sole	2026-05-01
2025-12-31	$4,507,790	4,830	-10.3%	Shares	Sole	2026-02-03
2025-09-30	$4,445,244	5,387	-18.2%	Shares	Sole	2025-11-12
2025-06-30	$3,532,551	6,588	+19.2%	Shares	Sole	2025-08-14
2025-03-31	$1,782,162	5,529	+35.5%	Shares	Sole	2025-05-01
2024-12-31	$1,730,588	4,081	+63.0%	Shares	Sole	2025-01-16
2024-09-30	$977,046	2,503	-16.5%	Shares	Sole	2024-10-25
2024-06-30	$911,143	2,996	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.