Position in GRFS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$196,562
-$833,293 QoQ
Shares Held
24,509
-77.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GRFS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $87,794,871 across 13 Drug Manufacturers - General names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
94,734 | $24,059,593 | |
| 2 | LLY |
ELI LILLY & Co
|
16,684 | $20,011,291 | |
| 3 | ABBV |
AbbVie Inc.
|
64,821 | $16,311,556 | |
| 4 | AMGN |
Amgen Inc
|
22,302 | $8,076,000 | |
| 5 | MRK |
Merck & Co., Inc.
|
29,135 | $3,743,847 | |
| 6 | NVS |
Novartis AG
|
20,054 | $3,142,862 | |
| 7 | PFE |
Pfizer Inc
|
117,466 | $2,828,581 | |
| 8 | GSK |
GSK plc
|
43,867 | $2,299,508 |
All Filings in GRFS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,562 | 24,509 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,029,855 | 110,145 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,220,976 | 122,588 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||