DIVERSIFY WEALTH MANAGEMENT, LLC

Position in IBM — International Business Machines Corp

CIK 2030780 SANDY, UT

Position in IBM

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$9,649,061

+$3,771,959 QoQ

Shares Held

39,808

+100.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.34917604501607713.ToString("F0")% Shared 0.ToString("F0")% None 99.65082395498392.ToString("F0")%

Technology · as of Mar 31, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $19,588,768 across 12 Information Technology Services names. IBM ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	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	9,156	$1,108,059
7	EPAM	EPAM Systems, Inc.	5,422	$734,138
8	CTSH	Cognizant Technology Solutions Corp	7,341	$450,370

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,649,061	39,808	+100.6%	Shares	Sole	2026-05-01
2025-12-31	$5,877,102	19,841	+0.2%	Shares	Sole	2026-02-03
2025-09-30	$5,589,871	19,811	+2.9%	Shares	Sole	2025-11-12
2025-06-30	$5,675,104	19,252	+9.5%	Shares	Sole	2025-08-14
2025-03-31	$4,369,950	17,574	+12.8%	Shares	Sole	2025-05-01
2024-12-31	$3,424,291	15,577	+5.3%	Shares	Sole	2025-01-16
2024-09-30	$3,269,773	14,790	+32.9%	Shares	Sole	2024-10-25
2024-06-30	$1,924,933	11,130	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.