Position in KC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$208,669
-$458,354 QoQ
Shares Held
15,619
-75.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 83 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $107,471,052 across 33 Software - Application names. KC ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
245,388 | $25,655,315 | |
| 2 | SNOW |
Snowflake Inc.
|
123,007 | $18,551,915 | |
| 3 | UBER |
Uber Technologies, Inc
|
166,867 | $12,002,743 | |
| 4 | INTU |
Intuit Inc.
|
20,883 | $9,029,391 | |
| 5 | CRM |
Salesforce, Inc.
|
45,100 | $8,418,817 | |
| 6 | ADP |
Automatic Data Processing Inc
|
34,994 | $7,110,080 | |
| 7 | SHOP |
Shopify Inc.
|
50,770 | $6,022,337 | |
| 8 | ADBE |
Adobe Inc.
|
9,366 | $2,276,687 |
All Filings in KC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,669 | 15,619 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $667,023 | 64,509 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,008,845 | 67,617 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $829,750 | 66,274 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $740,846 | 51,591 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||