Position in MC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$946,104
-$4,478,472 QoQ
Shares Held
14,462
-84.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#179
of 394 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $27,546,888 across 17 Capital Markets names. MC ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,874 | $6,952,157 | |
| 2 | MS |
Morgan Stanley
|
17,538 | $3,666,143 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,110 | $3,424,139 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,704 | $3,179,277 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
44,125 | $2,628,526 | |
| 6 | PJT |
PJT Partners Inc.
|
15,424 | $2,328,098 | |
| 7 | CLSK |
Cleanspark, Inc.
|
88,702 | $1,290,614 | |
| 8 | MC |
Moelis & Co
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|
14,462 | $946,104 |
All Filings in MC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,104 | 14,462 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,424,576 | 95,168 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,525,488 | 94,930 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,687,248 | 93,764 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,558,258 | 89,189 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,452,751 | 76,298 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,357,146 | 58,976 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,038,583 | 29,756 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,517,820 | 26,694 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||