Position in POOL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,128,439
-$485,142 QoQ
Shares Held
5,251
-34.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#256
of 611 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,734,477 across 7 Industrial Distribution names. POOL ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DXPE |
Dxp Enterprises Inc
|
8,774 | $1,480,524 | |
| 2 | POOL |
Pool Corp
This page
|
5,251 | $1,128,439 | |
| 3 | WSO |
Watsco Inc
|
1,754 | $730,944 | |
| 4 | QXO |
QXO, Inc.
|
29,632 | $512,040 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
277 | $376,830 | |
| 6 | FAST |
Fastenal Co
|
5,926 | $284,625 | |
| 7 | WCC |
Wesco International Inc
|
640 | $221,075 |
All Filings in POOL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,439 | 5,251 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,613,581 | 7,975 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,227,472 | 5,366 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,848,947 | 5,963 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,717,108 | 5,891 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,653,828 | 5,195 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,958,359 | 5,744 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,805,248 | 4,791 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,407,571 | 4,580 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||