DIVERSIFY WEALTH MANAGEMENT, LLC

Position in POOL — Pool Corp

CIK 2030780 SANDY, UT

Position in POOL

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

Position Value

$1,613,581

+$386,109 QoQ

Shares Held

7,975

+48.6% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.050156739811912224.ToString("F0")% Shared 0.ToString("F0")% None 99.94984326018809.ToString("F0")%

Industrials · as of Mar 31, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,604,752 across 6 Industrial Distribution names. POOL ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	POOL	Pool Corp This page	7,975	$1,613,581
2	DXPE	Dxp Enterprises Inc	8,774	$1,225,991
3	WSO	Watsco Inc	1,776	$646,091
4	QXO	QXO, Inc.	25,909	$503,152
5	GWW	W.W. Grainger, Inc.	284	$309,790
6	FAST	Fastenal Co	6,598	$306,147

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,613,581	7,975	+48.6%	Shares	Sole	2026-05-01
2025-12-31	$1,227,472	5,366	-10.0%	Shares	Sole	2026-02-03
2025-09-30	$1,848,947	5,963	+1.2%	Shares	Sole	2025-11-12
2025-06-30	$1,717,108	5,891	+13.4%	Shares	Sole	2025-08-14
2025-03-31	$1,653,828	5,195	-9.6%	Shares	Sole	2025-05-01
2024-12-31	$1,958,359	5,744	+19.9%	Shares	Sole	2025-01-16
2024-09-30	$1,805,248	4,791	+4.6%	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.