Position in QXO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$503,152
+$202,093 QoQ
Shares Held
25,909
+66.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in QXO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,604,752 across 6 Industrial Distribution names. QXO ranks #4 (10.9% of the industry book) .
All Filings in QXO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $503,152 | 25,909 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $301,059 | 15,607 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $300,099 | 15,745 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $340,698 | 15,817 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $225,481 | 16,653 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $159,143 | 10,009 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $162,951 | 10,333 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||