Position in SNOW
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$18,551,915
+$13,104,110 QoQ
Shares Held
123,007
+395.3% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.0032518474558358465.ToString("F0")%
Shared 0.ToString("F0")%
None 99.99674815254417.ToString("F0")%
Common Shares in SNOW 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. SNOW ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
245,388 | $25,655,315 | |
| 2 | SNOW |
Snowflake Inc.
This page
|
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 SNOW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,551,915 | 123,007 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,447,805 | 24,835 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,200,143 | 27,489 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,923,415 | 26,471 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,662,623 | 25,059 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||