Position in SNOW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$31,236,566
+$12,684,651 QoQ
Shares Held
122,737
-0.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#206
of 1,453 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $115,497,164 across 30 Software - Application names. SNOW ranks #1 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
This page
|
122,737 | $31,236,566 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,190 | $26,328,063 | |
| 3 | UBER |
Uber Technologies, Inc
|
180,048 | $12,992,263 | |
| 4 | ADP |
Automatic Data Processing Inc
|
36,413 | $8,154,691 | |
| 5 | CRM |
Salesforce, Inc.
|
51,047 | $7,997,023 | |
| 6 | INTU |
Intuit Inc.
|
25,350 | $6,616,350 | |
| 7 | SHOP |
Shopify Inc.
|
51,757 | $5,909,614 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
8,085 | $3,034,462 |
All Filings in SNOW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,236,566 | 122,737 | Shares | Sole | 2026-07-30 | |
| 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. | ||||||