Position in VIK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,127,242
+$443,984 QoQ
Shares Held
39,431
-21.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#187
of 607 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VIK Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $20,577,045 across 8 Travel Services names. VIK ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABNB |
Airbnb, Inc.
|
66,486 | $9,514,146 | |
| 2 | VIK |
Viking Holdings Ltd
This page
|
39,431 | $4,127,242 | |
| 3 | RCL |
Royal Caribbean Cruises Ltd
|
8,414 | $2,671,697 | |
| 4 | CCL |
Carnival Corp Ltd.
|
63,648 | $1,818,423 | |
| 5 | BKNG |
Booking Holdings Inc.
|
5,248 | $935,403 | |
| 6 | TNL |
Travel & Leisure Co.
|
9,307 | $711,334 | |
| 7 | NCLH |
Norwegian Cruise Line Holdings Ltd.
|
20,252 | $427,519 | |
| 8 | EXPE |
Expedia Group, Inc.
|
1,451 | $371,281 |
All Filings in VIK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,127,242 | 39,431 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,683,258 | 50,126 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,554,789 | 49,780 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,193,064 | 67,456 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,477,012 | 65,247 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,437,907 | 61,331 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,573,808 | 58,416 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,969,749 | 56,456 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||