Position in WSO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$730,944
+$84,853 QoQ
Shares Held
1,754
-1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#395
of 783 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,734,477 across 7 Industrial Distribution names. WSO ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DXPE |
Dxp Enterprises Inc
|
8,774 | $1,480,524 | |
| 2 | POOL |
Pool Corp
|
5,251 | $1,128,439 | |
| 3 | WSO |
Watsco Inc
This page
|
1,754 | $730,944 | |
| 4 | QXO |
QXO, Inc.
|
29,632 | $512,040 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
277 | $376,830 | |
| 6 | FAST |
Fastenal Co
|
5,926 | $284,625 | |
| 7 | WCC |
Wesco International Inc
|
640 | $221,075 |
All Filings in WSO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,944 | 1,754 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $646,091 | 1,776 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $410,742 | 1,219 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $508,205 | 1,257 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $570,131 | 1,291 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $690,271 | 1,358 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $701,831 | 1,481 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $757,003 | 1,539 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $768,051 | 1,658 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||