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Lupe Fungalei

@Diversify Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.283BTotal holdings514
Assets growth rate23.55%Assets growth rate (2-Q avg)26.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversify Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 514 positions.

Assets under management

The assets under management (AUM) of Diversify Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.283B in assets, with a quarterly growth rate of 23.55% and a 2-quarter average growth rate of 26.33%. The portfolio is managed by Lupe Fungalei, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 29.47%
3.34%
$42.846M
73,811 shares@ $580.49 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 45.66%
2.94%
$37.593M
429,490 shares@ $87.53 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 41.77%
2.54%
$32.492M
644,421 shares@ $50.43 avg price
NVDANvidia Corporation
Recent Activity
Increased 54.24%
2.35%
$30.031M
220,962 shares@ $135.91 avg price
AAPLApple Inc
Recent Activity
Increased 57.94%
1.87%
$23.912M
100,959 shares@ $236.85 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 30.21%
1.69%
$21.57M
98,519 shares@ $218.95 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 43.57%
1.52%
$19.462M
573,771 shares@ $33.92 avg price
QUALIshares Tr
Recent Activity
Increased 3.89%
1.49%
$19.079M
108,188 shares@ $176.35 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 35.74%
1.47%
$18.783M
44,834 shares@ $418.95 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 4.72%
1.43%
$18.288M
532,854 shares@ $34.32 avg price