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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
DFAEDimensional Etf Trust
Recent Activity
Increased 1.9%
0.67%
$8.572M
345,245 shares@ $24.83 avg price
VGTVanguard World Fd
Recent Activity
Increased 3.08%
0.67%
$8.549M
13,936 shares@ $613.44 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 217.37%
0.64%
$8.103M
46,723 shares@ $173.42 avg price
AVGOBroadcom Inc
Recent Activity
Increased 32.34%
0.63%
$8.075M
36,000 shares@ $224.32 avg price
SPHYSpdr Ser Tr
Recent Activity
Increased 46.8%
0.61%
$7.751M
330,826 shares@ $23.44 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 1.05%
0.6%
$7.665M
172,373 shares@ $44.47 avg price
CRMSalesforce Inc
Recent Activity
Increased 44.88%
0.59%
$7.527M
23,680 shares@ $317.85 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 0.95%
0.59%
$7.504M
294,719 shares@ $25.46 avg price
ORCLOracle Corp
Recent Activity
Increased 28.59%
0.57%
$7.297M
47,231 shares@ $154.51 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 2.67%
0.57%
$7.297M
77,062 shares@ $94.7 avg price