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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
DFARDimensional Etf Trust
Recent Activity
Decreased -1.45%
0.57%
$7.248M
324,288 shares@ $22.36 avg price
IHDGWisdomtree Tr
Recent Activity
Increased 6.51%
0.54%
$6.87M
155,462 shares@ $44.2 avg price
SHOPShopify Inc
Recent Activity
Increased 2.41%
0.53%
$6.736M
64,952 shares@ $103.72 avg price
NOWServicenow Inc
Recent Activity
Increased 0.65%
0.53%
$6.692M
6,531 shares@ $1024.6 avg price
HDHome Depot Inc
Recent Activity
Increased 38.4%
0.53%
$6.688M
17,153 shares@ $389.89 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -14.85%
0.52%
$6.664M
151,012 shares@ $44.13 avg price
VVisa Inc
Recent Activity
Increased 45.47%
0.52%
$6.6M
21,449 shares@ $307.72 avg price
WMTWalmart Inc
Recent Activity
Increased 11.32%
0.52%
$6.586M
70,815 shares@ $93.01 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 16%
0.5%
$6.335M
12,166 shares@ $520.71 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 2.06%
0.5%
$6.308M
233,549 shares@ $27.02 avg price