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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 28.23%
0.48%
$6.115M
13,815 shares@ $442.67 avg price
XHLFBondbloxx Etf Trust
Recent Activity
Decreased -27.55%
0.47%
$5.932M
118,113 shares@ $50.23 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 49.72%
0.46%
$5.805M
24,199 shares@ $239.87 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 64.2%
0.45%
$5.736M
29,871 shares@ $192.04 avg price
GOVTIshares Tr
Recent Activity
Increased 39.32%
0.45%
$5.693M
255,636 shares@ $22.28 avg price
USIGIshares Tr
Recent Activity
Increased 48.24%
0.43%
$5.395M
108,394 shares@ $49.78 avg price
ADBEAdobe Inc
Recent Activity
Increased 23.57%
0.42%
$5.306M
13,071 shares@ $405.93 avg price
MAMastercard Incorporated
Recent Activity
Increased 29.9%
0.42%
$5.275M
10,453 shares@ $504.68 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 116.09%
0.42%
$5.268M
23,028 shares@ $228.78 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 46.45%
0.41%
$5.255M
15,022 shares@ $349.79 avg price