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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
VSSVanguard Intl Equity Index F
Recent Activity
Increased 16.87%
0.41%
$5.214M
46,729 shares@ $111.57 avg price
PULSPgim Etf Tr
Recent Activity
Increased 39.93%
0.41%
$5.189M
104,586 shares@ $49.61 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.29%
0.4%
$5.049M
26,183 shares@ $192.84 avg price
PEPPepsico Inc
Recent Activity
Increased 61.1%
0.4%
$5.049M
35,395 shares@ $142.64 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 48.69%
0.39%
$4.875M
82,998 shares@ $58.74 avg price
DBEFDbx Etf Tr
Recent Activity
Increased 14.98%
0.38%
$4.814M
115,340 shares@ $41.74 avg price
LLYEli Lilly & Co
Recent Activity
Increased 25.48%
0.37%
$4.7M
5,876 shares@ $799.88 avg price
BUFBInnovator Etfs Trust
Recent Activity
Increased 0.9%
0.37%
$4.689M
145,710 shares@ $32.19 avg price
CVXChevron Corp New
Recent Activity
Increased 51.18%
0.37%
$4.668M
30,483 shares@ $153.15 avg price
FALNIshares Tr
Recent Activity
Increased 2.26%
0.36%
$4.563M
170,955 shares@ $26.7 avg price