Lupe Fungalei

Diversify Wealth Management, Llc

Assets Managed

$5.609B

Holdings

1137

Last Quarter

2026 - Q1

Filed Date

1mo 9d ago

Growth Rate

161.61%(2Q avg: 92.67%)

Sustained Growth

7 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversify Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1137 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 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.609B in assets, with a quarterly growth rate of 161.61% and a 2-quarter average growth rate of 92.67%. The portfolio is managed by Lupe Fungalei, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Increased 799.78%	4.89%	$274.034M 2.102M shares@ $130.39 avg price	Increased 799.78%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 1235.02%	4.13%	$231.436M 325,837 shares@ $710.29 avg price	Increased 1235.02%
SPYG Spdr Portfolio S&p 500 Growt Recent Activity Increased 40.43%	3.32%	$185.866M 1.667M shares@ $111.52 avg price	Increased 40.43%
SPYV Spdr Port S&p 500 Value Recent Activity Increased 48.73%	2.77%	$154.878M 2.618M shares@ $59.15 avg price	Increased 48.73%
AAPL Apple Inc Recent Activity Increased 270.3%	2%	$112.014M 414,703 shares@ $270.11 avg price	Increased 270.3%
AVGO Broadcom Inc Recent Activity Increased 1921.8%	1.61%	$89.787M 815,450 shares@ $110.11 avg price	Increased 1921.8%
AMZN Amazon.com Inc Recent Activity Increased 209.61%	1.6%	$89.187M 348,963 shares@ $255.58 avg price	Increased 209.61%
BKLN Invesco Senior Loan Etf Recent Activity Increased 919.55%	1.52%	$84.735M 4.117M shares@ $20.59 avg price	Increased 919.55%
VOO Vanguard S&p 500 Etf Recent Activity Increased 185.02%	1.4%	$78.054M 119,306 shares@ $654.24 avg price	Increased 185.02%
SPDW Spdr Portfolio Developed Wor Recent Activity Increased 54.47%	1.38%	$77.176M 1.616M shares@ $47.76 avg price	Increased 54.47%

1-10 of 1137