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Managed Portfolio Ser shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $747k 29k 25.68

More positions owned by Diversify Wealth Management

NVIDIA Corporation (NVDA)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Diversify Wealth Management

Top funds holding Managed Portfolio Ser

LPL Financial
Apollon Wealth Management
Heritage Oak Wealth Advisors
Armis Advisers
Kestra Advisory Services
Prospera Financial Services
Delta Investment Management
CoreCap Advisors
United Advisor Group
Atria Investments
Sigma Planning
Cambridge Investment Research Advisors
Aptus Capital Advisors
HFG Wealth Management
Arete Wealth Advisors

View all funds holding Managed Portfolio Ser