DIVERSIFY WEALTH MANAGEMENT, LLC AMD — ADVANCED MICRO DEVICES INC

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  7 quarters on record

AI Ownership Summary

DIVERSIFY WEALTH MANAGEMENT, LLC reported ADVANCED MICRO DEVICES INC (AMD) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.88% in 2026 Q1. The latest visible filing shows AMD at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIVERSIFY WEALTH MANAGEMENT, LLC's position in ADVANCED MICRO DEVICES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMD was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMD stock page DIVERSIFY WEALTH MANAGEMENT, LLC fund profile DIVERSIFY WEALTH MANAGEMENT, LLC full holdings
How DIVERSIFY WEALTH MANAGEMENT, LLC held AMD — position size vs. price
% of Fund (quarterly)    AMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 145,883 +115,620 +382.1% 0.88% $49.2M 2026-05-01 $360.54
2025 Q4 REDUCED 12.7% -5.0% ✅ 30,263 -4,394 -12.7% 0.31% $6.7M 2026-02-03 $242.11
2025 Q3 ADDED — — — 34,657 +951 +2.8% 0.52% $9.0M 2025-11-12 $258.89
2025 Q2 ADDED — — — 33,706 +2,401 +7.7% 0.36% $5.9M 2025-08-14 $180.95
2025 Q1 ADDED — — — 31,305 +3,445 +12.4% 0.22% $3.0M 2025-05-01 $96.65
2024 Q4 ADDED — — — 27,860 +10,331 +58.9% 0.25% $3.2M 2025-01-16 $118.44
2024 Q3 INITIATED — — — 17,529 — — 0.26% $2.7M 2024-10-25 $156.23

🏢 Other funds also holding AMD

As of 2026 Q1 — sorted by position size

Summa Corp. 10.3% Family Legacy Financial Solutions, LLC 9.83% QVR LLC 3Y 7.44% Torrey Growth & Income Advisors 6.47% Summerhill Capital Management lnc. 5.78% Nepsis Inc. 3Y 7Y 5.27% Robocap Asset Management Ltd 5.18% Generali Powszechne Towarzystwo Emerytalne 5.04% Bellecapital International Ltd. 3Y 7Y 4.79% Pacific Capital Partners Ltd 4.6%

FAQ About DIVERSIFY WEALTH MANAGEMENT, LLC and AMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has DIVERSIFY WEALTH MANAGEMENT, LLC reported owning AMD?

DIVERSIFY WEALTH MANAGEMENT, LLC reported AMD across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AMD position in DIVERSIFY WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for AMD was 0.88% in 2026 Q1.

What is the latest reported AMD position on this page?

The most recent filing on this page is 2026 Q1, when DIVERSIFY WEALTH MANAGEMENT, LLC reported 145,883 shares, equal to 0.88% of portfolio, with an estimated market value of $49.2M.

What does the chart on this AMD ownership page compare?

The chart compares DIVERSIFY WEALTH MANAGEMENT, LLC's quarterly AMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DIVERSIFY WEALTH MANAGEMENT, LLC time their AMD position?

Based on 13F filing dates vs. subsequent AMD price moves, DIVERSIFY WEALTH MANAGEMENT, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on AMD relative to SPY over the holding period was +48.6%.

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