Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025

Diversify Wealth Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.73 Trillion distributed in 541 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $65.2B, Spdr Portfolio S&P 500 Value E with a value of $57.2B, Dimensional ETF Tr with a value of $52.3B, Spdr S&P 500 ETF Trust with a value of $51.6B, and Nvidia Corp with a value of $48.3B.

Examining the 13F form we can see an increase of $115B in the current position value, from $1.62T to 1.73T.

Diversify Wealth Management, LLC is based out at Sandy, UT

Below you can find more details about Diversify Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.73 Trillion
ETFs: $777 Billion
Technology: $313 Billion
Financial Services: $117 Billion
Healthcare: $95.3 Billion
Industrials: $78.5 Billion
Consumer Cyclical: $78 Billion
Communication Services: $68.6 Billion
Consumer Defensive: $59.6 Billion
Other: $74.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$65.2 Billion 3.76% of portfolio
600,237
Q3 2025 Added 4.15%
$0
$57.2 Billion 3.3% of portfolio
1,023,271
Q3 2025 Added 12.39%
$0
$52.3 Billion 3.02% of portfolio
1,119,298
Q3 2025 Reduced 6.36%
$0
$51.6 Billion 2.98% of portfolio
75,493
Q3 2025 Added 0.58%
$465B
$48.3 Billion 2.79% of portfolio
233,345
Q3 2025 Reduced 2.62%
$0
$34.6 Billion 2.0% of portfolio
793,063
Q3 2025 Added 7.35%
$4.3T
$29.6 Billion 1.71% of portfolio
109,892
Q3 2025 Added 4.06%
$2.39T
$27.7 Billion 1.6% of portfolio
108,964
Q3 2025 Added 1.02%
$3.78T
$26.3 Billion 1.52% of portfolio
50,860
Q3 2025 Added 3.15%
$0
$23.4 Billion 1.35% of portfolio
37,259
Q3 2025 Added 6.83%
$0
$22.6 Billion 1.3% of portfolio
115,325
Q3 2025 Added 1.84%
$169B
$22 Billion 1.27% of portfolio
24,056
Q3 2025 Reduced 0.89%
$1.37T
$18.9 Billion 1.09% of portfolio
29,592
Q3 2025 Added 4.4%
$0
$18.6 Billion 1.07% of portfolio
741,168
Q3 2025 Added 6.1%
$0
$18.1 Billion 1.04% of portfolio
797,120
Q3 2025 Added 6.08%
$0
$17.7 Billion 1.02% of portfolio
163,956
Q3 2025 Added 3.63%
$139B
$15.4 Billion 0.89% of portfolio
42,448
Q3 2025 Added 8.31%
$1.74T
$15.4 Billion 0.89% of portfolio
54,347
Q3 2025 Reduced 0.38%
$0
$15.1 Billion 0.87% of portfolio
388,114
Q3 2025 Reduced 2.69%
$0
$14.7 Billion 0.85% of portfolio
342,611
Q3 2025 Reduced 1.72%
$0
$14.2 Billion 0.82% of portfolio
258,540
Q3 2025 Added 3.35%
$0
$12.8 Billion 0.74% of portfolio
270,968
Q3 2025 Added 2.77%
$0
$12.9 Billion 0.74% of portfolio
545,606
Q3 2025 Added 8.95%
$0
$12 Billion 0.69% of portfolio
493,518
Q3 2025 Added 1.4%
$593B
$11.9 Billion 0.69% of portfolio
46,273
Q3 2025 Reduced 3.06%
$404B
$11.5 Billion 0.66% of portfolio
12,339
Q3 2025 Added 6.51%
$61.4B
$11.3 Billion 0.65% of portfolio
51,635
Q3 2025 Added 4.03%
$0
$11.1 Billion 0.64% of portfolio
43,621
Q3 2025 Added 1.19%
$0
$11 Billion 0.63% of portfolio
17,327
Q3 2025 Added 1.1%
Lam Research Corp
-
$10.6 Billion 0.61% of portfolio
-
Q3 2025 Reduced 1.04%
$0
$10.2 Billion 0.59% of portfolio
35,201
Q3 2025 Added 3.17%
$881B
$9.91 Billion 0.57% of portfolio
32,022
Q3 2025 Added 3.82%
$0
$9.57 Billion 0.55% of portfolio
97,815
Q3 2025 Added 0.03%
$0
$9.49 Billion 0.55% of portfolio
182,998
Q3 2025 Added 14.23%
$18.5B
$9.01 Billion 0.52% of portfolio
46,061
Q3 2025 Added 0.0%
$0
$9.08 Billion 0.52% of portfolio
392,779
Q3 2025 Added 12.57%
$388B
$9 Billion 0.52% of portfolio
34,657
Q3 2025 Added 2.82%
$3.96B
$8.78 Billion 0.51% of portfolio
439,553
Q3 2025 Added 57.94%
$0
$8.6 Billion 0.5% of portfolio
307,328
Q3 2025 Reduced 0.84%
$8.6B
$8.58 Billion 0.5% of portfolio
90,506
Q3 2025 Reduced 0.02%
$0
$8.58 Billion 0.5% of portfolio
261,055
Q3 2025 Reduced 9.78%
$0
$8.54 Billion 0.49% of portfolio
171,994
Q3 2025 Added 14.01%
$633M
$8.31 Billion 0.48% of portfolio
1,750,000
Q2 2025 New
$0
$8.14 Billion 0.47% of portfolio
175,756
Q3 2025 Added 1.21%
$1.65T
$8.08 Billion 0.47% of portfolio
28,462
Q3 2025 Reduced 1.27%
$237B
$8.03 Billion 0.46% of portfolio
30,741
Q3 2025 Added 4.12%
$0
$7.74 Billion 0.45% of portfolio
77,139
Q3 2025 Added 11.02%
$0
$7.58 Billion 0.44% of portfolio
53,232
Q3 2025 Reduced 6.25%
$0
$7.71 Billion 0.44% of portfolio
152,371
Q3 2025 Added 7.45%

Summary

  • Portfolio
  • No. of Stocks 541
  • Current Value $1.73 Trillion
  • Prior Value $1.62 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 279 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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