Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

Diversify Wealth Management, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.35 Trillion distributed in 510 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $46.2B, Spdr Portfolio with a value of $44.1B, Spdr S&P 500 ETF Trust with a value of $41B, Spdr Portfolio S&P 500 Value E with a value of $39.9B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $26B.

Examining the 13F form we can see an increase of $63.4B in the current position value, from $1.28T to 1.35T.

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 $1.35 Trillion
ETFs: $643 Billion
Technology: $192 Billion
Financial Services: $106 Billion
Healthcare: $85 Billion
Consumer Cyclical: $66.2 Billion
Industrials: $55.4 Billion
Consumer Defensive: $52.4 Billion
Communication Services: $45.4 Billion
Other: $57.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.2 Billion 3.43% of portfolio
1,216,176
Q1 2025 Added 0.99%
$0
$44.1 Billion 3.28% of portfolio
538,146
Q1 2025 Added 25.3%
$0
$41 Billion 3.04% of portfolio
73,902
Q1 2025 Added 0.12%
$0
$39.9 Billion 2.96% of portfolio
811,325
Q1 2025 Added 25.9%
$0
$26 Billion 1.93% of portfolio
686,764
Q1 2025 Added 19.69%
$284B
$24.2 Billion 1.8% of portfolio
222,401
Q1 2025 Added 0.65%
$3.2T
$21.4 Billion 1.59% of portfolio
101,414
Q1 2025 Added 0.45%
$1.9T
$19.3 Billion 1.44% of portfolio
103,116
Q1 2025 Added 4.67%
$0
$18.9 Billion 1.4% of portfolio
111,936
Q1 2025 Added 3.46%
$3.25T
$18.7 Billion 1.39% of portfolio
47,572
Q1 2025 Added 6.11%
$0
$18.2 Billion 1.35% of portfolio
562,023
Q1 2025 Reduced 5.6%
$0
$17.2 Billion 1.27% of portfolio
33,691
Q1 2025 Added 0.08%
$0
$15.7 Billion 1.17% of portfolio
626,455
Q1 2025 Reduced 2.79%
$0
$15.2 Billion 1.13% of portfolio
678,522
Q1 2025 Added 3.2%
$1.25T
$14.8 Billion 1.1% of portfolio
26,743
Q1 2025 Added 6.8%
$0
$14.6 Billion 1.08% of portfolio
451,473
Q1 2025 Reduced 15.27%
$0
$13.1 Billion 0.98% of portfolio
312,982
Q1 2025 Added 11.78%
$0
$11.3 Billion 0.84% of portfolio
461,365
Q1 2025 Reduced 3.56%
$0
$11 Billion 0.82% of portfolio
255,079
Q1 2025 Added 64.08%
$0
$10.8 Billion 0.8% of portfolio
238,438
Q1 2025 Added 15.13%
$449B
$10.6 Billion 0.79% of portfolio
10,702
Q1 2025 Added 6.95%
$0
$9.97 Billion 0.74% of portfolio
426,477
Q1 2025 Added 28.91%
$0
$9.48 Billion 0.7% of portfolio
128,884
Q1 2025 Reduced 15.1%
$0
$9.13 Billion 0.68% of portfolio
42,127
Q1 2025 Added 8.05%
$0
$8.68 Billion 0.65% of portfolio
33,896
Q1 2025 Added 2.0%
$17B
$8.56 Billion 0.64% of portfolio
46,051
Q1 2025 Reduced 0.02%
$0
$8.35 Billion 0.62% of portfolio
321,741
Q1 2025 Reduced 6.81%
$56.3B
$8.41 Billion 0.62% of portfolio
45,059
Q1 2025 Reduced 3.56%
$0
$8.37 Billion 0.62% of portfolio
165,276
Q1 2025 Reduced 8.16%
$1.01T
$8.05 Billion 0.6% of portfolio
49,681
Q1 2025 Added 5.35%
$7.73B
$7.81 Billion 0.58% of portfolio
90,354
Q1 2025 Reduced 2.13%
$0
$7.8 Billion 0.58% of portfolio
171,012
Q1 2025 Reduced 0.79%
$0
$7.75 Billion 0.58% of portfolio
16,294
Q1 2025 Reduced 8.2%
$0
$7.6 Billion 0.56% of portfolio
90,910
Q1 2025 Added 17.97%
$694B
$7.22 Billion 0.54% of portfolio
13,510
Q1 2025 Reduced 2.21%
$0
$7.29 Billion 0.54% of portfolio
316,019
Q1 2025 Added 23.62%
$81.3B
$7.27 Billion 0.54% of portfolio
38,016
Q1 2025 Added 5.6%
$570B
$7.22 Billion 0.54% of portfolio
21,154
Q1 2025 Reduced 1.38%
$273B
$7.09 Billion 0.53% of portfolio
26,479
Q1 2025 Added 11.82%
$0
$7.18 Billion 0.53% of portfolio
140,754
Q1 2025 Added 29.85%
$0
$7.07 Billion 0.53% of portfolio
308,104
Q1 2025 Added 4.54%
$741B
$7 Billion 0.52% of portfolio
28,621
Q1 2025 Added 18.27%
$403B
$6.86 Billion 0.51% of portfolio
48,701
Q1 2025 Added 3.11%
$0
$6.54 Billion 0.49% of portfolio
124,580
Q1 2025 Added 59.19%
$0
$6.47 Billion 0.48% of portfolio
130,381
Q1 2025 Added 24.66%
$0
$6.45 Billion 0.48% of portfolio
278,425
Q1 2025 Reduced 14.14%
$0
$6.51 Billion 0.48% of portfolio
54,114
Q1 2025 Added 15.8%
$0
$6.44 Billion 0.48% of portfolio
163,705
Q1 2025 Added 8.41%
$183B
$6.04 Billion 0.45% of portfolio
140,628
Q1 2025 Added 18.68%

Summary

  • Portfolio
  • No. of Stocks 510
  • Current Value $1.35 Trillion
  • Prior Value $1.28 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 45 stocks
  • Additional Purchases 272 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 181 stocks
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