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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$48.3 Billion 2.79% of portfolio
233,345
Q3 2025 Reduced 2.62%
$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%
$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%
$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%
$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%
$881B
$9.91 Billion 0.57% of portfolio
32,022
Q3 2025 Added 3.82%
$18.5B
$9.01 Billion 0.52% of portfolio
46,061
Q3 2025 Added 0.0%
$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%
$8.6B
$8.58 Billion 0.5% of portfolio
90,506
Q3 2025 Reduced 0.02%
$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%
$82.2B
$7.62 Billion 0.44% of portfolio
27,489
Q3 2025 Added 3.85%
$174B
$7.44 Billion 0.43% of portfolio
43,020
Q3 2025 Reduced 6.41%
$662B
$7.52 Billion 0.43% of portfolio
15,801
Q3 2025 Added 8.81%
$533B
$7.28 Billion 0.42% of portfolio
21,610
Q3 2025 Reduced 0.51%
$204B
$7.35 Billion 0.42% of portfolio
51,163
Q3 2025 Added 3.74%
$24.5B
$7.24 Billion 0.42% of portfolio
41,921
Q3 2025 Added 3.35%
$279B
$7.14 Billion 0.41% of portfolio
70,279
Q3 2025 Added 6.31%
$319B
$7.15 Billion 0.41% of portfolio
96,064
Q3 2025 Added 2.66%
$414B
$7.18 Billion 0.41% of portfolio
33,865
Q3 2025 Added 3.06%
$115B
$6.93 Billion 0.4% of portfolio
12,547
Q3 2025 Added 4.12%
$971B
$6.65 Billion 0.38% of portfolio
7,414
Q3 2025 Added 2.64%
$303B
$6.42 Billion 0.37% of portfolio
41,680
Q3 2025 Added 3.95%
$413B
$6.34 Billion 0.37% of portfolio
118,458
Q3 2025 Added 2.82%
-
$6.26 Billion 0.36% of portfolio
-
Q3 2025 Added 0.13%
$100B
$6.24 Billion 0.36% of portfolio
23,629
Q3 2025 Added 5.75%
$512B
$6.27 Billion 0.36% of portfolio
11,525
Q3 2025 Added 0.05%
$172B
$6.23 Billion 0.36% of portfolio
157,831
Q3 2025 Added 2.78%
$266B
$6.04 Billion 0.35% of portfolio
19,811
Q3 2025 Added 2.9%
$38.8B
$6.04 Billion 0.35% of portfolio
34,631
Q3 2025 Added 4.39%
$163B
$6.02 Billion 0.35% of portfolio
9,518
Q3 2025 Added 0.92%
$258B
$5.99 Billion 0.35% of portfolio
33,817
Q3 2025 Reduced 0.02%
$367B
$5.88 Billion 0.34% of portfolio
15,547
Q3 2025 Added 3.85%
$3.87B
$5.94 Billion 0.34% of portfolio
93,764
Q3 2025 Added 5.13%
$182B
$5.68 Billion 0.33% of portfolio
8,395
Q3 2025 Added 10.04%
$181B
$5.68 Billion 0.33% of portfolio
56,932
Q3 2025 Added 13.23%
$17.7B
$5.48 Billion 0.32% of portfolio
21,550
Q3 2025 Added 8.34%
$187B
$5.47 Billion 0.32% of portfolio
30,294
Q3 2025 Added 3.42%
$128B
$5.35 Billion 0.31% of portfolio
59,358
Q3 2025 Added 3.91%
$1.29T
$5.44 Billion 0.31% of portfolio
11,625
Q3 2025 Reduced 3.83%
$490B
$5.32 Billion 0.31% of portfolio
46,771
Q3 2025 Added 6.35%
$193B
$5.22 Billion 0.3% of portfolio
9,600
Q3 2025 Reduced 3.16%

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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