Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

Diversify Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.62 Trillion distributed in 535 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $57.8B, Dimensional ETF Tr with a value of $52.7B, Spdr Portfolio S&P 500 Value E with a value of $48.9B, Spdr S&P 500 ETF Trust with a value of $48.2B, and Nvidia Corp with a value of $43.9B.

Examining the 13F form we can see an increase of $272B in the current position value, from $1.35T to 1.62T.

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 $1.62 Trillion
ETFs: $730 Billion
Technology: $270 Billion
Financial Services: $120 Billion
Healthcare: $89.4 Billion
Consumer Cyclical: $74.4 Billion
Industrials: $72.3 Billion
Communication Services: $68.6 Billion
Consumer Defensive: $61.2 Billion
Other: $71.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$43.9 Billion 2.71% of portfolio
239,615
Q2 2025 Added 7.74%
$3.95T
$26.1 Billion 1.61% of portfolio
49,308
Q2 2025 Added 3.65%
$3.69T
$24.3 Billion 1.5% of portfolio
105,600
Q2 2025 Added 4.13%
$2.26T
$23.9 Billion 1.48% of portfolio
107,864
Q2 2025 Added 4.6%
$1.78T
$22.4 Billion 1.38% of portfolio
28,345
Q2 2025 Added 5.99%
$172B
$20.7 Billion 1.28% of portfolio
24,271
Q2 2025 Added 298.87%
$127B
$12.3 Billion 0.76% of portfolio
39,190
Q2 2025 Added 3.09%
$684B
$12.1 Billion 0.75% of portfolio
47,736
Q2 2025 Reduced 1.98%
$439B
$11.5 Billion 0.71% of portfolio
11,585
Q2 2025 Added 8.25%
$1.24T
$11.1 Billion 0.69% of portfolio
54,552
Q2 2025 Added 9.8%
$732M
$9.7 Billion 0.6% of portfolio
1,750,000
Q2 2025 New
$18.7B
$9.16 Billion 0.57% of portfolio
46,060
Q2 2025 Added 0.02%
$859B
$9.03 Billion 0.56% of portfolio
30,845
Q2 2025 Added 7.77%
$52.5B
$8.71 Billion 0.54% of portfolio
49,635
Q2 2025 Added 10.16%
$7.83B
$8.42 Billion 0.52% of portfolio
90,523
Q2 2025 Added 0.19%
$202B
$7.24 Billion 0.45% of portfolio
49,318
Q2 2025 Added 12.34%
$23.2B
$6.72 Billion 0.42% of portfolio
40,564
Q2 2025 Added 13.24%
$621B
$6.83 Billion 0.42% of portfolio
14,521
Q2 2025 Added 7.48%
$281B
$6.85 Billion 0.42% of portfolio
66,105
Q2 2025 Added 4.4%
$178B
$6.86 Billion 0.42% of portfolio
45,968
Q2 2025 Added 1.44%
$232B
$6.84 Billion 0.42% of portfolio
29,524
Q2 2025 Added 11.5%
$548B
$6.61 Billion 0.41% of portfolio
11,519
Q2 2025 Added 6.24%
$182B
$6.64 Billion 0.41% of portfolio
153,566
Q2 2025 Added 9.2%
$4.49B
$6.56 Billion 0.41% of portfolio
89,189
Q2 2025 Added 16.9%
$293B
$6.68 Billion 0.41% of portfolio
93,575
Q2 2025 Added 7.36%
$351B
$6.53 Billion 0.4% of portfolio
32,858
Q2 2025 Added 13.56%
-
$6.26 Billion 0.39% of portfolio
-
Q2 2025 Added 7.03%
$302B
$6.19 Billion 0.38% of portfolio
40,097
Q2 2025 Added 12.22%
$99.2B
$6.16 Billion 0.38% of portfolio
22,344
Q2 2025 Added 10.41%
$405B
$5.93 Billion 0.37% of portfolio
14,970
Q2 2025 Added 12.85%
$282B
$5.9 Billion 0.36% of portfolio
33,706
Q2 2025 Added 7.67%
$1.21T
$5.86 Billion 0.36% of portfolio
28,827
Q2 2025 Reduced 0.9%
$123B
$5.71 Billion 0.35% of portfolio
32,877
Q2 2025 Added 14.17%
$201B
$5.44 Billion 0.34% of portfolio
7,629
Q2 2025 Added 11.11%
$381B
$5.47 Billion 0.34% of portfolio
115,208
Q2 2025 Added 8.44%
$261B
$5.52 Billion 0.34% of portfolio
32,746
Q2 2025 Added 0.98%
$207B
$5.54 Billion 0.34% of portfolio
48,709
Q2 2025 Added 8.57%
$229B
$5.26 Billion 0.33% of portfolio
33,824
Q2 2025 Reduced 0.72%
$122B
$5.26 Billion 0.33% of portfolio
57,126
Q2 2025 Added 11.29%
$61.8B
$5.11 Billion 0.32% of portfolio
26,471
Q2 2025 Added 5.63%
$36.8B
$5.2 Billion 0.32% of portfolio
33,175
Q2 2025 Added 4.32%
$93.6B
$5.25 Billion 0.32% of portfolio
12,050
Q2 2025 Added 3.66%
$99.5B
$5.04 Billion 0.31% of portfolio
12,988
Q2 2025 Added 17.94%
$17.7B
$5.05 Billion 0.31% of portfolio
19,891
Q2 2025 Added 17.37%
$70.1B
$5.02 Billion 0.31% of portfolio
33,536
Q2 2025 Added 12.46%
$222B
$4.82 Billion 0.3% of portfolio
15,964
Q2 2025 Added 13.9%
$48.5B
$4.83 Billion 0.3% of portfolio
39,728
Q2 2025 Added 9.93%
$442B
$4.67 Billion 0.29% of portfolio
43,977
Q2 2025 Added 13.86%
$608B
$4.62 Billion 0.29% of portfolio
7,223
Q2 2025 Added 8.13%

Summary

  • Portfolio
  • No. of Stocks 535
  • Current Value $1.62 Trillion
  • Prior Value $1.35 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 48 stocks
  • Additional Purchases 300 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
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