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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71B
$4.02 Billion 0.3% of portfolio
25,059
Q1 2025 New
$220B
$4.09 Billion 0.3% of portfolio
44,864
Q1 2025 Added 16.93%
$4.16B
$4.07 Billion 0.3% of portfolio
76,298
Q1 2025 Added 29.37%
$283B
$3.88 Billion 0.29% of portfolio
9,481
Q1 2025 Reduced 22.07%
$86.5B
$3.97 Billion 0.29% of portfolio
59,849
Q1 2025 Added 25.04%
$113B
$3.85 Billion 0.29% of portfolio
28,797
Q1 2025 Added 28.87%
$179B
$3.85 Billion 0.29% of portfolio
26,232
Q1 2025 Added 24.67%
$92B
$3.84 Billion 0.29% of portfolio
8,601
Q1 2025 New
$373B
$3.85 Billion 0.29% of portfolio
23,719
Q1 2025 Added 10.27%
$191B
$3.74 Billion 0.28% of portfolio
47,125
Q1 2025 Added 12.41%
$14.6B
$3.8 Billion 0.28% of portfolio
407,031
Q1 2025 Added 27.66%
$147B
$3.74 Billion 0.28% of portfolio
13,524
Q1 2025 Added 0.09%
$300B
$3.68 Billion 0.27% of portfolio
50,853
Q1 2025 Added 15.71%
$148B
$3.59 Billion 0.27% of portfolio
9,678
Q1 2025 Added 5.14%
$409B
$3.59 Billion 0.27% of portfolio
23,008
Q1 2025 Added 16.85%
$47.7B
$3.51 Billion 0.26% of portfolio
45,982
Q1 2025 Added 22.81%
$65.3B
$3.56 Billion 0.26% of portfolio
13,140
Q1 2025 Added 25.26%
$121B
$3.27 Billion 0.24% of portfolio
6,869
Q1 2025 Added 24.28%
$237B
$3.03 Billion 0.23% of portfolio
11,350
Q1 2025 Added 2.5%
$82.7B
$3.12 Billion 0.23% of portfolio
29,704
Q1 2025 Added 1,515.23%
$19.9B
$3 Billion 0.22% of portfolio
21,190
Q1 2025 Reduced 0.21%
$223B
$3.01 Billion 0.22% of portfolio
31,305
Q1 2025 Added 12.37%
$145B
$3 Billion 0.22% of portfolio
13,975
Q1 2025 Added 33.72%
$159B
$2.99 Billion 0.22% of portfolio
10,373
Q1 2025 Added 52.34%
$47.2B
$2.88 Billion 0.21% of portfolio
9,809
Q1 2025 Added 1,518.65%
$212B
$2.64 Billion 0.2% of portfolio
31,134
Q1 2025 Added 53.41%
$92.7B
$2.75 Billion 0.2% of portfolio
12,016
Q1 2025 Reduced 4.37%
$3.49B
$2.67 Billion 0.2% of portfolio
75,207
Q1 2025 Added 43.99%
$1.55B
$2.71 Billion 0.2% of portfolio
53,536
Q1 2025 Added 0.71%
$4.03B
$2.6 Billion 0.19% of portfolio
74,405
Q1 2025 Reduced 4.88%
$1.2T
$2.57 Billion 0.19% of portfolio
15,604
Q1 2025 Added 32.05%
$82.4B
$2.58 Billion 0.19% of portfolio
9,494
Q1 2025 Added 4.17%
$103B
$2.58 Billion 0.19% of portfolio
47,917
Q1 2025 Added 11.9%
$40B
$2.51 Billion 0.19% of portfolio
10,824
Q1 2025 Added 3.13%
$82B
$2.6 Billion 0.19% of portfolio
20,126
Q1 2025 New
$103B
$2.6 Billion 0.19% of portfolio
9,009
Q1 2025 New
$0
$2.39 Billion 0.18% of portfolio
118,706
Q1 2025 Reduced 2.47%
$24.6B
$2.47 Billion 0.18% of portfolio
11,381
Q1 2025 New
$82.8B
$2.49 Billion 0.18% of portfolio
1,767
Q1 2025 New
$40.2B
$2.28 Billion 0.17% of portfolio
1,162
Q1 2025 Added 9.31%
$7.37B
$2.29 Billion 0.17% of portfolio
37,285
Q1 2025 Added 16.05%
$310B
$2.11 Billion 0.16% of portfolio
29,678
Q1 2025 Reduced 5.33%
$19.1B
$2.2 Billion 0.16% of portfolio
5,529
Q1 2025 Added 35.48%
$5.49B
$2.15 Billion 0.16% of portfolio
29,338
Q1 2025 Added 13.86%
$5.14B
$2.1 Billion 0.16% of portfolio
70,892
Q1 2025 Reduced 4.52%
$140B
$2.11 Billion 0.16% of portfolio
9,441
Q1 2025 Reduced 5.9%
$573B
$2.06 Billion 0.15% of portfolio
1,831
Q1 2025 Reduced 31.29%
$2.23B
$2.08 Billion 0.15% of portfolio
280,500
Q1 2025 Added 15.72%
$4.24B
$2.02 Billion 0.15% of portfolio
22,323
Q1 2025 Added 17.97%

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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email