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
$308B
$2.32 Billion 0.14% of portfolio
29,154
Q2 2025 Reduced 1.77%
$193B
$2.21 Billion 0.14% of portfolio
146,215
Q2 2025 Added 16.38%
$24.4B
$2.21 Billion 0.14% of portfolio
9,070
Q2 2025 Added 23.02%
$9.12B
$2.28 Billion 0.14% of portfolio
7,379
Q2 2025 Added 12.48%
$536B
$2.23 Billion 0.14% of portfolio
1,823
Q2 2025 Reduced 0.44%
$169B
$2.3 Billion 0.14% of portfolio
9,411
Q2 2025 Reduced 0.32%
$0
$2.04 Billion 0.13% of portfolio
115,144
Q2 2025 Reduced 3.0%
$4.76B
$2.14 Billion 0.13% of portfolio
71,090
Q2 2025 Added 0.28%
$3.98B
$2.03 Billion 0.13% of portfolio
48,303
Q2 2025 Added 2.36%
$319B
$1.99 Billion 0.12% of portfolio
2,684
Q2 2025 Added 9.78%
$98.8B
$1.99 Billion 0.12% of portfolio
42,077
Q2 2025 Added 8.5%
$4.35B
$1.91 Billion 0.12% of portfolio
10,429
Q2 2025 Added 4.56%
$4.15B
$1.95 Billion 0.12% of portfolio
57,825
Q2 2025 Reduced 22.28%
$82.4B
$1.86 Billion 0.12% of portfolio
91,354
Q2 2025 Added 18.29%
$9.52B
$2.02 Billion 0.12% of portfolio
130,285
Q2 2025 Added 15.37%
$19.1B
$1.99 Billion 0.12% of portfolio
4,767
Q2 2025 Added 26.04%
$38.6B
$1.76 Billion 0.11% of portfolio
1,332
Q2 2025 Added 14.63%
$12.6B
$1.84 Billion 0.11% of portfolio
5,891
Q2 2025 Added 13.4%
$232B
$1.86 Billion 0.11% of portfolio
14,183
Q2 2025 Reduced 4.1%
$1.72B
$1.79 Billion 0.11% of portfolio
177,706
Q2 2025 Added 29.08%
$13.2B
$1.74 Billion 0.11% of portfolio
16,172
Q2 2025 Added 26.58%
$36.1B
$1.82 Billion 0.11% of portfolio
66,906
Q2 2025 Added 5.38%
$161B
$1.78 Billion 0.11% of portfolio
29,126
Q2 2025 Added 7.26%
$25.5B
$1.77 Billion 0.11% of portfolio
3,197
Q2 2025 Added 7.28%
$3.46B
$1.77 Billion 0.11% of portfolio
23,221
Q2 2025 Added 14.41%
$0
$1.6 Billion 0.1% of portfolio
33,248
Q2 2025 Added 11.93%
$4.37B
$1.56 Billion 0.1% of portfolio
45,831
Q2 2025 Added 19.68%
$15.8B
$1.56 Billion 0.1% of portfolio
17,034
Q2 2025 Added 22.41%
$8.12B
$1.6 Billion 0.1% of portfolio
12,075
Q2 2025 Added 15.05%
$19.2B
$1.62 Billion 0.1% of portfolio
23,112
Q2 2025 Added 6.31%
$32.9B
$1.6 Billion 0.1% of portfolio
50,888
Q2 2025 New
$11.6B
$1.54 Billion 0.1% of portfolio
32,668
Q2 2025 Added 2.02%
$567M
$1.41 Billion 0.09% of portfolio
132,850
Q2 2025 Reduced 14.13%
$26B
$1.44 Billion 0.09% of portfolio
745
Q2 2025 Added 14.79%
$118B
$1.38 Billion 0.09% of portfolio
586
Q2 2025 Added 7.92%
$14.8B
$1.38 Billion 0.09% of portfolio
3,011
Q2 2025 Added 27.37%
$15B
$1.47 Billion 0.09% of portfolio
8,851
Q2 2025 Added 4.47%
$1.17B
$1.52 Billion 0.09% of portfolio
194,664
Q2 2025 Added 26.89%
$11.1B
$1.4 Billion 0.09% of portfolio
7,139
Q2 2025 Added 19.1%
$6.66B
$1.47 Billion 0.09% of portfolio
24,862
Q2 2025 Added 26.7%
$8.06B
$1.41 Billion 0.09% of portfolio
3,712
Q2 2025 Added 31.91%
$26.7B
$1.47 Billion 0.09% of portfolio
8,879
Q2 2025 Added 24.03%
$23.4B
$1.4 Billion 0.09% of portfolio
4,528
Q2 2025 Added 29.08%
$308B
$1.49 Billion 0.09% of portfolio
5,321
Q2 2025 Added 1.68%
$23.9B
$1.46 Billion 0.09% of portfolio
-
Q2 2025 Added 3.18%
$24.3B
$1.5 Billion 0.09% of portfolio
7,326
Q2 2025 Added 28.68%
$10.1B
$1.31 Billion 0.08% of portfolio
64,999
Q2 2025 Added 19.42%
$18.1B
$1.23 Billion 0.08% of portfolio
87,481
Q2 2025 New
$37.2B
$1.32 Billion 0.08% of portfolio
15,009
Q2 2025 Added 12.19%

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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