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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.63 Billion 0.22% of portfolio
160,045
Q2 2025 Reduced 1.11%
$0
$3.38 Billion 0.21% of portfolio
124,852
Q2 2025 Added 2.97%
$0
$3.27 Billion 0.2% of portfolio
16,132
Q2 2025 Reduced 0.95%
$0
$3.28 Billion 0.2% of portfolio
40,603
Q2 2025 Added 5.26%
$0
$2.93 Billion 0.18% of portfolio
52,010
Q2 2025 Added 11.08%
$0
$2.98 Billion 0.18% of portfolio
71,097
Q2 2025 Added 5.72%
$0
$2.7 Billion 0.17% of portfolio
45,223
Q2 2025 Reduced 20.54%
$0
$2.59 Billion 0.16% of portfolio
51,478
Q2 2025 Reduced 24.19%
$0
$2.56 Billion 0.16% of portfolio
20,469
Q2 2025 Added 2.45%
$0
$2.42 Billion 0.15% of portfolio
17,686
Q2 2025 Added 2.83%
$0
$2.07 Billion 0.13% of portfolio
24,548
Q2 2025 Reduced 15.38%
$0
$2.1 Billion 0.13% of portfolio
90,689
Q2 2025 Reduced 4.94%
$0
$1.68 Billion 0.1% of portfolio
5,313
Q2 2025 Reduced 20.84%
$0
$1.59 Billion 0.1% of portfolio
18,934
Q2 2025 Added 2.1%
$0
$1.55 Billion 0.1% of portfolio
36,081
Q2 2025 Reduced 8.44%
$0
$1.57 Billion 0.1% of portfolio
17,596
Q2 2025 Reduced 7.77%
$0
$1.44 Billion 0.09% of portfolio
35,119
Q2 2025 Added 74.06%
$0
$1.45 Billion 0.09% of portfolio
2,244
Q2 2025 Reduced 1.92%
$0
$1.43 Billion 0.09% of portfolio
7,981
Q2 2025 Added 1.51%
$0
$1.22 Billion 0.08% of portfolio
6,206
Q2 2025 Reduced 1.77%
$0
$1.22 Billion 0.08% of portfolio
19,548
Q2 2025 Reduced 2.37%
$0
$1.28 Billion 0.08% of portfolio
21,967
Q2 2025 Reduced 7.49%
$0
$1.34 Billion 0.08% of portfolio
2,896
Q2 2025 Added 0.1%
$0
$1.33 Billion 0.08% of portfolio
18,909
Q2 2025 Added 9.74%
$0
$1.37 Billion 0.08% of portfolio
21,544
Q2 2025 Added 0.81%
$0
$1.14 Billion 0.07% of portfolio
11,807
Q2 2025 Reduced 26.18%
$0
$946 Million 0.06% of portfolio
13,280
Q2 2025 Added 20.33%
$0
$928 Million 0.06% of portfolio
5,021
Q2 2025 Reduced 0.36%
$116B
$977 Million 0.06% of portfolio
3,170
Q2 2025 Added 0.06%
$0
$974 Million 0.06% of portfolio
39,311
Q2 2025 Reduced 6.09%
$0
$1.03 Billion 0.06% of portfolio
18,393
Q2 2025 Added 16.21%
$0
$886 Million 0.05% of portfolio
20,021
Q2 2025 Added 13.7%
$0
$760 Million 0.05% of portfolio
24,242
Q2 2025 Added 2.55%
$0
$737 Million 0.05% of portfolio
3,249
Q2 2025 Reduced 1.43%
$0
$642 Million 0.04% of portfolio
21,106
Q2 2025 Reduced 17.79%
$0
$673 Million 0.04% of portfolio
27,411
Q2 2025 Added 54.45%
$0
$622 Million 0.04% of portfolio
2,095
Q2 2025 Added 0.62%
$0
$599 Million 0.04% of portfolio
8,268
Q2 2025 Added 106.39%
$0
$591 Million 0.04% of portfolio
5,363
Q2 2025 Reduced 49.55%
$0
$606 Million 0.04% of portfolio
11,891
Q2 2025 Added 70.26%
$0
$718 Million 0.04% of portfolio
12,239
Q2 2025 Added 11.96%
$0
$591 Million 0.04% of portfolio
14,211
Q2 2025 Added 10.09%
$0
$726 Million 0.04% of portfolio
7,817
Q2 2025 Added 20.37%
$0
$532 Million 0.03% of portfolio
8,892
Q1 2025 Reduced 6.95%
$0
$503 Million 0.03% of portfolio
4,346
Q2 2025 Reduced 0.46%
$10.6B
$523 Million 0.03% of portfolio
7,885
Q2 2025 Added 18.25%
$0
$414 Million 0.03% of portfolio
18,784
Q2 2025 Reduced 23.9%
$0
$441 Million 0.03% of portfolio
1,471
Q2 2025 Added 0.68%
$0
$431 Million 0.03% of portfolio
5,694
Q2 2025 Added 2.12%

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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