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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.8 Billion 3.57% of portfolio
576,325
Q2 2025 Added 7.09%
$0
$52.7 Billion 3.26% of portfolio
1,195,351
Q2 2025 Reduced 1.71%
$0
$48.9 Billion 3.02% of portfolio
910,472
Q2 2025 Added 12.22%
$0
$48.2 Billion 2.98% of portfolio
75,056
Q2 2025 Added 1.56%
$456B
$43.9 Billion 2.71% of portfolio
239,615
Q2 2025 Added 7.74%
$0
$30.7 Billion 1.9% of portfolio
738,789
Q2 2025 Added 7.58%
$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%
$0
$21.2 Billion 1.31% of portfolio
113,242
Q2 2025 Added 1.17%
$172B
$20.7 Billion 1.28% of portfolio
24,271
Q2 2025 Added 298.87%
$0
$20.6 Billion 1.27% of portfolio
34,877
Q2 2025 Added 3.52%
$0
$18.2 Billion 1.12% of portfolio
513,154
Q2 2025 Reduced 8.7%
$0
$17.4 Billion 1.08% of portfolio
698,569
Q2 2025 Added 11.51%
$0
$16.9 Billion 1.05% of portfolio
751,401
Q2 2025 Added 10.74%
$0
$14.9 Billion 0.92% of portfolio
398,834
Q2 2025 Reduced 11.66%
$0
$14.8 Billion 0.91% of portfolio
348,620
Q2 2025 Added 11.39%
$0
$12.8 Billion 0.79% of portfolio
250,151
Q2 2025 Added 4.91%
$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%
$0
$11.9 Billion 0.73% of portfolio
500,765
Q2 2025 Added 17.42%
$0
$11.8 Billion 0.73% of portfolio
486,704
Q2 2025 Added 5.49%
$0
$11.9 Billion 0.73% of portfolio
263,672
Q2 2025 Added 3.37%
$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%
$0
$10.6 Billion 0.65% of portfolio
43,109
Q2 2025 Added 2.33%
$0
$9.94 Billion 0.61% of portfolio
17,138
Q2 2025 Added 5.18%
$732M
$9.7 Billion 0.6% of portfolio
1,750,000
Q2 2025 New
$0
$9.75 Billion 0.6% of portfolio
34,120
Q2 2025 Added 0.66%
$0
$9.33 Billion 0.58% of portfolio
97,781
Q2 2025 Added 7.56%
$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%
$0
$8.7 Billion 0.54% of portfolio
289,367
Q2 2025 Reduced 10.06%
$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%
$0
$8.19 Billion 0.51% of portfolio
309,945
Q2 2025 Added 0.6%
$0
$8.25 Billion 0.51% of portfolio
160,202
Q2 2025 Added 13.82%
$0
$7.95 Billion 0.49% of portfolio
173,662
Q2 2025 Added 1.55%
$0
$7.98 Billion 0.49% of portfolio
348,917
Q2 2025 Added 10.41%
$0
$7.78 Billion 0.48% of portfolio
105,833
Q2 2025 Reduced 17.89%
$0
$7.83 Billion 0.48% of portfolio
56,782
Q2 2025 Added 4.93%
$0
$7.5 Billion 0.46% of portfolio
150,859
Q2 2025 Added 15.71%
$202B
$7.24 Billion 0.45% of portfolio
49,318
Q2 2025 Added 12.34%
$551B
$7.31 Billion 0.45% of portfolio
21,721
Q2 2025 Added 2.68%
$0
$7.18 Billion 0.44% of portfolio
141,812
Q2 2025 Reduced 14.2%
$0
$7.19 Billion 0.44% of portfolio
161,383
Q2 2025 Reduced 1.42%
$0
$6.98 Billion 0.43% of portfolio
69,484
Q2 2025 Added 54.68%
Lam Research Corp
-
$7 Billion 0.43% of portfolio
-
Q2 2025 Added 10.37%

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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