Diversify Wealth Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.73 Trillion distributed in 541 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $65.2B, Spdr Portfolio S&P 500 Value E with a value of $57.2B, Dimensional ETF Tr with a value of $52.3B, Spdr S&P 500 ETF Trust with a value of $51.6B, and Nvidia Corp with a value of $48.3B.
Examining the 13F form we can see an increase of $115B in the current position value, from $1.62T to 1.73T.
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.
