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
$23.2B
$6.72 Billion 0.42% of portfolio
40,564
Q2 2025 Added 13.24%
$621B
$6.83 Billion 0.42% of portfolio
14,521
Q2 2025 Added 7.48%
$0
$6.84 Billion 0.42% of portfolio
129,677
Q2 2025 Added 4.09%
$281B
$6.85 Billion 0.42% of portfolio
66,105
Q2 2025 Added 4.4%
$178B
$6.86 Billion 0.42% of portfolio
45,968
Q2 2025 Added 1.44%
$232B
$6.84 Billion 0.42% of portfolio
29,524
Q2 2025 Added 11.5%
$548B
$6.61 Billion 0.41% of portfolio
11,519
Q2 2025 Added 6.24%
$182B
$6.64 Billion 0.41% of portfolio
153,566
Q2 2025 Added 9.2%
$4.49B
$6.56 Billion 0.41% of portfolio
89,189
Q2 2025 Added 16.9%
$293B
$6.68 Billion 0.41% of portfolio
93,575
Q2 2025 Added 7.36%
$351B
$6.53 Billion 0.4% of portfolio
32,858
Q2 2025 Added 13.56%
$0
$6.43 Billion 0.4% of portfolio
306,743
Q2 2025 Added 17.49%
-
$6.26 Billion 0.39% of portfolio
-
Q2 2025 Added 7.03%
$0
$6.17 Billion 0.38% of portfolio
23,023
Q2 2025 Added 5.3%
$302B
$6.19 Billion 0.38% of portfolio
40,097
Q2 2025 Added 12.22%
$99.2B
$6.16 Billion 0.38% of portfolio
22,344
Q2 2025 Added 10.41%
$0
$5.98 Billion 0.37% of portfolio
220,818
Q2 2025 Reduced 4.44%
$282B
$5.9 Billion 0.36% of portfolio
33,706
Q2 2025 Added 7.67%
$1.21T
$5.86 Billion 0.36% of portfolio
28,827
Q2 2025 Reduced 0.9%
$0
$5.64 Billion 0.35% of portfolio
124,152
Q2 2025 Added 1.33%
$123B
$5.71 Billion 0.35% of portfolio
32,877
Q2 2025 Added 14.17%
$201B
$5.44 Billion 0.34% of portfolio
7,629
Q2 2025 Added 11.11%
$381B
$5.47 Billion 0.34% of portfolio
115,208
Q2 2025 Added 8.44%
$261B
$5.52 Billion 0.34% of portfolio
32,746
Q2 2025 Added 0.98%
$207B
$5.54 Billion 0.34% of portfolio
48,709
Q2 2025 Added 8.57%
$0
$5.51 Billion 0.34% of portfolio
238,937
Q2 2025 Reduced 14.18%
$229B
$5.26 Billion 0.33% of portfolio
33,824
Q2 2025 Reduced 0.72%
$122B
$5.26 Billion 0.33% of portfolio
57,126
Q2 2025 Added 11.29%
$61.8B
$5.11 Billion 0.32% of portfolio
26,471
Q2 2025 Added 5.63%
$36.8B
$5.2 Billion 0.32% of portfolio
33,175
Q2 2025 Added 4.32%
$0
$5.2 Billion 0.32% of portfolio
169,398
Q2 2025 Added 3.11%
$93.6B
$5.25 Billion 0.32% of portfolio
12,050
Q2 2025 Added 3.66%
$0
$4.98 Billion 0.31% of portfolio
107,728
Q2 2025 Added 12.24%
$0
$5.07 Billion 0.31% of portfolio
145,732
Q2 2025 Added 0.35%
$99.5B
$5.04 Billion 0.31% of portfolio
12,988
Q2 2025 Added 17.94%
$17.7B
$5.05 Billion 0.31% of portfolio
19,891
Q2 2025 Added 17.37%
$70.1B
$5.02 Billion 0.31% of portfolio
33,536
Q2 2025 Added 12.46%
Arista Networks Inc
-
$5.02 Billion 0.31% of portfolio
-
Q2 2025 Added 5.96%
$222B
$4.82 Billion 0.3% of portfolio
15,964
Q2 2025 Added 13.9%
$48.5B
$4.83 Billion 0.3% of portfolio
39,728
Q2 2025 Added 9.93%
$442B
$4.67 Billion 0.29% of portfolio
43,977
Q2 2025 Added 13.86%
$608B
$4.62 Billion 0.29% of portfolio
7,223
Q2 2025 Added 8.13%
$182B
$4.61 Billion 0.29% of portfolio
50,280
Q2 2025 Added 6.69%
$78.6B
$4.66 Billion 0.29% of portfolio
68,616
Q2 2025 Added 14.65%
$25.7B
$4.73 Billion 0.29% of portfolio
6,588
Q2 2025 Added 19.15%
$0
$4.75 Billion 0.29% of portfolio
22,746
Q2 2025 Reduced 2.15%
$0
$4.64 Billion 0.29% of portfolio
6,578
Q2 2025 Reduced 0.32%
$124B
$4.75 Billion 0.29% of portfolio
15,868
Q2 2025 Added 11.12%
$14.5B
$4.76 Billion 0.29% of portfolio
487,062
Q2 2025 Added 19.66%

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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