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
$15.3B
$1.56 Billion 0.1% of portfolio
17,034
Q2 2025 Added 22.41%
$8.32B
$1.6 Billion 0.1% of portfolio
12,075
Q2 2025 Added 15.05%
Direxion Shs ETF Tr
-
$1.67 Billion 0.1% of portfolio
-
Q2 2025 Added 50.0%
$18.6B
$1.62 Billion 0.1% of portfolio
23,112
Q2 2025 Added 6.31%
$28B
$1.6 Billion 0.1% of portfolio
50,888
Q2 2025 New
$11.2B
$1.54 Billion 0.1% of portfolio
32,668
Q2 2025 Added 2.02%
$0
$1.57 Billion 0.1% of portfolio
17,596
Q2 2025 Reduced 7.77%
$0
$1.64 Billion 0.1% of portfolio
19,792
Q2 2025 Reduced 8.49%
$606M
$1.41 Billion 0.09% of portfolio
132,850
Q2 2025 Reduced 14.13%
Linde PLC
-
$1.41 Billion 0.09% of portfolio
-
Q2 2025 Added 14.71%
$0
$1.44 Billion 0.09% of portfolio
35,119
Q2 2025 Added 74.06%
$26.1B
$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%
$14.2B
$1.38 Billion 0.09% of portfolio
3,011
Q2 2025 Added 27.37%
$14.6B
$1.47 Billion 0.09% of portfolio
8,851
Q2 2025 Added 4.47%
$1.15B
$1.52 Billion 0.09% of portfolio
194,664
Q2 2025 Added 26.89%
Brookfield Asset Managmt LTD
-
$1.4 Billion 0.09% of portfolio
-
Q2 2025 Added 12.35%
Graniteshares ETF Tr
-
$1.39 Billion 0.09% of portfolio
-
Q2 2025 Reduced 4.48%
$10.9B
$1.4 Billion 0.09% of portfolio
7,139
Q2 2025 Added 19.1%
$6.58B
$1.47 Billion 0.09% of portfolio
24,862
Q2 2025 Added 26.7%
Axil Brands Inc
-
$1.42 Billion 0.09% of portfolio
-
Q2 2025 Reduced 36.54%
$8.12B
$1.41 Billion 0.09% of portfolio
3,712
Q2 2025 Added 31.91%
$24.3B
$1.47 Billion 0.09% of portfolio
8,879
Q2 2025 Added 24.03%
$0
$1.43 Billion 0.09% of portfolio
7,981
Q2 2025 Added 1.51%
$21.5B
$1.4 Billion 0.09% of portfolio
4,528
Q2 2025 Added 29.08%
$306B
$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%
$24B
$1.5 Billion 0.09% of portfolio
7,326
Q2 2025 Added 28.68%
$10.3B
$1.31 Billion 0.08% of portfolio
64,999
Q2 2025 Added 19.42%
$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%
$18.1B
$1.23 Billion 0.08% of portfolio
87,481
Q2 2025 New
Tortoise Capital Series Trus
-
$1.32 Billion 0.08% of portfolio
-
Q2 2025 New
$0
$1.28 Billion 0.08% of portfolio
21,967
Q2 2025 Reduced 7.49%
$36.7B
$1.32 Billion 0.08% of portfolio
15,009
Q2 2025 Added 12.19%
$112B
$1.31 Billion 0.08% of portfolio
80,550
Q2 2025 Added 18.64%
$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%
$14.9B
$1.35 Billion 0.08% of portfolio
20,556
Q2 2025 New
Advisors Inner Circle Fd Ii
-
$1.23 Billion 0.08% of portfolio
-
Q2 2025 Added 297.89%
$8.45B
$1.24 Billion 0.08% of portfolio
16,279
Q2 2025 Added 21.13%
$139B
$1.37 Billion 0.08% of portfolio
5,882
Q2 2025 Reduced 4.85%
$8.63B
$1.34 Billion 0.08% of portfolio
6,950
Q2 2025 Added 27.92%
$8.95B
$1.22 Billion 0.08% of portfolio
19,028
Q2 2025 Added 10.02%
$0
$1.37 Billion 0.08% of portfolio
21,544
Q2 2025 Added 0.81%
$145B
$1.31 Billion 0.08% of portfolio
3,612
Q2 2025 Added 0.73%
$3.88B
$1.22 Billion 0.08% of portfolio
6,606
Q2 2025 New
Aegon LTD
-
$1.07 Billion 0.07% of portfolio
-
Q2 2025 Added 18.86%
$108B
$1.06 Billion 0.07% of portfolio
11,369
Q2 2025 Reduced 4.53%

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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