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
$5.63B
$1.11 Billion 0.07% of portfolio
5,749
Q2 2025 Added 9.67%
$173B
$1.17 Billion 0.07% of portfolio
18,957
Q2 2025 Added 20.45%
$14.5B
$1.11 Billion 0.07% of portfolio
21,252
Q2 2025 Added 6.82%
$57.3B
$1.15 Billion 0.07% of portfolio
5,667
Q2 2025 Added 67.56%
$112B
$1.18 Billion 0.07% of portfolio
23,707
Q2 2025 Added 8.8%
$25.4B
$1.06 Billion 0.07% of portfolio
138,777
Q2 2025 Added 16.61%
$5.69B
$1.2 Billion 0.07% of portfolio
7,250
Q2 2025 Added 17.01%
$0
$1.14 Billion 0.07% of portfolio
11,807
Q2 2025 Reduced 26.18%
Yatsen Hldg LTD
-
$1.13 Billion 0.07% of portfolio
-
Q2 2025 New
$44B
$927 Million 0.06% of portfolio
1,685
Q2 2025 Reduced 8.07%
American Healthcare Reit Inc
-
$993 Million 0.06% of portfolio
-
Q2 2025 Reduced 10.85%
$11B
$1.05 Billion 0.06% of portfolio
4,070
Q2 2025 Added 19.64%
$23.5B
$951 Million 0.06% of portfolio
1,686
Q2 2025 Added 16.6%
$3.25B
$1.04 Billion 0.06% of portfolio
15,995
Q2 2025 Added 23.71%
$3.68B
$973 Million 0.06% of portfolio
2,468
Q2 2025 Reduced 44.26%
$8.94B
$921 Million 0.06% of portfolio
26,953
Q2 2025 Added 25.87%
$14B
$1.04 Billion 0.06% of portfolio
4,287
Q2 2025 Added 28.62%
$0
$946 Million 0.06% of portfolio
13,280
Q2 2025 Added 20.33%
$2.75B
$924 Million 0.06% of portfolio
8,904
Q2 2025 Added 21.81%
$22.7B
$1.05 Billion 0.06% of portfolio
5,775
Q2 2025 Added 15.38%
$23.2B
$924 Million 0.06% of portfolio
223,190
Q2 2025 Added 21.89%
-
$980 Million 0.06% of portfolio
-
Q2 2025 Added 11.84%
$0
$928 Million 0.06% of portfolio
5,021
Q2 2025 Reduced 0.36%
$22.2B
$902 Million 0.06% of portfolio
5,498
Q2 2025 Added 27.83%
Maplebear Inc
-
$953 Million 0.06% of portfolio
-
Q2 2025 Added 27.4%
$185B
$1.03 Billion 0.06% of portfolio
10,744
Q2 2025 Reduced 7.75%
$106B
$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%
$187B
$1.05 Billion 0.06% of portfolio
2,202
Q2 2025 Reduced 39.61%
$162B
$915 Million 0.06% of portfolio
4,856
Q2 2025 Reduced 3.73%
$1.09B
$893 Million 0.06% of portfolio
47,143
Q2 2025 Added 103.91%
$7.92B
$995 Million 0.06% of portfolio
3,305
Q2 2025 Added 44.64%
$95.7B
$946 Million 0.06% of portfolio
1,511
Q2 2025 Reduced 6.73%
$75.3B
$1.04 Billion 0.06% of portfolio
2,846
Q2 2025 Reduced 6.07%
$0
$1.03 Billion 0.06% of portfolio
18,393
Q2 2025 Added 16.21%
$9.89B
$963 Million 0.06% of portfolio
2,981
Q2 2025 Added 27.45%
$254B
$1.01 Billion 0.06% of portfolio
1,357
Q2 2025 Reduced 3.28%
$63.5B
$778 Million 0.05% of portfolio
6,985
Q2 2025 Added 14.66%
$86B
$859 Million 0.05% of portfolio
13,110
Q2 2025 Reduced 1.24%
$7.21B
$796 Million 0.05% of portfolio
1,965
Q2 2025 Reduced 6.78%
$13.1B
$759 Million 0.05% of portfolio
10,123
Q2 2025 New
$250B
$814 Million 0.05% of portfolio
5,528
Q2 2025 Reduced 6.92%
$3.91B
$847 Million 0.05% of portfolio
7,811
Q2 2025 Added 20.15%
Ge Vernova Inc
-
$867 Million 0.05% of portfolio
-
Q2 2025 Added 1.78%
$0
$886 Million 0.05% of portfolio
20,021
Q2 2025 Added 13.7%
$8.53B
$733 Million 0.05% of portfolio
57,874
Q2 2025 Added 18.78%
$54.3B
$748 Million 0.05% of portfolio
1,146
Q2 2025 Reduced 3.37%
$55.6B
$831 Million 0.05% of portfolio
12,636
Q2 2025 Reduced 10.61%
$9.42B
$793 Million 0.05% of portfolio
3,191
Q2 2025 Added 29.35%

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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