Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025

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.

Portfolio value $1.73 Trillion
ETFs: $777 Billion
Technology: $313 Billion
Financial Services: $117 Billion
Healthcare: $95.3 Billion
Industrials: $78.5 Billion
Consumer Cyclical: $78 Billion
Communication Services: $68.6 Billion
Consumer Defensive: $59.6 Billion
Other: $74.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.6B
$1.27 Billion 0.07% of portfolio
125,072
Q3 2025 New
Brookfield Asset Managmt LTD
-
$1.25 Billion 0.07% of portfolio
-
Q3 2025 Added 3.33%
$123B
$1.14 Billion 0.07% of portfolio
21,679
Q3 2025 New
$109B
$1.22 Billion 0.07% of portfolio
24,830
Q3 2025 Added 4.74%
-
$1.21 Billion 0.07% of portfolio
-
Q3 2025 Added 20.23%
$0
$1.3 Billion 0.07% of portfolio
21,232
Q3 2025 Reduced 3.35%
$0
$1.2 Billion 0.07% of portfolio
28,186
Q3 2025 Reduced 21.88%
$103B
$1.27 Billion 0.07% of portfolio
550
Q3 2025 Reduced 6.14%
$235B
$1.13 Billion 0.07% of portfolio
13,731
Q3 2025 Reduced 63.9%
$130B
$1.16 Billion 0.07% of portfolio
3,145
Q3 2025 Reduced 0.79%
$10.6B
$1.01 Billion 0.06% of portfolio
4,451
Q3 2025 Added 39.49%
$5.71B
$991 Million 0.06% of portfolio
7,060
Q3 2025 Added 1.58%
$10.1B
$1 Billion 0.06% of portfolio
27,174
Q3 2025 Added 0.82%
$0
$1.05 Billion 0.06% of portfolio
17,860
Q3 2025 Reduced 2.9%
$59.7B
$974 Million 0.06% of portfolio
2,186
Q3 2025 Added 44.67%
$5.15B
$1.08 Billion 0.06% of portfolio
5,927
Q3 2025 Added 3.1%
$190B
$988 Million 0.06% of portfolio
9,722
Q3 2025 Reduced 9.51%
$11.9B
$1.07 Billion 0.06% of portfolio
21,202
Q3 2025 Reduced 0.24%
$7.08B
$1.01 Billion 0.06% of portfolio
3,562
Q3 2025 Added 7.78%
$13.1B
$1.05 Billion 0.06% of portfolio
4,523
Q3 2025 Added 5.51%
$0
$993 Million 0.06% of portfolio
10,284
Q3 2025 Reduced 12.9%
$103B
$1 Billion 0.06% of portfolio
12,760
Q3 2025 Reduced 2.67%
$114B
$1.07 Billion 0.06% of portfolio
5,226
Q3 2025 Reduced 11.15%
$2.99B
$962 Million 0.06% of portfolio
15,880
Q3 2025 Reduced 0.72%
$197B
$1.1 Billion 0.06% of portfolio
4,615
Q3 2025 Reduced 4.96%
$9.4B
$984 Million 0.06% of portfolio
16,846
Q3 2025 Added 45.21%
Aegon LTD
-
$1.12 Billion 0.06% of portfolio
-
Q3 2025 Added 3.36%
$20.4B
$1.01 Billion 0.06% of portfolio
11,745
Q3 2025 Added 8.09%
American Healthcare Reit Inc
-
$1.11 Billion 0.06% of portfolio
-
Q3 2025 Reduced 1.18%
$0
$1.07 Billion 0.06% of portfolio
13,641
Q3 2025 Added 2.72%
Neos ETF Trust
-
$884 Million 0.05% of portfolio
-
Q3 2025 Added 120.79%
$5.27B
$855 Million 0.05% of portfolio
65,553
Q3 2025 Added 84.44%
$45.2B
$877 Million 0.05% of portfolio
1,509
Q3 2025 Reduced 10.45%
$9B
$871 Million 0.05% of portfolio
4,086
Q3 2025 Added 0.39%
$270B
$879 Million 0.05% of portfolio
5,374
Q3 2025 Reduced 2.79%
$5.16B
$946 Million 0.05% of portfolio
4,946
Q3 2025 New
$79.6B
$810 Million 0.05% of portfolio
5,723
Q3 2025 Added 66.9%
$0
$941 Million 0.05% of portfolio
5,021
Q2 2025 Reduced 0.36%
$91.4B
$848 Million 0.05% of portfolio
5,230
Q3 2025 Added 2.67%
$2.2B
$788 Million 0.05% of portfolio
9,712
Q3 2025 Added 9.07%
$1.36B
$792 Million 0.05% of portfolio
7,350
Q3 2025 Reduced 11.92%
$2.66B
$927 Million 0.05% of portfolio
7,113
Q3 2025 Added 7.67%
$0
$826 Million 0.05% of portfolio
45,073
Q3 2025 Added 36.85%
$11.2B
$939 Million 0.05% of portfolio
4,402
Q3 2025 New
$12B
$846 Million 0.05% of portfolio
5,616
Q3 2025 Added 6.55%
$1.11B
$892 Million 0.05% of portfolio
49,151
Q3 2025 Added 4.26%
$7.21B
$793 Million 0.05% of portfolio
1,850
Q3 2025 Reduced 5.85%
Ge Vernova Inc
-
$785 Million 0.05% of portfolio
-
Q3 2025 Added 2.5%
$19.6B
$903 Million 0.05% of portfolio
5,834
Q3 2025 Added 6.11%

Summary

  • Portfolio
  • No. of Stocks 541
  • Current Value $1.73 Trillion
  • Prior Value $1.62 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 279 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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