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
Veon LTD
-
$953 Million 0.05% of portfolio
-
Q3 2025 New
$0
$872 Million 0.05% of portfolio
106,881
Q3 2025 Added 46.41%
Yatsen Hldg LTD
-
$833 Million 0.05% of portfolio
-
Q3 2025 Added 6.07%
$1.75B
$819 Million 0.05% of portfolio
4,115
Q3 2025 Added 2.26%
$2.74B
$853 Million 0.05% of portfolio
67,617
Q3 2025 Added 2.03%
$97.3B
$851 Million 0.05% of portfolio
10,507
Q3 2025 Reduced 7.58%
$19.5B
$821 Million 0.05% of portfolio
1,757
Q3 2025 Added 4.21%
$11.7B
$897 Million 0.05% of portfolio
9,812
Q3 2025 Added 5.1%
$5.67B
$802 Million 0.05% of portfolio
3,028
Q3 2025 Added 1.58%
$1.31B
$894 Million 0.05% of portfolio
22,831
Q3 2025 Added 26.01%
$14.1B
$793 Million 0.05% of portfolio
4,549
Q3 2025 Added 5.15%
$57.4B
$776 Million 0.04% of portfolio
1,074
Q3 2025 Reduced 6.28%
$18.7B
$749 Million 0.04% of portfolio
3,287
Q3 2025 Reduced 8.26%
$0
$730 Million 0.04% of portfolio
9,895
Q3 2025 Added 19.68%
$8.94B
$723 Million 0.04% of portfolio
1,862
Q3 2025 Added 5.98%
$20.1B
$724 Million 0.04% of portfolio
1,409
Q3 2025 Reduced 10.2%
$19.5B
$648 Million 0.04% of portfolio
15,395
Q3 2025 Reduced 11.57%
$0
$773 Million 0.04% of portfolio
17,078
Q3 2025 New
$0
$674 Million 0.04% of portfolio
5,319
Q3 2025 Added 19.39%
$69.4B
$769 Million 0.04% of portfolio
8,784
Q3 2025 Reduced 30.48%
$0
$677 Million 0.04% of portfolio
27,458
Q3 2025 Added 0.17%
$0
$770 Million 0.04% of portfolio
3,136
Q3 2025 Reduced 3.48%
$4.59B
$744 Million 0.04% of portfolio
12,878
Q3 2025 Added 5.51%
$37.9B
$658 Million 0.04% of portfolio
9,030
Q3 2025 Reduced 6.16%
$0
$711 Million 0.04% of portfolio
51,557
Q3 2025 Added 0.29%
$7.67B
$719 Million 0.04% of portfolio
61,559
Q3 2025 Added 6.37%
$156B
$680 Million 0.04% of portfolio
5,573
Q3 2025 Reduced 1.87%
$8.25B
$757 Million 0.04% of portfolio
24,883
Q3 2025 Added 10.83%
$53B
$678 Million 0.04% of portfolio
7,251
Q3 2025 Added 3.81%
$0
$754 Million 0.04% of portfolio
9,113
Q3 2025 Reduced 53.96%
$0
$713 Million 0.04% of portfolio
14,955
Q3 2025 Reduced 25.3%
$597M
$664 Million 0.04% of portfolio
-
Q3 2025 Reduced 0.37%
$57.4B
$650 Million 0.04% of portfolio
15,785
Q3 2025 Reduced 5.83%
$0
$666 Million 0.04% of portfolio
2,108
Q3 2025 Added 0.62%
$0
$748 Million 0.04% of portfolio
8,066
Q3 2025 Added 3.19%
$0
$689 Million 0.04% of portfolio
11,739
Q3 2025 Reduced 4.09%
$2.94B
$663 Million 0.04% of portfolio
8,029
Q3 2025 Added 2.79%
Maplebear Inc
-
$701 Million 0.04% of portfolio
-
Q3 2025 Added 0.19%
$383M
$682 Million 0.04% of portfolio
48,932
Q2 2025 Added 110.94%
$72.4B
$718 Million 0.04% of portfolio
2,113
Q3 2025 Reduced 25.76%
$222B
$739 Million 0.04% of portfolio
1,307
Q3 2025 Reduced 40.64%
$74.3B
$540 Million 0.03% of portfolio
9,142
Q3 2025 Reduced 6.98%
Advisors Inner Circle Fd Ii
-
$582 Million 0.03% of portfolio
-
Q3 2025 Added 75.55%
$0
$586 Million 0.03% of portfolio
7,525
Q3 2025 Added 132.83%
$46.4B
$464 Million 0.03% of portfolio
1,953
Q3 2025 Reduced 32.84%
$11.9B
$534 Million 0.03% of portfolio
6,731
Q3 2025 Reduced 14.64%
Advisors Inner Circle Fd Ii
-
$548 Million 0.03% of portfolio
-
Q3 2025 Added 1.67%
$0
$455 Million 0.03% of portfolio
8,985
Q3 2024 New
$0
$455 Million 0.03% of portfolio
5,659
Q3 2025 Reduced 0.61%

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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