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
$0
$467 Million 0.03% of portfolio
19,748
Q2 2025 Reduced 40.97%
$89.4B
$493 Million 0.03% of portfolio
849
Q2 2025 Added 12.9%
$5.27B
$508 Million 0.03% of portfolio
35,541
Q2 2025 Added 33.29%
$41.1B
$562 Million 0.03% of portfolio
12,730
Q2 2025 Added 2.64%
$63.8B
$422 Million 0.03% of portfolio
4,830
Q2 2025 Added 11.52%
$0
$413 Million 0.03% of portfolio
1,920
Q2 2025 Reduced 1.08%
$0
$406 Million 0.03% of portfolio
8,644
Q1 2025 Added 0.01%
Coreweave Inc
-
$462 Million 0.03% of portfolio
-
Q2 2025 New
$8.64B
$414 Million 0.03% of portfolio
6,575
Q2 2025 Reduced 5.34%
$36B
$510 Million 0.03% of portfolio
5,763
Q2 2025 Reduced 8.76%
$0
$417 Million 0.03% of portfolio
9,276
Q1 2025 Added 0.01%
$5.78B
$352 Million 0.02% of portfolio
16,139
Q2 2025 Reduced 5.24%
$0
$324 Million 0.02% of portfolio
4,567
Q2 2025 Reduced 7.06%
$0
$379 Million 0.02% of portfolio
1,558
Q2 2025 Reduced 14.82%
$40.8B
$388 Million 0.02% of portfolio
1,494
Q2 2025 Reduced 3.3%
$66.5B
$384 Million 0.02% of portfolio
3,429
Q2 2025 New
$0
$382 Million 0.02% of portfolio
2,045
Q2 2025 Reduced 16.94%
Advisors Inner Circle Fd Ii
-
$331 Million 0.02% of portfolio
-
Q2 2025 Reduced 73.25%
$0
$346 Million 0.02% of portfolio
4,350
Q2 2025 Reduced 15.78%
$68B
$306 Million 0.02% of portfolio
6,686
Q2 2025 Reduced 1.76%
$57.5B
$246 Million 0.02% of portfolio
2,201
Q2 2025 Reduced 5.78%
-
$245 Million 0.02% of portfolio
-
Q2 2025 Added 0.39%
$5.59B
$275 Million 0.02% of portfolio
3,576
Q2 2025 Reduced 5.77%
$155B
$251 Million 0.02% of portfolio
1,882
Q2 2025 Added 7.54%
$0
$250 Million 0.02% of portfolio
3,232
Q2 2025 New
$24.9B
$334 Million 0.02% of portfolio
7,648
Q2 2025 Reduced 5.72%
$0
$308 Million 0.02% of portfolio
16,737
Q2 2025 Reduced 2.12%
$0
$334 Million 0.02% of portfolio
3,149
Q1 2025 Added 0.03%
$177B
$388 Million 0.02% of portfolio
2,011
Q2 2025 Added 6.4%
$0
$279 Million 0.02% of portfolio
5,691
Q2 2025 New
$8.62B
$391 Million 0.02% of portfolio
2,005
Q2 2025 Reduced 5.74%
$43.5B
$301 Million 0.02% of portfolio
3,125
Q2 2025 Reduced 32.65%
Fidelity Wise Origin Bitcoin
-
$372 Million 0.02% of portfolio
-
Q2 2025 Added 0.03%
$118B
$343 Million 0.02% of portfolio
5,192
Q2 2025 Added 9.81%
$2.93B
$323 Million 0.02% of portfolio
12,232
Q2 2025 Reduced 7.31%
$131M
$292 Million 0.02% of portfolio
4,689
Q2 2025 Reduced 33.48%
$0
$276 Million 0.02% of portfolio
2,291
Q2 2025 New
$7.01B
$263 Million 0.02% of portfolio
2,849
Q2 2025 Reduced 6.77%
$0
$279 Million 0.02% of portfolio
3,279
Q2 2025 Added 2.85%
Profesionally Managed Portfo
-
$316 Million 0.02% of portfolio
-
Q2 2025 Reduced 11.52%
$0
$278 Million 0.02% of portfolio
4,252
Q2 2025 New
Qxo Inc
-
$316 Million 0.02% of portfolio
-
Q2 2025 Reduced 5.02%
$0
$294 Million 0.02% of portfolio
3,134
Q1 2025 Added 0.03%
$0
$303 Million 0.02% of portfolio
8,530
Q2 2025 Reduced 6.81%
$0
$307 Million 0.02% of portfolio
14,961
Q2 2025 Added 1.4%
$80B
$268 Million 0.02% of portfolio
1,029
Q2 2025 Added 7.41%
$6.65B
$277 Million 0.02% of portfolio
4,644
Q2 2025 Reduced 11.85%
$138B
$271 Million 0.02% of portfolio
10,991
Q2 2025 Reduced 4.09%
$96.6B
$254 Million 0.02% of portfolio
338
Q2 2025 Reduced 5.32%

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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