Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

Diversify Wealth Management, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.35 Trillion distributed in 510 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $46.2B, Spdr Portfolio with a value of $44.1B, Spdr S&P 500 ETF Trust with a value of $41B, Spdr Portfolio S&P 500 Value E with a value of $39.9B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $26B.

Examining the 13F form we can see an increase of $63.4B in the current position value, from $1.28T to 1.35T.

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 $1.35 Trillion
ETFs: $643 Billion
Technology: $192 Billion
Financial Services: $106 Billion
Healthcare: $85 Billion
Consumer Cyclical: $66.2 Billion
Industrials: $55.4 Billion
Consumer Defensive: $52.4 Billion
Communication Services: $45.4 Billion
Other: $57.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$284B
$24.2 Billion 1.8% of portfolio
222,401
Q1 2025 Added 0.65%
$3.2T
$21.4 Billion 1.59% of portfolio
101,414
Q1 2025 Added 0.45%
$1.9T
$19.3 Billion 1.44% of portfolio
103,116
Q1 2025 Added 4.67%
$3.25T
$18.7 Billion 1.39% of portfolio
47,572
Q1 2025 Added 6.11%
$1.25T
$14.8 Billion 1.1% of portfolio
26,743
Q1 2025 Added 6.8%
$449B
$10.6 Billion 0.79% of portfolio
10,702
Q1 2025 Added 6.95%
$17B
$8.56 Billion 0.64% of portfolio
46,051
Q1 2025 Reduced 0.02%
$56.3B
$8.41 Billion 0.62% of portfolio
45,059
Q1 2025 Reduced 3.56%
$1.01T
$8.05 Billion 0.6% of portfolio
49,681
Q1 2025 Added 5.35%
$7.73B
$7.81 Billion 0.58% of portfolio
90,354
Q1 2025 Reduced 2.13%
$694B
$7.22 Billion 0.54% of portfolio
13,510
Q1 2025 Reduced 2.21%
$81.3B
$7.27 Billion 0.54% of portfolio
38,016
Q1 2025 Added 5.6%
$570B
$7.22 Billion 0.54% of portfolio
21,154
Q1 2025 Reduced 1.38%
$273B
$7.09 Billion 0.53% of portfolio
26,479
Q1 2025 Added 11.82%
$741B
$7 Billion 0.52% of portfolio
28,621
Q1 2025 Added 18.27%
$403B
$6.86 Billion 0.51% of portfolio
48,701
Q1 2025 Added 3.11%
$270B
$6.08 Billion 0.45% of portfolio
63,318
Q1 2025 Reduced 10.59%
$781B
$5.91 Billion 0.44% of portfolio
6,680
Q1 2025 Added 13.68%
$182B
$5.9 Billion 0.44% of portfolio
43,902
Q1 2025 Added 24.03%
-
$5.86 Billion 0.44% of portfolio
-
Q1 2025 Reduced 1.46%
$198B
$5.74 Billion 0.43% of portfolio
6,085
Q1 2025 Reduced 6.83%
$535B
$5.85 Billion 0.43% of portfolio
10,842
Q1 2025 Added 3.72%
$22.6B
$5.72 Billion 0.42% of portfolio
35,821
Q1 2025 Added 20.15%
$347B
$5.6 Billion 0.42% of portfolio
28,934
Q1 2025 Added 12.87%
$268B
$5.52 Billion 0.41% of portfolio
32,428
Q1 2025 Added 3.75%
$128B
$5.54 Billion 0.41% of portfolio
11,012
Q1 2025 Added 12.68%
$102B
$5.51 Billion 0.41% of portfolio
20,238
Q1 2025 Added 33.46%
$194B
$4.99 Billion 0.37% of portfolio
16,730
Q1 2025 Added 11.37%
$95.3B
$5.01 Billion 0.37% of portfolio
11,625
Q1 2025 Reduced 1.74%
$244B
$5 Billion 0.37% of portfolio
87,161
Q1 2025 Added 5.02%
$265B
$4.98 Billion 0.37% of portfolio
35,730
Q1 2025 Added 17.21%
$17.7B
$4.66 Billion 0.35% of portfolio
16,947
Q1 2025 Added 25.27%
$370B
$4.76 Billion 0.35% of portfolio
13,265
Q1 2025 Reduced 22.67%
$957B
$4.66 Billion 0.35% of portfolio
29,088
Q1 2025 Reduced 2.62%
$49.9B
$4.54 Billion 0.34% of portfolio
36,140
Q1 2025 Added 14.07%
$188B
$4.61 Billion 0.34% of portfolio
8,947
Q1 2025 Added 10.96%
$74B
$4.64 Billion 0.34% of portfolio
29,821
Q1 2025 Added 18.22%
$117B
$4.48 Billion 0.33% of portfolio
45,315
Q1 2025 Reduced 30.23%
$232B
$4.41 Billion 0.33% of portfolio
14,016
Q1 2025 Added 15.41%
$330B
$4.25 Billion 0.32% of portfolio
106,239
Q1 2025 Added 37.3%
$189B
$4.28 Billion 0.32% of portfolio
34,071
Q1 2025 Reduced 8.7%
$178B
$4.28 Billion 0.32% of portfolio
6,866
Q1 2025 Added 15.8%
$111B
$4.34 Billion 0.32% of portfolio
51,333
Q1 2025 Added 12.07%
$354B
$4.17 Billion 0.31% of portfolio
14,242
Q1 2025 Added 15.75%
$223B
$4.21 Billion 0.31% of portfolio
17,574
Q1 2025 Added 12.82%
$885B
$4.19 Billion 0.31% of portfolio
14,351
Q1 2025 Reduced 42.48%
$430B
$4.19 Billion 0.31% of portfolio
38,624
Q1 2025 Added 23.09%
$126B
$4.22 Billion 0.31% of portfolio
14,280
Q1 2025 Added 26.57%
$177B
$4.23 Billion 0.31% of portfolio
11,396
Q1 2025 Reduced 12.81%

Summary

  • Portfolio
  • No. of Stocks 510
  • Current Value $1.35 Trillion
  • Prior Value $1.28 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 45 stocks
  • Additional Purchases 272 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 181 stocks
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