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
$12.8B
$613 Million 0.05% of portfolio
3,333
Q1 2025 Added 33.86%
$59.6B
$676 Million 0.05% of portfolio
6,092
Q1 2025 Added 5.58%
$44.5B
$628 Million 0.05% of portfolio
14,136
Q1 2025 Reduced 4.62%
$2.88B
$641 Million 0.05% of portfolio
51,591
Q1 2025 New
$9.15B
$618 Million 0.05% of portfolio
48,724
Q1 2025 Added 18.64%
$86.2B
$673 Million 0.05% of portfolio
4,864
Q1 2025 Reduced 3.13%
$76.4B
$695 Million 0.05% of portfolio
7,525
Q1 2025 Reduced 0.03%
$24.4B
$688 Million 0.05% of portfolio
4,301
Q1 2025 Added 33.08%
$101B
$640 Million 0.05% of portfolio
13,002
Q1 2025 Reduced 7.94%
$2.78B
$655 Million 0.05% of portfolio
16,513
Q1 2025 Added 34.07%
$30.4B
$643 Million 0.05% of portfolio
11,448
Q1 2025 Reduced 1.34%
$10.5B
$702 Million 0.05% of portfolio
18,638
Q1 2025 Added 20.78%
$9.98B
$724 Million 0.05% of portfolio
2,364
Q1 2025 Reduced 3.94%
$20.9B
$659 Million 0.05% of portfolio
7,159
Q1 2025 Added 18.0%
$240B
$690 Million 0.05% of portfolio
5,939
Q1 2025 Reduced 2.22%
$65.2B
$663 Million 0.05% of portfolio
17,846
Q1 2025 Added 8.59%
$7.2B
$518 Million 0.04% of portfolio
3,717
Q1 2025 Added 11.22%
$1.3B
$525 Million 0.04% of portfolio
23,119
Q1 2025 New
$7.33B
$561 Million 0.04% of portfolio
4,425
Q1 2025 Added 34.09%
$18.7B
$516 Million 0.04% of portfolio
8,716
Q1 2025 Reduced 7.35%
$142B
$583 Million 0.04% of portfolio
5,596
Q1 2025 Reduced 7.93%
$13B
$585 Million 0.04% of portfolio
7,429
Q1 2025 Added 14.01%
$212B
$536 Million 0.04% of portfolio
1,743
Q1 2025 Reduced 12.5%
$7.97B
$541 Million 0.04% of portfolio
2,285
Q1 2025 Added 20.01%
$15.7B
$551 Million 0.04% of portfolio
19,116
Q1 2025 Reduced 5.64%
$91.1B
$569 Million 0.04% of portfolio
1,633
Q1 2025 Reduced 9.48%
$90.2B
$555 Million 0.04% of portfolio
4,559
Q1 2025 Reduced 9.97%
$53.3B
$507 Million 0.04% of portfolio
3,236
Q1 2025 Added 6.62%
$160B
$536 Million 0.04% of portfolio
2,533
Q1 2025 Reduced 79.53%
$0
$564 Million 0.04% of portfolio
73,000
Q4 2024 New
$34.4B
$522 Million 0.04% of portfolio
6,316
Q1 2025 Added 0.88%
$45B
$518 Million 0.04% of portfolio
1,186
Q1 2025 New
$4.23B
$540 Million 0.04% of portfolio
9,527
Q1 2025 Added 29.78%
$11.2B
$593 Million 0.04% of portfolio
1,364
Q1 2025 Added 30.15%
$42.4B
$500 Million 0.04% of portfolio
12,403
Q1 2025 Added 1.9%
$14.1B
$588 Million 0.04% of portfolio
2,574
Q1 2025 Reduced 13.8%
$3.2B
$593 Million 0.04% of portfolio
16,568
Q1 2025 Added 30.91%
$9.22B
$589 Million 0.04% of portfolio
8,297
Q1 2025 Added 38.15%
$53.6B
$561 Million 0.04% of portfolio
4,823
Q1 2025 Reduced 28.58%
$62.4B
$519 Million 0.04% of portfolio
6,794
Q1 2025 Reduced 11.94%
$14.9B
$581 Million 0.04% of portfolio
3,381
Q1 2025 Added 30.29%
$597M
$569 Million 0.04% of portfolio
-
Q1 2025 Added 23.59%
$0
$563 Million 0.04% of portfolio
30,557
Q1 2025 Added 54.29%
$0
$601 Million 0.04% of portfolio
43,955
Q1 2025 Added 59.26%
$8.86B
$508 Million 0.04% of portfolio
48,969
Q1 2025 Reduced 9.4%
$7.85B
$366 Million 0.03% of portfolio
2,127
Q1 2025 Added 4.37%
$200B
$448 Million 0.03% of portfolio
16,399
Q1 2025 Reduced 22.48%
$23B
$349 Million 0.03% of portfolio
8,112
Q1 2025 Reduced 46.61%
$74.5B
$419 Million 0.03% of portfolio
4,331
Q1 2025 Reduced 14.27%

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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