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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$176B
$499 Million 0.03% of portfolio
17,527
Q2 2025 Added 6.88%
$95.7B
$522 Million 0.03% of portfolio
4,193
Q2 2025 Reduced 8.03%
$22.3B
$493 Million 0.03% of portfolio
2,890
Q2 2025 Reduced 4.78%
$123B
$468 Million 0.03% of portfolio
14,567
Q2 2025 Reduced 8.11%
$11.5B
$550 Million 0.03% of portfolio
1,787
Q2 2025 Reduced 6.64%
$11.9B
$423 Million 0.03% of portfolio
2,829
Q2 2025 Reduced 5.98%
$11.2B
$511 Million 0.03% of portfolio
2,377
Q2 2025 Reduced 7.65%
-
$445 Million 0.03% of portfolio
-
Q3 2024 Reduced 9.3%
$10.6B
$451 Million 0.03% of portfolio
2,952
Q2 2025 Added 7.78%
$63.7B
$504 Million 0.03% of portfolio
6,584
Q2 2025 Reduced 3.09%
$12B
$499 Million 0.03% of portfolio
11,601
Q2 2025 New
$73.2B
$525 Million 0.03% of portfolio
3,877
Q2 2025 Reduced 19.61%
$6.52B
$471 Million 0.03% of portfolio
4,473
Q2 2025 Reduced 84.75%
$97.2B
$464 Million 0.03% of portfolio
2,915
Q2 2025 Reduced 9.86%
$89.8B
$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%
$70.3B
$422 Million 0.03% of portfolio
4,830
Q2 2025 Added 11.52%
$10.1B
$414 Million 0.03% of portfolio
6,575
Q2 2025 Reduced 5.34%
$28B
$510 Million 0.03% of portfolio
5,763
Q2 2025 Reduced 8.76%
$6.68B
$352 Million 0.02% of portfolio
16,139
Q2 2025 Reduced 5.24%
$34.3B
$388 Million 0.02% of portfolio
1,494
Q2 2025 Reduced 3.3%
$82.9B
$384 Million 0.02% of portfolio
3,429
Q2 2025 New
$67.7B
$352 Million 0.02% of portfolio
3,403
Q2 2025 Reduced 0.32%
$69.4B
$306 Million 0.02% of portfolio
6,686
Q2 2025 Reduced 1.76%
$61.8B
$246 Million 0.02% of portfolio
2,201
Q2 2025 Reduced 5.78%
-
$245 Million 0.02% of portfolio
-
Q2 2025 Added 0.39%
$5.71B
$275 Million 0.02% of portfolio
3,576
Q2 2025 Reduced 5.77%
$163B
$251 Million 0.02% of portfolio
1,882
Q2 2025 Added 7.54%
$26.2B
$334 Million 0.02% of portfolio
7,648
Q2 2025 Reduced 5.72%
$177B
$388 Million 0.02% of portfolio
2,011
Q2 2025 Added 6.4%
$7.05B
$391 Million 0.02% of portfolio
2,005
Q2 2025 Reduced 5.74%
$43.6B
$301 Million 0.02% of portfolio
3,125
Q2 2025 Reduced 32.65%
$101B
$343 Million 0.02% of portfolio
5,192
Q2 2025 Added 9.81%
$2.96B
$323 Million 0.02% of portfolio
12,232
Q2 2025 Reduced 7.31%
$6.51B
$263 Million 0.02% of portfolio
2,849
Q2 2025 Reduced 6.77%
$0
$307 Million 0.02% of portfolio
14,961
Q2 2025 Added 1.4%
$74.9B
$268 Million 0.02% of portfolio
1,029
Q2 2025 Added 7.41%
$6.12B
$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%
$99.3B
$254 Million 0.02% of portfolio
338
Q2 2025 Reduced 5.32%
$160B
$343 Million 0.02% of portfolio
4,777
Q2 2025 Reduced 10.16%
$78.8B
$309 Million 0.02% of portfolio
5,032
Q2 2025 Added 5.63%
$0
$350 Million 0.02% of portfolio
4,455
Q2 2025 New
$21.2B
$332 Million 0.02% of portfolio
1,955
Q2 2025 New
$55.3B
$308 Million 0.02% of portfolio
1,139
Q2 2025 Added 0.09%
$8.89B
$306 Million 0.02% of portfolio
1,582
Q2 2025 Added 11.17%
$1.6B
$354 Million 0.02% of portfolio
9,873
Q2 2025 Reduced 4.65%
$267B
$252 Million 0.02% of portfolio
3,484
Q2 2025 Added 2.47%
$5.43B
$259 Million 0.02% of portfolio
3,541
Q2 2025 Reduced 84.14%

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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