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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.88B
$220 Million 0.01% of portfolio
3,968
Q3 2025 Reduced 5.97%
$6.2B
$233 Million 0.01% of portfolio
2,542
Q3 2025 Added 11.3%
$6.31B
$201 Million 0.01% of portfolio
3,778
Q3 2025 Reduced 18.65%
$8.94B
$229 Million 0.01% of portfolio
1,285
Q3 2025 Reduced 18.77%
$5.3B
$237 Million 0.01% of portfolio
2,610
Q3 2025 Reduced 26.29%
$9.12B
$217 Million 0.01% of portfolio
2,377
Q3 2025 New

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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