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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$732M
$9.7 Billion 0.6% of portfolio
1,750,000
Q2 2025 New
$896M
$2.52 Billion 0.16% of portfolio
275,324
Q2 2025 Added 1.75%
$1.19B
$2.46 Billion 0.15% of portfolio
57,451
Q2 2025 Added 7.31%
$1.55B
$1.79 Billion 0.11% of portfolio
177,706
Q2 2025 Added 29.08%
$606M
$1.41 Billion 0.09% of portfolio
132,850
Q2 2025 Reduced 14.13%
$1.15B
$1.52 Billion 0.09% of portfolio
194,664
Q2 2025 Added 26.89%
$1.09B
$893 Million 0.06% of portfolio
47,143
Q2 2025 Added 103.91%
$1.66B
$884 Million 0.05% of portfolio
4,024
Q2 2025 Added 22.05%
$1.4B
$771 Million 0.05% of portfolio
18,119
Q2 2025 New
$1.33B
$859 Million 0.05% of portfolio
8,345
Q2 2025 Reduced 22.79%
$597M
$667 Million 0.04% of portfolio
-
Q2 2025 Added 17.66%
$451M
$711 Million 0.04% of portfolio
48,932
Q2 2025 Added 110.94%
$1.66B
$354 Million 0.02% of portfolio
9,873
Q2 2025 Reduced 4.65%
$509M
$238 Million 0.01% of portfolio
12,322
Q2 2025 Reduced 5.95%
$1.41B
$151 Million 0.01% of portfolio
15,001
Q1 2025 Added 0.01%
$529M
$111 Million 0.01% of portfolio
100,000
Q2 2025 New
$1.04B
$224 Million 0.01% of portfolio
17,422
Q2 2025 Reduced 6.49%
$754M
$119 Million 0.01% of portfolio
20,000
Q2 2025 New
$1.21B
$217 Million 0.01% of portfolio
7,574
Q2 2025 New
$708M
$72 Million 0.0% of portfolio
13,109
Q2 2025 Reduced 10.4%
$352M
$44.6 Million 0.0% of portfolio
20,000
Q2 2025 New
$1.02B
$39.6 Million 0.0% of portfolio
30,000
Q2 2024 New

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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