Diversify Wealth Management, LLC Options Holdings

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email