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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Atlanta Braves Hldgs Inc
-
$265 Million 0.02% of portfolio
-
Q1 2025 Reduced 9.75%
$77.7B
$215 Million 0.02% of portfolio
357
Q1 2025 New
$2.57B
$309 Million 0.02% of portfolio
13,197
Q1 2025 Reduced 6.53%
$19B
$205 Million 0.02% of portfolio
3,481
Q1 2025 Added 18.68%
$93.4B
$313 Million 0.02% of portfolio
4,764
Q1 2025 Added 16.99%
$0
$258 Million 0.02% of portfolio
2,135
Q1 2025 New
$2.21B
$221 Million 0.02% of portfolio
10,183
Q1 2025 Reduced 2.53%
$0
$256 Million 0.02% of portfolio
4,737
Q1 2025 Reduced 5.94%
$0
$288 Million 0.02% of portfolio
9,562
Q1 2025 Reduced 19.27%
$8.05B
$210 Million 0.02% of portfolio
3,199
Q1 2025 Reduced 7.3%
$26.1B
$233 Million 0.02% of portfolio
2,645
Q1 2025 Added 9.52%
$0
$264 Million 0.02% of portfolio
4,006
Q1 2025 New
$0
$233 Million 0.02% of portfolio
5,951
Q1 2025 New
Solventum Corp
-
$256 Million 0.02% of portfolio
-
Q1 2025 Added 12.37%
$0
$209 Million 0.02% of portfolio
1,503
Q1 2025 Reduced 79.71%
$0
$310 Million 0.02% of portfolio
17,099
Q1 2025 Reduced 19.86%
$10B
$247 Million 0.02% of portfolio
18,646
Q1 2025 Added 0.01%
$119B
$223 Million 0.02% of portfolio
386
Q1 2025 New
$233B
$223 Million 0.02% of portfolio
3,400
Q1 2025 New
$0
$215 Million 0.02% of portfolio
12,368
Q1 2025 Added 0.32%
$73.7B
$232 Million 0.02% of portfolio
958
Q1 2025 Reduced 4.1%
$82.5B
$293 Million 0.02% of portfolio
14,422
Q1 2025 Added 34.23%
$8.05B
$231 Million 0.02% of portfolio
1,423
Q1 2025 New
$177B
$304 Million 0.02% of portfolio
1,890
Q1 2025 Reduced 7.13%
$0
$319 Million 0.02% of portfolio
5,207
Q1 2025 Reduced 1.35%
$135B
$333 Million 0.02% of portfolio
4,594
Q1 2025 Reduced 7.57%
$6.12B
$224 Million 0.02% of portfolio
1,571
Q1 2025 New
$0
$216 Million 0.02% of portfolio
2,248
Q1 2025 Added 0.04%
$59.9B
$276 Million 0.02% of portfolio
6,806
Q1 2025 Reduced 7.6%
$1.07B
$249 Million 0.02% of portfolio
18,632
Q1 2025 Added 11.48%
Qxo Inc
-
$220 Million 0.02% of portfolio
-
Q1 2025 Added 66.38%
$0
$293 Million 0.02% of portfolio
3,149
Q1 2025 Added 0.03%
$0
$219 Million 0.02% of portfolio
3,277
Q1 2025 Reduced 4.52%
$0
$312 Million 0.02% of portfolio
3,098
Q1 2025 Reduced 12.73%
$0
$249 Million 0.02% of portfolio
3,252
Q1 2025 New
$4.67B
$248 Million 0.02% of portfolio
3,795
Q1 2025 Reduced 9.88%
$149B
$224 Million 0.02% of portfolio
1,750
Q1 2025 Added 3.86%
Dimensional ETF Trust
-
$278 Million 0.02% of portfolio
-
Q1 2025 New
$0
$251 Million 0.02% of portfolio
3,188
Q1 2025 New
-
$212 Million 0.02% of portfolio
-
Q1 2025 New
$0
$297 Million 0.02% of portfolio
5,939
Q1 2025 Added 0.34%
$0
$215 Million 0.02% of portfolio
6,878
Q1 2025 Reduced 12.56%
$0
$105 Million 0.01% of portfolio
10,000
Q4 2024 New
$174M
$69 Million 0.01% of portfolio
60,000
Q2 2024 New
$230M
$176 Million 0.01% of portfolio
23,197
Q1 2025 Added 13.2%
$646M
$73.9 Million 0.01% of portfolio
14,630
Q1 2025 Reduced 21.66%
$173M
$127 Million 0.01% of portfolio
86,248
Q4 2024 Reduced 47.58%
$236M
$138 Million 0.01% of portfolio
20,010
Q4 2024 New
$0
$201 Million 0.01% of portfolio
2,434
Q1 2025 New

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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