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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.1B
$4.64 Billion 0.29% of portfolio
11,632
Q2 2025 Added 18.58%
$159B
$4.74 Billion 0.29% of portfolio
9,913
Q2 2025 Added 10.8%
$0
$4.77 Billion 0.29% of portfolio
52,087
Q2 2025 Added 60.23%
$92.7B
$4.7 Billion 0.29% of portfolio
9,115
Q2 2025 Added 5.98%
$230B
$4.52 Billion 0.28% of portfolio
19,252
Q2 2025 Added 9.55%
$63.8B
$4.59 Billion 0.28% of portfolio
15,874
Q2 2025 Added 20.81%
$460B
$4.47 Billion 0.28% of portfolio
25,880
Q2 2025 Added 12.48%
$153B
$4.56 Billion 0.28% of portfolio
19,180
Q2 2025 Added 14.64%
$179B
$4.5 Billion 0.28% of portfolio
29,291
Q2 2025 Added 11.66%
$87.1B
$4.34 Billion 0.27% of portfolio
20,717
Q2 2025 Added 2.94%
$79B
$4.38 Billion 0.27% of portfolio
32,922
Q2 2025 Added 10.83%
$166B
$4.4 Billion 0.27% of portfolio
9,431
Q2 2025 Added 4.68%
$163B
$4.33 Billion 0.27% of portfolio
12,804
Q2 2025 Added 12.36%
$4.25B
$4.33 Billion 0.27% of portfolio
79,086
Q2 2025 Added 5.16%
$0
$4.24 Billion 0.26% of portfolio
147,175
Q2 2025 Reduced 3.64%
$305B
$4.29 Billion 0.26% of portfolio
15,533
Q2 2025 Added 9.06%
$373B
$4.08 Billion 0.25% of portfolio
26,300
Q2 2025 Added 10.88%
$0
$4.02 Billion 0.25% of portfolio
60,856
Q2 2025 Added 6.08%
$48.4B
$4.12 Billion 0.25% of portfolio
53,510
Q2 2025 Added 16.37%
$145B
$3.97 Billion 0.25% of portfolio
10,552
Q2 2025 Added 9.03%
$0
$3.97 Billion 0.25% of portfolio
82,363
Q2 2025 Reduced 2.19%
$0
$4.07 Billion 0.25% of portfolio
150,809
Q2 2025 Added 2.25%
Viking Holdings LTD
-
$3.9 Billion 0.24% of portfolio
-
Q2 2025 Added 6.39%
$293B
$3.92 Billion 0.24% of portfolio
55,379
Q2 2025 Added 8.9%
Tempus Ai Inc
-
$3.73 Billion 0.23% of portfolio
-
Q2 2025 Added 4.73%
$0
$3.75 Billion 0.23% of portfolio
67,671
Q2 2025 Added 14.37%
$144B
$3.68 Billion 0.23% of portfolio
15,146
Q2 2025 Added 11.99%
$0
$3.61 Billion 0.22% of portfolio
8,015
Q2 2025 Reduced 4.89%
$0
$3.63 Billion 0.22% of portfolio
160,045
Q2 2025 Reduced 1.11%
$242B
$3.57 Billion 0.22% of portfolio
11,783
Q2 2025 Added 3.81%
$122B
$3.41 Billion 0.21% of portfolio
7,900
Q2 2025 Added 15.01%
$132B
$3.45 Billion 0.21% of portfolio
15,757
Q2 2025 Added 12.75%
$0
$3.38 Billion 0.21% of portfolio
124,852
Q2 2025 Added 2.97%
$149B
$3.45 Billion 0.21% of portfolio
12,116
Q2 2025 Added 16.8%
$3.44B
$3.18 Billion 0.2% of portfolio
278,310
Q2 2025 Reduced 0.78%
Rubrik Inc.
-
$3.2 Billion 0.2% of portfolio
-
Q2 2025 Added 5.67%
$0
$3.27 Billion 0.2% of portfolio
16,132
Q2 2025 Reduced 0.95%
$88.7B
$3.2 Billion 0.2% of portfolio
10,188
Q2 2025 Added 7.31%
$0
$3.28 Billion 0.2% of portfolio
40,603
Q2 2025 Added 5.26%
$327B
$3.09 Billion 0.19% of portfolio
16,518
Q2 2025 Added 18.38%
$324B
$3.03 Billion 0.19% of portfolio
11,572
Q2 2025 Added 22.05%
$89.4B
$3.05 Billion 0.19% of portfolio
13,071
Q2 2025 Added 8.78%
$213B
$3.05 Billion 0.19% of portfolio
38,031
Q2 2025 Added 22.15%
$38.6B
$3.14 Billion 0.19% of portfolio
11,399
Q2 2025 Added 5.31%
$24.9B
$2.99 Billion 0.19% of portfolio
12,050
Q2 2025 Added 5.88%
$0
$2.93 Billion 0.18% of portfolio
52,010
Q2 2025 Added 11.08%
$10.9B
$2.96 Billion 0.18% of portfolio
50,440
Q2 2025 Added 14.77%
$7.05B
$2.93 Billion 0.18% of portfolio
25,079
Q2 2025 Added 16.84%
$19.4B
$2.87 Billion 0.18% of portfolio
21,169
Q2 2025 Reduced 0.1%

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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