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
$0
$2.98 Billion 0.18% of portfolio
71,097
Q2 2025 Added 5.72%
$91.7B
$2.7 Billion 0.17% of portfolio
56,436
Q2 2025 Added 17.78%
$76.5B
$2.68 Billion 0.17% of portfolio
1,902
Q2 2025 Added 7.64%
$0
$2.7 Billion 0.17% of portfolio
45,223
Q2 2025 Reduced 20.54%
$896M
$2.52 Billion 0.16% of portfolio
275,324
Q2 2025 Added 1.75%
$1.27T
$2.65 Billion 0.16% of portfolio
10,840
Q2 2025 Reduced 30.53%
$0
$2.59 Billion 0.16% of portfolio
51,478
Q2 2025 Reduced 24.19%
$0
$2.56 Billion 0.16% of portfolio
20,469
Q2 2025 Added 2.45%
$1.19B
$2.46 Billion 0.15% of portfolio
57,451
Q2 2025 Added 7.31%
Sila Realty Trust Inc
-
$2.38 Billion 0.15% of portfolio
-
Q2 2025 Reduced 21.94%
$0
$2.42 Billion 0.15% of portfolio
17,686
Q2 2025 Added 2.83%
$19.3B
$2.49 Billion 0.15% of portfolio
4,958
Q2 2025 Added 24.98%
$7.7B
$2.23 Billion 0.14% of portfolio
42,705
Q2 2025 Added 14.54%
$97.8B
$2.3 Billion 0.14% of portfolio
13,229
Q2 2025 Added 17.26%
$150B
$2.29 Billion 0.14% of portfolio
11,154
Q2 2025 Added 8.78%
$111B
$2.26 Billion 0.14% of portfolio
122,665
Q2 2025 Added 9.36%
$186B
$2.21 Billion 0.14% of portfolio
146,215
Q2 2025 Added 16.38%
$24.4B
$2.21 Billion 0.14% of portfolio
9,070
Q2 2025 Added 23.02%
$9.34B
$2.28 Billion 0.14% of portfolio
7,379
Q2 2025 Added 12.48%
$545B
$2.23 Billion 0.14% of portfolio
1,823
Q2 2025 Reduced 0.44%
$152B
$2.3 Billion 0.14% of portfolio
9,411
Q2 2025 Reduced 0.32%
$0
$2.04 Billion 0.13% of portfolio
115,144
Q2 2025 Reduced 3.0%
$0
$2.07 Billion 0.13% of portfolio
24,548
Q2 2025 Reduced 15.38%
$4.98B
$2.14 Billion 0.13% of portfolio
71,090
Q2 2025 Added 0.28%
$0
$2.1 Billion 0.13% of portfolio
90,689
Q2 2025 Reduced 4.94%
$4.34B
$2.03 Billion 0.13% of portfolio
48,303
Q2 2025 Added 2.36%
$295B
$1.99 Billion 0.12% of portfolio
2,684
Q2 2025 Added 9.78%
$95.8B
$1.99 Billion 0.12% of portfolio
42,077
Q2 2025 Added 8.5%
$4.43B
$1.91 Billion 0.12% of portfolio
10,429
Q2 2025 Added 4.56%
$3.94B
$1.95 Billion 0.12% of portfolio
57,825
Q2 2025 Reduced 22.28%
$80.9B
$1.86 Billion 0.12% of portfolio
91,354
Q2 2025 Added 18.29%
$9.56B
$2.02 Billion 0.12% of portfolio
130,285
Q2 2025 Added 15.37%
$17B
$1.99 Billion 0.12% of portfolio
4,767
Q2 2025 Added 26.04%
$13.4B
$2 Billion 0.12% of portfolio
58,919
Q2 2025 Added 17.35%
$33.3B
$1.76 Billion 0.11% of portfolio
1,332
Q2 2025 Added 14.63%
$12.4B
$1.84 Billion 0.11% of portfolio
5,891
Q2 2025 Added 13.4%
Cooper Cos Inc
-
$1.83 Billion 0.11% of portfolio
-
Q2 2025 Added 18.33%
$229B
$1.86 Billion 0.11% of portfolio
14,183
Q2 2025 Reduced 4.1%
$1.55B
$1.79 Billion 0.11% of portfolio
177,706
Q2 2025 Added 29.08%
$14.6B
$1.74 Billion 0.11% of portfolio
16,172
Q2 2025 Added 26.58%
$33.7B
$1.82 Billion 0.11% of portfolio
66,906
Q2 2025 Added 5.38%
$155B
$1.78 Billion 0.11% of portfolio
29,126
Q2 2025 Added 7.26%
$25.9B
$1.77 Billion 0.11% of portfolio
3,197
Q2 2025 Added 7.28%
$4.24B
$1.77 Billion 0.11% of portfolio
23,221
Q2 2025 Added 14.41%
$0
$1.68 Billion 0.1% of portfolio
5,313
Q2 2025 Reduced 20.84%
$0
$1.6 Billion 0.1% of portfolio
33,248
Q2 2025 Added 11.93%
$0
$1.59 Billion 0.1% of portfolio
18,934
Q2 2025 Added 2.1%
$0
$1.55 Billion 0.1% of portfolio
36,081
Q2 2025 Reduced 8.44%
$5.3B
$1.56 Billion 0.1% of portfolio
45,831
Q2 2025 Added 19.68%

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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