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
$12.9B
$961 Million 0.07% of portfolio
3,402
Q1 2025 Added 20.6%
$24.1B
$895 Million 0.07% of portfolio
9,035
Q1 2025 Added 13.48%
$103B
$974 Million 0.07% of portfolio
67,896
Q1 2025 Added 11.16%
American Healthcare Reit Inc
-
$878 Million 0.07% of portfolio
-
Q1 2025 Added 23.92%
$9.66B
$998 Million 0.07% of portfolio
5,994
Q1 2025 New
$20.7B
$881 Million 0.07% of portfolio
3,508
Q1 2025 Added 27.01%
$106B
$970 Million 0.07% of portfolio
3,168
Q1 2025 Added 14.37%
$30B
$910 Million 0.07% of portfolio
183,109
Q1 2025 New
$1.11B
$942 Million 0.07% of portfolio
10,808
Q1 2025 Reduced 23.25%
$8.22B
$998 Million 0.07% of portfolio
20,171
Q1 2025 Added 34.69%
$0
$894 Million 0.07% of portfolio
41,860
Q1 2025 Reduced 9.43%
-
$801 Million 0.06% of portfolio
-
Q1 2025 Added 40.84%
$6.93B
$832 Million 0.06% of portfolio
2,814
Q1 2025 Added 47.18%
$151B
$802 Million 0.06% of portfolio
11,647
Q1 2025 Reduced 14.06%
$13.3B
$858 Million 0.06% of portfolio
19,895
Q1 2025 Reduced 13.2%
$50.8B
$872 Million 0.06% of portfolio
3,581
Q1 2025 Reduced 14.88%
$84.4B
$863 Million 0.06% of portfolio
13,274
Q1 2025 Reduced 17.97%
$24.4B
$772 Million 0.06% of portfolio
1,446
Q1 2025 Added 16.24%
$18.3B
$798 Million 0.06% of portfolio
1,723
Q1 2025 Reduced 7.27%
$2.92B
$816 Million 0.06% of portfolio
7,310
Q1 2025 Added 25.67%
$210B
$770 Million 0.06% of portfolio
1,403
Q1 2025 Reduced 1.34%
$21.6B
$789 Million 0.06% of portfolio
3,850
Q1 2025 Added 13.7%
$13.1B
$784 Million 0.06% of portfolio
4,517
Q1 2025 Added 17.69%
$0
$812 Million 0.06% of portfolio
15,827
Q1 2025 Added 271.0%
$0
$851 Million 0.06% of portfolio
5,039
Q1 2025 Reduced 0.65%
$20.1B
$875 Million 0.06% of portfolio
5,693
Q1 2025 Added 23.6%
$0
$781 Million 0.06% of portfolio
33,454
Q1 2025 Reduced 26.46%
$10.7B
$851 Million 0.06% of portfolio
53,848
Q1 2025 New
Aegon LTD
-
$787 Million 0.06% of portfolio
-
Q1 2025 Added 10.55%
$77.1B
$746 Million 0.06% of portfolio
1,620
Q1 2025 Reduced 24.05%
$10.2B
$752 Million 0.06% of portfolio
21,413
Q1 2025 Added 42.78%
$149B
$754 Million 0.06% of portfolio
5,044
Q1 2025 Added 9.25%
$893M
$868 Million 0.06% of portfolio
153,406
Q1 2025 New
$6.52B
$662 Million 0.05% of portfolio
13,439
Q1 2025 New
$7.21B
$694 Million 0.05% of portfolio
2,108
Q1 2025 Reduced 8.94%
$0
$693 Million 0.05% of portfolio
17,608
Q1 2025 Reduced 10.58%
$0
$644 Million 0.05% of portfolio
10,932
Q1 2025 Added 33.41%
$1.85B
$698 Million 0.05% of portfolio
3,297
Q1 2025 Added 8.96%
$29.4B
$657 Million 0.05% of portfolio
37,886
Q1 2025 Reduced 2.84%
$14.9B
$619 Million 0.05% of portfolio
1,358
Q1 2025 Reduced 8.31%
$9.69B
$733 Million 0.05% of portfolio
2,467
Q1 2025 Added 49.97%
$38.3B
$676 Million 0.05% of portfolio
9,623
Q1 2025 Added 6.72%
$71.8B
$614 Million 0.05% of portfolio
10,283
Q1 2025 Reduced 14.88%
$95.7B
$678 Million 0.05% of portfolio
2,011
Q1 2025 Reduced 11.68%
$39.8B
$631 Million 0.05% of portfolio
10,643
Q1 2025 Added 16.97%
$0
$717 Million 0.05% of portfolio
23,640
Q1 2025 Reduced 27.51%
$64.1B
$663 Million 0.05% of portfolio
8,082
Q1 2025 Added 0.91%
$99.9B
$689 Million 0.05% of portfolio
3,111
Q1 2025 Reduced 13.1%
$0
$692 Million 0.05% of portfolio
25,674
Q1 2025 Reduced 15.23%

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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