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
$1.66B
$884 Million 0.05% of portfolio
4,024
Q2 2025 Added 22.05%
$11.6B
$842 Million 0.05% of portfolio
5,271
Q2 2025 Added 16.69%
$2.4B
$838 Million 0.05% of portfolio
21,216
Q2 2025 Added 28.48%
$1.4B
$771 Million 0.05% of portfolio
18,119
Q2 2025 New
$14.2B
$756 Million 0.05% of portfolio
4,326
Q2 2025 Added 27.95%
$40.9B
$777 Million 0.05% of portfolio
9,623
Q1 2025 Added 6.72%
$19.4B
$815 Million 0.05% of portfolio
1,569
Q2 2025 Reduced 8.94%
$0
$760 Million 0.05% of portfolio
24,242
Q2 2025 Added 2.55%
$9.01B
$871 Million 0.05% of portfolio
10,534
Q2 2025 Added 26.96%
$10B
$769 Million 0.05% of portfolio
1,757
Q2 2025 Added 28.81%
$87.3B
$804 Million 0.05% of portfolio
5,094
Q2 2025 Added 4.73%
$3.27B
$887 Million 0.05% of portfolio
66,274
Q2 2025 Added 28.46%
$17.5B
$745 Million 0.05% of portfolio
3,583
Q2 2025 Reduced 6.94%
$139B
$869 Million 0.05% of portfolio
6,800
Q2 2025 Added 30.34%
Advisors Inner Circle Fd Ii
-
$845 Million 0.05% of portfolio
-
Q2 2025 Added 42.74%
$1.33B
$859 Million 0.05% of portfolio
8,345
Q2 2025 Reduced 22.79%
$95.3B
$634 Million 0.04% of portfolio
3,098
Q2 2025 Reduced 0.42%
$150B
$682 Million 0.04% of portfolio
5,679
Q2 2025 Added 1.48%
$0
$642 Million 0.04% of portfolio
21,106
Q2 2025 Reduced 17.79%
$2.88B
$617 Million 0.04% of portfolio
21,224
Q2 2025 Added 28.1%
$70.9B
$661 Million 0.04% of portfolio
7,774
Q2 2025 Added 3.31%
$8.14B
$676 Million 0.04% of portfolio
22,451
Q2 2025 Added 20.46%
$4.08B
$659 Million 0.04% of portfolio
12,205
Q2 2025 Added 28.11%
$6.81B
$696 Million 0.04% of portfolio
5,719
Q2 2025 Added 29.24%
$0
$673 Million 0.04% of portfolio
27,411
Q2 2025 Added 54.45%
$99B
$593 Million 0.04% of portfolio
12,745
Q2 2025 Reduced 1.98%
$597M
$667 Million 0.04% of portfolio
-
Q2 2025 Added 17.66%
$60.2B
$707 Million 0.04% of portfolio
16,763
Q2 2025 Reduced 6.07%
$85.6B
$579 Million 0.04% of portfolio
2,065
Q2 2025 Added 2.69%
$0
$622 Million 0.04% of portfolio
2,095
Q2 2025 Added 0.62%
$0
$628 Million 0.04% of portfolio
32,935
Q2 2025 Added 7.78%
$0
$715 Million 0.04% of portfolio
51,410
Q2 2025 Added 16.96%
$147B
$586 Million 0.04% of portfolio
5,710
Q2 2025 New
$92.8B
$579 Million 0.04% of portfolio
1,617
Q2 2025 Reduced 0.98%
$6.74B
$616 Million 0.04% of portfolio
5,075
Q2 2025 Added 36.53%
$0
$599 Million 0.04% of portfolio
8,268
Q2 2025 Added 106.39%
$218B
$658 Million 0.04% of portfolio
1,594
Q2 2025 Reduced 8.55%
$70.4B
$568 Million 0.04% of portfolio
9,828
Q2 2025 Reduced 4.42%
$59.7B
$598 Million 0.04% of portfolio
7,621
Q2 2025 Reduced 5.7%
$8.62B
$641 Million 0.04% of portfolio
49,624
Q2 2025 Added 1.34%
$15.7B
$611 Million 0.04% of portfolio
17,409
Q2 2025 Reduced 8.93%
$451M
$711 Million 0.04% of portfolio
48,932
Q2 2025 Added 110.94%
$11.3B
$709 Million 0.04% of portfolio
9,336
Q2 2025 Added 25.67%
$0
$591 Million 0.04% of portfolio
5,363
Q2 2025 Reduced 49.55%
$0
$606 Million 0.04% of portfolio
11,891
Q2 2025 Added 70.26%
$0
$718 Million 0.04% of portfolio
12,239
Q2 2025 Added 11.96%
$0
$591 Million 0.04% of portfolio
14,211
Q2 2025 Added 10.09%
$43.1B
$624 Million 0.04% of portfolio
2,908
Q2 2025 Reduced 18.79%
$30.7B
$572 Million 0.04% of portfolio
37,029
Q2 2025 Reduced 2.26%

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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