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
$589 Million 0.04% of portfolio
73,000
Q4 2024 New
$0
$726 Million 0.04% of portfolio
7,817
Q2 2025 Added 20.37%
Tidal Tr Ii
-
$525 Million 0.03% of portfolio
-
Q4 2024 New
$55.6B
$473 Million 0.03% of portfolio
2,425
Q2 2025 Added 8.07%
$179B
$438 Million 0.03% of portfolio
4,439
Q2 2025 Reduced 5.83%
$120B
$416 Million 0.03% of portfolio
4,400
Q2 2025 Reduced 7.17%
Barrick Mng Corp
-
$429 Million 0.03% of portfolio
-
Q2 2025 New
$5.5B
$433 Million 0.03% of portfolio
1,590
Q2 2025 Reduced 7.93%
$146B
$549 Million 0.03% of portfolio
2,530
Q2 2025 Reduced 0.12%
$0
$532 Million 0.03% of portfolio
8,892
Q1 2025 Reduced 6.95%
$0
$503 Million 0.03% of portfolio
4,346
Q2 2025 Reduced 0.46%
$75.3B
$503 Million 0.03% of portfolio
14,047
Q2 2025 Reduced 4.74%
$13.6B
$470 Million 0.03% of portfolio
1,656
Q2 2025 Reduced 10.0%
$29.2B
$566 Million 0.03% of portfolio
11,518
Q2 2025 Added 0.61%
$9.76B
$523 Million 0.03% of portfolio
7,885
Q2 2025 Added 18.25%
$14B
$545 Million 0.03% of portfolio
1,291
Q2 2025 Reduced 4.93%
$18.9B
$445 Million 0.03% of portfolio
18,805
Q2 2025 Added 0.85%
$0
$414 Million 0.03% of portfolio
18,784
Q2 2025 Reduced 23.9%
$55.4B
$515 Million 0.03% of portfolio
3,046
Q2 2025 Reduced 5.87%
$203B
$499 Million 0.03% of portfolio
17,527
Q2 2025 Added 6.88%
$0
$441 Million 0.03% of portfolio
1,471
Q2 2025 Added 0.68%
$95.8B
$522 Million 0.03% of portfolio
4,193
Q2 2025 Reduced 8.03%
$18.4B
$493 Million 0.03% of portfolio
2,890
Q2 2025 Reduced 4.78%
$0
$431 Million 0.03% of portfolio
5,694
Q2 2025 Added 2.12%
$0
$427 Million 0.03% of portfolio
8,985
Q3 2024 New
$141B
$468 Million 0.03% of portfolio
14,567
Q2 2025 Reduced 8.11%
$0
$412 Million 0.03% of portfolio
3,752
Q2 2025 Reduced 3.65%
$0
$462 Million 0.03% of portfolio
2,783
Q2 2025 Added 1.53%
$0
$452 Million 0.03% of portfolio
1,823
Q1 2025 Reduced 9.21%
$0
$416 Million 0.03% of portfolio
1,859
Q2 2025 Reduced 13.58%
$12.1B
$550 Million 0.03% of portfolio
1,787
Q2 2025 Reduced 6.64%
$0
$464 Million 0.03% of portfolio
5,840
Q1 2025 Reduced 0.36%
$14B
$423 Million 0.03% of portfolio
2,829
Q2 2025 Reduced 5.98%
American Centy ETF Tr
-
$410 Million 0.03% of portfolio
-
Q2 2025 Reduced 1.14%
Capital Group Core Balanced
-
$405 Million 0.03% of portfolio
-
Q2 2025 Added 14.05%
Advisors Inner Circle Fd Ii
-
$500 Million 0.03% of portfolio
-
Q2 2025 Added 2.36%
$0
$557 Million 0.03% of portfolio
23,818
Q2 2025 New
$12.9B
$511 Million 0.03% of portfolio
2,377
Q2 2025 Reduced 7.65%
$0
$408 Million 0.03% of portfolio
4,272
Q2 2025 Reduced 5.38%
-
$445 Million 0.03% of portfolio
-
Q3 2024 Reduced 9.3%
$10.6B
$451 Million 0.03% of portfolio
2,952
Q2 2025 Added 7.78%
Dimensional ETF Trust
-
$419 Million 0.03% of portfolio
-
Q2 2025 Added 47.38%
$61.1B
$504 Million 0.03% of portfolio
6,584
Q2 2025 Reduced 3.09%
Ishares Bitcoin Trust ETF
-
$409 Million 0.03% of portfolio
-
Q2 2025 New
$8.57B
$499 Million 0.03% of portfolio
11,601
Q2 2025 New
$61.6B
$525 Million 0.03% of portfolio
3,877
Q2 2025 Reduced 19.61%
$6.41B
$471 Million 0.03% of portfolio
4,473
Q2 2025 Reduced 84.75%
$79.3B
$464 Million 0.03% of portfolio
2,915
Q2 2025 Reduced 9.86%
$0
$451 Million 0.03% of portfolio
5,435
Q2 2025 Reduced 15.8%

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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