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
$0
$472 Million 0.04% of portfolio
2,151
Q1 2025 Reduced 16.37%
$3.38B
$593 Million 0.04% of portfolio
16,568
Q1 2025 Added 30.91%
Maplebear Inc
-
$584 Million 0.04% of portfolio
-
Q1 2025 New
$8.18B
$589 Million 0.04% of portfolio
8,297
Q1 2025 Added 38.15%
$53.3B
$561 Million 0.04% of portfolio
4,823
Q1 2025 Reduced 28.58%
$0
$534 Million 0.04% of portfolio
12,909
Q1 2025 Reduced 39.21%
$63.4B
$519 Million 0.04% of portfolio
6,794
Q1 2025 Reduced 11.94%
$14.6B
$581 Million 0.04% of portfolio
3,381
Q1 2025 Added 30.29%
$0
$528 Million 0.04% of portfolio
6,455
Q1 2025 Reduced 18.45%
$597M
$569 Million 0.04% of portfolio
-
Q1 2025 Added 23.59%
$0
$563 Million 0.04% of portfolio
30,557
Q1 2025 Added 54.29%
$0
$601 Million 0.04% of portfolio
43,955
Q1 2025 Added 59.26%
Advisors Inner Circle Fd Ii
-
$588 Million 0.04% of portfolio
-
Q1 2025 Reduced 1.28%
$7.54B
$508 Million 0.04% of portfolio
48,969
Q1 2025 Reduced 9.4%
$7.84B
$366 Million 0.03% of portfolio
2,127
Q1 2025 Added 4.37%
$0
$384 Million 0.03% of portfolio
9,387
Q1 2025 Reduced 30.37%
$22.9B
$349 Million 0.03% of portfolio
8,112
Q1 2025 Reduced 46.61%
$0
$344 Million 0.03% of portfolio
1,941
Q1 2025 Added 0.05%
$74.7B
$419 Million 0.03% of portfolio
4,331
Q1 2025 Reduced 14.27%
$64.6B
$371 Million 0.03% of portfolio
3,414
Q1 2025 Reduced 0.09%
$1.73B
$409 Million 0.03% of portfolio
14,778
Q1 2025 Added 38.63%
$9.75B
$439 Million 0.03% of portfolio
6,668
Q1 2025 Reduced 8.18%
Advisors Inner Circle Fd Ii
-
$436 Million 0.03% of portfolio
-
Q1 2025 Reduced 60.03%
$39.8B
$380 Million 0.03% of portfolio
4,640
Q1 2025 Reduced 0.3%
$0
$361 Million 0.03% of portfolio
13,358
Q1 2025 Reduced 27.22%
$0
$363 Million 0.03% of portfolio
5,576
Q1 2025 Added 0.27%
$33.4B
$428 Million 0.03% of portfolio
1,017
Q1 2025 Reduced 25.0%
$6.18B
$358 Million 0.03% of portfolio
17,032
Q1 2025 Reduced 3.87%
$9.57B
$381 Million 0.03% of portfolio
1,914
Q1 2025 Reduced 6.31%
$50.8B
$413 Million 0.03% of portfolio
3,382
Q1 2025 Added 32.78%
$49.7B
$463 Million 0.03% of portfolio
2,244
Q1 2025 Reduced 9.77%
$0
$339 Million 0.03% of portfolio
6,062
Q1 2025 Reduced 12.63%
$35.4B
$364 Million 0.03% of portfolio
19,241
Q1 2025 Reduced 34.2%
$0
$409 Million 0.03% of portfolio
5,165
Q1 2025 Added 20.56%
$116B
$436 Million 0.03% of portfolio
4,740
Q1 2025 Added 6.83%
$1.59B
$359 Million 0.03% of portfolio
10,355
Q1 2025 Reduced 2.29%
$68.6B
$414 Million 0.03% of portfolio
14,746
Q1 2025 Reduced 24.08%
$0
$423 Million 0.03% of portfolio
2,462
Q1 2025 Reduced 18.31%
$49B
$452 Million 0.03% of portfolio
1,545
Q1 2025 New
$134M
$456 Million 0.03% of portfolio
7,049
Q1 2025 Added 50.33%
$17.9B
$420 Million 0.03% of portfolio
3,035
Q1 2025 New
$4.4B
$352 Million 0.03% of portfolio
1,727
Q1 2025 Added 25.97%
$0
$465 Million 0.03% of portfolio
1,829
Q1 2025 Reduced 14.25%
American Centy ETF Tr
-
$380 Million 0.03% of portfolio
-
Q1 2025 Reduced 1.09%
$0
$348 Million 0.03% of portfolio
8,985
Q3 2024 New
$10.6B
$438 Million 0.03% of portfolio
2,739
Q1 2025 Reduced 11.47%
$5.27B
$378 Million 0.03% of portfolio
26,664
Q1 2025 New
$124B
$401 Million 0.03% of portfolio
5,217
Q1 2025 Reduced 3.5%
-
$463 Million 0.03% of portfolio
-
Q3 2024 Reduced 9.3%

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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