Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025

Diversify Wealth Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.73 Trillion distributed in 541 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $65.2B, Spdr Portfolio S&P 500 Value E with a value of $57.2B, Dimensional ETF Tr with a value of $52.3B, Spdr S&P 500 ETF Trust with a value of $51.6B, and Nvidia Corp with a value of $48.3B.

Examining the 13F form we can see an increase of $115B in the current position value, from $1.62T to 1.73T.

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 $1.73 Trillion
ETFs: $777 Billion
Technology: $313 Billion
Financial Services: $117 Billion
Healthcare: $95.3 Billion
Industrials: $78.5 Billion
Consumer Cyclical: $78 Billion
Communication Services: $68.6 Billion
Consumer Defensive: $59.6 Billion
Other: $74.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.6B
$2.19 Billion 0.13% of portfolio
135,872
Q3 2025 Added 4.29%
$44B
$2.26 Billion 0.13% of portfolio
1,370
Q3 2025 Added 2.85%
$25.8B
$2.26 Billion 0.13% of portfolio
9,513
Q3 2025 Added 4.88%
$190B
$2.21 Billion 0.13% of portfolio
145,590
Q3 2025 Reduced 0.43%
$35.1B
$2.32 Billion 0.13% of portfolio
39,928
Q3 2025 New
$79.1B
$2.06 Billion 0.12% of portfolio
13,097
Q3 2025 Reduced 1.0%
$86B
$2.03 Billion 0.12% of portfolio
94,273
Q3 2025 Added 3.2%
$36.4B
$2.04 Billion 0.12% of portfolio
53,663
Q3 2025 Added 5.45%
$17.7B
$2 Billion 0.12% of portfolio
17,769
Q3 2025 Added 4.31%
$140B
$2.16 Billion 0.12% of portfolio
9,163
Q3 2025 Reduced 2.64%
$346B
$2 Billion 0.12% of portfolio
13,479
Q3 2025 Reduced 48.75%
$36B
$1.9 Billion 0.11% of portfolio
67,803
Q3 2025 Added 1.34%
$875M
$1.94 Billion 0.11% of portfolio
61,621
Q3 2025 Added 7.26%
$49.1B
$1.94 Billion 0.11% of portfolio
1,760
Q3 2025 Reduced 3.46%
$18.4B
$1.87 Billion 0.11% of portfolio
3,154
Q3 2025 Added 4.75%
$96.7B
$1.94 Billion 0.11% of portfolio
41,574
Q3 2025 Reduced 1.2%
$23.5B
$1.67 Billion 0.1% of portfolio
3,224
Q3 2025 Added 0.84%
$4.04B
$1.66 Billion 0.1% of portfolio
10,239
Q3 2025 Reduced 1.82%
$20.5B
$1.68 Billion 0.1% of portfolio
23,406
Q3 2025 Added 1.27%
$150B
$1.76 Billion 0.1% of portfolio
28,963
Q3 2025 Reduced 0.56%
$268B
$1.73 Billion 0.1% of portfolio
7,359
Q3 2025 Added 8.22%
$3.63B
$1.71 Billion 0.1% of portfolio
48,917
Q3 2025 Added 1.27%
$1.48B
$1.79 Billion 0.1% of portfolio
164,109
Q3 2025 Reduced 7.65%
$10.5B
$1.77 Billion 0.1% of portfolio
16,753
Q3 2025 Added 2.91%
$328B
$1.77 Billion 0.1% of portfolio
5,723
Q3 2025 Added 7.55%
$0
$1.71 Billion 0.1% of portfolio
113,390
Q3 2025 Reduced 1.52%
$24.4B
$1.74 Billion 0.1% of portfolio
8,962
Q3 2025 Added 0.93%
$9.78B
$1.48 Billion 0.09% of portfolio
34,520
Q3 2025 Added 5.67%
$8.49B
$1.61 Billion 0.09% of portfolio
3,912
Q3 2025 Added 5.39%
$12.7B
$1.55 Billion 0.09% of portfolio
17,037
Q3 2025 Added 5.35%
$23.9B
$1.59 Billion 0.09% of portfolio
-
Q3 2025 Added 3.5%
$7.8B
$1.49 Billion 0.09% of portfolio
11,984
Q3 2025 Reduced 0.75%
$0
$1.58 Billion 0.09% of portfolio
32,087
Q3 2025 Reduced 3.49%
$20.5B
$1.51 Billion 0.09% of portfolio
7,706
Q3 2025 Added 5.19%
$23.1B
$1.52 Billion 0.09% of portfolio
4,782
Q3 2025 Added 5.61%
$27.9B
$1.51 Billion 0.09% of portfolio
770
Q3 2025 Added 3.36%
$21.2B
$1.49 Billion 0.09% of portfolio
93,332
Q3 2025 Added 6.69%
$9.59B
$1.55 Billion 0.09% of portfolio
5,963
Q3 2025 Added 1.22%
$7.86B
$1.44 Billion 0.08% of portfolio
137,929
Q3 2025 New
$4.41B
$1.46 Billion 0.08% of portfolio
55,349
Q3 2025 Reduced 22.14%
$9.75B
$1.31 Billion 0.08% of portfolio
19,750
Q3 2025 Added 3.79%
$59.6B
$1.43 Billion 0.08% of portfolio
5,775
Q3 2025 Added 1.91%
$4.04B
$1.44 Billion 0.08% of portfolio
42,525
Q3 2025 Reduced 26.46%
$228B
$1.41 Billion 0.08% of portfolio
11,363
Q3 2025 Reduced 19.88%
$11.4B
$1.47 Billion 0.08% of portfolio
7,294
Q3 2025 Added 2.17%
$6.15B
$1.39 Billion 0.08% of portfolio
26,452
Q3 2025 Added 6.4%
$79.2B
$1.43 Billion 0.08% of portfolio
32,402
Q3 2025 Reduced 42.59%
$14.3B
$1.4 Billion 0.08% of portfolio
21,560
Q3 2025 Added 4.88%
$140B
$1.42 Billion 0.08% of portfolio
3,664
Q3 2025 Added 1.44%

Summary

  • Portfolio
  • No. of Stocks 541
  • Current Value $1.73 Trillion
  • Prior Value $1.62 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 279 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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