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
$1.75B
$819 Million 0.05% of portfolio
4,115
Q3 2025 Added 2.26%
$2.74B
$853 Million 0.05% of portfolio
67,617
Q3 2025 Added 2.03%
$97.3B
$851 Million 0.05% of portfolio
10,507
Q3 2025 Reduced 7.58%
$19.5B
$821 Million 0.05% of portfolio
1,757
Q3 2025 Added 4.21%
$11.7B
$897 Million 0.05% of portfolio
9,812
Q3 2025 Added 5.1%
$5.67B
$802 Million 0.05% of portfolio
3,028
Q3 2025 Added 1.58%
$1.31B
$894 Million 0.05% of portfolio
22,831
Q3 2025 Added 26.01%
$14.1B
$793 Million 0.05% of portfolio
4,549
Q3 2025 Added 5.15%
$57.4B
$776 Million 0.04% of portfolio
1,074
Q3 2025 Reduced 6.28%
$18.7B
$749 Million 0.04% of portfolio
3,287
Q3 2025 Reduced 8.26%
$8.94B
$723 Million 0.04% of portfolio
1,862
Q3 2025 Added 5.98%
$20.1B
$724 Million 0.04% of portfolio
1,409
Q3 2025 Reduced 10.2%
$291B
$771 Million 0.04% of portfolio
1,350
Q3 2025 Reduced 15.31%
$19.5B
$648 Million 0.04% of portfolio
15,395
Q3 2025 Reduced 11.57%
$0
$674 Million 0.04% of portfolio
5,319
Q3 2025 Added 19.39%
$69.4B
$769 Million 0.04% of portfolio
8,784
Q3 2025 Reduced 30.48%
$37.9B
$658 Million 0.04% of portfolio
9,030
Q3 2025 Reduced 6.16%
$0
$711 Million 0.04% of portfolio
51,557
Q3 2025 Added 0.29%
$7.67B
$719 Million 0.04% of portfolio
61,559
Q3 2025 Added 6.37%
$156B
$680 Million 0.04% of portfolio
5,573
Q3 2025 Reduced 1.87%
$8.25B
$757 Million 0.04% of portfolio
24,883
Q3 2025 Added 10.83%
$53B
$678 Million 0.04% of portfolio
7,251
Q3 2025 Added 3.81%
$597M
$664 Million 0.04% of portfolio
-
Q3 2025 Reduced 0.37%
$57.4B
$650 Million 0.04% of portfolio
15,785
Q3 2025 Reduced 5.83%
$2.94B
$663 Million 0.04% of portfolio
8,029
Q3 2025 Added 2.79%
$383M
$682 Million 0.04% of portfolio
48,932
Q2 2025 Added 110.94%
$72.4B
$718 Million 0.04% of portfolio
2,113
Q3 2025 Reduced 25.76%
$222B
$739 Million 0.04% of portfolio
1,307
Q3 2025 Reduced 40.64%
$74.3B
$540 Million 0.03% of portfolio
9,142
Q3 2025 Reduced 6.98%
$46.4B
$464 Million 0.03% of portfolio
1,953
Q3 2025 Reduced 32.84%
$84B
$501 Million 0.03% of portfolio
2,836
Q3 2025 Reduced 8.46%
$86.1B
$592 Million 0.03% of portfolio
1,712
Q3 2025 Added 5.88%
$11.4B
$454 Million 0.03% of portfolio
1,257
Q3 2025 Reduced 2.63%
$20.8B
$528 Million 0.03% of portfolio
2,621
Q3 2025 Reduced 9.31%
$99.5B
$554 Million 0.03% of portfolio
12,034
Q3 2025 Reduced 5.58%
$147B
$528 Million 0.03% of portfolio
5,352
Q3 2025 Reduced 6.27%
$59.1B
$533 Million 0.03% of portfolio
6,751
Q3 2025 Reduced 11.42%
$68.7B
$453 Million 0.03% of portfolio
4,819
Q3 2025 Reduced 0.23%
$82.8B
$527 Million 0.03% of portfolio
2,037
Q3 2025 Reduced 1.36%
$76.5B
$537 Million 0.03% of portfolio
3,306
Q3 2025 Reduced 14.73%
$9.23B
$572 Million 0.03% of portfolio
42,023
Q3 2025 Reduced 15.32%
$19.5B
$470 Million 0.03% of portfolio
15,443
Q3 2025 Added 7.01%
$59.8B
$568 Million 0.03% of portfolio
3,214
Q3 2025 Added 5.52%
$39.8B
$520 Million 0.03% of portfolio
12,702
Q3 2025 Reduced 0.22%
$96.4B
$506 Million 0.03% of portfolio
4,095
Q3 2025 Reduced 2.34%
$99.7B
$499 Million 0.03% of portfolio
2,547
Q3 2025 Reduced 12.62%
$21.2B
$578 Million 0.03% of portfolio
3,197
Q3 2025 New
$86.7B
$497 Million 0.03% of portfolio
863
Q3 2025 Added 1.65%
$62.7B
$463 Million 0.03% of portfolio
5,844
Q3 2025 Reduced 11.24%

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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email