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
$132B
$524 Million 0.03% of portfolio
2,650
Q3 2025 Added 4.74%
$11.6B
$504 Million 0.03% of portfolio
1,680
Q3 2025 Reduced 5.99%
$10.3B
$463 Million 0.03% of portfolio
6,246
Q3 2025 Reduced 5.0%
$65.7B
$585 Million 0.03% of portfolio
7,808
Q3 2025 Added 0.44%
$143B
$549 Million 0.03% of portfolio
13,897
Q3 2025 Added 30.96%
$28.1B
$530 Million 0.03% of portfolio
11,422
Q3 2025 Reduced 0.83%
-
$463 Million 0.03% of portfolio
-
Q3 2024 Reduced 9.3%
$32.8B
$518 Million 0.03% of portfolio
32,567
Q3 2025 Reduced 12.05%
$73.4B
$458 Million 0.03% of portfolio
12,785
Q3 2025 Reduced 8.98%
$14.5B
$488 Million 0.03% of portfolio
1,626
Q3 2025 Reduced 1.81%
$10.6B
$564 Million 0.03% of portfolio
3,487
Q3 2025 Added 18.12%
$181B
$424 Million 0.02% of portfolio
17,268
Q3 2025 Reduced 1.48%
$6.9B
$299 Million 0.02% of portfolio
1,899
Q3 2025 Reduced 5.29%
$177B
$375 Million 0.02% of portfolio
2,320
Q3 2025 Added 15.37%
$170B
$283 Million 0.02% of portfolio
2,015
Q3 2025 Added 7.07%
$1.53B
$317 Million 0.02% of portfolio
9,303
Q3 2025 Reduced 5.77%
$55.4B
$330 Million 0.02% of portfolio
1,144
Q3 2025 Added 0.44%
$67.6B
$316 Million 0.02% of portfolio
6,778
Q3 2025 Added 1.38%
$26.6B
$269 Million 0.02% of portfolio
2,595
Q2 2025 Reduced 1.89%
$33.9B
$318 Million 0.02% of portfolio
1,477
Q3 2025 Reduced 1.14%
$72.3B
$365 Million 0.02% of portfolio
3,410
Q3 2025 Added 0.21%
$47.1B
$304 Million 0.02% of portfolio
3,125
Q2 2025 Reduced 32.65%
$74.9B
$263 Million 0.02% of portfolio
1,084
Q3 2025 Added 5.34%
$7.79B
$291 Million 0.02% of portfolio
4,791
Q3 2025 Reduced 88.78%
$0
$297 Million 0.02% of portfolio
14,541
Q3 2025 Reduced 3.84%
$5B
$391 Million 0.02% of portfolio
1,489
Q3 2025 Reduced 6.35%
$104B
$303 Million 0.02% of portfolio
5,347
Q3 2025 Added 2.99%
$15.2B
$307 Million 0.02% of portfolio
8,283
Q3 2025 Reduced 85.94%
$76.2B
$261 Million 0.02% of portfolio
4,613
Q3 2025 Reduced 8.33%
$20.6B
$323 Million 0.02% of portfolio
9,367
Q3 2025 Added 13.57%
$22.2B
$399 Million 0.02% of portfolio
13,040
Q3 2025 Reduced 30.66%
$9.52B
$330 Million 0.02% of portfolio
2,653
Q3 2025 Reduced 6.22%
$20.8B
$422 Million 0.02% of portfolio
3,227
Q3 2025 Added 65.06%
$167B
$411 Million 0.02% of portfolio
4,412
Q3 2025 Reduced 0.61%
$1.96B
$431 Million 0.02% of portfolio
21,728
Q3 2025 Added 2.37%
$168B
$386 Million 0.02% of portfolio
4,725
Q3 2025 Reduced 1.09%
$77.2B
$279 Million 0.02% of portfolio
1,261
Q3 2025 Added 30.13%
$2.83B
$297 Million 0.02% of portfolio
11,100
Q3 2025 Reduced 9.25%
$27.7B
$352 Million 0.02% of portfolio
5,077
Q3 2025 Reduced 11.9%
$880M
$305 Million 0.02% of portfolio
11,747
Q3 2025 Reduced 4.67%
$5.02B
$263 Million 0.02% of portfolio
2,966
Q3 2025 Reduced 87.23%
$107B
$324 Million 0.02% of portfolio
419
Q3 2025 Added 23.96%
$141B
$289 Million 0.02% of portfolio
11,714
Q3 2025 Added 6.58%
$54.5B
$399 Million 0.02% of portfolio
2,251
Q3 2025 Reduced 7.18%
$5.84B
$374 Million 0.02% of portfolio
15,158
Q3 2025 Reduced 6.08%
$120B
$390 Million 0.02% of portfolio
14,439
Q3 2025 Reduced 0.88%
$113B
$372 Million 0.02% of portfolio
4,205
Q3 2025 Reduced 4.43%
$9.97B
$382 Million 0.02% of portfolio
2,065
Q3 2025 Reduced 13.13%
$0
$170 Million 0.01% of portfolio
14,240
Q2 2025 New

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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