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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.2 Billion 3.43% of portfolio
1,216,176
Q1 2025 Added 0.99%
$0
$44.1 Billion 3.28% of portfolio
538,146
Q1 2025 Added 25.3%
$0
$41 Billion 3.04% of portfolio
73,902
Q1 2025 Added 0.12%
$0
$39.9 Billion 2.96% of portfolio
811,325
Q1 2025 Added 25.9%
$0
$26 Billion 1.93% of portfolio
686,764
Q1 2025 Added 19.69%
$0
$18.9 Billion 1.4% of portfolio
111,936
Q1 2025 Added 3.46%
$0
$18.2 Billion 1.35% of portfolio
562,023
Q1 2025 Reduced 5.6%
$0
$17.2 Billion 1.27% of portfolio
33,691
Q1 2025 Added 0.08%
$0
$15.7 Billion 1.17% of portfolio
626,455
Q1 2025 Reduced 2.79%
$0
$15.2 Billion 1.13% of portfolio
678,522
Q1 2025 Added 3.2%
$0
$14.6 Billion 1.08% of portfolio
451,473
Q1 2025 Reduced 15.27%
$0
$14.4 Billion 1.07% of portfolio
153,395
Q1 2025 Added 13.56%
$0
$13.1 Billion 0.98% of portfolio
312,982
Q1 2025 Added 11.78%
$0
$11.3 Billion 0.84% of portfolio
461,365
Q1 2025 Reduced 3.56%
$0
$11 Billion 0.82% of portfolio
255,079
Q1 2025 Added 64.08%
$0
$10.8 Billion 0.8% of portfolio
238,438
Q1 2025 Added 15.13%
$0
$9.48 Billion 0.7% of portfolio
128,884
Q1 2025 Reduced 15.1%
$0
$9.13 Billion 0.68% of portfolio
42,127
Q1 2025 Added 8.05%
$0
$8.68 Billion 0.65% of portfolio
33,896
Q1 2025 Added 2.0%
$0
$8.35 Billion 0.62% of portfolio
321,741
Q1 2025 Reduced 6.81%
$0
$8.37 Billion 0.62% of portfolio
165,276
Q1 2025 Reduced 8.16%
$0
$7.8 Billion 0.58% of portfolio
171,012
Q1 2025 Reduced 0.79%
$0
$7.75 Billion 0.58% of portfolio
16,294
Q1 2025 Reduced 8.2%
$0
$7.6 Billion 0.56% of portfolio
90,910
Q1 2025 Added 17.97%
$0
$7.29 Billion 0.54% of portfolio
316,019
Q1 2025 Added 23.62%
$0
$7.18 Billion 0.53% of portfolio
140,754
Q1 2025 Added 29.85%
$0
$7.07 Billion 0.53% of portfolio
308,104
Q1 2025 Added 4.54%
$0
$6.54 Billion 0.49% of portfolio
124,580
Q1 2025 Added 59.19%
$0
$6.47 Billion 0.48% of portfolio
130,381
Q1 2025 Added 24.66%
$0
$6.45 Billion 0.48% of portfolio
278,425
Q1 2025 Reduced 14.14%
$0
$6.51 Billion 0.48% of portfolio
54,114
Q1 2025 Added 15.8%
$0
$6.44 Billion 0.48% of portfolio
163,705
Q1 2025 Added 8.41%
$0
$5.98 Billion 0.44% of portfolio
231,082
Q1 2025 Reduced 1.06%
$0
$5.41 Billion 0.4% of portfolio
261,073
Q1 2025 Added 43.83%
$0
$5.25 Billion 0.39% of portfolio
122,524
Q1 2025 Added 6.23%
$0
$4.57 Billion 0.34% of portfolio
21,864
Q1 2025 Reduced 5.05%
$0
$4.52 Billion 0.34% of portfolio
44,920
Q1 2025 Added 1,431.54%
$0
$4.54 Billion 0.34% of portfolio
145,225
Q1 2025 Reduced 0.33%
$0
$4.45 Billion 0.33% of portfolio
95,976
Q1 2025 Added 27.35%
$0
$4.42 Billion 0.33% of portfolio
23,245
Q1 2025 Reduced 11.22%
$0
$4.17 Billion 0.31% of portfolio
164,286
Q1 2025 Added 7.28%
$0
$4.02 Billion 0.3% of portfolio
84,211
Q1 2025 Reduced 5.39%
$0
$3.93 Billion 0.29% of portfolio
147,488
Q1 2025 Added 10.01%
$0
$3.92 Billion 0.29% of portfolio
152,738
Q1 2025 Reduced 0.25%
$0
$3.68 Billion 0.27% of portfolio
57,367
Q1 2025 Added 10.53%
$0
$3.62 Billion 0.27% of portfolio
6,599
Q1 2025 Reduced 52.65%
$0
$3.33 Billion 0.25% of portfolio
161,846
Q1 2025 Reduced 13.6%
$0
$3.38 Billion 0.25% of portfolio
59,166
Q1 2025 Added 29.55%
$0
$3.41 Billion 0.25% of portfolio
56,914
Q1 2025 Reduced 19.39%

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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