Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

Diversify Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.62 Trillion distributed in 535 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $57.8B, Dimensional ETF Tr with a value of $52.7B, Spdr Portfolio S&P 500 Value E with a value of $48.9B, Spdr S&P 500 ETF Trust with a value of $48.2B, and Nvidia Corp with a value of $43.9B.

Examining the 13F form we can see an increase of $272B in the current position value, from $1.35T to 1.62T.

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 $1.62 Trillion
ETFs: $730 Billion
Technology: $270 Billion
Financial Services: $120 Billion
Healthcare: $89.4 Billion
Consumer Cyclical: $74.4 Billion
Industrials: $72.3 Billion
Communication Services: $68.6 Billion
Consumer Defensive: $61.2 Billion
Other: $71.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.8 Billion 3.57% of portfolio
576,325
Q2 2025 Added 7.09%
$0
$52.7 Billion 3.26% of portfolio
1,195,351
Q2 2025 Reduced 1.71%
$0
$48.9 Billion 3.02% of portfolio
910,472
Q2 2025 Added 12.22%
$0
$48.2 Billion 2.98% of portfolio
75,056
Q2 2025 Added 1.56%
$0
$30.7 Billion 1.9% of portfolio
738,789
Q2 2025 Added 7.58%
$0
$21.2 Billion 1.31% of portfolio
113,242
Q2 2025 Added 1.17%
$0
$20.6 Billion 1.27% of portfolio
34,877
Q2 2025 Added 3.52%
$0
$18.2 Billion 1.12% of portfolio
513,154
Q2 2025 Reduced 8.7%
$0
$17.4 Billion 1.08% of portfolio
698,569
Q2 2025 Added 11.51%
$0
$16.9 Billion 1.05% of portfolio
751,401
Q2 2025 Added 10.74%
$0
$16.6 Billion 1.03% of portfolio
158,206
Q2 2025 Added 3.14%
$0
$14.9 Billion 0.92% of portfolio
398,834
Q2 2025 Reduced 11.66%
$0
$14.8 Billion 0.91% of portfolio
348,620
Q2 2025 Added 11.39%
$0
$12.8 Billion 0.79% of portfolio
250,151
Q2 2025 Added 4.91%
$0
$11.9 Billion 0.73% of portfolio
500,765
Q2 2025 Added 17.42%
$0
$11.8 Billion 0.73% of portfolio
486,704
Q2 2025 Added 5.49%
$0
$10.6 Billion 0.65% of portfolio
43,109
Q2 2025 Added 2.33%
$0
$9.94 Billion 0.61% of portfolio
17,138
Q2 2025 Added 5.18%
$0
$9.75 Billion 0.6% of portfolio
34,120
Q2 2025 Added 0.66%
$0
$9.33 Billion 0.58% of portfolio
97,781
Q2 2025 Added 7.56%
$0
$8.7 Billion 0.54% of portfolio
289,367
Q2 2025 Reduced 10.06%
$0
$8.19 Billion 0.51% of portfolio
309,945
Q2 2025 Added 0.6%
$0
$8.25 Billion 0.51% of portfolio
160,202
Q2 2025 Added 13.82%
$0
$7.95 Billion 0.49% of portfolio
173,662
Q2 2025 Added 1.55%
$0
$7.98 Billion 0.49% of portfolio
348,917
Q2 2025 Added 10.41%
$0
$7.78 Billion 0.48% of portfolio
105,833
Q2 2025 Reduced 17.89%
$0
$7.83 Billion 0.48% of portfolio
56,782
Q2 2025 Added 4.93%
$0
$7.5 Billion 0.46% of portfolio
150,859
Q2 2025 Added 15.71%
$0
$7.18 Billion 0.44% of portfolio
141,812
Q2 2025 Reduced 14.2%
$0
$7.19 Billion 0.44% of portfolio
161,383
Q2 2025 Reduced 1.42%
$0
$6.98 Billion 0.43% of portfolio
69,484
Q2 2025 Added 54.68%
$0
$6.84 Billion 0.42% of portfolio
129,677
Q2 2025 Added 4.09%
$0
$6.43 Billion 0.4% of portfolio
306,743
Q2 2025 Added 17.49%
$0
$6.17 Billion 0.38% of portfolio
23,023
Q2 2025 Added 5.3%
$0
$5.98 Billion 0.37% of portfolio
220,818
Q2 2025 Reduced 4.44%
$0
$5.64 Billion 0.35% of portfolio
124,152
Q2 2025 Added 1.33%
$0
$5.51 Billion 0.34% of portfolio
238,937
Q2 2025 Reduced 14.18%
$0
$5.2 Billion 0.32% of portfolio
169,398
Q2 2025 Added 3.11%
$0
$4.98 Billion 0.31% of portfolio
107,728
Q2 2025 Added 12.24%
$0
$5.07 Billion 0.31% of portfolio
145,732
Q2 2025 Added 0.35%
$0
$4.75 Billion 0.29% of portfolio
22,746
Q2 2025 Reduced 2.15%
$0
$4.64 Billion 0.29% of portfolio
6,578
Q2 2025 Reduced 0.32%
$0
$4.77 Billion 0.29% of portfolio
52,087
Q2 2025 Added 60.23%
$0
$4.24 Billion 0.26% of portfolio
147,175
Q2 2025 Reduced 3.64%
$0
$4.02 Billion 0.25% of portfolio
60,856
Q2 2025 Added 6.08%
$0
$3.97 Billion 0.25% of portfolio
82,363
Q2 2025 Reduced 2.19%
$0
$4.07 Billion 0.25% of portfolio
150,809
Q2 2025 Added 2.25%
$0
$3.75 Billion 0.23% of portfolio
67,671
Q2 2025 Added 14.37%
$0
$3.61 Billion 0.22% of portfolio
8,015
Q2 2025 Reduced 4.89%

Summary

  • Portfolio
  • No. of Stocks 535
  • Current Value $1.62 Trillion
  • Prior Value $1.35 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 48 stocks
  • Additional Purchases 300 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
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