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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.5B
$3.85 Billion 0.29% of portfolio
28,797
Q1 2025 Added 28.87%
$0
$3.92 Billion 0.29% of portfolio
152,738
Q1 2025 Reduced 0.25%
$157B
$3.85 Billion 0.29% of portfolio
26,232
Q1 2025 Added 24.67%
$85.1B
$3.84 Billion 0.29% of portfolio
8,601
Q1 2025 New
$376B
$3.85 Billion 0.29% of portfolio
23,719
Q1 2025 Added 10.27%
$169B
$3.74 Billion 0.28% of portfolio
47,125
Q1 2025 Added 12.41%
$13.9B
$3.8 Billion 0.28% of portfolio
407,031
Q1 2025 Added 27.66%
$165B
$3.74 Billion 0.28% of portfolio
13,524
Q1 2025 Added 0.09%
$310B
$3.68 Billion 0.27% of portfolio
50,853
Q1 2025 Added 15.71%
$144B
$3.59 Billion 0.27% of portfolio
9,678
Q1 2025 Added 5.14%
$405B
$3.59 Billion 0.27% of portfolio
23,008
Q1 2025 Added 16.85%
$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%
$46.4B
$3.51 Billion 0.26% of portfolio
45,982
Q1 2025 Added 22.81%
$27.3B
$3.48 Billion 0.26% of portfolio
31,802
Q1 2025 Added 30.94%
$60.4B
$3.56 Billion 0.26% of portfolio
13,140
Q1 2025 Added 25.26%
$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%
$0
$3.4 Billion 0.25% of portfolio
67,900
Q1 2025 Reduced 18.86%
$124B
$3.27 Billion 0.24% of portfolio
6,869
Q1 2025 Added 24.28%
$0
$3.21 Billion 0.24% of portfolio
121,249
Q1 2025 Reduced 29.08%
$0
$3.09 Billion 0.23% of portfolio
8,427
Q1 2025 Reduced 0.46%
$208B
$3.03 Billion 0.23% of portfolio
11,350
Q1 2025 Added 2.5%
Sila Realty Trust Inc
-
$3.09 Billion 0.23% of portfolio
-
Q1 2025 Added 7.98%
$64.1B
$3.12 Billion 0.23% of portfolio
29,704
Q1 2025 Added 1,515.23%
Tempus Ai Inc
-
$2.92 Billion 0.22% of portfolio
-
Q1 2025 New
$0
$2.98 Billion 0.22% of portfolio
32,508
Q1 2025 Added 11.06%
$20B
$3 Billion 0.22% of portfolio
21,190
Q1 2025 Reduced 0.21%
$162B
$3.01 Billion 0.22% of portfolio
31,305
Q1 2025 Added 12.37%
$133B
$3 Billion 0.22% of portfolio
13,975
Q1 2025 Added 33.72%
$150B
$2.99 Billion 0.22% of portfolio
10,373
Q1 2025 Added 52.34%
$0
$2.94 Billion 0.22% of portfolio
16,286
Q1 2025 Added 6.44%
$0
$2.77 Billion 0.21% of portfolio
38,573
Q1 2025 Added 64.83%
$42.6B
$2.88 Billion 0.21% of portfolio
9,809
Q1 2025 Added 1,518.65%
$210B
$2.64 Billion 0.2% of portfolio
31,134
Q1 2025 Added 53.41%
Arista Networks Inc
-
$2.71 Billion 0.2% of portfolio
-
Q1 2025 Added 6.07%
$96.4B
$2.75 Billion 0.2% of portfolio
12,016
Q1 2025 Reduced 4.37%
$2.56B
$2.67 Billion 0.2% of portfolio
75,207
Q1 2025 Added 43.99%
$1.39B
$2.71 Billion 0.2% of portfolio
53,536
Q1 2025 Added 0.71%
$4.13B
$2.6 Billion 0.19% of portfolio
74,405
Q1 2025 Reduced 4.88%
$915B
$2.57 Billion 0.19% of portfolio
15,604
Q1 2025 Added 32.05%
$74.7B
$2.58 Billion 0.19% of portfolio
9,494
Q1 2025 Added 4.17%
$0
$2.59 Billion 0.19% of portfolio
46,822
Q1 2025 Added 39.52%
$105B
$2.58 Billion 0.19% of portfolio
47,917
Q1 2025 Added 11.9%
$33.3B
$2.51 Billion 0.19% of portfolio
10,824
Q1 2025 Added 3.13%
$0
$2.52 Billion 0.19% of portfolio
67,252
Q1 2025 Added 6.94%
$58.3B
$2.6 Billion 0.19% of portfolio
20,126
Q1 2025 New
$88.1B
$2.6 Billion 0.19% of portfolio
9,009
Q1 2025 New
Viking Holdings LTD
-
$2.52 Billion 0.19% of portfolio
-
Q1 2025 Added 4.99%

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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