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
$0
$2.39 Billion 0.18% of portfolio
118,706
Q1 2025 Reduced 2.47%
Rubrik Inc.
-
$2.43 Billion 0.18% of portfolio
-
Q1 2025 Reduced 40.31%
$24.6B
$2.47 Billion 0.18% of portfolio
11,381
Q1 2025 New
$79.9B
$2.49 Billion 0.18% of portfolio
1,767
Q1 2025 New
$52.5B
$2.28 Billion 0.17% of portfolio
1,162
Q1 2025 Added 9.31%
$8.46B
$2.29 Billion 0.17% of portfolio
37,285
Q1 2025 Added 16.05%
$280B
$2.11 Billion 0.16% of portfolio
29,678
Q1 2025 Reduced 5.33%
$15.6B
$2.2 Billion 0.16% of portfolio
5,529
Q1 2025 Added 35.48%
$0
$2.21 Billion 0.16% of portfolio
95,402
Q1 2025 Reduced 8.28%
$4.4B
$2.15 Billion 0.16% of portfolio
29,338
Q1 2025 Added 13.86%
$0
$2.14 Billion 0.16% of portfolio
17,200
Q1 2025 Added 6.95%
$0
$2.15 Billion 0.16% of portfolio
29,011
Q1 2025 Reduced 3.53%
$0
$2.18 Billion 0.16% of portfolio
19,980
Q1 2025 New
$4.87B
$2.1 Billion 0.16% of portfolio
70,892
Q1 2025 Reduced 4.52%
$140B
$2.11 Billion 0.16% of portfolio
9,441
Q1 2025 Reduced 5.9%
$505B
$2.06 Billion 0.15% of portfolio
1,831
Q1 2025 Reduced 31.29%
$5.29B
$2.02 Billion 0.15% of portfolio
22,323
Q1 2025 Added 17.97%
$8.55B
$2 Billion 0.15% of portfolio
43,950
Q1 2025 Added 13.01%
$144B
$2.04 Billion 0.15% of portfolio
10,254
Q1 2025 Added 25.26%
$232B
$1.93 Billion 0.14% of portfolio
14,790
Q1 2025 Reduced 10.93%
$4.32B
$1.82 Billion 0.14% of portfolio
47,189
Q1 2025 Added 3.94%
$0
$1.83 Billion 0.14% of portfolio
6,712
Q1 2025 Reduced 7.22%
$712M
$1.91 Billion 0.14% of portfolio
270,601
Q1 2025 Added 40.89%
$14.5B
$1.94 Billion 0.14% of portfolio
32,021
Q1 2025 Added 13.04%
Axil Brands Inc
-
$1.72 Billion 0.13% of portfolio
-
Q1 2025 Reduced 2.95%
$9.82B
$1.74 Billion 0.13% of portfolio
112,927
Q1 2025 Added 9.55%
Cooper Cos Inc
-
$1.75 Billion 0.13% of portfolio
-
Q1 2025 Added 19.87%
$3.61B
$1.69 Billion 0.13% of portfolio
4,428
Q1 2025 Added 0.93%
$94.3B
$1.81 Billion 0.13% of portfolio
38,780
Q1 2025 Added 7.01%
$0
$1.8 Billion 0.13% of portfolio
21,628
Q1 2025 Added 87.48%
$161B
$1.71 Billion 0.13% of portfolio
27,154
Q1 2025 Added 1.36%
$6.64B
$1.55 Billion 0.12% of portfolio
38,296
Q1 2025 Added 12.83%
$11.1B
$1.56 Billion 0.12% of portfolio
50,208
Q1 2025 Added 14.14%
$84.7B
$1.57 Billion 0.12% of portfolio
112,171
Q1 2025 Added 8.86%
$22.4B
$1.65 Billion 0.12% of portfolio
7,373
Q1 2025 Added 23.01%
$558M
$1.56 Billion 0.12% of portfolio
154,702
Q1 2025 Reduced 8.44%
$152B
$1.6 Billion 0.12% of portfolio
125,640
Q1 2025 Added 11.69%
$271B
$1.63 Billion 0.12% of portfolio
2,445
Q1 2025 Reduced 1.65%
$31.3B
$1.63 Billion 0.12% of portfolio
63,491
Q1 2025 Added 6.54%
$0
$1.68 Billion 0.12% of portfolio
39,407
Q1 2025 Reduced 7.67%
$19.3B
$1.55 Billion 0.12% of portfolio
21,741
Q1 2025 Added 11.84%
$243B
$1.62 Billion 0.12% of portfolio
13,953
Q1 2025 Added 20.49%
$165B
$1.56 Billion 0.12% of portfolio
3,646
Q1 2025 Reduced 11.35%
$0
$1.68 Billion 0.12% of portfolio
19,079
Q1 2025 Reduced 0.17%
$12.1B
$1.53 Billion 0.11% of portfolio
5,195
Q1 2025 Reduced 9.56%
$80B
$1.51 Billion 0.11% of portfolio
11,282
Q1 2025 Added 22.82%
$0
$1.52 Billion 0.11% of portfolio
15,995
Q1 2025 Reduced 25.26%
$156B
$1.42 Billion 0.11% of portfolio
21,790
Q1 2025 Reduced 11.76%
$16.1B
$1.49 Billion 0.11% of portfolio
12,776
Q1 2025 Added 30.89%

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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