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
$32.5B
$5.27 Billion 0.3% of portfolio
5,387
Q3 2025 Reduced 18.23%
$111B
$5.2 Billion 0.3% of portfolio
12,214
Q3 2025 Reduced 5.96%
$65.2B
$5.21 Billion 0.3% of portfolio
11,909
Q3 2025 Added 2.38%
$46.9B
$5.23 Billion 0.3% of portfolio
41,271
Q3 2025 Added 3.88%
$55.6B
$5.05 Billion 0.29% of portfolio
34,997
Q3 2025 Added 4.36%
$224B
$5.02 Billion 0.29% of portfolio
16,923
Q3 2025 Added 6.01%
$237B
$4.78 Billion 0.28% of portfolio
33,051
Q3 2025 Added 0.93%
$87.8B
$4.81 Billion 0.28% of portfolio
9,899
Q3 2025 Added 8.6%
$75.4B
$4.89 Billion 0.28% of portfolio
34,939
Q3 2025 Added 6.13%
$522B
$4.89 Billion 0.28% of portfolio
26,278
Q3 2025 Added 1.54%
$193B
$4.91 Billion 0.28% of portfolio
43,808
Q3 2025 Reduced 10.06%
$3.24B
$4.71 Billion 0.27% of portfolio
79,471
Q3 2025 Added 0.49%
$152B
$4.71 Billion 0.27% of portfolio
18,948
Q3 2025 Reduced 1.21%
$255B
$4.46 Billion 0.26% of portfolio
12,328
Q3 2025 Added 4.63%
$12.6B
$4.35 Billion 0.25% of portfolio
553,250
Q3 2025 Added 13.59%
$151B
$4.36 Billion 0.25% of portfolio
12,913
Q3 2025 Added 0.85%
$136B
$4.13 Billion 0.24% of portfolio
11,544
Q3 2025 Added 9.4%
$72.7B
$4.16 Billion 0.24% of portfolio
21,558
Q3 2025 Added 4.06%
$71.6B
$4.2 Billion 0.24% of portfolio
61,529
Q3 2025 Reduced 10.33%
$300B
$4.16 Billion 0.24% of portfolio
12,456
Q3 2025 Added 7.64%
$57.5B
$4.09 Billion 0.24% of portfolio
17,091
Q3 2025 Added 7.67%
$98.1B
$3.94 Billion 0.23% of portfolio
27,267
Q3 2025 Reduced 17.06%
$123B
$3.99 Billion 0.23% of portfolio
8,187
Q3 2025 Added 3.63%
$306B
$3.92 Billion 0.23% of portfolio
57,734
Q3 2025 Added 4.25%
$64.9B
$3.83 Billion 0.22% of portfolio
43,802
Q3 2025 New
$279B
$3.85 Billion 0.22% of portfolio
14,601
Q3 2025 Reduced 6.0%
$53.4B
$3.84 Billion 0.22% of portfolio
46,252
Q3 2025 Reduced 13.56%
$183B
$3.84 Billion 0.22% of portfolio
12,968
Q3 2025 Added 7.03%
$136B
$3.62 Billion 0.21% of portfolio
16,539
Q3 2025 Added 4.96%
$94.5B
$3.62 Billion 0.21% of portfolio
10,582
Q3 2025 Added 3.87%
$342B
$3.58 Billion 0.21% of portfolio
17,275
Q3 2025 Added 4.58%
$1.46T
$3.38 Billion 0.2% of portfolio
11,097
Q3 2025 Added 2.37%
$41.2B
$3.49 Billion 0.2% of portfolio
11,922
Q3 2025 Added 4.59%
$132B
$3.33 Billion 0.19% of portfolio
16,342
Q3 2025 Added 7.9%
$11.5B
$3.31 Billion 0.19% of portfolio
51,215
Q3 2025 Added 1.54%
$21.2B
$3.07 Billion 0.18% of portfolio
5,100
Q3 2025 Added 2.86%
$10.3B
$3.11 Billion 0.18% of portfolio
7,907
Q3 2025 Added 7.16%
$6.09B
$3.14 Billion 0.18% of portfolio
194,019
Q3 2025 New
$27.4B
$3.03 Billion 0.17% of portfolio
12,262
Q3 2025 Added 1.76%
$3.85B
$2.94 Billion 0.17% of portfolio
24,343
Q3 2025 Reduced 2.93%
$85.9B
$2.74 Billion 0.16% of portfolio
13,925
Q3 2025 Added 6.53%
$903M
$2.79 Billion 0.16% of portfolio
345,385
Q3 2025 Added 25.45%
$17.8B
$2.74 Billion 0.16% of portfolio
20,903
Q3 2025 Reduced 1.26%
$405B
$2.81 Billion 0.16% of portfolio
2,635
Q3 2025 Reduced 1.83%
$19.9B
$2.54 Billion 0.15% of portfolio
4,904
Q3 2025 Added 2.87%
$160B
$2.6 Billion 0.15% of portfolio
12,148
Q3 2025 Added 8.91%
$72.7B
$2.56 Billion 0.15% of portfolio
1,970
Q3 2025 Added 3.58%
$317B
$2.52 Billion 0.15% of portfolio
28,886
Q3 2025 Reduced 0.92%
$128B
$2.47 Billion 0.14% of portfolio
124,128
Q3 2025 Added 1.19%

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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