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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$65.2 Billion 3.76% of portfolio
600,237
Q3 2025 Added 4.15%
$0
$57.2 Billion 3.3% of portfolio
1,023,271
Q3 2025 Added 12.39%
$0
$52.3 Billion 3.02% of portfolio
1,119,298
Q3 2025 Reduced 6.36%
$0
$51.6 Billion 2.98% of portfolio
75,493
Q3 2025 Added 0.58%
$0
$34.6 Billion 2.0% of portfolio
793,063
Q3 2025 Added 7.35%
$0
$23.4 Billion 1.35% of portfolio
37,259
Q3 2025 Added 6.83%
$0
$22.6 Billion 1.3% of portfolio
115,325
Q3 2025 Added 1.84%
$0
$18.6 Billion 1.07% of portfolio
741,168
Q3 2025 Added 6.1%
$0
$18.1 Billion 1.04% of portfolio
797,120
Q3 2025 Added 6.08%
$0
$17.7 Billion 1.02% of portfolio
163,956
Q3 2025 Added 3.63%
$0
$17.2 Billion 0.99% of portfolio
470,294
Q3 2025 Reduced 8.35%
$0
$15.1 Billion 0.87% of portfolio
388,114
Q3 2025 Reduced 2.69%
$0
$14.7 Billion 0.85% of portfolio
342,611
Q3 2025 Reduced 1.72%
$0
$14.2 Billion 0.82% of portfolio
258,540
Q3 2025 Added 3.35%
$0
$12.8 Billion 0.74% of portfolio
270,968
Q3 2025 Added 2.77%
$0
$12.9 Billion 0.74% of portfolio
545,606
Q3 2025 Added 8.95%
$0
$11.1 Billion 0.64% of portfolio
43,621
Q3 2025 Added 1.19%
$0
$11 Billion 0.63% of portfolio
17,327
Q3 2025 Added 1.1%
$0
$10.2 Billion 0.59% of portfolio
35,201
Q3 2025 Added 3.17%
$0
$9.57 Billion 0.55% of portfolio
97,815
Q3 2025 Added 0.03%
$0
$9.49 Billion 0.55% of portfolio
182,998
Q3 2025 Added 14.23%
$0
$9.08 Billion 0.52% of portfolio
392,779
Q3 2025 Added 12.57%
$0
$8.6 Billion 0.5% of portfolio
307,328
Q3 2025 Reduced 0.84%
$0
$8.58 Billion 0.5% of portfolio
261,055
Q3 2025 Reduced 9.78%
$0
$8.54 Billion 0.49% of portfolio
171,994
Q3 2025 Added 14.01%
$0
$8.14 Billion 0.47% of portfolio
175,756
Q3 2025 Added 1.21%
$0
$7.74 Billion 0.45% of portfolio
77,139
Q3 2025 Added 11.02%
$0
$7.58 Billion 0.44% of portfolio
53,232
Q3 2025 Reduced 6.25%
$0
$7.71 Billion 0.44% of portfolio
152,371
Q3 2025 Added 7.45%
$0
$7.3 Billion 0.42% of portfolio
158,643
Q3 2025 Reduced 1.7%
$0
$7.27 Billion 0.42% of portfolio
347,905
Q3 2025 Added 13.42%
$0
$7.34 Billion 0.42% of portfolio
139,099
Q3 2025 Added 7.27%
$0
$7.11 Billion 0.41% of portfolio
23,557
Q3 2025 Added 2.32%
$0
$6.23 Billion 0.36% of portfolio
83,878
Q3 2025 Reduced 20.74%
$0
$5.91 Billion 0.34% of portfolio
125,847
Q3 2025 Added 16.82%
$0
$5.93 Billion 0.34% of portfolio
123,376
Q3 2025 Reduced 0.63%
$0
$5.67 Billion 0.33% of portfolio
169,039
Q3 2025 Reduced 0.21%
$0
$5.56 Billion 0.32% of portfolio
210,061
Q3 2025 Reduced 4.87%
$0
$5.38 Billion 0.31% of portfolio
148,842
Q3 2025 Added 2.13%
$0
$5.12 Billion 0.3% of portfolio
6,437
Q3 2025 Reduced 2.14%
$0
$4.78 Billion 0.28% of portfolio
205,410
Q3 2025 Reduced 14.03%
$0
$4.67 Billion 0.27% of portfolio
21,625
Q3 2025 Reduced 4.93%
$0
$4.43 Billion 0.26% of portfolio
48,441
Q3 2025 Reduced 7.0%
$0
$4.47 Billion 0.26% of portfolio
66,251
Q3 2025 Added 8.87%
$0
$4.5 Billion 0.26% of portfolio
78,912
Q3 2025 Added 16.61%
$0
$4.25 Billion 0.25% of portfolio
157,054
Q3 2025 Added 4.14%
$0
$4.29 Billion 0.25% of portfolio
145,509
Q3 2025 Reduced 1.13%
$0
$4.08 Billion 0.24% of portfolio
8,358
Q3 2025 Added 4.28%
$0
$3.82 Billion 0.22% of portfolio
160,426
Q3 2025 Added 0.24%

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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