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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.2B
$399 Million 0.02% of portfolio
13,040
Q3 2025 Reduced 30.66%
$9.52B
$330 Million 0.02% of portfolio
2,653
Q3 2025 Reduced 6.22%
$0
$353 Million 0.02% of portfolio
3,780
Q3 2025 Reduced 6.2%
Coreweave Inc
-
$419 Million 0.02% of portfolio
-
Q3 2025 Added 6.76%
$20.8B
$422 Million 0.02% of portfolio
3,227
Q3 2025 Added 65.06%
$167B
$411 Million 0.02% of portfolio
4,412
Q3 2025 Reduced 0.61%
$1.96B
$431 Million 0.02% of portfolio
21,728
Q3 2025 Added 2.37%
Brookfield Corp
-
$294 Million 0.02% of portfolio
-
Q3 2025 Added 36.49%
$168B
$386 Million 0.02% of portfolio
4,725
Q3 2025 Reduced 1.09%
$77.2B
$279 Million 0.02% of portfolio
1,261
Q3 2025 Added 30.13%
$2.83B
$297 Million 0.02% of portfolio
11,100
Q3 2025 Reduced 9.25%
$0
$281 Million 0.02% of portfolio
3,711
Q3 2025 Added 20.57%
$27.7B
$352 Million 0.02% of portfolio
5,077
Q3 2025 Reduced 11.9%
$880M
$305 Million 0.02% of portfolio
11,747
Q3 2025 Reduced 4.67%
Profesionally Managed Portfo
-
$263 Million 0.02% of portfolio
-
Q3 2025 Reduced 18.33%
$5.02B
$263 Million 0.02% of portfolio
2,966
Q3 2025 Reduced 87.23%
$0
$286 Million 0.02% of portfolio
12,712
Q3 2025 Reduced 32.33%
$141B
$289 Million 0.02% of portfolio
11,714
Q3 2025 Added 6.58%
$54.5B
$399 Million 0.02% of portfolio
2,251
Q3 2025 Reduced 7.18%
$5.84B
$374 Million 0.02% of portfolio
15,158
Q3 2025 Reduced 6.08%
$120B
$390 Million 0.02% of portfolio
14,439
Q3 2025 Reduced 0.88%
$0
$399 Million 0.02% of portfolio
9,668
Q3 2025 Added 10.42%
Qxo Inc
-
$272 Million 0.02% of portfolio
-
Q3 2025 Reduced 0.46%
$0
$266 Million 0.02% of portfolio
14,514
Q3 2025 Reduced 13.28%
$0
$410 Million 0.02% of portfolio
8,644
Q1 2025 Added 0.01%
$113B
$372 Million 0.02% of portfolio
4,205
Q3 2025 Reduced 4.43%
$9.97B
$382 Million 0.02% of portfolio
2,065
Q3 2025 Reduced 13.13%
Blackrock Inc
-
$332 Million 0.02% of portfolio
-
Q3 2025 Added 23.41%
$0
$340 Million 0.02% of portfolio
5,981
Q3 2025 Added 0.34%
$0
$170 Million 0.01% of portfolio
14,240
Q2 2025 New
$0
$210 Million 0.01% of portfolio
4,034
Q3 2025 New
$270B
$252 Million 0.01% of portfolio
3,394
Q3 2025 Reduced 2.58%
$0
$234 Million 0.01% of portfolio
2,650
Q3 2025 Added 1.84%
$0
$251 Million 0.01% of portfolio
3,354
Q3 2025 Reduced 26.56%
$62.3B
$242 Million 0.01% of portfolio
2,015
Q3 2025 Reduced 8.45%
$0
$107 Million 0.01% of portfolio
10,000
Q4 2024 New
$5.88B
$220 Million 0.01% of portfolio
3,968
Q3 2025 Reduced 5.97%
$6.2B
$233 Million 0.01% of portfolio
2,542
Q3 2025 Added 11.3%
$6.31B
$201 Million 0.01% of portfolio
3,778
Q3 2025 Reduced 18.65%
$0
$234 Million 0.01% of portfolio
6,683
Q3 2025 Reduced 1.6%
$905M
$180 Million 0.01% of portfolio
100,000
Q2 2025 New
$12.2B
$212 Million 0.01% of portfolio
1,100
Q3 2025 Reduced 0.54%
$0
$232 Million 0.01% of portfolio
4,608
Q2 2025 New
$44.4B
$221 Million 0.01% of portfolio
1,114
Q3 2025 Reduced 3.47%
$0
$222 Million 0.01% of portfolio
1,407
Q3 2025 Added 0.14%
$0
$250 Million 0.01% of portfolio
2,052
Q3 2025 New
$8.94B
$229 Million 0.01% of portfolio
1,285
Q3 2025 Reduced 18.77%
$0
$257 Million 0.01% of portfolio
5,634
Q3 2025 Reduced 1.35%
$65.3B
$202 Million 0.01% of portfolio
2,677
Q3 2025 New

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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