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
$82.2B
$7.62 Billion 0.44% of portfolio
27,489
Q3 2025 Added 3.85%
$174B
$7.44 Billion 0.43% of portfolio
43,020
Q3 2025 Reduced 6.41%
$662B
$7.52 Billion 0.43% of portfolio
15,801
Q3 2025 Added 8.81%
$533B
$7.28 Billion 0.42% of portfolio
21,610
Q3 2025 Reduced 0.51%
$204B
$7.35 Billion 0.42% of portfolio
51,163
Q3 2025 Added 3.74%
$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%
$24.5B
$7.24 Billion 0.42% of portfolio
41,921
Q3 2025 Added 3.35%
$279B
$7.14 Billion 0.41% of portfolio
70,279
Q3 2025 Added 6.31%
$319B
$7.15 Billion 0.41% of portfolio
96,064
Q3 2025 Added 2.66%
$0
$7.11 Billion 0.41% of portfolio
23,557
Q3 2025 Added 2.32%
$414B
$7.18 Billion 0.41% of portfolio
33,865
Q3 2025 Added 3.06%
$115B
$6.93 Billion 0.4% of portfolio
12,547
Q3 2025 Added 4.12%
$971B
$6.65 Billion 0.38% of portfolio
7,414
Q3 2025 Added 2.64%
$303B
$6.42 Billion 0.37% of portfolio
41,680
Q3 2025 Added 3.95%
-
$6.26 Billion 0.36% of portfolio
-
Q3 2025 Added 0.13%
$0
$6.23 Billion 0.36% of portfolio
83,878
Q3 2025 Reduced 20.74%
$100B
$6.24 Billion 0.36% of portfolio
23,629
Q3 2025 Added 5.75%
$512B
$6.27 Billion 0.36% of portfolio
11,525
Q3 2025 Added 0.05%
$172B
$6.23 Billion 0.36% of portfolio
157,831
Q3 2025 Added 2.78%
$266B
$6.04 Billion 0.35% of portfolio
19,811
Q3 2025 Added 2.9%
$38.8B
$6.04 Billion 0.35% of portfolio
34,631
Q3 2025 Added 4.39%
$163B
$6.02 Billion 0.35% of portfolio
9,518
Q3 2025 Added 0.92%
$258B
$5.99 Billion 0.35% of portfolio
33,817
Q3 2025 Reduced 0.02%
Arista Networks Inc
-
$5.86 Billion 0.34% of portfolio
-
Q3 2025 Added 4.57%
$367B
$5.88 Billion 0.34% of portfolio
15,547
Q3 2025 Added 3.85%
$0
$5.91 Billion 0.34% of portfolio
125,847
Q3 2025 Added 16.82%
$3.87B
$5.94 Billion 0.34% of portfolio
93,764
Q3 2025 Added 5.13%
$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%
$182B
$5.68 Billion 0.33% of portfolio
8,395
Q3 2025 Added 10.04%
$181B
$5.68 Billion 0.33% of portfolio
56,932
Q3 2025 Added 13.23%
$17.7B
$5.48 Billion 0.32% of portfolio
21,550
Q3 2025 Added 8.34%
$0
$5.56 Billion 0.32% of portfolio
210,061
Q3 2025 Reduced 4.87%
$187B
$5.47 Billion 0.32% of portfolio
30,294
Q3 2025 Added 3.42%
$128B
$5.35 Billion 0.31% of portfolio
59,358
Q3 2025 Added 3.91%
$0
$5.38 Billion 0.31% of portfolio
148,842
Q3 2025 Added 2.13%
$1.29T
$5.44 Billion 0.31% of portfolio
11,625
Q3 2025 Reduced 3.83%
$490B
$5.32 Billion 0.31% of portfolio
46,771
Q3 2025 Added 6.35%
$0
$5.12 Billion 0.3% of portfolio
6,437
Q3 2025 Reduced 2.14%
$193B
$5.22 Billion 0.3% of portfolio
9,600
Q3 2025 Reduced 3.16%
$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%
Tempus Ai Inc
-
$5.14 Billion 0.3% of portfolio
-
Q3 2025 Added 2.96%
$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%

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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