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
$237B
$4.78 Billion 0.28% of portfolio
33,051
Q3 2025 Added 0.93%
$0
$4.78 Billion 0.28% of portfolio
205,410
Q3 2025 Reduced 14.03%
$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%
$0
$4.67 Billion 0.27% of portfolio
21,625
Q3 2025 Reduced 4.93%
$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%
$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%
$255B
$4.46 Billion 0.26% of portfolio
12,328
Q3 2025 Added 4.63%
$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%
$12.6B
$4.35 Billion 0.25% of portfolio
553,250
Q3 2025 Added 13.59%
$104B
$4.35 Billion 0.25% of portfolio
16,917
Q3 2025 Added 6.61%
$136B
$4.13 Billion 0.24% of portfolio
11,544
Q3 2025 Added 9.4%
Viking Holdings LTD
-
$4.08 Billion 0.24% of portfolio
-
Q3 2025 Added 3.39%
$72.7B
$4.16 Billion 0.24% of portfolio
21,558
Q3 2025 Added 4.06%
$0
$4.08 Billion 0.24% of portfolio
8,358
Q3 2025 Added 4.28%
$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%
$0
$3.82 Billion 0.22% of portfolio
160,426
Q3 2025 Added 0.24%
$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%
$0
$3.71 Billion 0.21% of portfolio
76,994
Q3 2025 Reduced 6.52%
$136B
$3.62 Billion 0.21% of portfolio
16,539
Q3 2025 Added 4.96%
$0
$3.56 Billion 0.21% of portfolio
130,239
Q3 2025 Added 4.31%
$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%
$0
$3.42 Billion 0.2% of portfolio
41,578
Q3 2025 Added 2.4%
$41.2B
$3.49 Billion 0.2% of portfolio
11,922
Q3 2025 Added 4.59%
$0
$3.24 Billion 0.19% of portfolio
15,737
Q3 2025 Reduced 2.45%
$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%
$0
$3.2 Billion 0.18% of portfolio
72,596
Q3 2025 Added 2.11%
$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
$0
$3.13 Billion 0.18% of portfolio
4,553
Q3 2025 Added 102.9%
Rubrik Inc.
-
$2.9 Billion 0.17% of portfolio
-
Q3 2025 Added 5.54%

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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