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
$0
$2.98 Billion 0.17% of portfolio
52,777
Q3 2025 Added 1.47%
$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%
$0
$2.81 Billion 0.16% of portfolio
20,731
Q3 2025 Added 1.28%
$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%
$0
$2.46 Billion 0.14% of portfolio
17,576
Q3 2025 Reduced 0.62%
$128B
$2.47 Billion 0.14% of portfolio
124,128
Q3 2025 Added 1.19%
$10.6B
$2.19 Billion 0.13% of portfolio
135,872
Q3 2025 Added 4.29%
$44B
$2.26 Billion 0.13% of portfolio
1,370
Q3 2025 Added 2.85%
$190B
$2.21 Billion 0.13% of portfolio
145,590
Q3 2025 Reduced 0.43%
$0
$2.18 Billion 0.13% of portfolio
36,379
Q3 2025 Reduced 19.56%
$35.1B
$2.32 Billion 0.13% of portfolio
39,928
Q3 2025 New
$0
$2.14 Billion 0.12% of portfolio
91,354
Q3 2025 Added 0.73%
$79.1B
$2.06 Billion 0.12% of portfolio
13,097
Q3 2025 Reduced 1.0%
Sila Realty Trust Inc
-
$2.12 Billion 0.12% of portfolio
-
Q3 2025 Reduced 4.3%
$86B
$2.03 Billion 0.12% of portfolio
94,273
Q3 2025 Added 3.2%
$36.4B
$2.04 Billion 0.12% of portfolio
53,663
Q3 2025 Added 5.45%
$0
$2.12 Billion 0.12% of portfolio
23,965
Q3 2025 Reduced 2.37%
$17.7B
$2 Billion 0.12% of portfolio
17,769
Q3 2025 Added 4.31%
$140B
$2.16 Billion 0.12% of portfolio
9,163
Q3 2025 Reduced 2.64%
$0
$2.04 Billion 0.12% of portfolio
40,795
Q3 2025 Reduced 20.75%
$346B
$2 Billion 0.12% of portfolio
13,479
Q3 2025 Reduced 48.75%
$36B
$1.9 Billion 0.11% of portfolio
67,803
Q3 2025 Added 1.34%
$875M
$1.94 Billion 0.11% of portfolio
61,621
Q3 2025 Added 7.26%
$49.1B
$1.94 Billion 0.11% of portfolio
1,760
Q3 2025 Reduced 3.46%
China Yuchai Intl LTD
-
$1.88 Billion 0.11% of portfolio
-
Q3 2025 New
Direxion Shs ETF Tr
-
$1.92 Billion 0.11% of portfolio
-
Q2 2025 Added 50.0%
$18.4B
$1.87 Billion 0.11% of portfolio
3,154
Q3 2025 Added 4.75%
$96.7B
$1.94 Billion 0.11% of portfolio
41,574
Q3 2025 Reduced 1.2%
$1.3B
$1.86 Billion 0.11% of portfolio
183,482
Q3 2025 Reduced 5.74%
Cooper Cos Inc
-
$1.83 Billion 0.11% of portfolio
-
Q3 2025 Added 3.73%
$0
$1.96 Billion 0.11% of portfolio
45,936
Q3 2025 Added 30.8%
$23.5B
$1.67 Billion 0.1% of portfolio
3,224
Q3 2025 Added 0.84%
$4.04B
$1.66 Billion 0.1% of portfolio
10,239
Q3 2025 Reduced 1.82%
$20.5B
$1.68 Billion 0.1% of portfolio
23,406
Q3 2025 Added 1.27%
$150B
$1.76 Billion 0.1% of portfolio
28,963
Q3 2025 Reduced 0.56%
$268B
$1.73 Billion 0.1% of portfolio
7,359
Q3 2025 Added 8.22%
$3.63B
$1.71 Billion 0.1% of portfolio
48,917
Q3 2025 Added 1.27%
$1.48B
$1.79 Billion 0.1% of portfolio
164,109
Q3 2025 Reduced 7.65%
$10.5B
$1.77 Billion 0.1% of portfolio
16,753
Q3 2025 Added 2.91%
$328B
$1.77 Billion 0.1% of portfolio
5,723
Q3 2025 Added 7.55%
Graniteshares ETF Tr
-
$1.69 Billion 0.1% of portfolio
-
Q2 2025 Reduced 4.48%

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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