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
$1.71 Billion 0.1% of portfolio
113,390
Q3 2025 Reduced 1.52%
$0
$1.71 Billion 0.1% of portfolio
19,130
Q3 2025 Added 1.04%
$24.4B
$1.74 Billion 0.1% of portfolio
8,962
Q3 2025 Added 0.93%
$9.78B
$1.48 Billion 0.09% of portfolio
34,520
Q3 2025 Added 5.67%
$0
$1.54 Billion 0.09% of portfolio
8,303
Q3 2025 Added 4.03%
$8.49B
$1.61 Billion 0.09% of portfolio
3,912
Q3 2025 Added 5.39%
Advisors Inner Circle Fd Ii
-
$1.6 Billion 0.09% of portfolio
-
Q3 2025 Added 23.98%
$0
$1.63 Billion 0.09% of portfolio
4,858
Q3 2025 Reduced 8.56%
$12.7B
$1.55 Billion 0.09% of portfolio
17,037
Q3 2025 Added 5.35%
$23.9B
$1.59 Billion 0.09% of portfolio
-
Q3 2025 Added 3.5%
$0
$1.55 Billion 0.09% of portfolio
17,382
Q3 2025 Reduced 1.22%
$0
$1.48 Billion 0.09% of portfolio
22,822
Q3 2025 Added 5.93%
$7.8B
$1.49 Billion 0.09% of portfolio
11,984
Q3 2025 Reduced 0.75%
$0
$1.58 Billion 0.09% of portfolio
32,087
Q3 2025 Reduced 3.49%
$20.5B
$1.51 Billion 0.09% of portfolio
7,706
Q3 2025 Added 5.19%
$23.1B
$1.52 Billion 0.09% of portfolio
4,782
Q3 2025 Added 5.61%
$21.2B
$1.49 Billion 0.09% of portfolio
93,332
Q3 2025 Added 6.69%
$9.59B
$1.55 Billion 0.09% of portfolio
5,963
Q3 2025 Added 1.22%
$7.86B
$1.44 Billion 0.08% of portfolio
137,929
Q3 2025 New
$4.41B
$1.46 Billion 0.08% of portfolio
55,349
Q3 2025 Reduced 22.14%
$0
$1.36 Billion 0.08% of portfolio
6,671
Q3 2025 Added 7.49%
Axil Brands Inc
-
$1.41 Billion 0.08% of portfolio
-
Q3 2025 Added 46.08%
$9.75B
$1.31 Billion 0.08% of portfolio
19,750
Q3 2025 Added 3.79%
$59.6B
$1.43 Billion 0.08% of portfolio
5,775
Q3 2025 Added 1.91%
$0
$1.41 Billion 0.08% of portfolio
19,441
Q3 2025 Added 2.81%
$4.04B
$1.44 Billion 0.08% of portfolio
42,525
Q3 2025 Reduced 26.46%
$0
$1.45 Billion 0.08% of portfolio
2,896
Q2 2025 Added 0.1%
$228B
$1.41 Billion 0.08% of portfolio
11,363
Q3 2025 Reduced 19.88%
$11.4B
$1.47 Billion 0.08% of portfolio
7,294
Q3 2025 Added 2.17%
$6.15B
$1.39 Billion 0.08% of portfolio
26,452
Q3 2025 Added 6.4%
Tortoise Capital Series Trus
-
$1.36 Billion 0.08% of portfolio
-
Q3 2025 Added 5.63%
$79.2B
$1.43 Billion 0.08% of portfolio
32,402
Q3 2025 Reduced 42.59%
$0
$1.3 Billion 0.08% of portfolio
19,548
Q2 2025 Reduced 2.37%
$14.3B
$1.4 Billion 0.08% of portfolio
21,560
Q3 2025 Added 4.88%
$140B
$1.42 Billion 0.08% of portfolio
3,664
Q3 2025 Added 1.44%
$37B
$1.43 Billion 0.08% of portfolio
15,869
Q3 2025 Added 5.73%
$14.2B
$1.44 Billion 0.08% of portfolio
8,760
Q3 2025 Reduced 1.03%
$5.98B
$1.45 Billion 0.08% of portfolio
65,934
Q3 2025 New
$120B
$1.34 Billion 0.08% of portfolio
82,245
Q3 2025 Added 2.1%
Linde PLC
-
$1.27 Billion 0.07% of portfolio
-
Q3 2025 Added 3.83%
$9.27B
$1.25 Billion 0.07% of portfolio
67,089
Q3 2025 Added 3.22%
$5.68B
$1.22 Billion 0.07% of portfolio
7,417
Q3 2025 Added 2.3%
$21.9B
$1.19 Billion 0.07% of portfolio
98,588
Q3 2025 New
$173B
$1.23 Billion 0.07% of portfolio
19,933
Q3 2025 Added 5.15%
$265B
$1.13 Billion 0.07% of portfolio
1,444
Q3 2025 Added 6.41%
Advisors Inner Circle Fd Ii
-
$1.28 Billion 0.07% of portfolio
-
Q3 2025 Added 38.9%
$8.46B
$1.19 Billion 0.07% of portfolio
7,940
Q3 2025 Added 56.45%
$579M
$1.13 Billion 0.07% of portfolio
123,194
Q3 2025 Reduced 7.27%
$5.91B
$1.16 Billion 0.07% of portfolio
122,588
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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