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
$84B
$501 Million 0.03% of portfolio
2,836
Q3 2025 Reduced 8.46%
$86.1B
$592 Million 0.03% of portfolio
1,712
Q3 2025 Added 5.88%
$11.4B
$454 Million 0.03% of portfolio
1,257
Q3 2025 Reduced 2.63%
$20.8B
$528 Million 0.03% of portfolio
2,621
Q3 2025 Reduced 9.31%
$99.5B
$554 Million 0.03% of portfolio
12,034
Q3 2025 Reduced 5.58%
$147B
$528 Million 0.03% of portfolio
5,352
Q3 2025 Reduced 6.27%
$59.1B
$533 Million 0.03% of portfolio
6,751
Q3 2025 Reduced 11.42%
Capital Group Core Balanced
-
$552 Million 0.03% of portfolio
-
Q3 2025 Added 33.26%
$0
$581 Million 0.03% of portfolio
12,951
Q3 2025 Added 71.47%
American Centy ETF Tr
-
$440 Million 0.03% of portfolio
-
Q3 2025 Added 3.5%
$0
$605 Million 0.03% of portfolio
14,442
Q3 2025 Added 1.63%
Barrick Mng Corp
-
$480 Million 0.03% of portfolio
-
Q3 2025 Reduced 20.34%
$68.7B
$453 Million 0.03% of portfolio
4,819
Q3 2025 Reduced 0.23%
$82.8B
$527 Million 0.03% of portfolio
2,037
Q3 2025 Reduced 1.36%
$76.5B
$537 Million 0.03% of portfolio
3,306
Q3 2025 Reduced 14.73%
$9.23B
$572 Million 0.03% of portfolio
42,023
Q3 2025 Reduced 15.32%
$59.8B
$568 Million 0.03% of portfolio
3,214
Q3 2025 Added 5.52%
$0
$605 Million 0.03% of portfolio
11,900
Q3 2025 Added 0.08%
$0
$465 Million 0.03% of portfolio
1,920
Q2 2025 Reduced 1.08%
$39.8B
$520 Million 0.03% of portfolio
12,702
Q3 2025 Reduced 0.22%
$0
$484 Million 0.03% of portfolio
1,472
Q3 2025 Added 0.07%
Ishares Bitcoin Trust ETF
-
$475 Million 0.03% of portfolio
-
Q3 2025 Added 30.37%
$0
$471 Million 0.03% of portfolio
6,851
Q3 2025 Added 39.96%
$96.4B
$506 Million 0.03% of portfolio
4,095
Q3 2025 Reduced 2.34%
$99.7B
$499 Million 0.03% of portfolio
2,547
Q3 2025 Reduced 12.62%
$0
$445 Million 0.03% of portfolio
4,954
Q3 2025 New
$0
$606 Million 0.03% of portfolio
19,545
Q3 2025 Reduced 19.38%
$0
$462 Million 0.03% of portfolio
1,823
Q1 2025 Reduced 9.21%
Dimensional ETF Trust
-
$493 Million 0.03% of portfolio
-
Q3 2025 Added 16.83%
$21.2B
$578 Million 0.03% of portfolio
3,197
Q3 2025 New
$86.7B
$497 Million 0.03% of portfolio
863
Q3 2025 Added 1.65%
$0
$593 Million 0.03% of portfolio
18,642
Q3 2025 Reduced 11.67%
$0
$493 Million 0.03% of portfolio
5,864
Q3 2025 Added 0.41%
$0
$480 Million 0.03% of portfolio
4,066
Q3 2025 Added 42.52%
$62.7B
$463 Million 0.03% of portfolio
5,844
Q3 2025 Reduced 11.24%
$0
$494 Million 0.03% of portfolio
2,789
Q3 2025 Added 0.22%
$0
$538 Million 0.03% of portfolio
8,892
Q1 2025 Reduced 6.95%
$132B
$524 Million 0.03% of portfolio
2,650
Q3 2025 Added 4.74%
$0
$533 Million 0.03% of portfolio
4,803
Q3 2025 Reduced 10.44%
$11.6B
$504 Million 0.03% of portfolio
1,680
Q3 2025 Reduced 5.99%
$10.3B
$463 Million 0.03% of portfolio
6,246
Q3 2025 Reduced 5.0%
$65.7B
$585 Million 0.03% of portfolio
7,808
Q3 2025 Added 0.44%
$143B
$549 Million 0.03% of portfolio
13,897
Q3 2025 Added 30.96%
$0
$545 Million 0.03% of portfolio
4,346
Q2 2025 Reduced 0.46%
$28.1B
$530 Million 0.03% of portfolio
11,422
Q3 2025 Reduced 0.83%
-
$463 Million 0.03% of portfolio
-
Q3 2024 Reduced 9.3%
$0
$562 Million 0.03% of portfolio
24,043
Q3 2025 Added 0.94%
$32.8B
$518 Million 0.03% of portfolio
32,567
Q3 2025 Reduced 12.05%
$73.4B
$458 Million 0.03% of portfolio
12,785
Q3 2025 Reduced 8.98%

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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