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
$14.5B
$488 Million 0.03% of portfolio
1,626
Q3 2025 Reduced 1.81%
$10.6B
$564 Million 0.03% of portfolio
3,487
Q3 2025 Added 18.12%
Fidelity Wise Origin Bitcoin
-
$336 Million 0.02% of portfolio
-
Q3 2025 Added 1.57%
Astera Labs Inc
-
$371 Million 0.02% of portfolio
-
Q3 2025 Added 64.99%
$0
$387 Million 0.02% of portfolio
3,501
Q3 2025 Reduced 6.69%
$0
$338 Million 0.02% of portfolio
3,519
Q3 2025 New
$181B
$424 Million 0.02% of portfolio
17,268
Q3 2025 Reduced 1.48%
$6.9B
$299 Million 0.02% of portfolio
1,899
Q3 2025 Reduced 5.29%
$177B
$375 Million 0.02% of portfolio
2,320
Q3 2025 Added 15.37%
$0
$409 Million 0.02% of portfolio
2,925
Q3 2025 Added 6.79%
$170B
$283 Million 0.02% of portfolio
2,015
Q3 2025 Added 7.07%
$1.53B
$317 Million 0.02% of portfolio
9,303
Q3 2025 Reduced 5.77%
$0
$301 Million 0.02% of portfolio
3,134
Q1 2025 Added 0.03%
$5.56B
$263 Million 0.02% of portfolio
3,372
Q3 2025 Reduced 5.7%
$55.4B
$330 Million 0.02% of portfolio
1,144
Q3 2025 Added 0.44%
$0
$373 Million 0.02% of portfolio
4,657
Q3 2025 Reduced 2.04%
$0
$286 Million 0.02% of portfolio
2,263
Q2 2025 Added 0.67%
$26.6B
$269 Million 0.02% of portfolio
2,595
Q2 2025 Reduced 1.89%
$0
$364 Million 0.02% of portfolio
1,885
Q3 2025 Reduced 7.82%
$33.9B
$318 Million 0.02% of portfolio
1,477
Q3 2025 Reduced 1.14%
$0
$374 Million 0.02% of portfolio
15,963
Q3 2025 Reduced 19.17%
$72.3B
$365 Million 0.02% of portfolio
3,410
Q3 2025 Added 0.21%
$125M
$280 Million 0.02% of portfolio
4,689
Q2 2025 Reduced 33.48%
$0
$363 Million 0.02% of portfolio
15,957
Q3 2025 Added 0.08%
$0
$428 Million 0.02% of portfolio
9,276
Q1 2025 Added 0.01%
$47.1B
$304 Million 0.02% of portfolio
3,125
Q2 2025 Reduced 32.65%
$0
$289 Million 0.02% of portfolio
7,847
Q3 2025 Reduced 8.01%
$74.9B
$263 Million 0.02% of portfolio
1,084
Q3 2025 Added 5.34%
$7.79B
$291 Million 0.02% of portfolio
4,791
Q3 2025 Reduced 88.78%
$0
$373 Million 0.02% of portfolio
1,380
Q3 2025 Reduced 11.42%
$0
$361 Million 0.02% of portfolio
1,742
Q3 2025 Reduced 6.29%
$0
$346 Million 0.02% of portfolio
4,350
Q2 2025 Reduced 15.78%
$0
$346 Million 0.02% of portfolio
3,149
Q1 2025 Added 0.03%
$0
$297 Million 0.02% of portfolio
14,541
Q3 2025 Reduced 3.84%
$0
$339 Million 0.02% of portfolio
4,959
Q3 2025 Reduced 4.76%
$5B
$391 Million 0.02% of portfolio
1,489
Q3 2025 Reduced 6.35%
$0
$357 Million 0.02% of portfolio
4,420
Q3 2025 New
$0
$318 Million 0.02% of portfolio
3,611
Q3 2025 Added 10.13%
$0
$424 Million 0.02% of portfolio
4,744
Q3 2025 Added 28.08%
$104B
$303 Million 0.02% of portfolio
5,347
Q3 2025 Added 2.99%
$0
$282 Million 0.02% of portfolio
5,611
Q3 2025 Reduced 1.41%
$0
$278 Million 0.02% of portfolio
2,880
Q3 2025 Reduced 32.58%
$0
$337 Million 0.02% of portfolio
4,037
Q3 2025 Reduced 25.72%
$0
$260 Million 0.02% of portfolio
2,529
Q3 2025 Reduced 33.18%
$15.2B
$307 Million 0.02% of portfolio
8,283
Q3 2025 Reduced 85.94%
$0
$261 Million 0.02% of portfolio
2,927
Q3 2025 Added 1.99%
$76.2B
$261 Million 0.02% of portfolio
4,613
Q3 2025 Reduced 8.33%
$20.6B
$323 Million 0.02% of portfolio
9,367
Q3 2025 Added 13.57%
$0
$409 Million 0.02% of portfolio
864
Q3 2025 Added 0.23%

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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