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CIK: 0002030780
Total reported value
$6.0B
$6.0B
510 檔
3.3%
The Q1 2025 SEC filing reveals that Diversify Wealth Management, LLC held a total portfolio value of $6.0B, covering 510 public equity positions.
During Q1 2025, Diversify Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 510 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.43% | -0.03% | +0.99% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.28% | +0.07% | +25.30% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.04% | -0.62% | +0.12% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.96% | +0.17% | +25.90% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.93% | +0.15% | +19.69% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | -0.85% | +0.65% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.59% | +0.54% | +0.45% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.26% | +4.67% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.40% | -0.12% | +3.46% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.08% | +6.11% | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 1.35% | -0.01% | -5.60% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.11% | +0.08% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.17% | -0.39% | -2.79% | |
| 14 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.13% | -0.09% | +3.20% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.15% | +6.80% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.08% | -0.01% | -15.27% | |
| 17 | BKMC | Bny Mellon US M/c Core ETF | ETF-Other | 1.07% | — | +13.56% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.98% | — | +11.78% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.84% | -0.22% | -3.56% | |
| 20 | IHDG | Wisdomtree International Hed | ETF-Other | 0.82% | -0.01% | +64.08% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.80% | — | +15.13% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.01% | +6.95% | |
| 23 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.74% | +0.04% | +28.91% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.70% | -0.02% | -15.10% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | — | +8.05% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | — | +2.00% | |
| 27 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.64% | +0.01% | -0.02% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.62% | +0.30% | -3.56% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.62% | +0.11% | -8.16% | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.62% | -0.02% | -6.81% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.08% | +5.35% | |
| 32 | HQY | Healthequity Inc | Stock-Healthcare | 0.58% | +0.02% | -2.13% | |
| 33 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.58% | -0.01% | -0.79% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | -0.21% | -8.20% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.56% | — | +17.97% | |
| 36 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.54% | +0.02% | +23.62% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | -0.16% | +5.60% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.02% | -1.38% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.04% | -2.21% | |
| 40 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.53% | +0.02% | +29.85% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.53% | — | +11.82% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.53% | +0.02% | +4.54% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | +0.04% | +18.27% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.15% | +3.11% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.49% | -0.01% | +59.19% | |
| 46 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.48% | -0.01% | +15.80% | |
| 47 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.48% | +0.05% | +24.66% | |
| 48 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.48% | — | -14.14% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.48% | -0.01% | +8.41% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.05% | -10.59% |
According to official SEC Form 13F filings, Diversify Wealth Management, LLC reported a total U.S. public equity portfolio value of $6.0B across 510 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, SPYG, SPY) accounted for 3.3% of total reported equity market value during Q1 2025.
During Q1 2025, Diversify Wealth Management, LLC's top holdings by market value included DFAU (3.4%)、SPYG (3.3%)、SPY (3.0%). The largest single position, DFAU, represented 3.4% of total portfolio value.
In Q1 2025, Diversify Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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