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CIK: 0002030780
Total reported value
$6.0B
$6.0B
535 檔
4.2%
According to the latest 13F quarterly dataset, Diversify Wealth Management, LLC managed an equity portfolio of $6.0B at the end of Q2 2025, spanning 535 distinct U.S. exchange-listed positions.
During Q2 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 535 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.57% | +0.07% | +7.09% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.26% | -0.03% | -1.71% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.02% | +0.17% | +12.22% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.98% | -0.62% | +1.56% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.71% | -0.85% | +7.74% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.90% | +0.15% | +7.58% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.08% | +3.65% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.50% | +0.54% | +4.13% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | -0.26% | +4.60% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | -0.15% | +5.99% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.31% | -0.12% | +1.17% | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 1.28% | +0.08% | +298.87% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.11% | +3.52% | |
| 14 | DFAI | Dimensional International Co | ETF-Other | 1.12% | -0.01% | -8.70% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.08% | -0.39% | +11.51% | |
| 16 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.05% | -0.09% | +10.74% | |
| 17 | BKMC | Bny Mellon US M/c Core ETF | ETF-Other | 1.03% | — | +3.14% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.92% | -0.01% | -11.66% | |
| 19 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.91% | — | +11.39% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.79% | — | +4.91% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | -0.16% | +3.09% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.75% | -0.15% | -1.98% | |
| 23 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.73% | +0.04% | +17.42% | |
| 24 | IHDG | Wisdomtree International Hed | ETF-Other | 0.73% | -0.01% | +3.37% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.73% | -0.22% | +5.49% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.01% | +8.25% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | -0.08% | +9.80% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.65% | — | +2.33% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | -0.21% | +5.18% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | — | +0.66% | |
| 31 | STGW | Stagwell Inc | Stock-Other | 0.60% | +0.01% | — | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.58% | — | +7.56% | |
| 33 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.57% | +0.01% | +0.02% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.04% | +7.77% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.54% | +0.30% | +10.16% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.54% | -0.02% | -10.06% | |
| 37 | HQY | Healthequity Inc | Stock-Healthcare | 0.52% | +0.02% | +0.19% | |
| 38 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.51% | +0.02% | +13.82% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.51% | +0.02% | +0.60% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.49% | +0.02% | +10.41% | |
| 41 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.49% | -0.01% | +1.55% | |
| 42 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.48% | -0.01% | +4.93% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.48% | -0.02% | -17.89% | |
| 44 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.46% | +0.05% | +15.71% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.02% | +2.68% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.02% | +12.34% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.44% | -0.01% | -1.42% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.44% | +0.11% | -14.20% | |
| 49 | LRCX | Lam Research CORP | Stock-Tech | 0.43% | +0.03% | +10.37% | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.43% | -0.01% | +54.68% |
According to official SEC Form 13F filings, Diversify Wealth Management, LLC reported a total U.S. public equity portfolio value of $6.0B across 535 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, DFAU, SPYV) accounted for 4.2% of total reported equity market value during Q2 2025.
During Q2 2025, Diversify Wealth Management, LLC's top holdings by market value included SPYG (3.6%)、DFAU (3.3%)、SPYV (3.0%). The largest single position, SPYG, represented 3.6% of total portfolio value.
In Q2 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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