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CIK: 0002030780
Total reported value
$6.0B
$6.0B
541 檔
4.6%
During the Q3 2025 filing period, Diversify Wealth Management, LLC (CIK: 0002030780) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.0B across 541 reported positions.
In Q3 2025, Diversify Wealth Management, LLC displayed an active expansion posture, initiating 26 new positions and adding to 124 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 541 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 | 3.76% | +0.07% | +4.15% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.30% | +0.17% | +12.39% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.02% | -0.03% | -6.36% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.98% | -0.62% | +0.58% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | -0.85% | -2.62% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.00% | +0.15% | +7.35% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.71% | +0.54% | +4.06% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | -0.26% | +1.02% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.08% | +3.15% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.11% | +6.83% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.30% | -0.12% | +1.84% | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 1.27% | +0.08% | -0.89% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.15% | +4.40% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.07% | -0.39% | +6.10% | |
| 15 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.04% | -0.09% | +6.08% | |
| 16 | BKMC | Bny Mellon US M/c Core ETF | ETF-Other | 1.02% | — | +3.63% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 0.99% | -0.01% | -8.35% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | -0.08% | -0.38% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | -0.16% | +8.31% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.87% | -0.01% | -2.69% | |
| 21 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.85% | — | -1.72% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.82% | — | +3.35% | |
| 23 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.74% | +0.04% | +8.95% | |
| 24 | IHDG | Wisdomtree International Hed | ETF-Other | 0.74% | -0.01% | +2.77% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.69% | -0.22% | +1.40% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.69% | -0.15% | -3.06% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.01% | +6.51% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.65% | +0.30% | +4.03% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | — | +1.19% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | -0.21% | +1.10% | |
| 31 | LRCX | Lam Research CORP | Stock-Tech | 0.61% | +0.03% | -1.04% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | — | +3.17% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.04% | +3.82% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.55% | — | +0.03% | |
| 35 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.55% | +0.02% | +14.23% | |
| 36 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.52% | +0.02% | +12.57% | |
| 37 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.52% | +0.01% | +0.00% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.52% | +0.07% | +2.82% | |
| 39 | RUN | Sunrun Inc | Stock-Tech | 0.51% | -0.03% | +57.94% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.50% | +0.02% | -0.84% | |
| 41 | HQY | Healthequity Inc | Stock-Healthcare | 0.50% | +0.02% | -0.02% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.50% | -0.02% | -9.78% | |
| 43 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.49% | +0.05% | +14.01% | |
| 44 | STGW | Stagwell Inc | Stock-Other | 0.48% | +0.01% | — | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.47% | -0.01% | +1.21% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | -0.15% | -1.27% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.46% | — | +4.12% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.45% | -0.01% | +11.02% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.44% | +0.11% | +7.45% | |
| 50 | SNOW | Snowflake Inc | Stock-Tech | 0.44% | +0.25% | +3.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -2.62% | Add |
| 2 | NOW | Servicenow Inc | +0.8% | -0.89% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.5% | +4.15% | Add |
| 4 | RUN | Sunrun Inc | +0.4% | +57.94% | Add |
| 5 | AVGO | Broadcom Inc | +0.4% | +8.31% | Add |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | +12.39% | Add |
| 7 | AMD | Advanced Micro Devices | +0.3% | +2.82% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -0.38% | Add |
| 9 | LRCX | Lam Research CORP | +0.3% | -1.04% | Add |
| 10 | ORCL | Oracle CORP | +0.2% | -3.06% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.2% | +1.02% | Add |
| 12 | APP | Applovin Corp-class A | +0.2% | +0.92% | Add |
| 13 | SNOW | Snowflake Inc | +0.1% | +3.85% | Add |
| 14 | ANET | Arista Networks Inc | +0.1% | +4.57% | Add |
| 15 | FIX | Comfort Systems USA Inc | +0.1% | -18.23% | Trim |
| 16 | MSFT | Microsoft CORP | +0.1% | +3.15% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +4.06% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.27% | Trim |
| 19 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +11.02% | Add |
| 20 | STRL | Sterling Infrastructure Inc | +0.1% | +7.16% | Add |
| 21 | SHOP | Shopify Inc - Class A | +0.1% | -6.41% | Trim |
| 22 | NRG | Nrg Energy Inc | +0.1% | +4.39% | Add |
| 23 | CMI | Cummins Inc | +0.1% | +2.38% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.58% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +102.90% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.83% | Add |
| 27 | TEM | Tempus Ai Inc-cl A | +0.1% | +2.96% | Add |
| 28 | CW | Curtiss-wright CORP | +0.1% | +2.86% | Add |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +7.35% | Add |
| 30 | XLK | Ss Technology Select Sector | +0.1% | +2.32% | Add |
| 31 | CELH | Celsius Holdings Inc | +0.1% | +0.49% | Add |
| 32 | ELF | Elf Beauty Inc | +0.1% | -2.93% | Add |
| 33 | PLTU | Dire Dly Pltr Bul 2x Etf-usd | +0.1% | — | Add |
| 34 | MU | Micron Technology Inc | +0.1% | +8.22% | Add |
| 35 | EDGI | 3edge Dyna I National Eq ETF | +0.1% | +23.98% | Add |
| 36 | CGDV | Cap Group Dividend Value | +0.1% | +30.80% | Add |
| 37 | NVT | nVent Electric plc | +0.1% | +4.31% | Add |
| 38 | MEDP | Medpace Holdings Inc | +0.1% | +4.75% | Add |
| 39 | NVDL | Granitesh 2x Lng Nvda ETF | +0.1% | — | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.10% | Add |
| 41 | JPM | Jpmorgan Chase & Co | +0.1% | +3.82% | Add |
| 42 | BAC | Bank Of America CORP | +0.1% | +2.82% | Add |
| 43 | UBER | Uber Technologies Inc | +0.1% | +13.23% | Add |
| 44 | EMR | Emerson Electric Co | +0.1% | +6.13% | Add |
| 45 | VST | Vistra CORP | +0.1% | +4.06% | Add |
| 46 | VIK | Viking Holdings Ltd | +0.1% | +3.39% | Add |
| 47 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +2.87% | Add |
| 48 | RMBS | Rambus Inc | +0.1% | +2.91% | Add |
| 49 | FUTU | Futu Holdings Ltd-adr | +0.1% | +0.93% | Add |
| 50 | NET | Cloudflare Inc - Class A | +0.1% | +1.91% | Add |
According to official SEC Form 13F filings, Diversify Wealth Management, LLC reported a total U.S. public equity portfolio value of $6.0B across 541 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, DFAU) accounted for 4.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
STGW
市值: $8.3M
Top Position Liquidated / Trimmed
VRNA
前期市值: $2.1M
During Q3 2025, Diversify Wealth Management, LLC's top holdings by market value included SPYG (3.8%)、SPYV (3.3%)、DFAU (3.0%). The largest single position, SPYG, represented 3.8% of total portfolio value.
In Q3 2025, Diversify Wealth Management, LLC made 200 total portfolio adjustments, initiating 26 new buys, adding to 124 positions, trimming 39 holdings, and fully liquidating 11 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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