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CIK: 0002030780
Total reported value
$6.0B
$6.0B
622 檔
6.3%
According to the latest 13F quarterly dataset, Diversify Wealth Management, LLC managed an equity portfolio of $6.0B at the end of Q4 2025, spanning 622 distinct U.S. exchange-listed positions.
In Q4 2025, Diversify Wealth Management, LLC displayed an active expansion posture, initiating 46 new positions and adding to 100 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 622 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 | 5.98% | +0.07% | +97.74% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.77% | +0.17% | +72.05% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.50% | -0.03% | +0.22% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.24% | +0.15% | +31.91% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | -0.85% | +0.10% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.30% | +879.55% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.36% | +0.54% | +1.91% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.26% | +3.44% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.11% | +12.35% | |
| 10 | BKMC | Bny Mellon US M/c Core ETF | ETF-Other | 1.14% | — | +29.46% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.08% | +0.68% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.12% | — | +65.25% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | -0.08% | +22.76% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.97% | -0.39% | +12.17% | |
| 15 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.90% | -0.09% | +6.25% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.15% | +2.42% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 0.83% | -0.01% | -3.77% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | +0.11% | +1168.54% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 0.80% | +0.08% | +416.96% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | -0.62% | -67.67% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.79% | — | — | |
| 22 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.78% | — | +13.74% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.78% | -0.06% | — | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | -0.02% | +2779.13% | |
| 25 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.72% | +0.04% | +18.18% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.68% | -0.01% | -7.25% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | -0.16% | -4.98% | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 0.63% | +0.03% | -4.45% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | -0.11% | +2625.73% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.60% | +0.10% | — | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.59% | -0.22% | +4.68% | |
| 32 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.58% | +0.02% | +31.26% | |
| 33 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.58% | +0.02% | +37.45% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | — | +14.24% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.56% | -0.01% | +53.88% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.01% | +2.69% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | — | -1.07% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.53% | — | +7.88% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | -0.21% | -0.55% | |
| 40 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.50% | +0.05% | +26.06% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.48% | +0.30% | +4.93% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | -0.15% | +7.72% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | +0.04% | +2.91% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.47% | -0.12% | +2721.54% | |
| 45 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.47% | +0.01% | +0.08% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.01% | +53.70% | |
| 47 | STGW | Stagwell Inc | Stock-Other | 0.45% | +0.01% | — | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.44% | -0.01% | — | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.44% | +0.02% | +0.82% | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.43% | +0.01% | +1057.03% |
According to official SEC Form 13F filings, Diversify Wealth Management, LLC reported a total U.S. public equity portfolio value of $6.0B across 622 disclosed positions in Q4 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 6.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
DYNF
市值: $16.9M
Top Position Liquidated / Trimmed
CMG
前期市值: $1.9M
During Q4 2025, Diversify Wealth Management, LLC's top holdings by market value included SPYG (6.0%)、SPYV (4.8%)、DFAU (2.5%). The largest single position, SPYG, represented 6.0% of total portfolio value.
In Q4 2025, Diversify Wealth Management, LLC made 199 total portfolio adjustments, initiating 46 new buys, adding to 100 positions, trimming 48 holdings, and fully liquidating 5 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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