Diversify Wealth Management, LLC Top Holdings and 13F Report (2025) About Diversify Wealth Management, LLCInvestment ActivityDiversify Wealth Management, LLC has $1.35 billion in total holdings as of March 31, 2025.Diversify Wealth Management, LLC owns shares of 510 different stocks, but just 152 companies or ETFs make up 80% of its holdings.Approximately 12.22% of the portfolio was purchased this quarter.About 5.11% of the portfolio was sold this quarter.This quarter, Diversify Wealth Management, LLC has purchased 514 new stocks and bought additional shares in 272 stocks.Diversify Wealth Management, LLC sold shares of 181 stocks and completely divested from 49 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $46,166,028SPDR Portfolio S&P 500 Growth ETF $44,122,558SPDR S&P 500 ETF Trust $40,965,515SPDR Portfolio S&P 500 Value ETF $39,909,068SPDR Portfolio Developed World ex-US ETF $26,028,340 Largest New Holdings this Quarter 833445109 - Snowflake $4,018,198 Holding615369105 - Moody's $3,844,751 Holding88023B103 - TEMPUS AI INC $2,917,867 Holding92840M102 - Vistra $2,602,874 Holding03831W108 - APPLOVIN CORP $2,602,650 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Growth ETF 108,656 shares (about $8.91M)SPDR Portfolio S&P 500 Value ETF 166,904 shares (about $8.21M)WisdomTree International Hedged Quality Dividend Growth Fund 99,617 shares (about $4.29M)SPDR Portfolio Developed World ex-US ETF 112,993 shares (about $4.28M)iShares 0-3 Month Treasury Bond ETF 41,987 shares (about $4.23M) Largest Sales this Quarter Vanguard Information Technology ETF 7,337 shares (about $4.02M)Tesla 10,599 shares (about $3.10M)Dimensional U.S. Core Equity 2 ETF 81,381 shares (about $2.63M)Comcast 68,969 shares (about $2.34M)Honeywell International 9,841 shares (about $2.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDiversify Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$46,166,028$451,003 ▲1.0%1,216,1763.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$44,122,558$8,908,699 ▲25.3%538,1463.3%ETFSPYSPDR S&P 500 ETF Trust$40,965,515$50,443 ▲0.1%73,9023.0%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$39,909,068$8,210,006 ▲25.9%811,3253.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$26,028,340$4,282,432 ▲19.7%686,7641.9%ETFNVDANVIDIA$24,246,140$156,880 ▲0.7%222,4011.8%Computer and TechnologyAAPLApple$21,419,738$96,101 ▲0.5%101,4141.6%Computer and TechnologyAMZNAmazon.com$19,322,986$861,435 ▲4.7%103,1161.4%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$18,904,950$633,002 ▲3.5%111,9361.4%ETFMSFTMicrosoft$18,745,450$1,078,892 ▲6.1%47,5721.4%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$18,220,787$1,079,975 ▼-5.6%562,0231.4%ETFVOOVanguard S&P 500 ETF$17,165,220$14,266 ▲0.1%33,6911.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$15,686,424$450,494 ▼-2.8%626,4551.2%ETFCGCPCapital Group Core Plus Income ETF$15,232,829$472,169 ▲3.2%678,5221.1%ETFMETAMeta Platforms$14,827,493$944,218 ▲6.8%26,7431.1%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$14,605,164$2,632,678 ▼-15.3%451,4731.1%ETFBKMCBNY Mellon US Mid Cap Core Equity ETF$14,360,834$1,714,837 ▲13.6%153,3951.1%ETFDFCFDimensional Core Fixed Income ETF$13,145,229$1,385,494 ▲11.8%312,9821.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$11,271,144$415,896 ▼-3.6%461,3650.8%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$10,981,170$4,288,519 ▲64.1%255,0790.8%FinanceVWOVanguard FTSE Emerging Markets ETF$10,765,489$1,414,416 ▲15.1%238,4380.8%ETFCOSTCostco Wholesale$10,612,785$689,206 ▲6.9%10,7020.8%Retail/WholesaleSPHYSPDR Portfolio High Yield Bond ETF$9,966,757$2,235,362 ▲28.9%426,4770.7%ETFBNDVanguard Total Bond Market ETF$9,479,418$1,686,428 ▼-15.1%128,8840.7%ETFVBVanguard Small-Cap ETF$9,131,966$680,448 ▲8.1%42,1270.7%ETFVOVanguard Mid-Cap ETF$8,683,818$170,623 ▲2.0%33,8960.6%ETFPKGPackaging Co. of America$8,564,611$1,302 ▼0.0%46,0510.6%IndustrialsPANWPalo Alto Networks$8,410,245$310,585 ▼-3.6%45,0590.6%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$8,366,268$743,304 ▼-8.2%165,2760.6%ETFDFAEDimensional Emerging Core Equity Market ETF$8,345,953$609,693 ▼-6.8%321,7410.6%ETFGOOGAlphabet$8,051,319$408,878 ▲5.4%49,6810.6%Computer and TechnologyHQYHealthEquity$7,808,393$170,075 ▼-2.1%90,3540.6%MedicalFBNDFidelity Total Bond ETF$7,799,856$62,075 ▼-0.8%171,0120.6%ETFQQQInvesco QQQ$7,748,279$692,371 ▼-8.2%16,2940.6%FinanceAVUVAvantis U.S. Small Cap Value ETF$7,596,440$1,157,139 ▲18.0%90,9100.6%ETFGOVTiShares U.S. Treasury Bond ETF$7,287,393$1,392,431 ▲23.6%316,0190.5%ETFAVGOBroadcom$7,267,558$385,401 ▲5.6%38,0160.5%Computer and TechnologyVVisa$7,224,604$100,750 ▼-1.4%21,1540.5%Business ServicesBRK.BBerkshire Hathaway$7,222,124$163,046 ▼-2.2%13,5100.5%FinanceUSIGiShares Broad USD Investment Grade Corporate Bond ETF$7,177,063$1,650,040 ▲29.9%140,7540.5%ManufacturingCRMSalesforce$7,089,992$749,458 ▲11.8%26,4790.5%Computer and TechnologySCHASchwab US Small-Cap ETF$7,070,986$307,186 ▲4.5%308,1040.5%ETFJPMJPMorgan Chase & Co.$7,001,279$1,081,711 ▲18.3%28,6210.5%FinanceORCLOracle$6,856,616$206,961 ▲3.1%48,7010.5%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$6,540,460$2,431,856 ▲59.2%124,5800.5%ManufacturingVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,512,131$888,718 ▲15.8%54,1140.5%ETFPULSPGIM Ultra Short Bond ETF$6,470,806$1,280,205 ▲24.7%130,3810.5%ETFDFARDimensional US Real Estate ETF$6,445,537$1,061,728 ▼-14.1%278,4250.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$6,435,243$498,962 ▲8.4%163,7050.5%ETFWMTWalmart$6,081,071$720,013 ▼-10.6%63,3180.5%Retail/WholesaleVZVerizon Communications$6,039,975$950,656 ▲18.7%140,6280.4%Computer and TechnologySCHDSchwab US Dividend Equity ETF$5,982,700$63,870 ▼-1.1%231,0820.4%ETFLLYEli Lilly and Company$5,913,157$711,703 ▲13.7%6,6800.4%MedicalPEPPepsiCo$5,896,465$1,142,573 ▲24.0%43,9020.4%Consumer StaplesXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$5,857,744$86,869 ▼-1.5%116,3870.4%ETFMAMastercard$5,851,335$209,940 ▲3.7%10,8420.4%Business ServicesNOWServiceNow$5,737,103$420,501 ▼-6.8%6,0850.4%Computer and TechnologyATOAtmos Energy$5,720,294$959,424 ▲20.2%35,8210.4%UtilitiesABBVAbbVie$5,599,037$638,392 ▲12.9%28,9340.4%MedicalVRTXVertex Pharmaceuticals$5,544,324$623,812 ▲12.7%11,0120.4%MedicalPMPhilip Morris International$5,521,187$199,545 ▲3.7%32,4280.4%Consumer StaplesCMECME Group$5,512,124$1,381,980 ▲33.5%20,2380.4%FinanceBKLNInvesco Senior Loan ETF$5,412,051$1,649,240 ▲43.8%261,0730.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$5,253,827$308,050 ▲6.2%122,5240.4%ETFCRWDCrowdStrike$5,010,456$88,787 ▼-1.7%11,6250.4%Computer and TechnologyCSCOCisco Systems$4,997,810$238,706 ▲5.0%87,1610.4%Computer and TechnologyACNAccenture$4,993,524$509,799 ▲11.4%16,7300.4%Computer and TechnologyCVXChevron$4,977,193$730,908 ▲17.2%35,7300.4%EnergyHDHome Depot$4,762,089$1,395,779 ▼-22.7%13,2650.4%Retail/WholesaleESSEssex Property Trust$4,663,134$940,772 ▲25.3%16,9470.3%FinanceGOOGLAlphabet$4,658,794$125,407 ▼-2.6%29,0880.3%Computer and TechnologyZTSZoetis$4,635,117$714,518 ▲18.2%29,8210.3%MedicalISRGIntuitive Surgical$4,606,926$455,183 ▲11.0%8,9470.3%MedicalXLKTechnology Select Sector SPDR Fund$4,571,814$243,395 ▼-5.1%21,8640.3%ETFBUFBInnovator Laddered Allocation Buffer ETF$4,542,638$15,171 ▼-0.3%145,2250.3%ETFABNBAirbnb$4,535,173$559,430 ▲14.1%36,1400.3%Consumer DiscretionarySGOViShares 0-3 Month Treasury Bond ETF$4,521,650$4,226,414 ▲1,431.5%44,9200.3%ETFSHOPShopify$4,482,594$1,942,507 ▼-30.2%45,3150.3%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$4,445,620$954,750 ▲27.3%95,9760.3%ETFVIGVanguard Dividend Appreciation ETF$4,420,723$558,747 ▼-11.2%23,2450.3%ETFMCDMcDonald's$4,407,983$588,423 ▲15.4%14,0160.3%Retail/WholesaleMDTMedtronic$4,342,801$467,757 ▲12.1%51,3330.3%MedicalRTXRTX$4,283,779$407,997 ▼-8.7%34,0710.3%AerospaceINTUIntuit$4,278,688$583,911 ▲15.8%6,8660.3%Computer and TechnologyLAM RESEARCH CORP$4,268,539$618,178 ▲16.9%60,2050.3%COM NEWBACBank of America$4,248,483$1,154,107 ▲37.3%106,2390.3%FinanceADBEAdobe$4,227,688$621,391 ▼-12.8%11,3960.3%Computer and TechnologyADPAutomatic Data Processing$4,223,556$886,710 ▲26.6%14,2800.3%Business ServicesIBMInternational Business Machines$4,207,060$478,064 ▲12.8%17,5740.3%Computer and TechnologyTSLATesla$4,190,986$3,095,273 ▼-42.5%14,3510.3%Auto/Tires/TrucksXOMExxon Mobil$4,185,340$785,185 ▲23.1%38,6240.3%EnergySCHGSchwab U.S. Large-Cap Growth ETF$4,174,513$283,195 ▲7.3%164,2860.3%ETFSAPSAP$4,166,513$566,964 ▲15.8%14,2420.3%Computer and TechnologyDISWalt Disney$4,090,273$592,335 ▲16.9%44,8640.3%Consumer DiscretionaryMCMoelis & Company$4,067,445$923,436 ▲29.4%76,2980.3%FinanceSNOWSnowflake$4,018,198$4,018,198 ▲New Holding25,0590.3%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$4,017,713$228,961 ▼-5.4%84,2110.3%ETFPYPLPayPal$3,969,182$794,844 ▲25.0%59,8490.3%Computer and TechnologyFRELFidelity MSCI Real Estate Index ETF$3,932,028$357,644 ▲10.0%147,4880.3%ETFSCHMSchwab U.S. Mid-Cap ETF$3,916,208$9,974 ▼-0.3%152,7380.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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