Diversify Wealth Management, LLC Top Holdings and 13F Report (2025)

About Diversify Wealth Management, LLC

Investment Activity

Diversify 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: $46,166,028
SPDR Portfolio S&P 500 Growth ETF: $44,122,558
SPDR S&P 500 ETF Trust: $40,965,515
SPDR Portfolio S&P 500 Value ETF: $39,909,068
SPDR Portfolio Developed World ex-US ETF: $26,028,340

Largest New Holdings this Quarter

833445109 - Snowflake: $4,018,198 Holding
615369105 - Moody's: $3,844,751 Holding
88023B103 - TEMPUS AI INC: $2,917,867 Holding
92840M102 - Vistra: $2,602,874 Holding
03831W108 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAU Dimensional US Core Equity Market ETF	$46,166,028	$451,003 ▲	1.0%	1,216,176	3.4%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$44,122,558	$8,908,699 ▲	25.3%	538,146	3.3%	ETF
SPY SPDR S&P 500 ETF Trust	$40,965,515	$50,443 ▲	0.1%	73,902	3.0%	Finance
SPYV SPDR Portfolio S&P 500 Value ETF	$39,909,068	$8,210,006 ▲	25.9%	811,325	3.0%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$26,028,340	$4,282,432 ▲	19.7%	686,764	1.9%	ETF
NVDA NVIDIA	$24,246,140	$156,880 ▲	0.7%	222,401	1.8%	Computer and Technology
AAPL Apple	$21,419,738	$96,101 ▲	0.5%	101,414	1.6%	Computer and Technology
AMZN Amazon.com	$19,322,986	$861,435 ▲	4.7%	103,116	1.4%	Retail/Wholesale
QUAL iShares MSCI USA Quality Factor ETF	$18,904,950	$633,002 ▲	3.5%	111,936	1.4%	ETF
MSFT Microsoft	$18,745,450	$1,078,892 ▲	6.1%	47,572	1.4%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$18,220,787	$1,079,975 ▼	-5.6%	562,023	1.4%	ETF
VOO Vanguard S&P 500 ETF	$17,165,220	$14,266 ▲	0.1%	33,691	1.3%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$15,686,424	$450,494 ▼	-2.8%	626,455	1.2%	ETF
CGCP Capital Group Core Plus Income ETF	$15,232,829	$472,169 ▲	3.2%	678,522	1.1%	ETF
META Meta Platforms	$14,827,493	$944,218 ▲	6.8%	26,743	1.1%	Computer and Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$14,605,164	$2,632,678 ▼	-15.3%	451,473	1.1%	ETF
BKMC BNY Mellon US Mid Cap Core Equity ETF	$14,360,834	$1,714,837 ▲	13.6%	153,395	1.1%	ETF
DFCF Dimensional Core Fixed Income ETF	$13,145,229	$1,385,494 ▲	11.8%	312,982	1.0%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$11,271,144	$415,896 ▼	-3.6%	461,365	0.8%	ETF
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$10,981,170	$4,288,519 ▲	64.1%	255,079	0.8%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$10,765,489	$1,414,416 ▲	15.1%	238,438	0.8%	ETF
COST Costco Wholesale	$10,612,785	$689,206 ▲	6.9%	10,702	0.8%	Retail/Wholesale
SPHY SPDR Portfolio High Yield Bond ETF	$9,966,757	$2,235,362 ▲	28.9%	426,477	0.7%	ETF
BND Vanguard Total Bond Market ETF	$9,479,418	$1,686,428 ▼	-15.1%	128,884	0.7%	ETF
VB Vanguard Small-Cap ETF	$9,131,966	$680,448 ▲	8.1%	42,127	0.7%	ETF
VO Vanguard Mid-Cap ETF	$8,683,818	$170,623 ▲	2.0%	33,896	0.6%	ETF
PKG Packaging Corporation of America	$8,564,611	$1,302 ▼	0.0%	46,051	0.6%	Industrials
PANW Palo Alto Networks	$8,410,245	$310,585 ▼	-3.6%	45,059	0.6%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$8,366,268	$743,304 ▼	-8.2%	165,276	0.6%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$8,345,953	$609,693 ▼	-6.8%	321,741	0.6%	ETF
GOOG Alphabet	$8,051,319	$408,878 ▲	5.4%	49,681	0.6%	Computer and Technology
HQY HealthEquity	$7,808,393	$170,075 ▼	-2.1%	90,354	0.6%	Medical
FBND Fidelity Total Bond ETF	$7,799,856	$62,075 ▼	-0.8%	171,012	0.6%	ETF
QQQ Invesco QQQ	$7,748,279	$692,371 ▼	-8.2%	16,294	0.6%	Finance
AVUV Avantis U.S. Small Cap Value ETF	$7,596,440	$1,157,139 ▲	18.0%	90,910	0.6%	ETF
GOVT iShares U.S. Treasury Bond ETF	$7,287,393	$1,392,431 ▲	23.6%	316,019	0.5%	ETF
AVGO Broadcom	$7,267,558	$385,401 ▲	5.6%	38,016	0.5%	Computer and Technology
V Visa	$7,224,604	$100,750 ▼	-1.4%	21,154	0.5%	Business Services
BRK.B Berkshire Hathaway	$7,222,124	$163,046 ▼	-2.2%	13,510	0.5%	Finance
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$7,177,063	$1,650,040 ▲	29.9%	140,754	0.5%	Manufacturing
CRM Salesforce	$7,089,992	$749,458 ▲	11.8%	26,479	0.5%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$7,070,986	$307,186 ▲	4.5%	308,104	0.5%	ETF
JPM JPMorgan Chase & Co.	$7,001,279	$1,081,711 ▲	18.3%	28,621	0.5%	Finance
ORCL Oracle	$6,856,616	$206,961 ▲	3.1%	48,701	0.5%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$6,540,460	$2,431,856 ▲	59.2%	124,580	0.5%	Manufacturing
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$6,512,131	$888,718 ▲	15.8%	54,114	0.5%	ETF
PULS PGIM Ultra Short Bond ETF	$6,470,806	$1,280,205 ▲	24.7%	130,381	0.5%	ETF
DFAR Dimensional US Real Estate ETF	$6,445,537	$1,061,728 ▼	-14.1%	278,425	0.5%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$6,435,243	$498,962 ▲	8.4%	163,705	0.5%	ETF
WMT Walmart	$6,081,071	$720,013 ▼	-10.6%	63,318	0.5%	Retail/Wholesale
VZ Verizon Communications	$6,039,975	$950,656 ▲	18.7%	140,628	0.4%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$5,982,700	$63,870 ▼	-1.1%	231,082	0.4%	ETF
LLY Eli Lilly and Company	$5,913,157	$711,703 ▲	13.7%	6,680	0.4%	Medical
PEP PepsiCo	$5,896,465	$1,142,573 ▲	24.0%	43,902	0.4%	Consumer Staples
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	$5,857,744	$86,869 ▼	-1.5%	116,387	0.4%	ETF
MA Mastercard	$5,851,335	$209,940 ▲	3.7%	10,842	0.4%	Business Services
NOW ServiceNow	$5,737,103	$420,501 ▼	-6.8%	6,085	0.4%	Computer and Technology
ATO Atmos Energy	$5,720,294	$959,424 ▲	20.2%	35,821	0.4%	Utilities
ABBV AbbVie	$5,599,037	$638,392 ▲	12.9%	28,934	0.4%	Medical
VRTX Vertex Pharmaceuticals	$5,544,324	$623,812 ▲	12.7%	11,012	0.4%	Medical
PM Philip Morris International	$5,521,187	$199,545 ▲	3.7%	32,428	0.4%	Consumer Staples
CME CME Group	$5,512,124	$1,381,980 ▲	33.5%	20,238	0.4%	Finance
BKLN Invesco Senior Loan ETF	$5,412,051	$1,649,240 ▲	43.8%	261,073	0.4%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$5,253,827	$308,050 ▲	6.2%	122,524	0.4%	ETF
CRWD CrowdStrike	$5,010,456	$88,787 ▼	-1.7%	11,625	0.4%	Computer and Technology
CSCO Cisco Systems	$4,997,810	$238,706 ▲	5.0%	87,161	0.4%	Computer and Technology
ACN Accenture	$4,993,524	$509,799 ▲	11.4%	16,730	0.4%	Computer and Technology
CVX Chevron	$4,977,193	$730,908 ▲	17.2%	35,730	0.4%	Energy
HD Home Depot	$4,762,089	$1,395,779 ▼	-22.7%	13,265	0.4%	Retail/Wholesale
ESS Essex Property Trust	$4,663,134	$940,772 ▲	25.3%	16,947	0.3%	Finance
GOOGL Alphabet	$4,658,794	$125,407 ▼	-2.6%	29,088	0.3%	Computer and Technology
ZTS Zoetis	$4,635,117	$714,518 ▲	18.2%	29,821	0.3%	Medical
ISRG Intuitive Surgical	$4,606,926	$455,183 ▲	11.0%	8,947	0.3%	Medical
XLK Technology Select Sector SPDR Fund	$4,571,814	$243,395 ▼	-5.1%	21,864	0.3%	ETF
BUFB Innovator Laddered Allocation Buffer ETF	$4,542,638	$15,171 ▼	-0.3%	145,225	0.3%	ETF
ABNB Airbnb	$4,535,173	$559,430 ▲	14.1%	36,140	0.3%	Consumer Discretionary
SGOV iShares 0-3 Month Treasury Bond ETF	$4,521,650	$4,226,414 ▲	1,431.5%	44,920	0.3%	ETF
SHOP Shopify	$4,482,594	$1,942,507 ▼	-30.2%	45,315	0.3%	Computer and Technology
VMBS Vanguard Mortgage-Backed Securities ETF	$4,445,620	$954,750 ▲	27.3%	95,976	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$4,420,723	$558,747 ▼	-11.2%	23,245	0.3%	ETF
MCD McDonald's	$4,407,983	$588,423 ▲	15.4%	14,016	0.3%	Retail/Wholesale
MDT Medtronic	$4,342,801	$467,757 ▲	12.1%	51,333	0.3%	Medical
RTX RTX	$4,283,779	$407,997 ▼	-8.7%	34,071	0.3%	Aerospace
INTU Intuit	$4,278,688	$583,911 ▲	15.8%	6,866	0.3%	Computer and Technology
LAM RESEARCH CORP	$4,268,539	$618,178 ▲	16.9%	60,205	0.3%	COM NEW
BAC Bank of America	$4,248,483	$1,154,107 ▲	37.3%	106,239	0.3%	Finance
ADBE Adobe	$4,227,688	$621,391 ▼	-12.8%	11,396	0.3%	Computer and Technology
ADP Automatic Data Processing	$4,223,556	$886,710 ▲	26.6%	14,280	0.3%	Computer and Technology
IBM International Business Machines	$4,207,060	$478,064 ▲	12.8%	17,574	0.3%	Computer and Technology
TSLA Tesla	$4,190,986	$3,095,273 ▼	-42.5%	14,351	0.3%	Auto/Tires/Trucks
XOM Exxon Mobil	$4,185,340	$785,185 ▲	23.1%	38,624	0.3%	Energy
SCHG Schwab U.S. Large-Cap Growth ETF	$4,174,513	$283,195 ▲	7.3%	164,286	0.3%	ETF
SAP SAP	$4,166,513	$566,964 ▲	15.8%	14,242	0.3%	Computer and Technology
DIS Walt Disney	$4,090,273	$592,335 ▲	16.9%	44,864	0.3%	Consumer Discretionary
MC Moelis & Company	$4,067,445	$923,436 ▲	29.4%	76,298	0.3%	Finance
SNOW Snowflake	$4,018,198	$4,018,198 ▲	New Holding	25,059	0.3%	Computer and Technology
DFSD Dimensional Short-Duration Fixed Income ETF	$4,017,713	$228,961 ▼	-5.4%	84,211	0.3%	ETF
PYPL PayPal	$3,969,182	$794,844 ▲	25.0%	59,849	0.3%	Business Services
FREL Fidelity MSCI Real Estate Index ETF	$3,932,028	$357,644 ▲	10.0%	147,488	0.3%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$3,916,208	$9,974 ▼	-0.3%	152,738	0.3%	ETF

Showing largest 100 holdings. View all holdings.

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Diversify Wealth Management, LLC Top Holdings and 13F Report (2025)

About Diversify Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Diversify Wealth Management, LLC Top Holdings and 13F Report (2025)

About Diversify Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDiversify Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools