Managers / Q1 2025 · view latest →
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780 · 9017 S. RIVERSIDE DR., SUITE 210, SANDY, UT, 84070 · 8018389999
Reported Value
$1.3B
Q1 2025
Positions
510
Filings on Record
8
2019–present window
Filed
May 1, 2025
original filing
Summary
Diversify Wealth Management, Llc reported $1.3B in U.S.-listed holdings across 510 positions for Q1 2025.
Its largest position, DFAU, represents 3.4% of the portfolio.
Compared with Q4 2024, the fund opened 45 new positions and exited 49.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $5.6B | 1,174 | May 1, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.1B | 622 | Feb 3, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.7B | 541 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.6B | 535 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.3B | 510 | May 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.3B | 514 | Jan 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.0B | 469 | Oct 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $804M | 432 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.