13F Filings History of DIVERSIFY WEALTH MANAGEMENT, LLC

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$1.72B
Signature - Title
Lupe Fungalei - Compliance Analyst
Location
Sandy, UT
Summary
This page shows a list of all the recent 13F filings made by DIVERSIFY WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DIVERSIFY WEALTH MANAGEMENT, LLC reported 541 stock holdings with total value $1.72B as of Q3 2025. Top holdings included SPYG, SPYV, DFAU, SPY, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 541 $1.72B +$90.8M -$49.5M +$41.2M SPYG, SPYV, DFAU, SPY, NVDA 13F-HR 10 Nov 2025, 21:36
Q2 2025 535 $1.62B +$150M -$40.6M +$109M SPYG, DFAU, SPYV, SPY, NVDA 13F-HR 14 Aug 2025, 14:45
Q1 2025 510 $1.35B +$164M -$68.8M +$95.7M DFAU, SPYG, SPY, SPYV, SPDW 13F-HR 30 Apr 2025, 17:45
Q4 2024 514 $1.28B +$285M -$32.9M +$252M DFAU, SPY, SPYG, SPYV, NVDA 13F-HR 16 Jan 2025, 11:05
Q3 2024 469 $979M +$183M -$72.2M +$111M DFAU, SPY, SPYG, SPYV, NVDA 13F-HR 25 Oct 2024, 17:03
Q2 2024 432 $772M $0 $0 DFAU, DFAC, SPY, SPYV, SPYG 13F-HR 08 Aug 2024, 15:49