13F Filings History of DIVERSIFY WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$2,143,554,842
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 622 stock holdings with total value $2,143,554,842 as of Q4 2025. Top holdings included SPYG, SPYV, DFAU, SPDW, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 622 $2,143,554,842 +$546,995,639 -$139,483,198 +$407,512,441 SPYG, SPYV, DFAU, SPDW, NVDA 13F-HR 03 Feb 2026, 12:12
Q3 2025 541 $1,722,894,892 +$90,753,796 -$49,520,040 +$41,233,756 SPYG, SPYV, DFAU, SPY, NVDA 13F-HR 10 Nov 2025, 21:36
Q2 2025 535 $1,615,197,469 +$149,521,618 -$40,611,232 +$108,910,386 SPYG, DFAU, SPYV, SPY, NVDA 13F-HR 14 Aug 2025, 14:45
Q1 2025 510 $1,345,724,961 +$164,476,455 -$68,818,038 +$95,658,417 DFAU, SPYG, SPY, SPYV, SPDW 13F-HR 30 Apr 2025, 17:45
Q4 2024 514 $1,282,711,463 +$284,555,070 -$32,854,036 +$251,701,034 DFAU, SPY, SPYG, SPYV, NVDA 13F-HR 16 Jan 2025, 11:05
Q3 2024 469 $979,477,577 +$183,420,080 -$72,247,671 +$111,172,409 DFAU, SPY, SPYG, SPYV, NVDA 13F-HR 25 Oct 2024, 17:03
Q2 2024 432 $772,201,983 $0 $0 $0 DFAU, DFAC, SPY, SPYV, SPYG 13F-HR 08 Aug 2024, 15:49