DIVERSIFY WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Sandy, UT
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
541
Total value ($000)
$1,732,729
Net value change ($000)
+114,710 (7.1%)
New positions
30
Sold out positions
24
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYV 8,269 16.9%
SPYG 7,386 12.8%
RUN 5,600 176.2%
AAPL 5,315 21.9%
NVDA 4,386 10.0%
GOOGL 4,304 38.6%
SPDW 3,926 12.8%
FTNT 3,834 NEW
AMZN 3,788 15.9%
LRCX 3,608 51.6%
Top Reduces (Value $000, Stocks/ETFs)
META -3,522 -15.7%
PG -2,084 -51.1%
GGAL -1,938 -86.9%
MRK -1,921 -62.9%
BX -1,774 -31.1%
YPF -1,693 -84.7%
QFIN -1,563 -100.0%
BND -1,549 -19.9%
PAM -1,504 -85.1%
STGW -1,382 -14.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type