DIVERSIFY WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Sandy, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,143,870
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 622 | 2,143,870 | 13F-HR | DIVERSIFY WEALTH MANAGEMENT, LLC |
| Q3 2025 | 11/12/2025 | 541 | 1,732,729 | 13F-HR | DIVERSIFY WEALTH MANAGEMENT, LLC |
| Q2 2025 | 8/14/2025 | 535 | 1,618,019 | 13F-HR | DIVERSIFY WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.731 M | 80.8% | 191.8 K | 0 | 191.8 K |
| ETFs | 391 K | 18.2% | 204.6 K | 0 | 204.6 K |
| Debt | 1.046 K | 0.0% | 441 | 0 | 441 |
| Other | 20.42 K | 1.0% | 14.26 K | 0 | 14.26 K |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
2,143,870
Holdings
622
QoQ value change ($000)
411,141
(23.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.