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Diversify Wealth Management, LLC
Diversify Wealth Management, LLC is an SEC-registered investment adviser headquartered in Sandy, Utah, United States. Formed in January 2024 through the merger of Diversify, Inc., Caliber Wealth Management, and FirstPurpose Wealth, the firm is wholly owned by Falcon Park Capital, LLC. Diversify offers comprehensive investment advisory and wealth management services to individuals, families, trusts, and institutions. The firm employs approximately 48 people, focusing on personalized financial and investment planning by integrating client needs, integrity, and diligence in all aspects of service.
Investment Strategy
Diversify Wealth Management provides customized portfolio management tailored to each client's objectives, time horizon, risk tolerance, tax considerations, and liquidity needs. The firm employs a disciplined investment philosophy rooted in diversification, asset allocation, quality, and patience. Its core strategies include Advisor Managed Solutions (IAR-directed portfolios with full or partial discretionary authority), Variable Managed Solutions (customized variable annuities), and access to third-party sub-advisors as appropriate. Investments encompass mutual funds, equities, fixed income, real estate securities, and alternative assets, always aiming to align client portfolios with both short- and long-term financial objectives.
Latest 13F Filing Activity
Diversify Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 534 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corporation, Servicenow Inc., SPDR Series Trust among other positions. Diversify Wealth Management, LLC reduced exposure to Banco Macro SA, Vanguard BD Index FDS, Verona Pharma PLC among others.
Top Holdings
Equity Positions (534)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 3.57% | $57.8M | 576,325 | $83.46 | $95.32 | +$13.7M |
D DFAU | DIMENSIONAL ETF TRUST | 3.26% | $52.7M | 1,195,351 | $37.60 | $42.36 | +$6.5M |
S SPYV | SPDR SERIES TRUST | 3.02% | $48.9M | 910,472 | $50.27 | $52.34 | +$9.0M |
S SPY | SPDR S&P 500 ETF TR | 2.98% | $48.2M | 75,056 | $556.46 | $617.85 | +$7.3M |
N NVDA | NVIDIA CORPORATION | 2.71% | $43.9M | 239,615 | $129.17 | $157.99 | +$19.6M |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
 | Trader | Centerville, UT , United States | |
 | Alternative Investment Analyst | Provo, UT , United States | |
 | Investment Analyst | Orem, UT , United States | |
 | Equities and Options Trader | Sandy, UT , United States | |
 | Portfolio Analyst | Provo, UT , United States | |
 | Associate | Provo, UT , United States | |
 | Portfolio Analyst | Orem, UT , United States | |
T Tomasz Soltyka | Trader | Salt Lake City, UT , United States |
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