Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $3.16 Trillion
  • Q4 2025

Diversify Advisory Services, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $3.16 Trillion distributed in 913 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $209B, Nvidia Corp with a value of $209B, Invesco Qqq Trust, Series 1 with a value of $106B, Invesco ETF Tr Ii Sr Ln ETF with a value of $91B, and Apple Inc. with a value of $90.6B.

Examining the 13F form we can see an increase of $180B in the current position value, from $2.98T to 3.16T.

Diversify Advisory Services, LLC is based out at Sandy, UT

Below you can find more details about Diversify Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.16 Trillion
Technology: $699 Billion
Financial Services: $168 Billion
Communication Services: $165 Billion
Consumer Cyclical: $131 Billion
Healthcare: $94.6 Billion
Industrials: $68.7 Billion
Consumer Defensive: $64.8 Billion
Energy: $41.7 Billion
Other: $74.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$209 Billion 6.63% of portfolio
302,667
Q4 2025 Added 16.59%
$465B
$209 Billion 6.61% of portfolio
1,121,998
Q4 2025 Added 4.63%
$0
$106 Billion 3.37% of portfolio
171,147
Q4 2025 Added 4.54%
$0
$91 Billion 2.88% of portfolio
4,321,772
Q4 2025 Added 1.0%
$4.3T
$90.6 Billion 2.87% of portfolio
354,646
Q4 2025 Added 7.13%
$130B
$83.5 Billion 2.64% of portfolio
198,084
Q4 2025 Added 0.66%
$2.39T
$62.9 Billion 1.99% of portfolio
262,935
Q4 2025 Reduced 1.94%
$1.65T
$60.4 Billion 1.91% of portfolio
182,961
Q4 2025 Reduced 5.72%
$3.78T
$49.7 Billion 1.57% of portfolio
108,012
Q4 2025 Reduced 10.77%
$139B
$48.6 Billion 1.54% of portfolio
138,148
Q4 2025 Added 4.35%
$0
$47 Billion 1.49% of portfolio
73,917
Q4 2025 Added 0.81%
$11.9B
$44.5 Billion 1.41% of portfolio
490,467
Q4 2025 Added 1.3%
$1.37T
$42.3 Billion 1.34% of portfolio
68,142
Q4 2025 Reduced 19.66%
$1.46T
$38.2 Billion 1.21% of portfolio
111,445
Q4 2025 Reduced 6.41%
$1.74T
$37.2 Billion 1.18% of portfolio
112,556
Q4 2025 Reduced 0.81%
$0
$33 Billion 1.04% of portfolio
307,526
Q4 2025 Added 9.43%
$0
$32.4 Billion 1.03% of portfolio
594,983
Q4 2025 Added 1,009.19%
$388B
$31.6 Billion 1.0% of portfolio
136,293
Q4 2025 Reduced 5.05%
$0
$31 Billion 0.98% of portfolio
747,744
Q4 2025 Added 5,086.54%
$0
$29.7 Billion 0.94% of portfolio
42,774
Q4 2025 Added 2.16%
$0
$29.2 Billion 0.92% of portfolio
501,205
Q4 2025 Added 10.88%
$0
$28.1 Billion 0.89% of portfolio
105,860
Q4 2025 Added 45.42%
$404B
$27.3 Billion 0.86% of portfolio
28,333
Q4 2025 Added 8.52%
$200M
$27.2 Billion 0.86% of portfolio
1,834,341
Q4 2025 Reduced 0.36%
$342B
$26.1 Billion 0.83% of portfolio
152,655
Q4 2025 Reduced 3.43%
$0
$22 Billion 0.7% of portfolio
465,412
Q4 2025 Added 37.7%
$22.2B
$21.8 Billion 0.69% of portfolio
832,681
Q4 2025 Reduced 2.74%
$0
$21.4 Billion 0.68% of portfolio
263,151
Q4 2025 Added 43.58%
$0
$20.6 Billion 0.65% of portfolio
84,444
Q4 2025 Added 1.42%
$61.4B
$19 Billion 0.6% of portfolio
101,272
Q4 2025 Added 0.73%
Ishares Bitcoin Trust ETF
-
$19 Billion 0.6% of portfolio
-
Q4 2025 Added 2,615.49%
$1.29T
$18.9 Billion 0.6% of portfolio
43,158
Q4 2025 Added 35.14%
$0
$18.6 Billion 0.59% of portfolio
402,443
Q4 2025 Added 8.38%
$82.2B
$17.9 Billion 0.57% of portfolio
85,141
Q4 2025 Reduced 4.02%
$300B
$18.1 Billion 0.57% of portfolio
54,743
Q4 2025 Reduced 6.96%
$16.2B
$16.5 Billion 0.52% of portfolio
221,156
Q4 2025 Added 0.6%
$0
$14.2 Billion 0.45% of portfolio
141,975
Q4 2025 Added 217.8%
$268B
$14.4 Billion 0.45% of portfolio
39,583
Q4 2025 Reduced 5.05%
$0
$13.3 Billion 0.42% of portfolio
120,112
Q4 2025 Added 1,289.54%
$522B
$12.5 Billion 0.4% of portfolio
57,273
Q4 2025 Reduced 2.48%
$0
$12.6 Billion 0.4% of portfolio
243,587
Q4 2025 Added 2.03%
$0
$12.2 Billion 0.39% of portfolio
35,656
Q4 2025 Added 3.97%
$73.7B
$11.9 Billion 0.38% of portfolio
147,542
Q4 2025 Reduced 15.19%
$0
$12.1 Billion 0.38% of portfolio
215,879
Q4 2025 Added 7.77%
$533B
$11 Billion 0.35% of portfolio
33,513
Q4 2025 Added 2.53%
$303B
$10.8 Billion 0.34% of portfolio
65,121
Q4 2025 Added 57.02%
$490B
$10.5 Billion 0.33% of portfolio
80,699
Q4 2025 Added 53.86%
$881B
$10.1 Billion 0.32% of portfolio
32,263
Q4 2025 Reduced 3.69%
Talen Energy Corp
-
$10.2 Billion 0.32% of portfolio
-
Q4 2025 Reduced 1.21%

Summary

  • Portfolio
  • No. of Stocks 913
  • Current Value $3.16 Trillion
  • Prior Value $2.98 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 107 stocks
  • Additional Purchases 429 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 339 stocks
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