Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025

Diversify Advisory Services, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.98 Trillion distributed in 872 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $222B, Spdr S&P 500 ETF Trust with a value of $177B, Invesco Qqq Trust, Series 1 with a value of $103B, Invesco ETF Tr Ii Sr Ln ETF with a value of $89.4B, and Apple Inc. with a value of $89.1B.

Examining the 13F form we can see an increase of $365B in the current position value, from $2.61T to 2.98T.

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 $2.98 Trillion
Technology: $757 Billion
Communication Services: $166 Billion
Financial Services: $165 Billion
Consumer Cyclical: $128 Billion
Healthcare: $93.4 Billion
Industrials: $62.7 Billion
Consumer Defensive: $60.4 Billion
Energy: $32.6 Billion
Other: $71.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$222 Billion 7.45% of portfolio
1,072,300
Q3 2025 Reduced 1.91%
$4.3T
$89.1 Billion 2.99% of portfolio
331,041
Q3 2025 Added 11.79%
$2.39T
$68.1 Billion 2.29% of portfolio
268,144
Q3 2025 Added 0.5%
$3.78T
$62.6 Billion 2.1% of portfolio
121,054
Q3 2025 Reduced 8.55%
$1.65T
$55.1 Billion 1.85% of portfolio
194,059
Q3 2025 Reduced 16.82%
$1.37T
$54.1 Billion 1.82% of portfolio
84,821
Q3 2025 Added 53.02%
$139B
$48 Billion 1.61% of portfolio
132,384
Q3 2025 Reduced 0.47%
$388B
$37.3 Billion 1.25% of portfolio
143,549
Q3 2025 Reduced 32.6%
$1.46T
$36.3 Billion 1.22% of portfolio
119,083
Q3 2025 Reduced 10.41%
$342B
$32.7 Billion 1.1% of portfolio
158,074
Q3 2025 Added 4.2%
$1.74T
$32.2 Billion 1.08% of portfolio
113,470
Q3 2025 Reduced 1.1%
$22.2B
$26.2 Billion 0.88% of portfolio
856,158
Q3 2025 Reduced 9.04%
$82.2B
$24.6 Billion 0.83% of portfolio
88,706
Q3 2025 Reduced 7.16%
$200M
$24.6 Billion 0.83% of portfolio
1,840,941
Q3 2025 Added 145.38%
$404B
$24.2 Billion 0.81% of portfolio
26,108
Q3 2025 Reduced 4.71%
$61.4B
$22 Billion 0.74% of portfolio
100,539
Q3 2025 Reduced 1.88%
$16.2B
$15.8 Billion 0.53% of portfolio
219,833
Q3 2025 Reduced 14.01%
$73.7B
$15.7 Billion 0.53% of portfolio
173,962
Q3 2025 Added 4.68%
$1.29T
$15 Billion 0.5% of portfolio
31,936
Q3 2025 Added 9.13%
$163B
$11 Billion 0.37% of portfolio
17,410
Q3 2025 Reduced 1.73%
$522B
$10.9 Billion 0.37% of portfolio
58,728
Q3 2025 Reduced 4.96%
$533B
$11 Billion 0.37% of portfolio
32,686
Q3 2025 Reduced 9.94%
$881B
$10.4 Billion 0.35% of portfolio
33,500
Q3 2025 Reduced 17.4%
$268B
$9.78 Billion 0.33% of portfolio
41,690
Q3 2025 Added 406.62%
$319B
$7.8 Billion 0.26% of portfolio
104,821
Q3 2025 Reduced 3.17%
$98.1B
$7.58 Billion 0.25% of portfolio
52,498
Q3 2025 Reduced 7.45%
$115B
$7.09 Billion 0.24% of portfolio
12,845
Q3 2025 Added 0.86%
$971B
$6.8 Billion 0.23% of portfolio
7,583
Q3 2025 Added 1.72%
$405B
$6.91 Billion 0.23% of portfolio
6,475
Q3 2025 Reduced 4.44%
$512B
$6.95 Billion 0.23% of portfolio
12,765
Q3 2025 Added 5.75%
$5.83B
$6.62 Billion 0.22% of portfolio
230,402
Q3 2025 Added 37.27%
$414B
$6.53 Billion 0.22% of portfolio
30,826
Q3 2025 Added 0.16%
$303B
$6.39 Billion 0.21% of portfolio
41,472
Q3 2025 Reduced 6.06%
$306B
$6.34 Billion 0.21% of portfolio
93,251
Q3 2025 Reduced 11.84%
$193B
$6.23 Billion 0.21% of portfolio
11,453
Q3 2025 Added 6.56%
$490B
$5.97 Billion 0.2% of portfolio
52,449
Q3 2025 Reduced 5.78%
$237B
$5.94 Billion 0.2% of portfolio
41,089
Q3 2025 Added 10.34%
$593B
$5.65 Billion 0.19% of portfolio
21,897
Q3 2025 Reduced 23.45%
$367B
$5.38 Billion 0.18% of portfolio
14,210
Q3 2025 Reduced 1.72%
$172B
$5.32 Billion 0.18% of portfolio
134,683
Q3 2025 Added 8.34%
$413B
$5.31 Billion 0.18% of portfolio
99,122
Q3 2025 Added 2.17%
$136B
$4.95 Billion 0.17% of portfolio
22,615
Q3 2025 Reduced 7.04%
$265B
$4.86 Billion 0.16% of portfolio
6,189
Q3 2025 Reduced 25.2%
$187B
$4.82 Billion 0.16% of portfolio
26,674
Q3 2025 Reduced 8.37%
$662B
$4.35 Billion 0.15% of portfolio
9,147
Q3 2025 Reduced 1.9%
$104B
$4.51 Billion 0.15% of portfolio
79,589
Q3 2025 Added 2.2%
$55.7B
$4.6 Billion 0.15% of portfolio
28,522
Q3 2025 Reduced 0.16%
$79.2B
$4.59 Billion 0.15% of portfolio
73,287
Q3 2025 Added 2.46%
$49.1B
$4.29 Billion 0.14% of portfolio
3,902
Q3 2025 Reduced 6.49%

Summary

  • Portfolio
  • No. of Stocks 872
  • Current Value $2.98 Trillion
  • Prior Value $2.61 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 97 stocks
  • Additional Purchases 402 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 340 stocks
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