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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Te Connectivity PLC
-
$619 Million 0.02% of portfolio
-
Q3 2025 Reduced 20.5%
$45.2B
$734 Million 0.02% of portfolio
1,263
Q3 2025 Added 0.48%
$0
$564 Million 0.02% of portfolio
27,623
Q3 2025 Reduced 2.27%
$53.5B
$507 Million 0.02% of portfolio
9,963
Q3 2025 Added 14.22%
$0
$449 Million 0.02% of portfolio
6,054
Q3 2025 Reduced 28.29%
$283B
$643 Million 0.02% of portfolio
5,192
Q3 2025 Reduced 29.61%
$14.6B
$458 Million 0.02% of portfolio
45,123
Q3 2025 New
$49.4B
$589 Million 0.02% of portfolio
3,914
Q3 2025 Reduced 0.91%
$63.4B
$616 Million 0.02% of portfolio
1,574
Q3 2025 Reduced 25.68%
$23.8B
$703 Million 0.02% of portfolio
6,013
Q3 2025 Reduced 21.55%
$37.6B
$613 Million 0.02% of portfolio
9,217
Q3 2025 Reduced 11.43%
$0
$697 Million 0.02% of portfolio
9,216
Q3 2025 Added 11.68%
$8.46B
$453 Million 0.02% of portfolio
3,014
Q3 2025 Added 75.74%
$15.6B
$507 Million 0.02% of portfolio
10,437
Q3 2025 Added 0.29%
$28.9B
$565 Million 0.02% of portfolio
6,104
Q3 2025 Reduced 42.25%
$36B
$714 Million 0.02% of portfolio
25,545
Q3 2025 Reduced 14.34%
$15.6B
$556 Million 0.02% of portfolio
3,112
Q3 2025 Added 0.35%
$11.9B
$612 Million 0.02% of portfolio
12,176
Q3 2025 New
$48.1B
$504 Million 0.02% of portfolio
1,817
Q3 2025 Reduced 7.3%
$20.5B
$582 Million 0.02% of portfolio
2,962
Q3 2025 Added 12.54%
$897M
$536 Million 0.02% of portfolio
38,066
Q3 2025 Added 64.48%
$5.08B
$519 Million 0.02% of portfolio
46,865
Q3 2025 Added 11.79%
$13.3B
$531 Million 0.02% of portfolio
40,229
Q3 2025 Added 0.11%
$102B
$700 Million 0.02% of portfolio
4,761
Q3 2025 Reduced 57.48%
$12.7B
$628 Million 0.02% of portfolio
6,920
Q3 2025 Added 13.98%
$7.86B
$521 Million 0.02% of portfolio
49,830
Q3 2025 New
$0
$724 Million 0.02% of portfolio
27,354
Q3 2025 Reduced 18.61%
$0
$599 Million 0.02% of portfolio
25,590
Q3 2025 Reduced 80.87%
Blackrock ETF Trust Ii
-
$647 Million 0.02% of portfolio
-
Q3 2025 New
$52.4B
$451 Million 0.02% of portfolio
12,183
Q3 2025 Added 7.57%
$14.3B
$496 Million 0.02% of portfolio
7,625
Q3 2025 Added 22.06%
$3.16B
$711 Million 0.02% of portfolio
38,316
Q3 2025 Added 8.15%
$0
$686 Million 0.02% of portfolio
65,302
Q3 2025 Added 1.92%
$86B
$680 Million 0.02% of portfolio
31,617
Q3 2025 Added 10.71%
Blue Owl Technology Fin Corp
-
$595 Million 0.02% of portfolio
-
Q3 2025 Added 172.77%
$0
$567 Million 0.02% of portfolio
22,617
Q3 2025 Reduced 2.29%
$0
$463 Million 0.02% of portfolio
16,048
Q3 2025 Reduced 1.55%
$7.32B
$697 Million 0.02% of portfolio
11,354
Q3 2025 Reduced 27.52%
$123B
$498 Million 0.02% of portfolio
774
Q3 2025 Reduced 1.78%
$7.8B
$591 Million 0.02% of portfolio
4,752
Q3 2025 Added 7.9%
$39.8B
$680 Million 0.02% of portfolio
16,624
Q3 2025 Reduced 8.51%
$0
$595 Million 0.02% of portfolio
14,417
Q3 2025 New
$25.8B
$627 Million 0.02% of portfolio
2,643
Q3 2025 Added 9.44%
$1.87B
$458 Million 0.02% of portfolio
1,730
Q3 2025 Added 127.63%
$120B
$454 Million 0.02% of portfolio
27,791
Q3 2025 Added 8.25%
$65.7B
$452 Million 0.02% of portfolio
1,603
Q3 2025 Added 0.44%
$34.7B
$523 Million 0.02% of portfolio
8,568
Q2 2025 Added 51.16%
$11.4B
$534 Million 0.02% of portfolio
2,657
Q3 2025 Added 8.1%
$34.9B
$512 Million 0.02% of portfolio
2,316
Q3 2025 Reduced 38.45%

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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