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
$132B
$914 Million 0.03% of portfolio
4,165
Q4 2025 Reduced 0.02%
$10.6B
$1.06 Billion 0.03% of portfolio
48,741
Q4 2025 Added 8.32%
$89.3B
$819 Million 0.03% of portfolio
6,747
Q4 2025 Reduced 4.7%
$0
$1.1 Billion 0.03% of portfolio
4,901
Q4 2025 Added 0.06%
Bitwise Bitcoin ETF Tr
-
$1.03 Billion 0.03% of portfolio
-
Q4 2025 Added 31.86%
$0
$881 Million 0.03% of portfolio
2,710
Q4 2025 Added 1.8%
$86B
$905 Million 0.03% of portfolio
34,565
Q4 2025 Added 9.32%
$0
$1.11 Billion 0.03% of portfolio
11,931
Q4 2025 Added 6.4%
$0
$1.08 Billion 0.03% of portfolio
9,036
Q4 2025 Reduced 56.32%
$0
$810 Million 0.03% of portfolio
18,350
Q4 2025 Reduced 11.56%
$0
$809 Million 0.03% of portfolio
17,000
Q2 2024 New
$72.4B
$825 Million 0.03% of portfolio
2,399
Q4 2025 Reduced 8.75%
$3.16B
$793 Million 0.03% of portfolio
40,414
Q4 2025 Added 5.48%
$0
$549 Million 0.02% of portfolio
8,341
Q4 2025 Added 18.73%
$13.5B
$518 Million 0.02% of portfolio
3,175
Q4 2025 Reduced 42.69%
$0
$646 Million 0.02% of portfolio
7,868
Q4 2025 Reduced 14.63%
$7.8B
$572 Million 0.02% of portfolio
4,903
Q4 2025 Added 3.18%
$107B
$608 Million 0.02% of portfolio
644
Q4 2025 Reduced 44.82%
$7.32B
$521 Million 0.02% of portfolio
7,972
Q4 2025 Reduced 29.79%
$0
$770 Million 0.02% of portfolio
9,470
Q4 2025 Reduced 35.96%
$1.08B
$645 Million 0.02% of portfolio
65,039
Q4 2025 Reduced 79.78%
Vanguard Instl Index Fd
-
$781 Million 0.02% of portfolio
-
Q4 2025 Added 4.38%
$0
$759 Million 0.02% of portfolio
17,940
Q4 2025 Added 3.04%
$23.9B
$614 Million 0.02% of portfolio
4,607
Q4 2025 Reduced 14.69%
$0
$678 Million 0.02% of portfolio
19,387
Q3 2025 Reduced 13.29%
$39.8B
$697 Million 0.02% of portfolio
16,320
Q4 2025 Reduced 1.83%
$45.2B
$674 Million 0.02% of portfolio
1,119
Q4 2025 Reduced 11.4%
$0
$769 Million 0.02% of portfolio
15,094
Q4 2025 New
$0
$657 Million 0.02% of portfolio
6,831
Q4 2025 Added 40.93%
$53.5B
$588 Million 0.02% of portfolio
10,399
Q4 2025 Added 4.38%
$63.4B
$534 Million 0.02% of portfolio
1,334
Q4 2025 Reduced 15.25%
$0
$694 Million 0.02% of portfolio
13,779
Q2 2024 New
$87.8B
$722 Million 0.02% of portfolio
1,339
Q4 2025 Reduced 21.56%
$46.4B
$638 Million 0.02% of portfolio
3,413
Q4 2025 Reduced 8.6%
$0
$755 Million 0.02% of portfolio
76,134
Q4 2025 Reduced 5.21%
$46.8B
$586 Million 0.02% of portfolio
548
Q4 2025 Added 39.09%
$0
$604 Million 0.02% of portfolio
13,373
Q4 2025 Added 5.97%
$51.8B
$553 Million 0.02% of portfolio
2,331
Q4 2025 Reduced 38.82%
$0
$663 Million 0.02% of portfolio
11,169
Q4 2025 Reduced 79.09%
$0
$704 Million 0.02% of portfolio
17,911
Q3 2025 Added 17.07%
$0
$759 Million 0.02% of portfolio
3,671
Q4 2025 Added 0.58%
$109B
$510 Million 0.02% of portfolio
8,187
Q4 2025 Reduced 8.24%
$283B
$520 Million 0.02% of portfolio
3,602
Q4 2025 Reduced 30.62%
$65.7B
$479 Million 0.02% of portfolio
1,647
Q4 2025 Added 2.74%
$1.3B
$688 Million 0.02% of portfolio
65,158
Q4 2025 Added 10.69%
$33.6B
$677 Million 0.02% of portfolio
4,740
Q4 2025 Reduced 14.56%
$23.9B
$485 Million 0.02% of portfolio
-
Q4 2025 Reduced 22.3%
$35B
$562 Million 0.02% of portfolio
5,176
Q4 2025 Reduced 25.7%
$50.1B
$740 Million 0.02% of portfolio
3,340
Q4 2025 New

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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