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
$0
$692 Million 0.02% of portfolio
17,410
Q3 2025 Added 50.61%
$4.04B
$519 Million 0.02% of portfolio
3,196
Q3 2025 Added 7.07%
$15.6B
$695 Million 0.02% of portfolio
20,610
Q3 2025 Reduced 7.51%
$0
$737 Million 0.02% of portfolio
7,350
Q3 2025 Reduced 0.1%
$0
$474 Million 0.02% of portfolio
4,321
Q3 2025 Added 2.95%
$0
$594 Million 0.02% of portfolio
21,951
Q3 2025 Reduced 1.03%
$0
$490 Million 0.02% of portfolio
6,588
Q3 2025 Reduced 32.67%
$99.5B
$617 Million 0.02% of portfolio
13,409
Q3 2025 Added 1.06%
$123B
$617 Million 0.02% of portfolio
11,771
Q3 2025 Added 169.36%
Atlanta Braves Hldgs Inc
-
$675 Million 0.02% of portfolio
-
Q3 2025 Added 2.39%
Pacer Fds Tr
-
$461 Million 0.02% of portfolio
-
Q3 2025 Added 33.85%
$36.7B
$582 Million 0.02% of portfolio
5,773
Q3 2025 Added 78.23%
$47B
$641 Million 0.02% of portfolio
1,418
Q3 2025 Added 74.63%
$96.4B
$630 Million 0.02% of portfolio
5,091
Q3 2025 Reduced 3.32%
$24.1B
$479 Million 0.02% of portfolio
10,953
Q3 2025 Added 76.63%
$0
$627 Million 0.02% of portfolio
8,589
Q3 2025 Added 59.26%
$0
$541 Million 0.02% of portfolio
12,014
Q3 2025 Reduced 33.62%
$0
$535 Million 0.02% of portfolio
11,244
Q3 2025 Added 11.55%
$73.7B
$627 Million 0.02% of portfolio
2,436
Q3 2025 Reduced 28.31%
Vanguard Malvern Fds
-
$573 Million 0.02% of portfolio
-
Q3 2025 Reduced 0.79%
$0
$710 Million 0.02% of portfolio
5,833
Q3 2025 Added 31.05%
$84.9B
$469 Million 0.02% of portfolio
3,223
Q3 2025 Added 78.96%
$57.9B
$570 Million 0.02% of portfolio
2,983
Q3 2025 Added 148.17%
$0
$646 Million 0.02% of portfolio
16,600
Q3 2025 Reduced 3.49%
$0
$492 Million 0.02% of portfolio
4,783
Q3 2025 Reduced 26.37%
$26.6B
$556 Million 0.02% of portfolio
4,155
Q3 2025 Reduced 27.19%
$0
$637 Million 0.02% of portfolio
2,198
Q3 2025 Reduced 27.79%
$0
$675 Million 0.02% of portfolio
11,022
Q3 2025 New
$0
$491 Million 0.02% of portfolio
9,651
Q3 2025 Added 4.31%
$0
$531 Million 0.02% of portfolio
4,082
Q3 2025 Reduced 22.92%
$0
$624 Million 0.02% of portfolio
26,637
Q3 2025 Reduced 16.04%
$0
$555 Million 0.02% of portfolio
5,897
Q3 2025 Added 4.85%
$23.9B
$680 Million 0.02% of portfolio
5,400
Q3 2025 Reduced 20.39%
$84B
$480 Million 0.02% of portfolio
2,716
Q3 2025 Reduced 24.79%
$0
$565 Million 0.02% of portfolio
12,620
Q3 2025 Added 2.14%
$0
$482 Million 0.02% of portfolio
9,700
Q3 2025 Added 3.29%
$0
$520 Million 0.02% of portfolio
9,120
Q3 2025 Reduced 2.67%
$0
$501 Million 0.02% of portfolio
7,692
Q3 2025 Added 24.69%
$0
$510 Million 0.02% of portfolio
2,965
Q3 2025 Added 3.96%
$13.5B
$535 Million 0.02% of portfolio
5,540
Q3 2025 Added 97.57%
-
$452 Million 0.02% of portfolio
-
Q1 2025 Reduced 31.12%
Innovator Etfs Trust
-
$587 Million 0.02% of portfolio
-
Q3 2025 New
$24.4B
$571 Million 0.02% of portfolio
2,938
Q3 2025 Added 8.33%
Franklin Templeton ETF Tr
-
$664 Million 0.02% of portfolio
-
Q3 2025 Added 24.15%
$3.83B
$582 Million 0.02% of portfolio
8,210
Q3 2025 Reduced 33.21%
$19.8B
$544 Million 0.02% of portfolio
8,543
Q3 2025 Added 5.97%
$0
$582 Million 0.02% of portfolio
13,089
Q3 2025 Reduced 17.66%
$12.2B
$544 Million 0.02% of portfolio
2,827
Q3 2025 Added 3.71%
$0
$559 Million 0.02% of portfolio
11,920
Q3 2025 Reduced 4.03%

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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