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
$29.5B
$211 Million 0.01% of portfolio
2,824
Q4 2025 Reduced 19.2%
$30.9B
$445 Million 0.01% of portfolio
3,754
Q4 2025 Reduced 20.01%
$38.8B
$304 Million 0.01% of portfolio
1,999
Q4 2025 Added 6.84%
$6.2B
$211 Million 0.01% of portfolio
2,232
Q4 2025 Reduced 3.46%
$20.8B
$322 Million 0.01% of portfolio
2,058
Q4 2025 Reduced 1.95%
$38.4B
$403 Million 0.01% of portfolio
14,708
Q4 2025 Added 0.32%
$32B
$235 Million 0.01% of portfolio
1,095
Q3 2025 New
$0
$311 Million 0.01% of portfolio
4,924
Q4 2025 Reduced 46.01%
$11.9B
$218 Million 0.01% of portfolio
4,843
Q4 2025 Reduced 36.07%
$14.7B
$312 Million 0.01% of portfolio
3,912
Q4 2025 New
$2.74B
$275 Million 0.01% of portfolio
23,107
Q4 2025 Added 1.86%
$30.4B
$213 Million 0.01% of portfolio
9,061
Q4 2025 New
$9.12B
$332 Million 0.01% of portfolio
2,541
Q4 2025 Reduced 48.43%
$9.27B
$435 Million 0.01% of portfolio
22,344
Q4 2025 Added 1.55%
$27.7B
$230 Million 0.01% of portfolio
3,515
Q4 2025 Reduced 11.51%
$5.83B
$430 Million 0.01% of portfolio
17,056
Q4 2025 Reduced 92.6%
$0
$372 Million 0.01% of portfolio
13,165
Q4 2025 Added 10.96%
$0
$380 Million 0.01% of portfolio
24,566
Q4 2025 Reduced 6.38%
$0
$283 Million 0.01% of portfolio
2,865
Q4 2025 Added 7.75%
$2.2B
$255 Million 0.01% of portfolio
2,530
Q4 2025 Reduced 37.76%
$0
$205 Million 0.01% of portfolio
7,962
Q4 2025 Reduced 6.03%
$0
$383 Million 0.01% of portfolio
8,053
Q4 2025 New
$34.9B
$362 Million 0.01% of portfolio
1,657
Q4 2025 Reduced 28.45%
$39.1B
$281 Million 0.01% of portfolio
4,428
Q4 2025 Added 13.8%
$317M
$376 Million 0.01% of portfolio
20,584
Q4 2025 Added 0.7%
$86.1B
$426 Million 0.01% of portfolio
1,190
Q4 2025 Reduced 7.1%
$270B
$383 Million 0.01% of portfolio
5,157
Q4 2025 Reduced 0.6%
$1.13B
$198 Million 0.01% of portfolio
23,997
Q4 2025 Added 1.21%
$0
$211 Million 0.01% of portfolio
8,222
Q4 2025 Added 0.6%
$3.45B
$313 Million 0.01% of portfolio
22,492
Q4 2025 Added 3.46%
$0
$239 Million 0.01% of portfolio
10,826
Q4 2025 Added 3.02%
$28.9B
$399 Million 0.01% of portfolio
4,317
Q4 2025 Reduced 29.28%
$0
$336 Million 0.01% of portfolio
4,565
Q4 2025 New
$0
$421 Million 0.01% of portfolio
9,968
Q4 2025 Added 6.58%
$0
$427 Million 0.01% of portfolio
1,889
Q4 2025 Reduced 7.4%
$0
$338 Million 0.01% of portfolio
3,757
Q4 2025 Reduced 2.24%
Capital Group Dividend Growe
-
$341 Million 0.01% of portfolio
-
Q4 2025 New
$0
$349 Million 0.01% of portfolio
10,784
Q4 2025 New
$6.02B
$218 Million 0.01% of portfolio
587
Q4 2025 New
$0
$205 Million 0.01% of portfolio
2,180
Q4 2025 Reduced 0.46%
$0
$449 Million 0.01% of portfolio
15,620
Q4 2025 Reduced 2.67%
$0
$294 Million 0.01% of portfolio
3,058
Q4 2025 Reduced 36.32%
$0
$295 Million 0.01% of portfolio
6,159
Q4 2025 Reduced 3.33%
$5.27B
$288 Million 0.01% of portfolio
22,831
Q4 2025 Added 12.86%
$0
$320 Million 0.01% of portfolio
5,394
Q4 2025 Reduced 11.18%
$0
$434 Million 0.01% of portfolio
4,637
Q4 2025 New
$5.16B
$377 Million 0.01% of portfolio
1,959
Q4 2025 Added 9.69%
$0
$470 Million 0.01% of portfolio
952
Q4 2025 New
$19.5B
$243 Million 0.01% of portfolio
5,642
Q4 2025 Reduced 25.0%

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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