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
$9.32 Billion 0.31% of portfolio
403,300
Q3 2025 Added 16.77%
$0
$9.02 Billion 0.3% of portfolio
147,566
Q3 2025 Reduced 1.37%
$0
$8.93 Billion 0.3% of portfolio
96,276
Q3 2025 Added 4.09%
$0
$8.87 Billion 0.3% of portfolio
376,156
Q3 2025 Added 33.66%
$0
$8.68 Billion 0.29% of portfolio
72,742
Q3 2025 Reduced 0.79%
Tempus Ai Inc
-
$8.7 Billion 0.29% of portfolio
-
Q3 2025 Added 6.89%
$65.3B
$8.3 Billion 0.28% of portfolio
109,887
Q3 2025 Added 6.39%
$319B
$7.8 Billion 0.26% of portfolio
104,821
Q3 2025 Reduced 3.17%
$0
$7.79 Billion 0.26% of portfolio
88,431
Q3 2025 Reduced 5.19%
$98.1B
$7.58 Billion 0.25% of portfolio
52,498
Q3 2025 Reduced 7.45%
$0
$7.58 Billion 0.25% of portfolio
60,450
Q3 2025 Added 85.11%
$0
$7.59 Billion 0.25% of portfolio
152,998
Q3 2025 Added 19.63%
$0
$7.46 Billion 0.25% of portfolio
159,983
Q3 2025 Added 11.35%
$0
$7.25 Billion 0.24% of portfolio
36,980
Q3 2025 Added 64.1%
$0
$7.03 Billion 0.24% of portfolio
79,791
Q3 2025 Added 23.77%
$115B
$7.09 Billion 0.24% of portfolio
12,845
Q3 2025 Added 0.86%
$0
$6.73 Billion 0.23% of portfolio
69,774
Q3 2025 Added 2.98%
$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%
$0
$6.94 Billion 0.23% of portfolio
64,398
Q3 2025 Added 3.39%
$0
$6.85 Billion 0.23% of portfolio
120,019
Q3 2025 Reduced 29.68%
$512B
$6.95 Billion 0.23% of portfolio
12,765
Q3 2025 Added 5.75%
$0
$6.61 Billion 0.22% of portfolio
73,660
Q3 2025 Added 33.56%
$5.83B
$6.62 Billion 0.22% of portfolio
230,402
Q3 2025 Added 37.27%
Coreweave Inc
-
$6.46 Billion 0.22% of portfolio
-
Q3 2025 Added 668.25%
Blackrock ETF Trust Ii
-
$6.44 Billion 0.22% of portfolio
-
Q3 2025 Added 25.77%
$414B
$6.53 Billion 0.22% of portfolio
30,826
Q3 2025 Added 0.16%
$0
$6.38 Billion 0.21% of portfolio
21,120
Q3 2025 Added 0.64%
$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%
Lam Research Corp
-
$6.26 Billion 0.21% of portfolio
-
Q3 2025 Added 6.02%
$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%
$0
$5.86 Billion 0.2% of portfolio
73,610
Q3 2025 New
$0
$5.66 Billion 0.19% of portfolio
82,642
Q3 2025 Added 91.95%
$593B
$5.65 Billion 0.19% of portfolio
21,897
Q3 2025 Reduced 23.45%
$0
$5.71 Billion 0.19% of portfolio
87,953
Q3 2025 Reduced 2.71%
$0
$5.74 Billion 0.19% of portfolio
94,073
Q3 2025 Added 115.96%
$0
$5.34 Billion 0.18% of portfolio
105,546
Q3 2025 Reduced 10.57%
$367B
$5.38 Billion 0.18% of portfolio
14,210
Q3 2025 Reduced 1.72%
$0
$5.22 Billion 0.18% of portfolio
121,060
Q3 2025 New
Celestica Inc
-
$5.27 Billion 0.18% of portfolio
-
Q3 2025 Added 0.4%
$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%
$0
$4.96 Billion 0.17% of portfolio
13,558
Q3 2025 Reduced 60.5%
$0
$4.98 Billion 0.17% of portfolio
147,790
Q3 2025 Added 0.42%
$136B
$4.95 Billion 0.17% of portfolio
22,615
Q3 2025 Reduced 7.04%
$0
$5.2 Billion 0.17% of portfolio
64,387
Q3 2025 Reduced 35.39%

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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