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
$0
$10.1 Billion 0.32% of portfolio
423,914
Q4 2025 Added 12.7%
$0
$9.73 Billion 0.31% of portfolio
422,433
Q4 2025 Added 4.74%
Super Micro Computer Inc
-
$9.63 Billion 0.3% of portfolio
-
Q4 2025 Reduced 2.3%
$405B
$9.33 Billion 0.3% of portfolio
6,870
Q4 2025 Added 6.1%
$0
$9.44 Billion 0.3% of portfolio
195,911
Q4 2025 Reduced 13.91%
$0
$9.53 Billion 0.3% of portfolio
146,361
Q4 2025 Reduced 0.82%
$65.3B
$9.14 Billion 0.29% of portfolio
105,966
Q4 2025 Reduced 3.57%
$0
$8.86 Billion 0.28% of portfolio
93,831
Q4 2025 Reduced 2.54%
Lam Research Corp
-
$8.99 Billion 0.28% of portfolio
-
Q4 2025 Added 3.79%
$0
$8.78 Billion 0.28% of portfolio
73,707
Q4 2025 Added 1.33%
$0
$8.83 Billion 0.28% of portfolio
185,167
Q4 2025 Added 109.39%
$0
$9 Billion 0.28% of portfolio
126,947
Q4 2025 Added 30.12%
$98.1B
$8.39 Billion 0.27% of portfolio
51,321
Q4 2025 Reduced 2.24%
$0
$8.5 Billion 0.27% of portfolio
249,631
Q4 2025 Added 160.2%
$0
$8.17 Billion 0.26% of portfolio
164,235
Q4 2025 Added 7.34%
$319B
$8.29 Billion 0.26% of portfolio
110,243
Q4 2025 Added 5.17%
$0
$7.97 Billion 0.25% of portfolio
170,950
Q4 2025 Added 6.86%
$0
$7.99 Billion 0.25% of portfolio
170,008
Q4 2025 Added 40.43%
$971B
$7.87 Billion 0.25% of portfolio
7,582
Q4 2025 Reduced 0.01%
$0
$7.57 Billion 0.24% of portfolio
61,114
Q4 2025 Added 1.1%
$512B
$7.2 Billion 0.23% of portfolio
13,350
Q4 2025 Added 4.58%
$237B
$7.22 Billion 0.23% of portfolio
41,557
Q4 2025 Added 1.14%
Arm Holdings PLC
-
$6.92 Billion 0.22% of portfolio
-
Q4 2025 Reduced 5.83%
$163B
$6.69 Billion 0.21% of portfolio
11,767
Q4 2025 Reduced 32.41%
$0
$6.73 Billion 0.21% of portfolio
76,675
Q4 2025 Added 4.09%
$0
$6.76 Billion 0.21% of portfolio
110,636
Q4 2025 Added 17.61%
$306B
$6.65 Billion 0.21% of portfolio
94,366
Q4 2025 Added 1.2%
$593B
$6.73 Billion 0.21% of portfolio
35,228
Q4 2025 Added 60.88%
$414B
$6.52 Billion 0.21% of portfolio
30,426
Q4 2025 Reduced 1.3%
$0
$6.51 Billion 0.21% of portfolio
55,919
Q4 2025 Reduced 13.17%
$0
$6.36 Billion 0.2% of portfolio
66,316
Q4 2025 Reduced 4.96%
$193B
$6.28 Billion 0.2% of portfolio
11,744
Q4 2025 Added 2.54%
$0
$6.47 Billion 0.2% of portfolio
115,409
Q4 2025 Reduced 3.84%
Blackrock ETF Trust Ii
-
$6.47 Billion 0.2% of portfolio
-
Q4 2025 Added 0.64%
$0
$6.26 Billion 0.2% of portfolio
89,411
Q4 2025 Added 1.66%
$115B
$5.95 Billion 0.19% of portfolio
13,119
Q4 2025 Added 2.13%
$0
$6.09 Billion 0.19% of portfolio
58,871
Q4 2025 Added 42.16%
$0
$6.03 Billion 0.19% of portfolio
27,749
Q4 2025 Added 31.67%
$172B
$5.62 Billion 0.18% of portfolio
144,308
Q4 2025 Added 7.15%
$237B
$5.58 Billion 0.18% of portfolio
24,562
Q4 2025 Added 67.75%
$265B
$5.36 Billion 0.17% of portfolio
5,574
Q4 2025 Reduced 9.94%
$0
$5.25 Billion 0.17% of portfolio
155,210
Q4 2025 Added 5.02%
$0
$5.37 Billion 0.17% of portfolio
26,421
Q4 2025 Reduced 28.55%
$55.7B
$5.5 Billion 0.17% of portfolio
28,599
Q4 2025 Added 0.27%
$367B
$5.33 Billion 0.17% of portfolio
14,016
Q4 2025 Reduced 1.37%
$413B
$5.24 Billion 0.17% of portfolio
98,958
Q4 2025 Reduced 0.17%
$0
$5.27 Billion 0.17% of portfolio
210,601
Q4 2025 Added 44.28%
$0
$5.31 Billion 0.17% of portfolio
13,258
Q4 2025 Reduced 2.21%
$0
$5.41 Billion 0.17% of portfolio
118,345
Q4 2025 Added 10.49%

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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