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
$265B
$4.86 Billion 0.16% of portfolio
6,189
Q3 2025 Reduced 25.2%
$0
$4.89 Billion 0.16% of portfolio
107,108
Q3 2025 Added 2,056.39%
$187B
$4.82 Billion 0.16% of portfolio
26,674
Q3 2025 Reduced 8.37%
$0
$4.55 Billion 0.15% of portfolio
47,892
Q3 2025 Reduced 47.68%
$662B
$4.35 Billion 0.15% of portfolio
9,147
Q3 2025 Reduced 1.9%
$104B
$4.51 Billion 0.15% of portfolio
79,589
Q3 2025 Added 2.2%
$0
$4.47 Billion 0.15% of portfolio
44,674
Q3 2025 Added 70.19%
$0
$4.39 Billion 0.15% of portfolio
21,074
Q3 2025 Added 115.99%
$0
$4.32 Billion 0.15% of portfolio
31,643
Q3 2025 Added 102.11%
$55.7B
$4.6 Billion 0.15% of portfolio
28,522
Q3 2025 Reduced 0.16%
$79.2B
$4.59 Billion 0.15% of portfolio
73,287
Q3 2025 Added 2.46%
$0
$4.19 Billion 0.14% of portfolio
61,946
Q3 2025 New
$0
$4.32 Billion 0.14% of portfolio
93,874
Q3 2025 Reduced 0.39%
$0
$4.29 Billion 0.14% of portfolio
41,411
Q3 2025 New
$0
$4.14 Billion 0.14% of portfolio
153,138
Q3 2025 Reduced 1.02%
$49.1B
$4.29 Billion 0.14% of portfolio
3,902
Q3 2025 Reduced 6.49%
Blackrock ETF Trust
-
$4.06 Billion 0.14% of portfolio
-
Q3 2025 Added 489.18%
$0
$3.76 Billion 0.13% of portfolio
44,706
Q3 2025 Added 1.25%
-
$4.02 Billion 0.13% of portfolio
-
Q3 2025 New
$151B
$3.76 Billion 0.13% of portfolio
11,153
Q3 2025 Added 19.3%
$279B
$3.98 Billion 0.13% of portfolio
39,215
Q3 2025 Added 9.24%
$0
$3.77 Billion 0.13% of portfolio
112,352
Q3 2025 Added 37.96%
$237B
$3.83 Billion 0.13% of portfolio
14,642
Q3 2025 Added 21.77%
$169B
$3.89 Billion 0.13% of portfolio
4,259
Q3 2025 Added 38.41%
$255B
$3.98 Billion 0.13% of portfolio
11,018
Q3 2025 Added 10.17%
$55.6B
$4.02 Billion 0.13% of portfolio
27,826
Q3 2025 Reduced 4.6%
$0
$3.63 Billion 0.12% of portfolio
19,659
Q3 2025 Added 2.81%
Blackrock ETF Trust Ii
-
$3.49 Billion 0.12% of portfolio
-
Q3 2025 Added 578.92%
$190B
$3.57 Billion 0.12% of portfolio
35,165
Q3 2025 Reduced 8.94%
$0
$3.67 Billion 0.12% of portfolio
187,726
Q3 2025 Added 0.94%
$0
$3.66 Billion 0.12% of portfolio
145,968
Q3 2025 New
Blackrock ETF Trust
-
$3.63 Billion 0.12% of portfolio
-
Q3 2025 New
$0
$3.44 Billion 0.12% of portfolio
41,140
Q3 2025 Reduced 4.35%
$0
$3.72 Billion 0.12% of portfolio
7,621
Q3 2025 Added 39.53%
$193B
$3.49 Billion 0.12% of portfolio
31,131
Q3 2025 Added 19.06%
$0
$3.71 Billion 0.12% of portfolio
147,022
Q3 2025 Reduced 34.45%
$0
$3.58 Billion 0.12% of portfolio
80,816
Q3 2025 Reduced 10.1%
$174B
$3.46 Billion 0.12% of portfolio
19,986
Q3 2025 Reduced 4.33%
$0
$3.44 Billion 0.12% of portfolio
49,024
Q3 2025 Added 0.02%
$42.8B
$3.22 Billion 0.11% of portfolio
9,565
Q3 2025 Added 1.02%
$0
$3.22 Billion 0.11% of portfolio
111,094
Q3 2025 Added 0.82%
$0
$3.4 Billion 0.11% of portfolio
23,914
Q3 2025 Added 4.26%
$0
$3.14 Billion 0.11% of portfolio
41,934
Q3 2025 Added 1.97%
$224B
$3.26 Billion 0.11% of portfolio
10,993
Q3 2025 Reduced 12.24%
$1.08B
$3.23 Billion 0.11% of portfolio
321,636
Q3 2025 Added 98.86%
$64.9B
$3.36 Billion 0.11% of portfolio
38,361
Q3 2025 Added 257.01%
$0
$3.31 Billion 0.11% of portfolio
44,539
Q3 2025 Reduced 6.42%
$266B
$3.3 Billion 0.11% of portfolio
10,834
Q3 2025 Added 4.73%
$111B
$3.11 Billion 0.1% of portfolio
7,310
Q3 2025 Added 0.26%

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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