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
$104B
$4.9 Billion 0.16% of portfolio
79,310
Q4 2025 Reduced 0.35%
$136B
$4.93 Billion 0.16% of portfolio
21,483
Q4 2025 Reduced 5.01%
$0
$5.12 Billion 0.16% of portfolio
69,764
Q4 2025 Reduced 15.58%
$0
$4.99 Billion 0.16% of portfolio
67,293
Q4 2025 Added 51.09%
Blackrock ETF Trust Ii
-
$5.17 Billion 0.16% of portfolio
-
Q4 2025 Added 47.65%
$0
$5.16 Billion 0.16% of portfolio
101,679
Q4 2025 Reduced 3.66%
$662B
$4.9 Billion 0.16% of portfolio
9,935
Q4 2025 Added 8.61%
$0
$4.94 Billion 0.16% of portfolio
57,838
Q4 2025 Reduced 21.43%
$0
$4.9 Billion 0.16% of portfolio
97,709
Q4 2025 Added 4.09%
$161B
$5.05 Billion 0.16% of portfolio
3,224
Q4 2025 Added 39.75%
$0
$5.1 Billion 0.16% of portfolio
41,673
Q4 2025 Reduced 50.23%
$0
$4.64 Billion 0.15% of portfolio
61,481
Q4 2025 Added 482.43%
$79.2B
$4.74 Billion 0.15% of portfolio
73,687
Q4 2025 Added 0.55%
Celestica Inc
-
$4.62 Billion 0.15% of portfolio
-
Q4 2025 Reduced 2.35%
$0
$4.82 Billion 0.15% of portfolio
32,806
Q4 2025 Added 3.68%
$151B
$4.59 Billion 0.15% of portfolio
15,490
Q4 2025 Added 38.89%
$0
$4.49 Billion 0.14% of portfolio
52,563
Q4 2025 Reduced 18.36%
$0
$4.35 Billion 0.14% of portfolio
60,757
Q4 2025 Reduced 1.92%
$0
$4.4 Billion 0.14% of portfolio
12,822
Q4 2025 Added 42.78%
$0
$4.01 Billion 0.13% of portfolio
45,481
Q4 2025 Added 1.73%
$187B
$4.05 Billion 0.13% of portfolio
25,419
Q4 2025 Reduced 4.7%
$0
$4.02 Billion 0.13% of portfolio
27,583
Q4 2025 Added 30.6%
$0
$4.09 Billion 0.13% of portfolio
126,398
Q4 2025 Added 12.5%
$0
$4.19 Billion 0.13% of portfolio
8,900
Q4 2025 Added 16.78%
$255B
$3.99 Billion 0.13% of portfolio
10,937
Q4 2025 Reduced 0.74%
$0
$4.16 Billion 0.13% of portfolio
152,147
Q4 2025 Reduced 0.65%
-
$4.26 Billion 0.13% of portfolio
-
Q4 2025 Added 6.98%
$21.2B
$4.1 Billion 0.13% of portfolio
27,187
Q4 2025 Added 13.75%
$49.1B
$4.15 Billion 0.13% of portfolio
47,142
Q4 2025 Added 1,108.15%
$193B
$3.77 Billion 0.12% of portfolio
33,929
Q4 2025 Added 8.99%
$32.7B
$3.95 Billion 0.12% of portfolio
22,307
Q4 2025 Added 120.29%
$183B
$3.36 Billion 0.11% of portfolio
10,160
Q4 2025 Added 4.39%
$128B
$3.37 Billion 0.11% of portfolio
34,790
Q4 2025 Added 8.5%
$224B
$3.35 Billion 0.11% of portfolio
10,896
Q4 2025 Reduced 0.88%
$123B
$3.43 Billion 0.11% of portfolio
5,884
Q4 2025 Added 1.52%
Blackrock ETF Trust
-
$3.51 Billion 0.11% of portfolio
-
Q4 2025 Reduced 3.98%
$0
$3.43 Billion 0.11% of portfolio
74,313
Q4 2025 New
Tempus Ai Inc
-
$3.4 Billion 0.11% of portfolio
-
Q4 2025 Reduced 50.65%
$0
$3.42 Billion 0.11% of portfolio
84,002
Q4 2025 Added 221.85%
$190B
$3.38 Billion 0.11% of portfolio
28,646
Q4 2025 Reduced 18.54%
$0
$3.38 Billion 0.11% of portfolio
48,389
Q4 2025 Reduced 1.3%
$64.9B
$3.37 Billion 0.11% of portfolio
44,677
Q4 2025 Added 16.46%
$0
$3.35 Billion 0.11% of portfolio
171,069
Q4 2025 Reduced 8.87%
$266B
$3.6 Billion 0.11% of portfolio
11,772
Q4 2025 Added 8.66%
$0
$3.34 Billion 0.11% of portfolio
33,239
Q4 2025 Added 79.49%
$0
$3.42 Billion 0.11% of portfolio
75,629
Q4 2025 Reduced 6.42%
$0
$3.59 Billion 0.11% of portfolio
70,522
Q4 2025 New
$0
$3.07 Billion 0.1% of portfolio
171,877
Q4 2025 Added 0.13%
$0
$3.11 Billion 0.1% of portfolio
122,349
Q4 2025 Reduced 16.78%

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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