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
$2.85 Billion 0.1% of portfolio
26,594
Q3 2025 Added 188.06%
$182B
$2.84 Billion 0.1% of portfolio
4,200
Q3 2025 Added 10.96%
$0
$3.11 Billion 0.1% of portfolio
8,980
Q3 2025 Added 126.2%
$204B
$2.87 Billion 0.1% of portfolio
19,999
Q3 2025 Added 7.26%
$0
$2.87 Billion 0.1% of portfolio
19,129
Q3 2025 Added 4.51%
$0
$3.08 Billion 0.1% of portfolio
95,937
Q3 2025 New
$0
$2.98 Billion 0.1% of portfolio
5,929
Q3 2025 Added 20.46%
$128B
$2.89 Billion 0.1% of portfolio
32,064
Q3 2025 Added 0.57%
$0
$2.87 Billion 0.1% of portfolio
19,275
Q3 2025 Reduced 0.24%
$183B
$2.88 Billion 0.1% of portfolio
9,733
Q3 2025 Reduced 9.36%
$85.9B
$3.05 Billion 0.1% of portfolio
15,486
Q3 2025 Reduced 8.67%
$228B
$3.07 Billion 0.1% of portfolio
24,810
Q3 2025 Reduced 14.44%
$69.4B
$3.11 Billion 0.1% of portfolio
35,515
Q3 2025 Reduced 21.64%
$0
$3.05 Billion 0.1% of portfolio
53,420
Q3 2025 New
$0
$3 Billion 0.1% of portfolio
171,655
Q3 2025 Added 0.23%
$5.67B
$2.61 Billion 0.09% of portfolio
9,836
Q3 2025 Added 665.45%
$161B
$2.81 Billion 0.09% of portfolio
2,307
Q3 2025 Added 37.98%
$152B
$2.68 Billion 0.09% of portfolio
10,775
Q3 2025 Reduced 5.07%
$17.7B
$2.73 Billion 0.09% of portfolio
10,735
Q3 2025 Added 4.66%
$0
$2.54 Billion 0.09% of portfolio
5,618
Q3 2025 Reduced 3.05%
$0
$2.56 Billion 0.09% of portfolio
20,376
Q3 2025 Added 20.03%
$0
$2.65 Billion 0.09% of portfolio
128,014
Q3 2025 Reduced 34.48%
$0
$2.75 Billion 0.09% of portfolio
13,170
Q3 2025 Added 82.56%
$123B
$2.83 Billion 0.09% of portfolio
5,796
Q3 2025 Reduced 15.0%
$181B
$2.69 Billion 0.09% of portfolio
109,849
Q3 2025 Added 38.29%
$24.5B
$2.54 Billion 0.09% of portfolio
14,697
Q3 2025 Added 7.32%
$0
$2.8 Billion 0.09% of portfolio
53,641
Q3 2025 Added 27.4%
$0
$2.5 Billion 0.08% of portfolio
24,249
Q3 2025 Added 45.09%
$71.6B
$2.46 Billion 0.08% of portfolio
36,000
Q3 2025 Reduced 15.48%
$46.9B
$2.37 Billion 0.08% of portfolio
18,658
Q3 2025 Reduced 4.53%
$0
$2.44 Billion 0.08% of portfolio
20,655
Q3 2025 Added 509.29%
$0
$2.48 Billion 0.08% of portfolio
13,253
Q3 2025 Reduced 9.92%
$317B
$2.27 Billion 0.08% of portfolio
25,959
Q3 2025 Added 0.94%
$74.3B
$2.3 Billion 0.08% of portfolio
38,982
Q3 2025 Added 1.04%
$258B
$2.45 Billion 0.08% of portfolio
13,834
Q3 2025 Reduced 2.74%
$346B
$2.43 Billion 0.08% of portfolio
16,446
Q3 2025 Reduced 26.58%
$270B
$2.27 Billion 0.08% of portfolio
13,878
Q3 2025 Reduced 14.06%
$141B
$2.3 Billion 0.08% of portfolio
93,242
Q3 2025 Added 5.52%
$12.7B
$2.47 Billion 0.08% of portfolio
27,069
Q3 2025 Reduced 0.06%
$100B
$2.27 Billion 0.08% of portfolio
8,575
Q3 2025 Added 8.65%
$101B
$2.45 Billion 0.08% of portfolio
17,738
Q3 2025 Reduced 10.83%
$0
$2.39 Billion 0.08% of portfolio
20,685
Q3 2025 Added 57.11%
$0
$2.47 Billion 0.08% of portfolio
129,837
Q3 2025 New
$0
$2.31 Billion 0.08% of portfolio
48,407
Q3 2025 Added 4.51%
$0
$2.27 Billion 0.08% of portfolio
24,773
Q3 2025 Added 6.42%
$19B
$2.2 Billion 0.07% of portfolio
12,105
Q3 2025 Added 20.24%
$76.2B
$2 Billion 0.07% of portfolio
5,102
Q3 2025 Reduced 1.88%
$32.7B
$1.94 Billion 0.07% of portfolio
10,126
Q3 2025 Added 126.89%
$0
$1.94 Billion 0.07% of portfolio
24,963
Q3 2025 Added 19.82%

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
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email