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
$111B
$3.15 Billion 0.1% of portfolio
7,127
Q4 2025 Reduced 2.5%
$0
$3.21 Billion 0.1% of portfolio
16,161
Q4 2025 Reduced 17.79%
$55.6B
$3.24 Billion 0.1% of portfolio
25,967
Q4 2025 Reduced 6.68%
$0
$3.24 Billion 0.1% of portfolio
38,619
Q4 2025 Reduced 6.13%
$17.7B
$3.02 Billion 0.1% of portfolio
11,704
Q4 2025 Added 9.03%
$0
$3.11 Billion 0.1% of portfolio
32,549
Q4 2025 Reduced 32.04%
$0
$3.3 Billion 0.1% of portfolio
113,427
Q4 2025 Added 2.1%
$72.7B
$3.11 Billion 0.1% of portfolio
18,670
Q4 2025 Added 98.68%
$0
$3.16 Billion 0.1% of portfolio
40,187
Q4 2025 Reduced 4.17%
$279B
$3.13 Billion 0.1% of portfolio
26,170
Q4 2025 Reduced 33.27%
$85.9B
$3.05 Billion 0.1% of portfolio
13,808
Q4 2025 Reduced 10.84%
$69.1B
$3.18 Billion 0.1% of portfolio
27,900
Q4 2025 Added 53.52%
$0
$3.01 Billion 0.1% of portfolio
70,641
Q4 2025 New
$0
$3.03 Billion 0.1% of portfolio
20,010
Q4 2025 Added 3.81%
$181B
$2.99 Billion 0.09% of portfolio
127,179
Q4 2025 Added 15.78%
$170B
$2.85 Billion 0.09% of portfolio
18,112
Q4 2025 Reduced 9.41%
$101B
$2.84 Billion 0.09% of portfolio
15,681
Q4 2025 Reduced 11.6%
$174B
$2.87 Billion 0.09% of portfolio
18,433
Q4 2025 Reduced 7.77%
$104B
$2.83 Billion 0.09% of portfolio
10,868
Q4 2025 Added 26.2%
$204B
$2.97 Billion 0.09% of portfolio
20,319
Q4 2025 Added 1.6%
$167B
$2.72 Billion 0.09% of portfolio
26,212
Q4 2025 Added 11.59%
Ftai Aviation LTD
-
$2.75 Billion 0.09% of portfolio
-
Q4 2025 Added 0.8%
$0
$2.85 Billion 0.09% of portfolio
18,900
Q4 2025 Reduced 1.2%
$258B
$2.85 Billion 0.09% of portfolio
14,134
Q4 2025 Added 2.17%
$0
$2.72 Billion 0.09% of portfolio
57,191
Q4 2025 New
$0
$2.75 Billion 0.09% of portfolio
25,552
Q4 2025 Reduced 3.92%
$0
$2.64 Billion 0.08% of portfolio
65,273
Q4 2025 Added 55.54%
$65.2B
$2.53 Billion 0.08% of portfolio
4,369
Q4 2025 Added 7.11%
$0
$2.66 Billion 0.08% of portfolio
79,060
Q4 2025 Added 28.57%
$3.87B
$2.46 Billion 0.08% of portfolio
31,743
Q4 2025 Added 9.64%
$0
$2.63 Billion 0.08% of portfolio
13,223
Q4 2025 Reduced 0.23%
$46.9B
$2.45 Billion 0.08% of portfolio
18,721
Q4 2025 Added 0.34%
Arista Networks Inc
-
$2.42 Billion 0.08% of portfolio
-
Q4 2025 Added 36.5%
$0
$2.64 Billion 0.08% of portfolio
131,947
Q4 2025 New
$0
$2.56 Billion 0.08% of portfolio
49,678
Q4 2025 Added 11.16%
$0
$2.53 Billion 0.08% of portfolio
20,900
Q4 2025 Added 2.57%
$0
$2.4 Billion 0.08% of portfolio
37,358
Q4 2025 Added 156.65%
$0
$2.67 Billion 0.08% of portfolio
20,986
Q4 2025 Added 1.6%
$100B
$2.61 Billion 0.08% of portfolio
9,333
Q4 2025 Added 8.84%
$0
$2.56 Billion 0.08% of portfolio
5,735
Q4 2025 Added 2.08%
$228B
$2.59 Billion 0.08% of portfolio
21,241
Q4 2025 Reduced 14.39%
$182B
$2.44 Billion 0.08% of portfolio
4,478
Q4 2025 Added 6.62%
$0
$2.51 Billion 0.08% of portfolio
51,576
Q4 2025 Added 6.55%
$346B
$2.63 Billion 0.08% of portfolio
18,230
Q4 2025 Added 10.85%
$291B
$2.66 Billion 0.08% of portfolio
4,111
Q4 2025 Added 11.74%
$19B
$2.52 Billion 0.08% of portfolio
12,893
Q4 2025 Added 6.51%
$24.5B
$2.56 Billion 0.08% of portfolio
15,007
Q4 2025 Added 2.11%
$12.7B
$2.43 Billion 0.08% of portfolio
27,169
Q4 2025 Added 0.37%
$32.5B
$2.4 Billion 0.08% of portfolio
2,142
Q4 2025 Added 23.39%

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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