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
$2.15 Billion 0.07% of portfolio
44,691
Q3 2025 Added 53.86%
Vanguard Calif Tax Free Fds
-
$1.98 Billion 0.07% of portfolio
-
Q2 2025 New
$167B
$2.19 Billion 0.07% of portfolio
23,490
Q3 2025 Added 30.75%
$279B
$2.02 Billion 0.07% of portfolio
7,642
Q3 2025 Reduced 23.45%
$0
$2.03 Billion 0.07% of portfolio
61,490
Q3 2025 Added 77.97%
$291B
$2.1 Billion 0.07% of portfolio
3,679
Q3 2025 Added 7.13%
$0
$2.19 Billion 0.07% of portfolio
60,268
Q3 2025 Added 1.55%
$0
$2.17 Billion 0.07% of portfolio
41,100
Q3 2025 Reduced 53.0%
$0
$2.01 Billion 0.07% of portfolio
17,023
Q3 2025 Reduced 0.69%
$104B
$2.21 Billion 0.07% of portfolio
8,612
Q3 2025 Added 57.24%
Astera Labs Inc
-
$2.06 Billion 0.07% of portfolio
-
Q3 2025 Added 3.02%
Arista Networks Inc
-
$2.15 Billion 0.07% of portfolio
-
Q3 2025 Reduced 9.67%
$0
$2.18 Billion 0.07% of portfolio
15,608
Q3 2025 Reduced 6.96%
$42.8B
$1.79 Billion 0.06% of portfolio
20,696
Q3 2025 Reduced 29.45%
$0
$1.75 Billion 0.06% of portfolio
44,019
Q3 2025 Reduced 2.65%
$0
$1.65 Billion 0.06% of portfolio
66,365
Q3 2025 Reduced 19.06%
$0
$1.68 Billion 0.06% of portfolio
41,966
Q3 2025 New
$0
$1.7 Billion 0.06% of portfolio
62,793
Q3 2025 Added 25.56%
$3.87B
$1.84 Billion 0.06% of portfolio
28,951
Q3 2025 Added 14.32%
$26.6B
$1.66 Billion 0.06% of portfolio
9,058
Q3 2025 Added 6.82%
$269B
$1.71 Billion 0.06% of portfolio
8,405
Q3 2025 Added 84.81%
$0
$1.7 Billion 0.06% of portfolio
50,237
Q3 2025 Reduced 0.09%
Ftai Aviation LTD
-
$1.72 Billion 0.06% of portfolio
-
Q3 2025 Reduced 3.95%
$0
$1.68 Billion 0.06% of portfolio
6,620
Q3 2025 Added 85.69%
$0
$1.87 Billion 0.06% of portfolio
36,926
Q3 2025 Reduced 18.22%
$0
$1.74 Billion 0.06% of portfolio
30,924
Q3 2025 Added 19.11%
$0
$1.82 Billion 0.06% of portfolio
65,053
Q3 2025 Added 201.69%
$0
$1.85 Billion 0.06% of portfolio
27,487
Q3 2025 Added 13.93%
$0
$1.68 Billion 0.06% of portfolio
2,108
Q3 2025 Added 2.23%
$235B
$1.64 Billion 0.06% of portfolio
19,884
Q3 2025 Reduced 38.36%
$0
$1.87 Billion 0.06% of portfolio
13,932
Q3 2025 Added 4.69%
$0
$1.86 Billion 0.06% of portfolio
18,519
Q3 2025 Reduced 40.39%
$72.7B
$1.81 Billion 0.06% of portfolio
9,397
Q3 2025 Reduced 21.89%
$0
$1.86 Billion 0.06% of portfolio
74,029
Q3 2025 Reduced 28.73%
$0
$1.9 Billion 0.06% of portfolio
41,889
Q3 2025 Added 1.76%
$18.4B
$1.89 Billion 0.06% of portfolio
3,181
Q3 2025 Added 21.5%
$0
$1.82 Billion 0.06% of portfolio
80,893
Q3 2025 Reduced 0.21%
$0
$1.69 Billion 0.06% of portfolio
6,502
Q3 2025 Added 6.26%
$0
$1.76 Billion 0.06% of portfolio
35,998
Q3 2025 New
$277B
$1.7 Billion 0.06% of portfolio
20,762
Q3 2025 Reduced 12.78%
$0
$1.71 Billion 0.06% of portfolio
43,982
Q3 2025 Added 17.12%
$79.6B
$1.86 Billion 0.06% of portfolio
13,157
Q3 2025 Added 27.03%
Blackrock ETF Trust
-
$1.75 Billion 0.06% of portfolio
-
Q3 2025 Added 121.23%
$75.4B
$1.86 Billion 0.06% of portfolio
13,311
Q3 2025 Added 8.37%
$65.2B
$1.79 Billion 0.06% of portfolio
4,079
Q3 2025 Added 19.44%
$140B
$1.66 Billion 0.06% of portfolio
4,288
Q3 2025 Reduced 19.5%
$32.5B
$1.7 Billion 0.06% of portfolio
1,736
Q3 2025 Reduced 8.05%
$53.4B
$1.76 Billion 0.06% of portfolio
21,229
Q3 2025 Reduced 24.04%
$10.3B
$1.58 Billion 0.05% of portfolio
37,740
Q3 2025 Added 8.23%

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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