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
Astera Labs Inc
-
$2.6 Billion 0.08% of portfolio
-
Q4 2025 Added 32.38%
$0
$2.07 Billion 0.07% of portfolio
20,276
Q4 2025 Reduced 16.38%
$0
$2.16 Billion 0.07% of portfolio
16,801
Q4 2025 Reduced 1.3%
$235B
$2.17 Billion 0.07% of portfolio
19,951
Q4 2025 Added 0.34%
Outfront Media Inc
-
$2.27 Billion 0.07% of portfolio
-
Q4 2025 Reduced 1.7%
$0
$2.33 Billion 0.07% of portfolio
48,994
Q4 2025 New
$141B
$2.37 Billion 0.07% of portfolio
92,332
Q4 2025 Reduced 0.98%
$317B
$2.27 Billion 0.07% of portfolio
25,653
Q4 2025 Reduced 1.18%
$79.6B
$2.12 Billion 0.07% of portfolio
13,746
Q4 2025 Added 4.48%
$74.3B
$2.28 Billion 0.07% of portfolio
37,017
Q4 2025 Reduced 5.04%
$0
$2.32 Billion 0.07% of portfolio
47,334
Q4 2025 Added 13.0%
$197B
$2.11 Billion 0.07% of portfolio
6,439
Q4 2025 Added 37.41%
$69.4B
$2.08 Billion 0.07% of portfolio
22,090
Q4 2025 Reduced 37.8%
$0
$2.06 Billion 0.07% of portfolio
30,608
Q4 2025 Added 11.35%
$0
$2.2 Billion 0.07% of portfolio
8,521
Q4 2025 Added 28.72%
Ishares Tr
-
$2.16 Billion 0.07% of portfolio
-
Q4 2025 Added 45.74%
$0
$2.32 Billion 0.07% of portfolio
59,423
Q4 2025 Reduced 1.4%
$0
$2.09 Billion 0.07% of portfolio
20,721
Q4 2025 Added 79.06%
$270B
$2.28 Billion 0.07% of portfolio
12,036
Q4 2025 Reduced 13.27%
$0
$2.29 Billion 0.07% of portfolio
15,383
Q4 2025 Reduced 1.44%
$0
$2.18 Billion 0.07% of portfolio
63,096
Q4 2025 Added 25.6%
$0
$2.04 Billion 0.06% of portfolio
72,313
Q4 2025 Added 15.16%
$0
$1.84 Billion 0.06% of portfolio
45,283
Q4 2025 Added 2.96%
$0
$1.77 Billion 0.06% of portfolio
78,816
Q4 2025 Reduced 2.57%
$0
$1.99 Billion 0.06% of portfolio
2,618
Q4 2025 Added 24.19%
$0
$1.84 Billion 0.06% of portfolio
41,391
Q4 2025 Added 602.73%
$12.6B
$1.9 Billion 0.06% of portfolio
46,482
Q4 2025 Reduced 77.24%
$0
$1.92 Billion 0.06% of portfolio
20,925
Q4 2025 Reduced 15.53%
$71.6B
$2 Billion 0.06% of portfolio
35,231
Q4 2025 Reduced 2.14%
$0
$1.76 Billion 0.06% of portfolio
13,461
Q4 2025 Reduced 3.38%
$0
$2.04 Billion 0.06% of portfolio
18,929
Q4 2025 New
$57.5B
$1.86 Billion 0.06% of portfolio
6,951
Q4 2025 Added 3.98%
Vanguard Calif Tax Free Fds
-
$2 Billion 0.06% of portfolio
-
Q2 2025 New
Blackrock ETF Trust
-
$1.95 Billion 0.06% of portfolio
-
Q4 2025 Added 56.01%
Blackrock ETF Trust
-
$1.81 Billion 0.06% of portfolio
-
Q4 2025 Added 2.74%
$0
$1.9 Billion 0.06% of portfolio
19,553
Q4 2025 New
$0
$1.74 Billion 0.06% of portfolio
20,351
Q4 2025 Added 3.72%
$43.2B
$1.8 Billion 0.06% of portfolio
1,741
Q4 2025 Added 13.87%
$53.8B
$1.81 Billion 0.06% of portfolio
15,175
Q4 2025 New
$42.8B
$1.79 Billion 0.06% of portfolio
17,758
Q4 2025 Reduced 14.2%
$0
$1.95 Billion 0.06% of portfolio
25,091
Q4 2025 Added 0.51%
$0
$1.87 Billion 0.06% of portfolio
37,449
Q4 2025 Added 0.21%
$18.4B
$2.03 Billion 0.06% of portfolio
3,321
Q4 2025 Added 4.4%
Blackrock ETF Trust
-
$1.88 Billion 0.06% of portfolio
-
Q4 2025 Reduced 56.11%
$0
$1.83 Billion 0.06% of portfolio
7,142
Q4 2025 Added 9.84%
$0
$1.91 Billion 0.06% of portfolio
73,725
Q4 2025 New
$269B
$1.88 Billion 0.06% of portfolio
10,105
Q4 2025 Added 20.23%
$53.3B
$1.92 Billion 0.06% of portfolio
5,880
Q4 2025 Added 0.74%
$75.4B
$1.98 Billion 0.06% of portfolio
13,216
Q4 2025 Reduced 0.71%

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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