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
$1.38 Billion 0.05% of portfolio
35,600
Q3 2025 Reduced 5.07%
$0
$1.35 Billion 0.05% of portfolio
31,592
Q3 2025 Reduced 9.92%
$0
$1.4 Billion 0.05% of portfolio
57,876
Q3 2025 Added 2.32%
$4.31B
$1.45 Billion 0.05% of portfolio
81,088
Q3 2025 Added 6.96%
$0
$1.45 Billion 0.05% of portfolio
95,689
Q3 2025 Reduced 47.69%
$26.6B
$1.63 Billion 0.05% of portfolio
15,693
Q3 2025 Reduced 8.84%
$120B
$1.34 Billion 0.05% of portfolio
49,774
Q3 2025 Added 25.67%
$0
$1.58 Billion 0.05% of portfolio
70,983
Q3 2025 New
Blackrock Inc
-
$1.38 Billion 0.05% of portfolio
-
Q3 2025 Reduced 24.16%
$10.4B
$1.58 Billion 0.05% of portfolio
27,479
Q3 2025 New
American Healthcare Reit Inc
-
$1.56 Billion 0.05% of portfolio
-
Q3 2025 Reduced 5.47%
$0
$1.61 Billion 0.05% of portfolio
15,960
Q3 2025 Reduced 2.9%
$0
$1.53 Billion 0.05% of portfolio
26,477
Q3 2025 Reduced 2.33%
$12.6B
$1.61 Billion 0.05% of portfolio
204,233
Q3 2025 Added 18.21%
Outfront Media Inc
-
$1.62 Billion 0.05% of portfolio
-
Q3 2025 Added 5.66%
$77.2B
$1.37 Billion 0.05% of portfolio
6,166
Q3 2025 Added 4.33%
$159B
$1.51 Billion 0.05% of portfolio
3,041
Q3 2025 Reduced 10.43%
$57.4B
$1.36 Billion 0.05% of portfolio
1,888
Q3 2025 Reduced 12.63%
$0
$1.63 Billion 0.05% of portfolio
34,309
Q3 2025 Added 2.66%
$97.3B
$1.53 Billion 0.05% of portfolio
18,905
Q3 2025 Reduced 5.55%
$25.3B
$1.61 Billion 0.05% of portfolio
16,348
Q3 2025 New
$53.3B
$1.55 Billion 0.05% of portfolio
5,837
Q3 2025 Added 4.23%
$52.5B
$1.5 Billion 0.05% of portfolio
89,290
Q3 2025 Added 1.3%
$0
$1.41 Billion 0.05% of portfolio
23,544
Q3 2025 Added 3.3%
$113B
$1.58 Billion 0.05% of portfolio
17,829
Q3 2025 Reduced 10.11%
$55.4B
$1.49 Billion 0.05% of portfolio
5,166
Q3 2025 Added 27.27%
$14B
$1.64 Billion 0.05% of portfolio
24,809
Q3 2025 Reduced 6.34%
$0
$1.46 Billion 0.05% of portfolio
12,818
Q3 2025 Reduced 2.32%
$86.4B
$1.38 Billion 0.05% of portfolio
4,117
Q3 2025 Reduced 4.63%
$69.1B
$1.48 Billion 0.05% of portfolio
18,173
Q3 2025 Added 158.73%
$1.23B
$1.63 Billion 0.05% of portfolio
132,924
Q3 2025 New
Ishares Tr
-
$1.51 Billion 0.05% of portfolio
-
Q3 2025 Reduced 0.88%
Bank America Corp
-
$1.43 Billion 0.05% of portfolio
-
Q3 2025 Added 6.99%
$0
$1.56 Billion 0.05% of portfolio
19,621
Q3 2025 Added 16.96%
$0
$1.57 Billion 0.05% of portfolio
19,114
Q3 2025 Added 14.76%
$103B
$1.44 Billion 0.05% of portfolio
18,301
Q3 2025 Added 22.87%
$0
$1.38 Billion 0.05% of portfolio
3,263
Q3 2025 Reduced 0.43%
$55.9B
$1.35 Billion 0.05% of portfolio
1,579
Q3 2025 Reduced 4.53%
$57.5B
$1.6 Billion 0.05% of portfolio
6,685
Q3 2025 Added 3.26%
Blackrock ETF Trust
-
$1.34 Billion 0.05% of portfolio
-
Q3 2025 Added 313.09%
$43.2B
$1.53 Billion 0.05% of portfolio
1,529
Q3 2025 Added 50.49%
$1.48B
$1.18 Billion 0.04% of portfolio
31,113
Q3 2025 Added 10.64%
$10.1B
$1.27 Billion 0.04% of portfolio
3,212
Q3 2025 Added 25.62%
$62.3B
$1.14 Billion 0.04% of portfolio
9,475
Q3 2025 Added 90.53%
$2.72B
$1.1 Billion 0.04% of portfolio
16,215
Q3 2025 New
$6.09B
$1.21 Billion 0.04% of portfolio
74,937
Q3 2025 New
$8.94B
$1.1 Billion 0.04% of portfolio
2,825
Q3 2025 Added 58.26%
$0
$1.28 Billion 0.04% of portfolio
18,145
Q3 2025 Reduced 0.46%
$0
$1.28 Billion 0.04% of portfolio
65,053
Q3 2025 Added 27.06%

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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