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
$11.5B
$1.09 Billion 0.04% of portfolio
16,790
Q3 2025 Added 10.25%
$114B
$1.09 Billion 0.04% of portfolio
5,347
Q3 2025 Reduced 8.03%
$5.12B
$1.09 Billion 0.04% of portfolio
17,158
Q3 2025 Added 3.39%
$0
$1.21 Billion 0.04% of portfolio
24,028
Q3 2025 Added 13.39%
$0
$1.16 Billion 0.04% of portfolio
14,787
Q3 2025 Added 120.21%
$1.71B
$1.12 Billion 0.04% of portfolio
9,260
Q2 2025 Added 5.71%
$68.5B
$1.06 Billion 0.04% of portfolio
7,658
Q3 2025 Added 0.62%
$5.51B
$1.25 Billion 0.04% of portfolio
68,811
Q3 2025 Added 3.57%
$4.41B
$1.31 Billion 0.04% of portfolio
49,631
Q3 2025 Added 15.69%
$9.78B
$1.08 Billion 0.04% of portfolio
25,138
Q3 2025 Added 70.66%
$10.3B
$1.29 Billion 0.04% of portfolio
3,287
Q3 2025 Added 16.19%
$111B
$1.05 Billion 0.04% of portfolio
2,770
Q3 2025 Added 12.46%
-
$1.07 Billion 0.04% of portfolio
34,940
Q3 2025 Added 21.65%
$136B
$1.29 Billion 0.04% of portfolio
3,589
Q3 2025 Reduced 27.1%
$0
$1.11 Billion 0.04% of portfolio
11,572
Q3 2025 Reduced 8.69%
$168B
$1.13 Billion 0.04% of portfolio
13,763
Q3 2025 Reduced 0.77%
$0
$1.24 Billion 0.04% of portfolio
23,700
Q3 2025 Added 52.39%
$0
$1.33 Billion 0.04% of portfolio
24,651
Q3 2025 Reduced 14.08%
$65.7B
$1.31 Billion 0.04% of portfolio
17,470
Q3 2025 Added 33.33%
$21.2B
$1.2 Billion 0.04% of portfolio
1,987
Q3 2025 Added 11.01%
Boeing CO
-
$1.11 Billion 0.04% of portfolio
-
Q3 2025 Added 7.44%
$191B
$1.07 Billion 0.04% of portfolio
212
Q3 2025 Added 6.53%
$0
$1.18 Billion 0.04% of portfolio
39,104
Q3 2025 Added 45.74%
$144B
$1.15 Billion 0.04% of portfolio
2,498
Q3 2025 Reduced 6.48%
$79.2B
$1.1 Billion 0.04% of portfolio
24,796
Q3 2025 Reduced 44.79%
Msc Income Fund Inc
-
$1.11 Billion 0.04% of portfolio
-
Q3 2025 New
$0
$1.15 Billion 0.04% of portfolio
24,037
Q3 2025 Added 0.36%
$49.5B
$1.07 Billion 0.04% of portfolio
7,398
Q3 2025 Added 182.91%
$0
$1.12 Billion 0.04% of portfolio
13,942
Q3 2025 Reduced 18.58%
$31.5B
$1.08 Billion 0.04% of portfolio
16,576
Q3 2025 Added 2.82%
$96.9B
$1.31 Billion 0.04% of portfolio
2,929
Q3 2025 Added 12.18%
$19.9B
$1.08 Billion 0.04% of portfolio
2,075
Q3 2025 Added 7.51%
$33.9B
$1.08 Billion 0.04% of portfolio
5,017
Q3 2025 Reduced 23.6%
$12.6B
$1.33 Billion 0.04% of portfolio
82,382
Q3 2025 Added 4.61%
First Tr Exchng Traded Fd Vi
-
$1.08 Billion 0.04% of portfolio
-
Q3 2025 New
$103B
$1.23 Billion 0.04% of portfolio
529
Q3 2025 Added 16.52%
$76.5B
$1.07 Billion 0.04% of portfolio
6,556
Q3 2025 Added 6.46%
$35.1B
$1.06 Billion 0.04% of portfolio
18,127
Q3 2025 New
$0
$1.21 Billion 0.04% of portfolio
28,579
Q3 2025 Reduced 11.85%
$0
$1.26 Billion 0.04% of portfolio
31,080
Q3 2025 Reduced 7.03%
$10.2B
$1.21 Billion 0.04% of portfolio
68,584
Q3 2025 Added 9.13%
First Tr Exchng Traded Fd Vi
-
$1.33 Billion 0.04% of portfolio
-
Q3 2025 Reduced 19.22%
$59.8B
$1.15 Billion 0.04% of portfolio
6,499
Q3 2025 Reduced 30.41%
$53.1B
$1.19 Billion 0.04% of portfolio
3,907
Q3 2025 Added 77.67%
Sila Realty Trust Inc
-
$1.31 Billion 0.04% of portfolio
-
Q3 2025 Added 248.17%
$222B
$1.16 Billion 0.04% of portfolio
2,054
Q3 2025 Reduced 34.15%
$45.6B
$1.16 Billion 0.04% of portfolio
25,086
Q3 2025 Added 7.12%
$0
$1.12 Billion 0.04% of portfolio
46,027
Q3 2025 Reduced 60.0%
$98.6B
$1.27 Billion 0.04% of portfolio
13,642
Q3 2025 Reduced 0.14%

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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