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
$55.4B
$1.32 Billion 0.04% of portfolio
3,823
Q4 2025 Reduced 26.0%
$98.6B
$1.27 Billion 0.04% of portfolio
14,332
Q4 2025 Added 5.06%
$190B
$1.12 Billion 0.04% of portfolio
59,232
Q4 2025 Added 9.77%
$5.12B
$1.28 Billion 0.04% of portfolio
17,673
Q4 2025 Added 3.0%
$103B
$1.19 Billion 0.04% of portfolio
574
Q4 2025 Added 8.51%
Sila Realty Trust Inc
-
$1.33 Billion 0.04% of portfolio
-
Q3 2025 Added 248.17%
$31.5B
$1.32 Billion 0.04% of portfolio
17,780
Q4 2025 Added 7.26%
$1.46B
$1.38 Billion 0.04% of portfolio
37,309
Q4 2025 Added 4.62%
$3.27B
$1.12 Billion 0.04% of portfolio
8,754
Q4 2025 Added 16.92%
$0
$1.31 Billion 0.04% of portfolio
17,905
Q4 2025 Reduced 1.32%
$61.6B
$1.12 Billion 0.04% of portfolio
40,100
Q4 2025 Added 3.81%
$0
$1.31 Billion 0.04% of portfolio
12,406
Q4 2025 Reduced 22.27%
$177B
$1.36 Billion 0.04% of portfolio
7,118
Q4 2025 Added 10.7%
$0
$1.2 Billion 0.04% of portfolio
23,774
Q4 2025 Reduced 1.06%
$0
$1.29 Billion 0.04% of portfolio
33,871
Q4 2025 Reduced 6.74%
$10.3B
$1.25 Billion 0.04% of portfolio
3,550
Q4 2025 Added 8.0%
$10.5B
$1.33 Billion 0.04% of portfolio
12,293
Q4 2025 Added 4.38%
$0
$1.14 Billion 0.04% of portfolio
47,042
Q4 2025 Added 32.39%
$64.5B
$1.32 Billion 0.04% of portfolio
4,799
Q4 2025 Added 33.83%
$35.1B
$1.37 Billion 0.04% of portfolio
22,237
Q4 2025 Added 22.67%
$35.8B
$1.14 Billion 0.04% of portfolio
4,436
Q4 2025 Added 15.82%
$0
$1.15 Billion 0.04% of portfolio
21,294
Q4 2025 Reduced 13.62%
$0
$1.19 Billion 0.04% of portfolio
7,970
Q4 2025 Reduced 66.67%
$0
$1.42 Billion 0.04% of portfolio
24,991
Q4 2025 Added 5.45%
$0
$1.11 Billion 0.04% of portfolio
9,299
Q4 2025 New
$0
$1.38 Billion 0.04% of portfolio
32,079
Q4 2025 Added 1.54%
$0
$1.19 Billion 0.04% of portfolio
24,822
Q4 2025 Added 3.27%
$0
$1.34 Billion 0.04% of portfolio
22,882
Q4 2025 Reduced 26.01%
$11B
$1.12 Billion 0.04% of portfolio
13,060
Q4 2025 Added 16.48%
$0
$1.23 Billion 0.04% of portfolio
15,490
Q4 2025 Added 155.86%
$0
$1.32 Billion 0.04% of portfolio
41,010
Q4 2025 Added 49.82%
$0
$1.26 Billion 0.04% of portfolio
43,565
Q4 2025 Added 59.26%
$42.8B
$1.13 Billion 0.04% of portfolio
5,266
Q4 2025 Reduced 44.95%
$0
$1.14 Billion 0.04% of portfolio
22,693
Q4 2025 Added 29.13%
$0
$1.36 Billion 0.04% of portfolio
3,334
Q4 2025 Added 2.18%
$97.3B
$1.37 Billion 0.04% of portfolio
14,723
Q4 2025 Reduced 22.12%
$0
$1.36 Billion 0.04% of portfolio
25,698
Q4 2025 Reduced 37.47%
$57.4B
$1.35 Billion 0.04% of portfolio
22,932
Q4 2025 Reduced 7.84%
$53.1B
$1.24 Billion 0.04% of portfolio
4,678
Q4 2025 Added 19.73%
Capital Grp Fixed Incm ETF T
-
$1.28 Billion 0.04% of portfolio
-
Q4 2025 New
$0
$1.14 Billion 0.04% of portfolio
78,363
Q4 2025 Reduced 18.11%
$128B
$1.12 Billion 0.04% of portfolio
45,836
Q4 2025 Added 9.12%
$0
$1.36 Billion 0.04% of portfolio
32,974
Q4 2025 New
$62.3B
$1.31 Billion 0.04% of portfolio
10,887
Q4 2025 Added 14.9%
$0
$1.21 Billion 0.04% of portfolio
48,080
Q4 2025 New
$9.78B
$1.27 Billion 0.04% of portfolio
31,049
Q4 2025 Added 23.51%
$0
$1.27 Billion 0.04% of portfolio
17,001
Q4 2025 New
$144B
$1.28 Billion 0.04% of portfolio
2,497
Q4 2025 Reduced 0.04%
$0
$1.28 Billion 0.04% of portfolio
50,988
Q4 2025 Reduced 23.17%

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
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email