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
$1.71B
$1.15 Billion 0.04% of portfolio
9,260
Q2 2025 Added 5.71%
$875M
$1.16 Billion 0.04% of portfolio
29,046
Q4 2025 Added 53.74%
$77.2B
$1.28 Billion 0.04% of portfolio
5,340
Q4 2025 Reduced 13.4%
$11.5B
$1.35 Billion 0.04% of portfolio
18,356
Q4 2025 Added 9.33%
$3.85B
$1.22 Billion 0.04% of portfolio
21,756
Q4 2025 Added 5.16%
Franklin Templeton ETF Tr
-
$1.14 Billion 0.04% of portfolio
-
Q4 2025 Added 69.91%
$45.6B
$1.17 Billion 0.04% of portfolio
26,229
Q4 2025 Added 4.56%
$328B
$1.25 Billion 0.04% of portfolio
3,848
Q4 2025 Added 30.53%
$0
$1.17 Billion 0.04% of portfolio
47,624
Q4 2025 New
-
$1.17 Billion 0.04% of portfolio
34,494
Q4 2025 Reduced 1.28%
$0
$1.4 Billion 0.04% of portfolio
35,600
Q3 2025 Reduced 5.07%
$0
$1.22 Billion 0.04% of portfolio
28,256
Q4 2025 Reduced 1.13%
$4.9B
$1.3 Billion 0.04% of portfolio
8,532
Q4 2025 Added 17.12%
Boeing CO
-
$1.4 Billion 0.04% of portfolio
-
Q4 2025 Added 6.97%
First Tr Exchng Traded Fd Vi
-
$1.32 Billion 0.04% of portfolio
-
Q4 2025 Added 20.22%
$0
$1.14 Billion 0.04% of portfolio
33,381
Q4 2025 New
$0
$1.13 Billion 0.04% of portfolio
23,582
Q4 2025 Added 461.48%
$53.8B
$1.38 Billion 0.04% of portfolio
6,678
Q4 2025 Added 44.55%
$0
$1.3 Billion 0.04% of portfolio
35,220
Q4 2025 Added 190.02%
$4.41B
$1.27 Billion 0.04% of portfolio
47,894
Q4 2025 Reduced 3.5%
First Tr Exchng Traded Fd Vi
-
$1.14 Billion 0.04% of portfolio
-
Q4 2025 Reduced 15.61%
$96.7B
$1.13 Billion 0.04% of portfolio
23,849
Q4 2025 Added 11.35%
$0
$1.22 Billion 0.04% of portfolio
25,118
Q4 2025 New
$76.5B
$1.33 Billion 0.04% of portfolio
6,737
Q4 2025 Added 2.76%
$10.2B
$1.3 Billion 0.04% of portfolio
72,856
Q4 2025 Added 6.23%
Blue Owl Technology Fin Corp
-
$1.06 Billion 0.03% of portfolio
-
Q4 2025 Added 79.34%
$0
$792 Million 0.03% of portfolio
6,381
Q4 2025 New
$0
$800 Million 0.03% of portfolio
9,161
Q4 2025 Reduced 6.72%
$6.39B
$1.1 Billion 0.03% of portfolio
20,308
Q4 2025 Added 26.3%
$0
$1.04 Billion 0.03% of portfolio
42,967
Q4 2025 Reduced 25.76%
$191B
$1.01 Billion 0.03% of portfolio
198
Q4 2025 Reduced 6.6%
$147B
$841 Million 0.03% of portfolio
9,544
Q4 2025 Added 0.97%
$16.3B
$860 Million 0.03% of portfolio
3,947
Q4 2025 Added 10.84%
$0
$878 Million 0.03% of portfolio
10,828
Q4 2025 Reduced 22.34%
$0
$869 Million 0.03% of portfolio
11,876
Q4 2025 New
$36.7B
$955 Million 0.03% of portfolio
8,200
Q4 2025 Added 42.04%
$7.86B
$911 Million 0.03% of portfolio
54,300
Q4 2025 Added 8.97%
$59.8B
$948 Million 0.03% of portfolio
5,124
Q4 2025 Reduced 21.16%
$0
$795 Million 0.03% of portfolio
8,261
Q4 2025 Reduced 11.46%
$0
$977 Million 0.03% of portfolio
21,758
Q4 2025 New
$0
$1.1 Billion 0.03% of portfolio
35,652
Q4 2025 Added 0.36%
$0
$858 Million 0.03% of portfolio
38,454
Q4 2025 Added 6.27%
$0
$973 Million 0.03% of portfolio
13,916
Q4 2025 Added 62.55%
$38.4B
$890 Million 0.03% of portfolio
2,509
Q4 2025 Reduced 1.45%
China Yuchai Intl LTD
-
$841 Million 0.03% of portfolio
-
Q4 2025 Added 9.51%
$14.8B
$1.06 Billion 0.03% of portfolio
6,056
Q4 2025 Reduced 14.55%
Coreweave Inc
-
$827 Million 0.03% of portfolio
-
Q4 2025 Reduced 84.04%
$17.7B
$948 Million 0.03% of portfolio
8,423
Q4 2025 Added 9.9%
$6.99B
$933 Million 0.03% of portfolio
22,818
Q4 2025 Added 2.79%

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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