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
$68.9B
$751 Million 0.03% of portfolio
2,970
Q3 2025 Reduced 25.45%
$96.7B
$999 Million 0.03% of portfolio
21,418
Q3 2025 Reduced 2.72%
$12B
$1 Billion 0.03% of portfolio
6,661
Q3 2025 Added 86.01%
$62.7B
$937 Million 0.03% of portfolio
11,825
Q3 2025 Reduced 10.03%
$3.85B
$791 Million 0.03% of portfolio
6,538
Q3 2025 Added 3.66%
$6.99B
$901 Million 0.03% of portfolio
22,198
Q3 2025 Added 13.35%
$35.8B
$953 Million 0.03% of portfolio
3,830
Q3 2025 Added 54.37%
Linde PLC
-
$961 Million 0.03% of portfolio
-
Q3 2025 Added 0.47%
$0
$867 Million 0.03% of portfolio
8,607
Q3 2025 New
$147B
$932 Million 0.03% of portfolio
9,452
Q3 2025 Reduced 4.91%
$10.6B
$832 Million 0.03% of portfolio
3,678
Q3 2025 Added 17.43%
$61.6B
$1.01 Billion 0.03% of portfolio
38,630
Q3 2025 Reduced 0.73%
$190B
$819 Million 0.03% of portfolio
53,962
Q3 2025 Added 5.57%
$0
$1.01 Billion 0.03% of portfolio
4,898
Q3 2025 Added 3.6%
$0
$786 Million 0.03% of portfolio
3,088
Q3 2025 Added 14.92%
$23.1B
$882 Million 0.03% of portfolio
2,766
Q3 2025 Reduced 17.63%
Profesionally Managed Portfo
-
$895 Million 0.03% of portfolio
-
Q3 2025 Added 6.85%
$128B
$835 Million 0.03% of portfolio
42,007
Q3 2025 Added 9.66%
$87.8B
$830 Million 0.03% of portfolio
1,707
Q3 2025 Reduced 26.83%
$103B
$748 Million 0.03% of portfolio
6,361
Q3 2025 Added 36.41%
$89.3B
$765 Million 0.03% of portfolio
7,080
Q3 2025 Reduced 2.34%
Vanguard Instl Index Fd
-
$747 Million 0.03% of portfolio
-
Q3 2025 Added 92.57%
$132B
$824 Million 0.03% of portfolio
4,166
Q3 2025 Reduced 2.44%
$0
$806 Million 0.03% of portfolio
2,662
Q3 2025 Added 3.78%
$4.9B
$837 Million 0.03% of portfolio
7,285
Q3 2025 Added 104.52%
$0
$998 Million 0.03% of portfolio
11,213
Q3 2025 Added 18.42%
$38.4B
$868 Million 0.03% of portfolio
2,546
Q3 2025 Reduced 1.51%
$5.6B
$750 Million 0.03% of portfolio
74,587
Q3 2025 Added 9.68%
$0
$752 Million 0.03% of portfolio
16,618
Q3 2025 Reduced 13.61%
$0
$910 Million 0.03% of portfolio
14,556
Q3 2025 Reduced 0.99%
$34.7B
$758 Million 0.03% of portfolio
4,732
Q3 2025 Reduced 5.49%
$3.27B
$851 Million 0.03% of portfolio
7,487
Q3 2025 Added 110.49%
$72.4B
$894 Million 0.03% of portfolio
2,629
Q3 2025 Reduced 3.84%
$64.5B
$996 Million 0.03% of portfolio
3,586
Q3 2025 New
$76.2B
$973 Million 0.03% of portfolio
17,175
Q3 2025 Reduced 15.61%
$3.85B
$1.04 Billion 0.03% of portfolio
20,688
Q3 2025 Reduced 32.69%
$22B
$847 Million 0.03% of portfolio
15,168
Q3 2025 Added 47.89%
$0
$1.02 Billion 0.03% of portfolio
26,100
Q3 2025 Added 0.02%
$40.4B
$949 Million 0.03% of portfolio
8,244
Q3 2025 Reduced 14.55%
Ishares Bitcoin Trust ETF
-
$781 Million 0.03% of portfolio
-
Q3 2025 Added 20.31%
$16.1B
$880 Million 0.03% of portfolio
37,885
Q3 2025 Added 90.09%
$107B
$901 Million 0.03% of portfolio
1,167
Q3 2025 Reduced 10.71%
Kenvue Inc
-
$763 Million 0.03% of portfolio
-
Q3 2025 Added 11.42%
$0
$774 Million 0.03% of portfolio
16,692
Q3 2025 Reduced 2.12%
$0
$784 Million 0.03% of portfolio
10,556
Q3 2025 Added 0.07%
$0
$909 Million 0.03% of portfolio
17,574
Q3 2025 Added 68.11%
$50.4B
$768 Million 0.03% of portfolio
13,131
Q3 2025 Added 5.89%
$712M
$457 Million 0.02% of portfolio
13,861
Q3 2025 Added 39.63%
China Yuchai Intl LTD
-
$671 Million 0.02% of portfolio
-
Q3 2025 New

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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