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
Linde PLC
-
$984 Million 0.03% of portfolio
-
Q4 2025 Reduced 3.86%
Crane Company
-
$838 Million 0.03% of portfolio
-
Q4 2025 Added 4.37%
$140B
$837 Million 0.03% of portfolio
3,015
Q4 2025 Added 12.21%
$73.4B
$810 Million 0.03% of portfolio
22,350
Q4 2025 Added 2.62%
$19.9B
$927 Million 0.03% of portfolio
2,043
Q4 2025 Reduced 1.54%
$99.7B
$792 Million 0.03% of portfolio
4,512
Q4 2025 Added 14.46%
$92.7B
$791 Million 0.03% of portfolio
2,427
Q4 2025 Added 46.29%
$89.7B
$1.08 Billion 0.03% of portfolio
5,911
Q4 2025 Added 8.32%
$0
$888 Million 0.03% of portfolio
17,209
Q4 2025 Added 3.1%
$37.6B
$829 Million 0.03% of portfolio
10,611
Q4 2025 Added 15.12%
$76.2B
$829 Million 0.03% of portfolio
14,478
Q4 2025 Reduced 15.7%
$62.7B
$799 Million 0.03% of portfolio
10,411
Q4 2025 Reduced 11.96%
$103B
$885 Million 0.03% of portfolio
6,733
Q4 2025 Added 5.85%
Cooper Cos Inc
-
$1.06 Billion 0.03% of portfolio
-
Q4 2025 Added 88.43%
$64.7B
$946 Million 0.03% of portfolio
8,979
Q4 2025 Reduced 14.18%
$102B
$991 Million 0.03% of portfolio
9,109
Q4 2025 Added 91.33%
$78.2B
$876 Million 0.03% of portfolio
2,336
Q4 2025 New
$114B
$1.03 Billion 0.03% of portfolio
7,764
Q4 2025 Reduced 16.75%
$140B
$856 Million 0.03% of portfolio
2,490
Q4 2025 Reduced 41.93%
Profesionally Managed Portfo
-
$889 Million 0.03% of portfolio
-
Q4 2025 Reduced 4.41%
$0
$790 Million 0.03% of portfolio
7,854
Q4 2025 Added 6.86%
$0
$891 Million 0.03% of portfolio
17,580
Q4 2025 Reduced 6.22%
$10.6B
$1.01 Billion 0.03% of portfolio
2,892
Q4 2025 Reduced 21.37%
$40.4B
$845 Million 0.03% of portfolio
7,600
Q4 2025 Reduced 7.81%
$16.1B
$1.09 Billion 0.03% of portfolio
39,553
Q4 2025 Added 4.4%
$5.98B
$908 Million 0.03% of portfolio
26,192
Q4 2025 Added 9.31%
$50.4B
$889 Million 0.03% of portfolio
14,549
Q4 2025 Added 10.8%
Kenvue Inc
-
$908 Million 0.03% of portfolio
-
Q4 2025 Added 11.69%
$111B
$810 Million 0.03% of portfolio
2,633
Q4 2025 Reduced 4.95%
$68.5B
$1.01 Billion 0.03% of portfolio
7,340
Q4 2025 Reduced 4.15%
$0
$820 Million 0.03% of portfolio
16,650
Q4 2025 Added 0.19%
$0
$816 Million 0.03% of portfolio
24,234
Q4 2025 Added 21.05%
Ge Vernova Inc
-
$1.04 Billion 0.03% of portfolio
-
Q4 2025 Reduced 7.66%
$0
$889 Million 0.03% of portfolio
4,234
Q4 2025 Reduced 11.57%
$0
$1 Billion 0.03% of portfolio
43,502
Q4 2025 Added 1.21%
$36.4B
$1.03 Billion 0.03% of portfolio
20,782
Q4 2025 Added 8.68%
$57.9B
$805 Million 0.03% of portfolio
4,185
Q4 2025 Added 40.3%
$56.3B
$792 Million 0.03% of portfolio
47,705
Q4 2025 Added 107.43%
$5.6B
$935 Million 0.03% of portfolio
78,390
Q4 2025 Added 5.1%
$24.1B
$1.04 Billion 0.03% of portfolio
12,829
Q4 2025 Added 17.13%
$0
$984 Million 0.03% of portfolio
8,769
Q4 2025 Added 1.88%
$10.1B
$1.01 Billion 0.03% of portfolio
3,264
Q4 2025 Added 1.62%
$47B
$835 Million 0.03% of portfolio
1,640
Q4 2025 Added 15.66%
$96.9B
$1.09 Billion 0.03% of portfolio
2,804
Q4 2025 Reduced 4.27%
$0
$1.04 Billion 0.03% of portfolio
17,026
Q4 2025 New
$33.9B
$1.03 Billion 0.03% of portfolio
4,660
Q4 2025 Reduced 7.12%
Unilever PLC
-
$874 Million 0.03% of portfolio
-
Q4 2025 New
$0
$1.06 Billion 0.03% of portfolio
8,836
Q4 2025 Added 51.48%
$136B
$981 Million 0.03% of portfolio
2,695
Q4 2025 Reduced 24.91%

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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