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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$209 Billion 6.61% of portfolio
1,121,998
Q4 2025 Added 4.63%
$4.3T
$90.6 Billion 2.87% of portfolio
354,646
Q4 2025 Added 7.13%
$2.39T
$62.9 Billion 1.99% of portfolio
262,935
Q4 2025 Reduced 1.94%
$1.65T
$60.4 Billion 1.91% of portfolio
182,961
Q4 2025 Reduced 5.72%
$3.78T
$49.7 Billion 1.57% of portfolio
108,012
Q4 2025 Reduced 10.77%
$139B
$48.6 Billion 1.54% of portfolio
138,148
Q4 2025 Added 4.35%
$1.37T
$42.3 Billion 1.34% of portfolio
68,142
Q4 2025 Reduced 19.66%
$1.46T
$38.2 Billion 1.21% of portfolio
111,445
Q4 2025 Reduced 6.41%
$1.74T
$37.2 Billion 1.18% of portfolio
112,556
Q4 2025 Reduced 0.81%
$388B
$31.6 Billion 1.0% of portfolio
136,293
Q4 2025 Reduced 5.05%
$404B
$27.3 Billion 0.86% of portfolio
28,333
Q4 2025 Added 8.52%
$200M
$27.2 Billion 0.86% of portfolio
1,834,341
Q4 2025 Reduced 0.36%
$342B
$26.1 Billion 0.83% of portfolio
152,655
Q4 2025 Reduced 3.43%
$22.2B
$21.8 Billion 0.69% of portfolio
832,681
Q4 2025 Reduced 2.74%
$61.4B
$19 Billion 0.6% of portfolio
101,272
Q4 2025 Added 0.73%
$1.29T
$18.9 Billion 0.6% of portfolio
43,158
Q4 2025 Added 35.14%
$300B
$18.1 Billion 0.57% of portfolio
54,743
Q4 2025 Reduced 6.96%
$16.2B
$16.5 Billion 0.52% of portfolio
221,156
Q4 2025 Added 0.6%
$268B
$14.4 Billion 0.45% of portfolio
39,583
Q4 2025 Reduced 5.05%
$522B
$12.5 Billion 0.4% of portfolio
57,273
Q4 2025 Reduced 2.48%
$73.7B
$11.9 Billion 0.38% of portfolio
147,542
Q4 2025 Reduced 15.19%
$533B
$11 Billion 0.35% of portfolio
33,513
Q4 2025 Added 2.53%
$303B
$10.8 Billion 0.34% of portfolio
65,121
Q4 2025 Added 57.02%
$490B
$10.5 Billion 0.33% of portfolio
80,699
Q4 2025 Added 53.86%
$881B
$10.1 Billion 0.32% of portfolio
32,263
Q4 2025 Reduced 3.69%
$405B
$9.33 Billion 0.3% of portfolio
6,870
Q4 2025 Added 6.1%
$98.1B
$8.39 Billion 0.27% of portfolio
51,321
Q4 2025 Reduced 2.24%
$319B
$8.29 Billion 0.26% of portfolio
110,243
Q4 2025 Added 5.17%
$971B
$7.87 Billion 0.25% of portfolio
7,582
Q4 2025 Reduced 0.01%
$512B
$7.2 Billion 0.23% of portfolio
13,350
Q4 2025 Added 4.58%
$237B
$7.22 Billion 0.23% of portfolio
41,557
Q4 2025 Added 1.14%
$163B
$6.69 Billion 0.21% of portfolio
11,767
Q4 2025 Reduced 32.41%
$306B
$6.65 Billion 0.21% of portfolio
94,366
Q4 2025 Added 1.2%
$593B
$6.73 Billion 0.21% of portfolio
35,228
Q4 2025 Added 60.88%
$414B
$6.52 Billion 0.21% of portfolio
30,426
Q4 2025 Reduced 1.3%
$193B
$6.28 Billion 0.2% of portfolio
11,744
Q4 2025 Added 2.54%
$115B
$5.95 Billion 0.19% of portfolio
13,119
Q4 2025 Added 2.13%
$172B
$5.62 Billion 0.18% of portfolio
144,308
Q4 2025 Added 7.15%
$237B
$5.58 Billion 0.18% of portfolio
24,562
Q4 2025 Added 67.75%
$265B
$5.36 Billion 0.17% of portfolio
5,574
Q4 2025 Reduced 9.94%
$55.7B
$5.5 Billion 0.17% of portfolio
28,599
Q4 2025 Added 0.27%
$367B
$5.33 Billion 0.17% of portfolio
14,016
Q4 2025 Reduced 1.37%
$413B
$5.24 Billion 0.17% of portfolio
98,958
Q4 2025 Reduced 0.17%
$104B
$4.9 Billion 0.16% of portfolio
79,310
Q4 2025 Reduced 0.35%
$136B
$4.93 Billion 0.16% of portfolio
21,483
Q4 2025 Reduced 5.01%
$662B
$4.9 Billion 0.16% of portfolio
9,935
Q4 2025 Added 8.61%
$161B
$5.05 Billion 0.16% of portfolio
3,224
Q4 2025 Added 39.75%
$79.2B
$4.74 Billion 0.15% of portfolio
73,687
Q4 2025 Added 0.55%
$151B
$4.59 Billion 0.15% of portfolio
15,490
Q4 2025 Added 38.89%

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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