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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.41B
$1.31 Billion 0.04% of portfolio
49,631
Q3 2025 Added 15.69%
$9.78B
$1.08 Billion 0.04% of portfolio
25,138
Q3 2025 Added 70.66%
$10.3B
$1.29 Billion 0.04% of portfolio
3,287
Q3 2025 Added 16.19%
$111B
$1.05 Billion 0.04% of portfolio
2,770
Q3 2025 Added 12.46%
-
$1.07 Billion 0.04% of portfolio
34,940
Q3 2025 Added 21.65%
$136B
$1.29 Billion 0.04% of portfolio
3,589
Q3 2025 Reduced 27.1%
$168B
$1.13 Billion 0.04% of portfolio
13,763
Q3 2025 Reduced 0.77%
$33.8B
$1.3 Billion 0.04% of portfolio
1,676
Q3 2025 Added 28.43%
$65.7B
$1.31 Billion 0.04% of portfolio
17,470
Q3 2025 Added 33.33%
$21.2B
$1.2 Billion 0.04% of portfolio
1,987
Q3 2025 Added 11.01%
$191B
$1.07 Billion 0.04% of portfolio
212
Q3 2025 Added 6.53%
$144B
$1.15 Billion 0.04% of portfolio
2,498
Q3 2025 Reduced 6.48%
$79.2B
$1.1 Billion 0.04% of portfolio
24,796
Q3 2025 Reduced 44.79%
$49.5B
$1.07 Billion 0.04% of portfolio
7,398
Q3 2025 Added 182.91%
$31.5B
$1.08 Billion 0.04% of portfolio
16,576
Q3 2025 Added 2.82%
$96.9B
$1.31 Billion 0.04% of portfolio
2,929
Q3 2025 Added 12.18%
$33.9B
$1.08 Billion 0.04% of portfolio
5,017
Q3 2025 Reduced 23.6%
$12.6B
$1.33 Billion 0.04% of portfolio
82,382
Q3 2025 Added 4.61%
$103B
$1.23 Billion 0.04% of portfolio
529
Q3 2025 Added 16.52%
$76.5B
$1.07 Billion 0.04% of portfolio
6,556
Q3 2025 Added 6.46%
$35.1B
$1.06 Billion 0.04% of portfolio
18,127
Q3 2025 New
$10.2B
$1.21 Billion 0.04% of portfolio
68,584
Q3 2025 Added 9.13%
$59.8B
$1.15 Billion 0.04% of portfolio
6,499
Q3 2025 Reduced 30.41%
$53.1B
$1.19 Billion 0.04% of portfolio
3,907
Q3 2025 Added 77.67%
$222B
$1.16 Billion 0.04% of portfolio
2,054
Q3 2025 Reduced 34.15%
$45.6B
$1.16 Billion 0.04% of portfolio
25,086
Q3 2025 Added 7.12%
$98.6B
$1.27 Billion 0.04% of portfolio
13,642
Q3 2025 Reduced 0.14%
$539M
$1.31 Billion 0.04% of portfolio
75,246
Q3 2025 Reduced 0.79%
$64.7B
$1.11 Billion 0.04% of portfolio
10,463
Q3 2025 Reduced 16.05%
$197B
$1.11 Billion 0.04% of portfolio
4,686
Q3 2025 Added 8.47%
$1.46B
$1.26 Billion 0.04% of portfolio
35,662
Q3 2025 Added 9.56%
$10.5B
$1.25 Billion 0.04% of portfolio
11,777
Q3 2025 Reduced 17.55%
$114B
$1.16 Billion 0.04% of portfolio
9,326
Q3 2025 Reduced 18.75%
$73.4B
$780 Million 0.03% of portfolio
21,780
Q3 2025 Reduced 23.66%
$7.95B
$895 Million 0.03% of portfolio
28,379
Q3 2025 Added 8.18%
$16.3B
$769 Million 0.03% of portfolio
3,561
Q3 2025 Added 22.67%
$2.32B
$861 Million 0.03% of portfolio
44,507
Q3 2025 Reduced 0.19%
$328B
$910 Million 0.03% of portfolio
2,948
Q3 2025 Added 23.24%
$35B
$770 Million 0.03% of portfolio
6,966
Q3 2025 Reduced 22.72%
$37.2B
$785 Million 0.03% of portfolio
3,730
Q3 2025 Reduced 28.03%
$14.8B
$975 Million 0.03% of portfolio
7,087
Q3 2025 Reduced 16.78%
$0
$819 Million 0.03% of portfolio
36,185
Q3 2025 Added 11.27%
$177B
$1.04 Billion 0.03% of portfolio
6,430
Q3 2025 Reduced 7.16%
$57.4B
$1.02 Billion 0.03% of portfolio
24,884
Q3 2025 Reduced 2.09%
$51.8B
$802 Million 0.03% of portfolio
3,810
Q3 2025 Reduced 33.67%
$68.7B
$933 Million 0.03% of portfolio
9,918
Q3 2025 Added 64.97%
$46.4B
$887 Million 0.03% of portfolio
3,734
Q3 2025 Reduced 7.67%
$0
$769 Million 0.03% of portfolio
80,317
Q3 2025 Added 25.58%
$150B
$996 Million 0.03% of portfolio
16,422
Q3 2025 Added 1.75%

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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