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
$103B
$885 Million 0.03% of portfolio
6,733
Q4 2025 Added 5.85%
$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%
$539M
$1.01 Billion 0.03% of portfolio
75,246
Q3 2025 Reduced 0.79%
$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%
$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%
$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%
$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%
$5.6B
$935 Million 0.03% of portfolio
78,390
Q4 2025 Added 5.1%
$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%
$33.9B
$1.03 Billion 0.03% of portfolio
4,660
Q4 2025 Reduced 7.12%
$136B
$981 Million 0.03% of portfolio
2,695
Q4 2025 Reduced 24.91%
$132B
$914 Million 0.03% of portfolio
4,165
Q4 2025 Reduced 0.02%
$10.6B
$1.06 Billion 0.03% of portfolio
48,741
Q4 2025 Added 8.32%
$89.3B
$819 Million 0.03% of portfolio
6,747
Q4 2025 Reduced 4.7%
$86B
$905 Million 0.03% of portfolio
34,565
Q4 2025 Added 9.32%
$72.4B
$825 Million 0.03% of portfolio
2,399
Q4 2025 Reduced 8.75%
$3.16B
$793 Million 0.03% of portfolio
40,414
Q4 2025 Added 5.48%
$13.5B
$518 Million 0.02% of portfolio
3,175
Q4 2025 Reduced 42.69%
$5.08B
$578 Million 0.02% of portfolio
49,158
Q4 2025 Added 4.89%
$7.8B
$572 Million 0.02% of portfolio
4,903
Q4 2025 Added 3.18%
$107B
$608 Million 0.02% of portfolio
644
Q4 2025 Reduced 44.82%
$7.32B
$521 Million 0.02% of portfolio
7,972
Q4 2025 Reduced 29.79%
$1.08B
$645 Million 0.02% of portfolio
65,039
Q4 2025 Reduced 79.78%
$23.9B
$614 Million 0.02% of portfolio
4,607
Q4 2025 Reduced 14.69%
$39.8B
$697 Million 0.02% of portfolio
16,320
Q4 2025 Reduced 1.83%
$45.2B
$674 Million 0.02% of portfolio
1,119
Q4 2025 Reduced 11.4%
$53.5B
$588 Million 0.02% of portfolio
10,399
Q4 2025 Added 4.38%
$63.4B
$534 Million 0.02% of portfolio
1,334
Q4 2025 Reduced 15.25%
$87.8B
$722 Million 0.02% of portfolio
1,339
Q4 2025 Reduced 21.56%
$46.4B
$638 Million 0.02% of portfolio
3,413
Q4 2025 Reduced 8.6%
$0
$755 Million 0.02% of portfolio
76,134
Q4 2025 Reduced 5.21%
$46.8B
$586 Million 0.02% of portfolio
548
Q4 2025 Added 39.09%
$51.8B
$553 Million 0.02% of portfolio
2,331
Q4 2025 Reduced 38.82%
$109B
$510 Million 0.02% of portfolio
8,187
Q4 2025 Reduced 8.24%
$283B
$520 Million 0.02% of portfolio
3,602
Q4 2025 Reduced 30.62%
$65.7B
$479 Million 0.02% of portfolio
1,647
Q4 2025 Added 2.74%
$1.3B
$688 Million 0.02% of portfolio
65,158
Q4 2025 Added 10.69%
$33.6B
$677 Million 0.02% of portfolio
4,740
Q4 2025 Reduced 14.56%

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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