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
$23.9B
$485 Million 0.02% of portfolio
-
Q4 2025 Reduced 22.3%
$35B
$562 Million 0.02% of portfolio
5,176
Q4 2025 Reduced 25.7%
$50.1B
$740 Million 0.02% of portfolio
3,340
Q4 2025 New
$12.2B
$609 Million 0.02% of portfolio
2,878
Q4 2025 Added 1.8%
$59.6B
$525 Million 0.02% of portfolio
2,851
Q4 2025 Reduced 1.59%
$34.7B
$539 Million 0.02% of portfolio
8,580
Q4 2025 Added 0.14%
$59.7B
$736 Million 0.02% of portfolio
1,425
Q4 2025 Reduced 22.34%
$79.1B
$753 Million 0.02% of portfolio
6,204
Q4 2025 Added 14.7%
$897M
$503 Million 0.02% of portfolio
36,589
Q4 2025 Reduced 3.88%
$222B
$643 Million 0.02% of portfolio
1,039
Q4 2025 Reduced 49.42%
-
$578 Million 0.02% of portfolio
-
Q4 2025 New
$6.15B
$590 Million 0.02% of portfolio
11,562
Q4 2025 Added 10.29%
$120B
$645 Million 0.02% of portfolio
30,258
Q4 2025 Added 8.88%
$12.7B
$712 Million 0.02% of portfolio
7,627
Q4 2025 Added 10.22%
$36B
$595 Million 0.02% of portfolio
24,745
Q4 2025 Reduced 3.13%
$99.5B
$679 Million 0.02% of portfolio
12,284
Q4 2025 Reduced 8.39%
$52.4B
$584 Million 0.02% of portfolio
12,500
Q4 2025 Added 2.6%
$7.95B
$763 Million 0.02% of portfolio
27,045
Q4 2025 Reduced 4.7%
$86.4B
$731 Million 0.02% of portfolio
2,304
Q4 2025 Reduced 44.04%
$20.1B
$517 Million 0.02% of portfolio
807
Q4 2025 Reduced 4.04%
$49.4B
$656 Million 0.02% of portfolio
3,823
Q4 2025 Reduced 2.32%
$14.6B
$615 Million 0.02% of portfolio
49,246
Q4 2025 Added 9.14%
$48.1B
$508 Million 0.02% of portfolio
1,729
Q4 2025 Reduced 4.84%
$0
$589 Million 0.02% of portfolio
28,186
Q4 2025 Added 2.04%
$20.5B
$552 Million 0.02% of portfolio
3,313
Q4 2025 Added 11.85%
$25.8B
$771 Million 0.02% of portfolio
2,871
Q4 2025 Added 8.63%
$9.59B
$481 Million 0.02% of portfolio
1,794
Q4 2025 Added 6.6%
$74.3B
$584 Million 0.02% of portfolio
2,617
Q4 2025 Added 19.72%
$4.04B
$639 Million 0.02% of portfolio
3,399
Q4 2025 Added 6.35%
$15.6B
$531 Million 0.02% of portfolio
20,485
Q4 2025 Reduced 0.61%
$118B
$597 Million 0.02% of portfolio
1,987
Q4 2025 Reduced 11.69%
$8.49B
$717 Million 0.02% of portfolio
1,615
Q4 2025 Added 11.84%
$1.48B
$544 Million 0.02% of portfolio
59,749
Q4 2025 Added 11.6%
$14.3B
$626 Million 0.02% of portfolio
9,170
Q4 2025 Added 20.26%
$0
$756 Million 0.02% of portfolio
65,302
Q3 2025 Added 1.92%
$181B
$517 Million 0.02% of portfolio
6,094
Q4 2025 Reduced 41.29%
$13.3B
$663 Million 0.02% of portfolio
39,799
Q4 2025 Reduced 1.07%
$11.4B
$593 Million 0.02% of portfolio
2,881
Q4 2025 Added 8.43%
$8.46B
$557 Million 0.02% of portfolio
3,439
Q4 2025 Added 14.1%
$79.2B
$733 Million 0.02% of portfolio
17,610
Q4 2025 Reduced 28.98%
$15.6B
$630 Million 0.02% of portfolio
3,325
Q4 2025 Added 6.84%
$96.4B
$644 Million 0.02% of portfolio
5,405
Q4 2025 Added 6.17%
$19.8B
$592 Million 0.02% of portfolio
8,219
Q4 2025 Reduced 3.79%
$68.9B
$750 Million 0.02% of portfolio
2,435
Q4 2025 Reduced 18.01%
$52.1B
$770 Million 0.02% of portfolio
56,582
Q4 2025 Reduced 1.17%
$84.9B
$650 Million 0.02% of portfolio
3,734
Q4 2025 Added 15.85%
$23.1B
$672 Million 0.02% of portfolio
2,336
Q4 2025 Reduced 15.55%
$21.2B
$672 Million 0.02% of portfolio
35,869
Q4 2025 Added 9.58%
$40.2B
$659 Million 0.02% of portfolio
2,312
Q4 2025 New

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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