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
$2.6B
$651 Million 0.02% of portfolio
22,573
Q4 2025 Added 11.88%
$26.6B
$771 Million 0.02% of portfolio
8,037
Q4 2025 Reduced 48.79%
$37.2B
$511 Million 0.02% of portfolio
2,411
Q4 2025 Reduced 35.36%
$22B
$603 Million 0.02% of portfolio
11,930
Q4 2025 Reduced 21.35%
$24.4B
$556 Million 0.02% of portfolio
3,235
Q4 2025 Added 10.11%
$94.5B
$661 Million 0.02% of portfolio
1,798
Q4 2025 Reduced 14.79%
$3.85B
$667 Million 0.02% of portfolio
7,413
Q4 2025 Added 13.38%
$156B
$566 Million 0.02% of portfolio
4,533
Q4 2025 Added 14.35%
$823M
$493 Million 0.02% of portfolio
52,020
Q3 2025 Added 318.84%
$91.4B
$572 Million 0.02% of portfolio
3,408
Q4 2025 Added 26.22%
$7.35B
$541 Million 0.02% of portfolio
17,230
Q4 2025 Added 25.14%
$13.1B
$504 Million 0.02% of portfolio
1,913
Q4 2025 Added 11.29%
$9.75B
$610 Million 0.02% of portfolio
8,573
Q4 2025 Added 10.75%
$148B
$209 Million 0.01% of portfolio
2,230
Q4 2025 New
$838M
$264 Million 0.01% of portfolio
25,639
Q3 2025 New
$124B
$434 Million 0.01% of portfolio
9,157
Q4 2025 Added 18.92%
$123B
$392 Million 0.01% of portfolio
777
Q4 2025 Added 0.39%
$10.5B
$202 Million 0.01% of portfolio
1,600
Q4 2025 New
$31.1B
$364 Million 0.01% of portfolio
3,203
Q4 2025 Reduced 5.88%
$146B
$272 Million 0.01% of portfolio
-
Q4 2025 New
$39.4B
$368 Million 0.01% of portfolio
578
Q4 2025 Added 2.85%
$3.34B
$281 Million 0.01% of portfolio
2,430
Q4 2025 New
$15.3B
$468 Million 0.01% of portfolio
5,428
Q4 2025 Reduced 2.72%
$19.5B
$216 Million 0.01% of portfolio
490
Q4 2025 Added 4.7%
$67.3B
$351 Million 0.01% of portfolio
1,301
Q4 2025 Added 43.92%
$1.75B
$452 Million 0.01% of portfolio
1,736
Q4 2025 Added 12.14%
$27.1B
$319 Million 0.01% of portfolio
481
Q4 2025 Reduced 0.41%
$7.33B
$470 Million 0.01% of portfolio
17,596
Q4 2025 Reduced 5.38%
$5.68B
$213 Million 0.01% of portfolio
1,193
Q4 2025 New
$9.75B
$214 Million 0.01% of portfolio
994
Q4 2025 Reduced 14.53%
$21.9B
$468 Million 0.01% of portfolio
38,800
Q4 2025 Added 10.99%
$23.5B
$376 Million 0.01% of portfolio
647
Q4 2025 Reduced 0.61%
$19.5B
$323 Million 0.01% of portfolio
6,197
Q4 2025 Reduced 7.13%
$41.4B
$388 Million 0.01% of portfolio
3,488
Q4 2025 Added 47.48%
$79.5B
$292 Million 0.01% of portfolio
4,398
Q4 2025 New
$39.1B
$201 Million 0.01% of portfolio
836
Q4 2025 Reduced 26.99%
$20.8B
$241 Million 0.01% of portfolio
1,227
Q4 2025 Reduced 7.88%
$37.9B
$340 Million 0.01% of portfolio
4,314
Q4 2025 Reduced 9.88%
$20.5B
$339 Million 0.01% of portfolio
4,990
Q4 2025 Added 0.65%
$82.8B
$289 Million 0.01% of portfolio
1,060
Q4 2025 Reduced 4.25%
$14.1B
$353 Million 0.01% of portfolio
1,870
Q4 2025 Added 12.58%
$8.79B
$428 Million 0.01% of portfolio
5,445
Q4 2025 New
$4.59B
$333 Million 0.01% of portfolio
5,322
Q4 2025 Added 12.33%
$2.94B
$299 Million 0.01% of portfolio
3,320
Q4 2025 Added 12.2%
$11.9B
$467 Million 0.01% of portfolio
11,924
Q4 2025 Reduced 2.07%
$5.15B
$398 Million 0.01% of portfolio
2,316
Q4 2025 Added 10.13%
$1.87B
$390 Million 0.01% of portfolio
2,244
Q4 2025 Added 29.71%
-
$447 Million 0.01% of portfolio
-
Q4 2025 Reduced 3.76%
$9.23B
$282 Million 0.01% of portfolio
19,858
Q4 2025 Reduced 8.27%

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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