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
$31.1B
$327 Million 0.01% of portfolio
3,403
Q3 2025 Added 0.56%
$173B
$238 Million 0.01% of portfolio
3,869
Q3 2025 Added 2.82%
$27.1B
$250 Million 0.01% of portfolio
483
Q3 2025 Reduced 4.92%
$42.9B
$254 Million 0.01% of portfolio
2,180
Q3 2025 Reduced 12.48%
$9.75B
$231 Million 0.01% of portfolio
1,163
Q3 2025 Reduced 9.78%
$2.94B
$244 Million 0.01% of portfolio
2,959
Q3 2025 Added 2.39%
$70.1B
$223 Million 0.01% of portfolio
1,299
Q3 2025 New
$67.6B
$249 Million 0.01% of portfolio
5,339
Q3 2025 Added 4.54%
$59.1B
$287 Million 0.01% of portfolio
3,632
Q3 2025 Reduced 2.58%
$1.75B
$308 Million 0.01% of portfolio
1,548
Q3 2025 Added 10.73%
$50.2B
$218 Million 0.01% of portfolio
264
Q3 2025 New
$67.3B
$242 Million 0.01% of portfolio
904
Q3 2025 New
$39.1B
$293 Million 0.01% of portfolio
1,145
Q3 2025 Reduced 45.89%
$19.5B
$219 Million 0.01% of portfolio
468
Q3 2025 Added 10.12%
-
$351 Million 0.01% of portfolio
-
Q3 2025 New
$3.54B
$276 Million 0.01% of portfolio
8,406
Q3 2025 Reduced 43.52%
$37.9B
$349 Million 0.01% of portfolio
4,787
Q3 2025 Added 73.57%
$3.63B
$289 Million 0.01% of portfolio
8,261
Q3 2025 Added 8.28%
$14.1B
$289 Million 0.01% of portfolio
1,661
Q3 2025 Added 14.32%
$124B
$292 Million 0.01% of portfolio
7,700
Q3 2025 Added 2.04%
$39.4B
$407 Million 0.01% of portfolio
562
Q3 2025 Added 1.08%
$5.15B
$383 Million 0.01% of portfolio
2,103
Q3 2025 Added 9.99%
$41.2B
$241 Million 0.01% of portfolio
824
Q3 2025 New
$1.13B
$176 Million 0.01% of portfolio
23,710
Q3 2025 Added 21.9%
$143B
$322 Million 0.01% of portfolio
8,160
Q3 2025 New
$7.44B
$255 Million 0.01% of portfolio
1,237
Q3 2025 Reduced 43.75%
$17.4B
$428 Million 0.01% of portfolio
15,097
Q3 2025 Reduced 28.78%
$9.4B
$323 Million 0.01% of portfolio
5,535
Q3 2025 New
$13.3B
$214 Million 0.01% of portfolio
7,002
Q3 2025 New
$14.5B
$275 Million 0.01% of portfolio
682
Q3 2025 Added 5.08%
$46.1B
$386 Million 0.01% of portfolio
4,664
Q3 2025 Added 108.03%
$29.5B
$421 Million 0.01% of portfolio
625
Q3 2025 Added 20.19%
$37.5B
$348 Million 0.01% of portfolio
5,956
Q3 2025 Reduced 36.95%
$2.2B
$330 Million 0.01% of portfolio
4,065
Q3 2025 Reduced 29.62%
-
$221 Million 0.01% of portfolio
-
Q3 2025 Reduced 0.63%
$27.7B
$276 Million 0.01% of portfolio
3,972
Q3 2025 Reduced 3.87%
$20.8B
$275 Million 0.01% of portfolio
2,099
Q3 2025 Added 29.65%
$36B
$299 Million 0.01% of portfolio
3,095
Q3 2025 Reduced 0.29%
$18.3B
$250 Million 0.01% of portfolio
10,040
Q3 2025 New
$4.38B
$349 Million 0.01% of portfolio
7,118
Q3 2025 Reduced 39.82%
$160B
$287 Million 0.01% of portfolio
1,340
Q3 2025 Added 37.44%
$23.2B
$313 Million 0.01% of portfolio
7,627
Q3 2025 Reduced 42.19%
$1.31B
$328 Million 0.01% of portfolio
8,368
Q3 2025 Added 26.44%
$838M
$259 Million 0.01% of portfolio
25,639
Q3 2025 New
-
$292 Million 0.01% of portfolio
-
Q3 2025 New
$11.5B
$267 Million 0.01% of portfolio
5,874
Q3 2025 Reduced 42.45%
$7.33B
$424 Million 0.01% of portfolio
18,596
Q3 2025 Added 3.37%
$14.3B
$310 Million 0.01% of portfolio
11,785
Q3 2025 Reduced 40.49%
$5.38B
$207 Million 0.01% of portfolio
8,909
Q3 2025 Reduced 40.23%

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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