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
-
$386 Million 0.01% of portfolio
-
Q3 2025 Reduced 6.11%
$44B
$340 Million 0.01% of portfolio
206
Q3 2025 Reduced 52.75%
$39.1B
$242 Million 0.01% of portfolio
3,891
Q3 2025 Reduced 0.89%
$10.4B
$220 Million 0.01% of portfolio
833
Q3 2025 Reduced 33.15%
$6.6B
$276 Million 0.01% of portfolio
4,444
Q3 2025 New
$10.4B
$337 Million 0.01% of portfolio
3,059
Q3 2025 Reduced 62.34%
$823M
$397 Million 0.01% of portfolio
52,020
Q3 2025 Added 318.84%
$11.6B
$297 Million 0.01% of portfolio
4,918
Q3 2025 Reduced 39.69%
$10.6B
$313 Million 0.01% of portfolio
1,936
Q3 2025 Added 20.55%
$84.4B
$366 Million 0.01% of portfolio
1,772
Q3 2025 New
$12.5B
$242 Million 0.01% of portfolio
763
Q3 2025 Reduced 12.9%
$74.9B
$378 Million 0.01% of portfolio
1,555
Q3 2025 Reduced 36.22%
$70.3B
$307 Million 0.01% of portfolio
18,698
Q3 2025 Reduced 38.61%
$874M
$267 Million 0.01% of portfolio
17,124
Q3 2025 Added 6.53%
$70.2B
$365 Million 0.01% of portfolio
11,957
Q3 2025 Reduced 3.93%
$2.24B
$419 Million 0.01% of portfolio
23,534
Q3 2025 Added 5.32%
$13.5B
$318 Million 0.01% of portfolio
3,904
Q3 2025 Reduced 35.95%
$46.8B
$381 Million 0.01% of portfolio
394
Q3 2025 New
$5.91B
$412 Million 0.01% of portfolio
43,716
Q3 2025 New
$11.2B
$339 Million 0.01% of portfolio
1,588
Q3 2025 New
$18.7B
$230 Million 0.01% of portfolio
1,007
Q3 2025 Added 4.46%
$2.66B
$338 Million 0.01% of portfolio
2,596
Q3 2025 Added 15.17%
$11.7B
$328 Million 0.01% of portfolio
3,590
Q3 2025 Added 12.96%
$86.7B
$328 Million 0.01% of portfolio
570
Q3 2025 Reduced 30.99%
$37B
$202 Million 0.01% of portfolio
2,243
Q3 2025 New
$8.56B
$217 Million 0.01% of portfolio
2,721
Q3 2025 New
$9.97B
$283 Million 0.01% of portfolio
1,529
Q3 2025 Reduced 3.41%
$323M
$252 Million 0.01% of portfolio
11,533
Q4 2024 New
$17.2B
$380 Million 0.01% of portfolio
3,556
Q3 2025 Reduced 42.16%
$5.16B
$341 Million 0.01% of portfolio
1,786
Q3 2025 New
$32.8B
$445 Million 0.01% of portfolio
27,969
Q3 2025 Reduced 10.37%
$6.2B
$212 Million 0.01% of portfolio
2,312
Q3 2025 Reduced 19.02%
$11.9B
$276 Million 0.01% of portfolio
7,576
Q3 2025 Reduced 47.99%
$2.53B
$315 Million 0.01% of portfolio
7,099
Q3 2025 Reduced 60.63%
$109B
$438 Million 0.01% of portfolio
8,922
Q3 2025 Reduced 1.05%
$38.8B
$326 Million 0.01% of portfolio
1,871
Q3 2025 Reduced 0.05%
$56.3B
$371 Million 0.01% of portfolio
22,998
Q3 2025 Reduced 1.63%
$0
$389 Million 0.01% of portfolio
26,241
Q4 2024 Reduced 2.42%
$0
$336 Million 0.01% of portfolio
11,865
Q2 2025 Added 0.59%
$0
$269 Million 0.01% of portfolio
15,219
Q3 2025 Reduced 7.59%
$3.47B
$250 Million 0.01% of portfolio
14,546
Q3 2025 Reduced 1.66%
$74.3B
$399 Million 0.01% of portfolio
2,186
Q3 2025 Reduced 13.29%
$9.59B
$437 Million 0.01% of portfolio
1,683
Q3 2025 Reduced 7.12%
$28.7B
$265 Million 0.01% of portfolio
4,527
Q3 2025 Added 3.4%
$205B
$304 Million 0.01% of portfolio
2,060
Q3 2025 Reduced 44.1%
$20.5B
$356 Million 0.01% of portfolio
4,958
Q3 2025 Added 11.67%
$5.53B
$229 Million 0.01% of portfolio
19,258
Q3 2025 Reduced 13.28%
$7.21B
$204 Million 0.01% of portfolio
476
Q3 2025 New
$34.1B
$350 Million 0.01% of portfolio
2,203
Q3 2025 Added 9.01%

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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