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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$539M
$1.31 Billion 0.04% of portfolio
75,246
Q3 2025 Reduced 0.79%
$64.7B
$1.11 Billion 0.04% of portfolio
10,463
Q3 2025 Reduced 16.05%
$0
$1.21 Billion 0.04% of portfolio
8,376
Q3 2025 Reduced 20.85%
$197B
$1.11 Billion 0.04% of portfolio
4,686
Q3 2025 Added 8.47%
$0
$1.07 Billion 0.04% of portfolio
11,977
Q3 2025 Reduced 3.66%
$0
$1.29 Billion 0.04% of portfolio
36,319
Q3 2025 Added 0.86%
$1.46B
$1.26 Billion 0.04% of portfolio
35,662
Q3 2025 Added 9.56%
$10.5B
$1.25 Billion 0.04% of portfolio
11,777
Q3 2025 Reduced 17.55%
$114B
$1.16 Billion 0.04% of portfolio
9,326
Q3 2025 Reduced 18.75%
$0
$948 Million 0.03% of portfolio
18,747
Q3 2025 Added 6.37%
$73.4B
$780 Million 0.03% of portfolio
21,780
Q3 2025 Reduced 23.66%
$7.95B
$895 Million 0.03% of portfolio
28,379
Q3 2025 Added 8.18%
$0
$955 Million 0.03% of portfolio
8,644
Q3 2025 Reduced 3.99%
$16.3B
$769 Million 0.03% of portfolio
3,561
Q3 2025 Added 22.67%
$2.32B
$861 Million 0.03% of portfolio
44,507
Q3 2025 Reduced 0.19%
$0
$964 Million 0.03% of portfolio
4,788
Q3 2025 Reduced 2.68%
$328B
$910 Million 0.03% of portfolio
2,948
Q3 2025 Added 23.24%
$35B
$770 Million 0.03% of portfolio
6,966
Q3 2025 Reduced 22.72%
$0
$861 Million 0.03% of portfolio
35,534
Q3 2025 Added 5.84%
$37.2B
$785 Million 0.03% of portfolio
3,730
Q3 2025 Reduced 28.03%
Ge Vernova Inc
-
$964 Million 0.03% of portfolio
-
Q3 2025 Reduced 11.48%
$14.8B
$975 Million 0.03% of portfolio
7,087
Q3 2025 Reduced 16.78%
$0
$819 Million 0.03% of portfolio
36,185
Q3 2025 Added 11.27%
$177B
$1.04 Billion 0.03% of portfolio
6,430
Q3 2025 Reduced 7.16%
$57.4B
$1.02 Billion 0.03% of portfolio
24,884
Q3 2025 Reduced 2.09%
$51.8B
$802 Million 0.03% of portfolio
3,810
Q3 2025 Reduced 33.67%
$68.7B
$933 Million 0.03% of portfolio
9,918
Q3 2025 Added 64.97%
$46.4B
$887 Million 0.03% of portfolio
3,734
Q3 2025 Reduced 7.67%
$0
$769 Million 0.03% of portfolio
80,317
Q3 2025 Added 25.58%
$150B
$996 Million 0.03% of portfolio
16,422
Q3 2025 Added 1.75%
$11B
$907 Million 0.03% of portfolio
11,212
Q3 2025 Added 76.54%
$89.7B
$967 Million 0.03% of portfolio
5,457
Q3 2025 Reduced 14.68%
Bitwise Bitcoin ETF Tr
-
$873 Million 0.03% of portfolio
-
Q3 2025 New
$0
$895 Million 0.03% of portfolio
5,799
Q3 2025 Reduced 3.06%
$181B
$1.04 Billion 0.03% of portfolio
10,380
Q3 2025 Added 9.92%
$59.7B
$818 Million 0.03% of portfolio
1,835
Q3 2025 Reduced 36.24%
$6.39B
$842 Million 0.03% of portfolio
16,079
Q3 2025 Added 96.64%
$0
$917 Million 0.03% of portfolio
20,748
Q3 2025 Added 22.42%
$79.1B
$851 Million 0.03% of portfolio
5,409
Q3 2025 Added 7.45%
$0
$895 Million 0.03% of portfolio
9,330
Q3 2025 Added 21.23%
Crane Company
-
$745 Million 0.03% of portfolio
-
Q3 2025 Added 20.68%
$17.7B
$861 Million 0.03% of portfolio
7,664
Q3 2025 Added 10.24%
$99.7B
$772 Million 0.03% of portfolio
3,942
Q3 2025 Added 22.31%
$52.1B
$745 Million 0.03% of portfolio
57,252
Q3 2025 Added 0.48%
$0
$795 Million 0.03% of portfolio
17,000
Q2 2024 New
$0
$828 Million 0.03% of portfolio
9,821
Q3 2025 Reduced 0.41%
$0
$1.02 Billion 0.03% of portfolio
35,524
Q3 2025 Reduced 0.05%
$0
$807 Million 0.03% of portfolio
27,372
Q3 2025 Added 1.82%
$53.8B
$968 Million 0.03% of portfolio
4,620
Q3 2025 Added 380.75%

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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