Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025

Diversify Advisory Services, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.61 Trillion distributed in 825 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $200B, Spdr S&P 500 ETF Trust with a value of $161B, Invesco Qqq Trust, Series 1 with a value of $105B, Invesco ETF Tr Ii Sr Ln ETF with a value of $85.5B, and Spdr Gold Trust with a value of $75.8B.

Examining the 13F form we can see an increase of $1.01T in the current position value, from $1.6T to 2.61T.

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 $2.61 Trillion
Technology: $668 Billion
Financial Services: $153 Billion
Communication Services: $139 Billion
Consumer Cyclical: $116 Billion
Healthcare: $87 Billion
Consumer Defensive: $68.1 Billion
Industrials: $61.4 Billion
Energy: $33.7 Billion
Other: $64.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$424B
$200 Billion 7.66% of portfolio
1,093,200
Q2 2025 Added 34.29%
$0
$161 Billion 6.17% of portfolio
250,753
Q2 2025 Added 21.72%
$0
$105 Billion 4.01% of portfolio
180,500
Q2 2025 Added 32.6%
$0
$85.5 Billion 3.27% of portfolio
4,080,657
Q2 2025 Added 4.31%
$116B
$75.8 Billion 2.9% of portfolio
245,968
Q2 2025 Reduced 8.1%
$3.8T
$70.1 Billion 2.68% of portfolio
132,367
Q2 2025 Added 57.51%
$3.84T
$68 Billion 2.6% of portfolio
296,123
Q2 2025 Added 26.38%
$2.36T
$59.1 Billion 2.26% of portfolio
266,806
Q2 2025 Added 48.02%
$1.5T
$47.4 Billion 1.81% of portfolio
233,289
Q2 2025 Added 68.74%
$1.75T
$43.8 Billion 1.68% of portfolio
55,431
Q2 2025 Added 10.4%
$0
$42.4 Billion 1.62% of portfolio
71,768
Q2 2025 Added 26.07%
$140B
$41.6 Billion 1.59% of portfolio
133,009
Q2 2025 Added 4.81%
$257B
$37.3 Billion 1.43% of portfolio
212,973
Q2 2025 Reduced 6.0%
$1.36T
$32.5 Billion 1.24% of portfolio
132,915
Q2 2025 Added 13.26%
$10.7B
$31.1 Billion 1.19% of portfolio
469,752
Q2 2025 Added 4,571.82%
$331B
$28.4 Billion 1.09% of portfolio
151,699
Q2 2025 Added 19.82%
$0
$26.5 Billion 1.01% of portfolio
264,533
Q2 2025 Added 19.67%
$1.52T
$23.4 Billion 0.9% of portfolio
114,727
Q2 2025 Added 8.33%
$21.7B
$22.3 Billion 0.85% of portfolio
941,215
Q2 2025 Reduced 10.11%
Fidelity Wise Origin Bitcoin
-
$22.3 Billion 0.85% of portfolio
-
Q2 2025 New
$0
$22 Billion 0.84% of portfolio
34,038
Q2 2025 Added 1.04%
$0
$20.7 Billion 0.79% of portfolio
385,994
Q2 2025 Added 29.24%
$20.8B
$19.7 Billion 0.75% of portfolio
255,656
Q2 2025 Added 14.6%
$69.7B
$18.4 Billion 0.71% of portfolio
95,543
Q2 2025 Added 9.96%
$60.8B
$18 Billion 0.69% of portfolio
102,470
Q2 2025 Added 20.05%
$0
$16.3 Billion 0.62% of portfolio
71,666
Q2 2025 Added 2,916.25%
$0
$16 Billion 0.61% of portfolio
80,487
Q2 2025 Added 4.75%
$0
$15.3 Billion 0.59% of portfolio
137,745
Q2 2025 New
$0
$14.5 Billion 0.56% of portfolio
281,756
Q2 2025 Added 151.41%
Super Micro Computer Inc
-
$14.1 Billion 0.54% of portfolio
-
Q2 2025 Added 9.72%
$0
$13.5 Billion 0.52% of portfolio
324,699
Q2 2025 Added 25.81%
$320B
$13 Billion 0.5% of portfolio
49,555
Q2 2025 Added 806.77%
$60.5B
$12.9 Billion 0.49% of portfolio
166,185
Q2 2025 Added 886.67%
$0
$12.6 Billion 0.48% of portfolio
55,385
Q2 2025 Added 1,213.06%
$566B
$12.2 Billion 0.47% of portfolio
36,293
Q2 2025 Added 30.15%
$914B
$11.9 Billion 0.45% of portfolio
40,558
Q2 2025 Added 49.19%
Talen Energy Corp
-
$11.8 Billion 0.45% of portfolio
-
Q2 2025 Reduced 22.19%
Tidal Trust I
-
$11.6 Billion 0.44% of portfolio
-
Q2 2025 New
$0
$11 Billion 0.42% of portfolio
237,685
Q2 2025 Added 44.33%
$463B
$10.7 Billion 0.41% of portfolio
61,792
Q2 2025 Added 19.75%
$217M
$10.3 Billion 0.39% of portfolio
750,254
Q2 2025 Added 1.85%
Arm Holdings PLC
-
$10.1 Billion 0.39% of portfolio
-
Q2 2025 Added 7.68%
$0
$10.2 Billion 0.39% of portfolio
198,358
Q2 2025 Added 42.32%
$0
$10.3 Billion 0.39% of portfolio
34,326
Q2 2025 Added 1,050.34%
$1.34T
$9.97 Billion 0.38% of portfolio
29,264
Q2 2025 Added 12.71%
$130B
$9.86 Billion 0.38% of portfolio
56,726
Q2 2025 Added 239.27%
$0
$9.46 Billion 0.36% of portfolio
170,666
Q2 2025 Added 189.0%
$0
$8.74 Billion 0.33% of portfolio
149,618
Q2 2025 Added 73.13%
$0
$8.57 Billion 0.33% of portfolio
91,529
Q2 2025 Added 241.65%

Summary

  • Portfolio
  • No. of Stocks 825
  • Current Value $2.61 Trillion
  • Prior Value $1.6 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 243 stocks
  • Additional Purchases 432 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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