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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$200 Billion 7.66% of portfolio
1,093,200
Q2 2025 Added 34.29%
$3.95T
$70.1 Billion 2.68% of portfolio
132,367
Q2 2025 Added 57.51%
$3.69T
$68 Billion 2.6% of portfolio
296,123
Q2 2025 Added 26.38%
$2.26T
$59.1 Billion 2.26% of portfolio
266,806
Q2 2025 Added 48.02%
$1.21T
$47.4 Billion 1.81% of portfolio
233,289
Q2 2025 Added 68.74%
$1.78T
$43.8 Billion 1.68% of portfolio
55,431
Q2 2025 Added 10.4%
$127B
$41.6 Billion 1.59% of portfolio
133,009
Q2 2025 Added 4.81%
$282B
$37.3 Billion 1.43% of portfolio
212,973
Q2 2025 Reduced 6.0%
$1.27T
$32.5 Billion 1.24% of portfolio
132,915
Q2 2025 Added 13.26%
$367B
$28.4 Billion 1.09% of portfolio
151,699
Q2 2025 Added 19.82%
$439B
$27.2 Billion 1.04% of portfolio
27,398
Q2 2025 Added 28.95%
$1.24T
$23.4 Billion 0.9% of portfolio
114,727
Q2 2025 Added 8.33%
$18.9B
$22.3 Billion 0.85% of portfolio
941,215
Q2 2025 Reduced 10.11%
$17.6B
$19.7 Billion 0.75% of portfolio
255,656
Q2 2025 Added 14.6%
$61.8B
$18.4 Billion 0.71% of portfolio
95,543
Q2 2025 Added 9.96%
$52.5B
$18 Billion 0.69% of portfolio
102,470
Q2 2025 Added 20.05%
$66.3B
$12.9 Billion 0.49% of portfolio
166,185
Q2 2025 Added 886.67%
$551B
$12.2 Billion 0.47% of portfolio
36,293
Q2 2025 Added 30.15%
$859B
$11.9 Billion 0.45% of portfolio
40,558
Q2 2025 Added 49.19%
$452B
$10.7 Billion 0.41% of portfolio
61,792
Q2 2025 Added 19.75%
$208M
$10.3 Billion 0.39% of portfolio
750,254
Q2 2025 Added 1.85%
$1.08T
$9.97 Billion 0.38% of portfolio
29,264
Q2 2025 Added 12.71%
$123B
$9.86 Billion 0.38% of portfolio
56,726
Q2 2025 Added 239.27%
$136B
$8.27 Billion 0.32% of portfolio
17,717
Q2 2025 Added 35.96%
$293B
$7.73 Billion 0.3% of portfolio
108,251
Q2 2025 Added 33.64%
$306B
$7.48 Billion 0.29% of portfolio
105,773
Q2 2025 Added 21.74%
$684B
$7.26 Billion 0.28% of portfolio
28,604
Q2 2025 Added 103.49%
$548B
$6.93 Billion 0.27% of portfolio
12,071
Q2 2025 Added 44.93%
$302B
$6.82 Billion 0.26% of portfolio
44,145
Q2 2025 Added 59.67%
$261B
$6.28 Billion 0.24% of portfolio
37,239
Q2 2025 Added 28.84%
$254B
$6.15 Billion 0.24% of portfolio
8,274
Q2 2025 Added 83.17%
$442B
$5.91 Billion 0.23% of portfolio
55,666
Q2 2025 Added 56.61%
$351B
$6.11 Billion 0.23% of portfolio
30,776
Q2 2025 Added 54.71%
$405B
$5.73 Billion 0.22% of portfolio
14,459
Q2 2025 Added 61.77%
$182B
$5.38 Billion 0.21% of portfolio
124,317
Q2 2025 Added 2.49%
$93.6B
$5.55 Billion 0.21% of portfolio
12,736
Q2 2025 Added 45.31%
$118B
$5.14 Billion 0.2% of portfolio
77,878
Q2 2025 Added 15.16%
$169B
$5.14 Billion 0.2% of portfolio
10,748
Q2 2025 Reduced 6.31%
$545B
$5.11 Billion 0.2% of portfolio
4,173
Q2 2025 Added 36.77%
$94.4B
$5.36 Billion 0.2% of portfolio
71,524
Q2 2025 Added 514.41%
$135B
$5.32 Billion 0.2% of portfolio
24,328
Q2 2025 Added 229.74%
$295B
$5.03 Billion 0.19% of portfolio
6,776
Q2 2025 Added 43.07%
$6.71B
$4.97 Billion 0.19% of portfolio
167,846
Q2 2025 Added 15.72%
$381B
$4.61 Billion 0.18% of portfolio
97,016
Q2 2025 Added 7.44%
$608B
$4.77 Billion 0.18% of portfolio
7,455
Q2 2025 Added 6.03%
$621B
$4.39 Billion 0.17% of portfolio
9,324
Q2 2025 Added 25.95%
$70.1B
$4.37 Billion 0.17% of portfolio
29,169
Q2 2025 Added 79.32%
$173B
$4.47 Billion 0.17% of portfolio
29,109
Q2 2025 Added 104.98%
$51.4B
$4.23 Billion 0.16% of portfolio
28,569
Q2 2025 Added 2.25%

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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