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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$106B
$75.8 Billion 2.9% of portfolio
245,968
Q2 2025 Reduced 8.1%
$0
$42.4 Billion 1.62% of portfolio
71,768
Q2 2025 Added 26.07%
$9.76B
$31.1 Billion 1.19% of portfolio
469,752
Q2 2025 Added 4,571.82%
$0
$26.5 Billion 1.01% of portfolio
264,533
Q2 2025 Added 19.67%
$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%
$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%
$0
$13.5 Billion 0.52% of portfolio
324,699
Q2 2025 Added 25.81%
$0
$12.6 Billion 0.48% of portfolio
55,385
Q2 2025 Added 1,213.06%
$0
$11 Billion 0.42% of portfolio
237,685
Q2 2025 Added 44.33%
$0
$10.3 Billion 0.39% of portfolio
34,326
Q2 2025 Added 1,050.34%
$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%
$0
$8.71 Billion 0.33% of portfolio
73,321
Q2 2025 Added 70.32%
$0
$8.59 Billion 0.33% of portfolio
92,492
Q2 2025 Added 9.79%
$0
$8.16 Billion 0.31% of portfolio
25,811
Q2 2025 Reduced 19.94%
$0
$7.76 Billion 0.3% of portfolio
99,661
Q2 2025 Added 471.39%
$0
$7.9 Billion 0.3% of portfolio
345,388
Q2 2025 Added 22.13%
$0
$7.9 Billion 0.3% of portfolio
93,275
Q2 2025 Added 0.97%
$0
$6.63 Billion 0.25% of portfolio
143,682
Q2 2025 Reduced 23.62%
$0
$6.46 Billion 0.25% of portfolio
67,753
Q2 2025 Added 744.17%
$53.5B
$6.52 Billion 0.25% of portfolio
103,288
Q2 2025 Added 1.97%
$0
$6.54 Billion 0.25% of portfolio
62,289
Q2 2025 Added 21.38%
$0
$6.66 Billion 0.25% of portfolio
281,431
Q2 2025 Added 32.76%
$0
$6.35 Billion 0.24% of portfolio
127,893
Q2 2025 Added 31.4%
$0
$5.98 Billion 0.23% of portfolio
118,019
Q2 2025 Reduced 19.6%
$0
$5.63 Billion 0.22% of portfolio
20,985
Q2 2025 Added 16.22%
$0
$5.69 Billion 0.22% of portfolio
224,274
Q2 2025 Added 317.45%
$0
$5.76 Billion 0.22% of portfolio
90,404
Q2 2025 Added 80.39%
$0
$5.49 Billion 0.21% of portfolio
64,468
Q2 2025 Added 54.61%
$0
$4.95 Billion 0.19% of portfolio
147,169
Q2 2025 Added 63.76%
$0
$4.61 Billion 0.18% of portfolio
87,446
Q2 2025 New
$0
$4.8 Billion 0.18% of portfolio
55,153
Q2 2025 Added 76.33%
$0
$4.22 Billion 0.16% of portfolio
22,535
Q2 2025 Reduced 26.91%
$0
$4.28 Billion 0.16% of portfolio
68,911
Q2 2025 Added 60.07%
$0
$4.2 Billion 0.16% of portfolio
94,241
Q2 2025 Added 18.39%
$0
$3.94 Billion 0.15% of portfolio
154,716
Q2 2025 Added 23.88%
$0
$4.05 Billion 0.15% of portfolio
195,377
Q2 2025 Reduced 17.95%
$0
$3.88 Billion 0.15% of portfolio
89,896
Q2 2025 Reduced 0.76%
$0
$3.57 Billion 0.14% of portfolio
43,013
Q2 2025 Added 26.23%
$0
$3.78 Billion 0.14% of portfolio
32,656
Q2 2025 Reduced 22.03%
$0
$3.64 Billion 0.14% of portfolio
185,983
Q2 2025 Reduced 0.81%

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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