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
$643 Million 0.02% of portfolio
5,296
Q2 2025 Reduced 40.39%
$0
$596 Million 0.02% of portfolio
8,442
Q2 2025 New
$0
$571 Million 0.02% of portfolio
11,293
Q2 2025 Reduced 10.88%
$0
$400 Million 0.02% of portfolio
3,628
Q2 2025 Reduced 60.99%
$0
$471 Million 0.02% of portfolio
9,252
Q2 2025 Reduced 25.85%
$0
$572 Million 0.02% of portfolio
1,622
Q2 2025 Added 28.22%
$0
$530 Million 0.02% of portfolio
10,093
Q2 2025 New
$0
$408 Million 0.02% of portfolio
3,390
Q2 2025 New
$0
$306 Million 0.01% of portfolio
3,890
Q2 2025 New
$0
$375 Million 0.01% of portfolio
3,542
Q2 2025 Added 5.35%
$0
$300 Million 0.01% of portfolio
1,044
Q2 2025 Reduced 1.97%
$0
$287 Million 0.01% of portfolio
967
Q2 2025 Added 20.27%
$0
$245 Million 0.01% of portfolio
2,509
Q2 2025 New
$0
$313 Million 0.01% of portfolio
3,224
Q2 2025 Reduced 5.23%
$0
$209 Million 0.01% of portfolio
12,441
Q2 2025 New
$0
$225 Million 0.01% of portfolio
4,567
Q2 2025 New
$0
$240 Million 0.01% of portfolio
6,732
Q2 2024 New
$0
$235 Million 0.01% of portfolio
3,981
Q2 2025 New
$0
$303 Million 0.01% of portfolio
8,520
Q1 2025 Reduced 28.52%
$0
$224 Million 0.01% of portfolio
4,584
Q2 2025 New
$0
$307 Million 0.01% of portfolio
5,282
Q2 2024 New
$0
$210 Million 0.01% of portfolio
4,185
Q2 2025 New
$0
$387 Million 0.01% of portfolio
6,456
Q2 2025 Added 0.59%
$0
$273 Million 0.01% of portfolio
1,684
Q2 2025 New
$0
$230 Million 0.01% of portfolio
2,018
Q2 2025 New
$0
$202 Million 0.01% of portfolio
2,278
Q2 2025 New
$0
$332 Million 0.01% of portfolio
1,592
Q2 2025 New
$0
$226 Million 0.01% of portfolio
4,967
Q2 2025 New
$0
$391 Million 0.01% of portfolio
9,519
Q2 2025 Added 9.36%
$0
$341 Million 0.01% of portfolio
3,288
Q2 2025 New
$0
$209 Million 0.01% of portfolio
8,140
Q2 2025 Added 0.78%
$0
$227 Million 0.01% of portfolio
10,333
Q2 2025 New
$0
$233 Million 0.01% of portfolio
10,000
Q2 2024 New
$0
$232 Million 0.01% of portfolio
10,023
Q2 2025 Reduced 38.31%
$0
$262 Million 0.01% of portfolio
2,767
Q2 2025 New
$0
$230 Million 0.01% of portfolio
1,457
Q2 2025 Reduced 29.72%
$0
$385 Million 0.01% of portfolio
6,169
Q2 2025 New
$0
$218 Million 0.01% of portfolio
7,321
Q2 2025 New
$0
$349 Million 0.01% of portfolio
5,393
Q2 2025 Reduced 75.47%
$18B
$213 Million 0.01% of portfolio
6,201
Q2 2025 New
$0
$273 Million 0.01% of portfolio
7,194
Q2 2025 Reduced 10.33%
$0
$283 Million 0.01% of portfolio
1,913
Q2 2025 New
$0
$210 Million 0.01% of portfolio
8,955
Q2 2025 Reduced 8.99%
$0
$255 Million 0.01% of portfolio
10,272
Q2 2025 Reduced 50.0%
$0
$354 Million 0.01% of portfolio
7,922
Q2 2025 Added 4.62%
$0
$220 Million 0.01% of portfolio
8,964
Q2 2025 New
$0
$347 Million 0.01% of portfolio
15,015
Q2 2025 Reduced 42.88%
$0
$237 Million 0.01% of portfolio
9,686
Q1 2025 Reduced 38.25%
$0
$216 Million 0.01% of portfolio
9,169
Q2 2025 Added 0.73%

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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