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 Market Cap. of $200 Billions or more