Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025

Diversify Advisory Services, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.98 Trillion distributed in 872 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $222B, Spdr S&P 500 ETF Trust with a value of $177B, Invesco Qqq Trust, Series 1 with a value of $103B, Invesco ETF Tr Ii Sr Ln ETF with a value of $89.4B, and Apple Inc. with a value of $89.1B.

Examining the 13F form we can see an increase of $365B in the current position value, from $2.61T to 2.98T.

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 $2.98 Trillion
Technology: $757 Billion
Communication Services: $166 Billion
Financial Services: $165 Billion
Consumer Cyclical: $128 Billion
Healthcare: $93.4 Billion
Industrials: $62.7 Billion
Consumer Defensive: $60.4 Billion
Energy: $32.6 Billion
Other: $71.5 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.08B
$3.23 Billion 0.11% of portfolio
321,636
Q3 2025 Added 98.86%
$1.23B
$1.63 Billion 0.05% of portfolio
132,924
Q3 2025 New
$1.48B
$1.18 Billion 0.04% of portfolio
31,113
Q3 2025 Added 10.64%
$1.71B
$1.12 Billion 0.04% of portfolio
9,260
Q2 2025 Added 5.71%
$539M
$1.31 Billion 0.04% of portfolio
75,246
Q3 2025 Reduced 0.79%
$1.46B
$1.26 Billion 0.04% of portfolio
35,662
Q3 2025 Added 9.56%
$712M
$457 Million 0.02% of portfolio
13,861
Q3 2025 Added 39.63%
$897M
$536 Million 0.02% of portfolio
38,066
Q3 2025 Added 64.48%
$1.87B
$458 Million 0.02% of portfolio
1,730
Q3 2025 Added 127.63%
$1.3B
$597 Million 0.02% of portfolio
58,865
Q3 2025 Added 0.28%
$1.11B
$502 Million 0.02% of portfolio
27,635
Q3 2025 Added 12.58%
$875M
$595 Million 0.02% of portfolio
18,893
Q3 2025 Added 47.47%
$1.48B
$584 Million 0.02% of portfolio
53,537
Q3 2025 Reduced 2.04%
$317M
$321 Million 0.01% of portfolio
20,441
Q3 2025 Added 0.72%
$1.75B
$308 Million 0.01% of portfolio
1,548
Q3 2025 Added 10.73%
$1.13B
$176 Million 0.01% of portfolio
23,710
Q3 2025 Added 21.9%
$838M
$259 Million 0.01% of portfolio
25,639
Q3 2025 New
$823M
$397 Million 0.01% of portfolio
52,020
Q3 2025 Added 318.84%
$874M
$267 Million 0.01% of portfolio
17,124
Q3 2025 Added 6.53%
$323M
$252 Million 0.01% of portfolio
11,533
Q4 2024 New
$831M
$36.7 Million 0.0% of portfolio
10,100
Q1 2024 New
$699M
$135 Million 0.0% of portfolio
26,108
Q3 2025 Added 1.34%
$833M
$24.6 Million 0.0% of portfolio
10,896
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 872
  • Current Value $2.98 Trillion
  • Prior Value $2.61 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 97 stocks
  • Additional Purchases 402 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 340 stocks
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