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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$177B
$8.27 Billion 0.32% of portfolio
17,717
Q2 2025 Added 35.96%
$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%
$278B
$7.73 Billion 0.3% of portfolio
108,251
Q2 2025 Added 33.64%
$0
$7.9 Billion 0.3% of portfolio
93,275
Q2 2025 Added 0.97%
$290B
$7.48 Billion 0.29% of portfolio
105,773
Q2 2025 Added 21.74%
$813B
$7.26 Billion 0.28% of portfolio
28,604
Q2 2025 Added 103.49%
$571B
$6.93 Billion 0.27% of portfolio
12,071
Q2 2025 Added 44.93%
$313B
$6.82 Billion 0.26% of portfolio
44,145
Q2 2025 Added 59.67%
$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%
$58.5B
$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%
$258B
$6.28 Billion 0.24% of portfolio
37,239
Q2 2025 Added 28.84%
$0
$6.35 Billion 0.24% of portfolio
127,893
Q2 2025 Added 31.4%
$271B
$6.15 Billion 0.24% of portfolio
8,274
Q2 2025 Added 83.17%
Tempus Ai Inc
-
$6.09 Billion 0.23% of portfolio
-
Q2 2025 Added 505.61%
$480B
$5.91 Billion 0.23% of portfolio
55,666
Q2 2025 Added 56.61%
$390B
$6.11 Billion 0.23% of portfolio
30,776
Q2 2025 Added 54.71%
$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%
$427B
$5.73 Billion 0.22% of portfolio
14,459
Q2 2025 Added 61.77%
$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%
$186B
$5.38 Billion 0.21% of portfolio
124,317
Q2 2025 Added 2.49%
$95.7B
$5.55 Billion 0.21% of portfolio
12,736
Q2 2025 Added 45.31%
$0
$5.49 Billion 0.21% of portfolio
64,468
Q2 2025 Added 54.61%
Blackrock ETF Trust Ii
-
$5.1 Billion 0.2% of portfolio
-
Q2 2025 Added 331.72%
$117B
$5.14 Billion 0.2% of portfolio
77,878
Q2 2025 Added 15.16%
$153B
$5.14 Billion 0.2% of portfolio
10,748
Q2 2025 Reduced 6.31%
$547B
$5.11 Billion 0.2% of portfolio
4,173
Q2 2025 Added 36.77%
$91.1B
$5.36 Billion 0.2% of portfolio
71,524
Q2 2025 Added 514.41%
$134B
$5.32 Billion 0.2% of portfolio
24,328
Q2 2025 Added 229.74%
$0
$4.95 Billion 0.19% of portfolio
147,169
Q2 2025 Added 63.76%
$346B
$5.03 Billion 0.19% of portfolio
6,776
Q2 2025 Added 43.07%
$7.21B
$4.97 Billion 0.19% of portfolio
167,846
Q2 2025 Added 15.72%
$0
$4.61 Billion 0.18% of portfolio
87,446
Q2 2025 New
$412B
$4.61 Billion 0.18% of portfolio
97,016
Q2 2025 Added 7.44%
$722B
$4.77 Billion 0.18% of portfolio
7,455
Q2 2025 Added 6.03%
$0
$4.8 Billion 0.18% of portfolio
55,153
Q2 2025 Added 76.33%
$644B
$4.39 Billion 0.17% of portfolio
9,324
Q2 2025 Added 25.95%
$68.8B
$4.37 Billion 0.17% of portfolio
29,169
Q2 2025 Added 79.32%
$186B
$4.47 Billion 0.17% of portfolio
29,109
Q2 2025 Added 104.98%
$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%

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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