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
$2.71 Billion 0.1% of portfolio
19,321
Q2 2025 Added 247.69%
$17.7B
$2.61 Billion 0.1% of portfolio
10,257
Q2 2025 Added 64.8%
$0
$2.5 Billion 0.1% of portfolio
81,441
Q2 2025 Reduced 0.41%
$152B
$2.7 Billion 0.1% of portfolio
11,351
Q2 2025 Added 29.8%
$86.7B
$2.52 Billion 0.1% of portfolio
12,030
Q2 2025 Added 420.55%
$195B
$2.74 Billion 0.1% of portfolio
18,646
Q2 2025 Added 68.0%
$0
$2.49 Billion 0.1% of portfolio
43,561
Q2 2025 Reduced 31.2%
$206B
$2.59 Billion 0.1% of portfolio
32,256
Q2 2025 Added 94.08%
$0
$2.61 Billion 0.1% of portfolio
103,875
Q2 2025 Reduced 17.97%
$22.9B
$2.27 Billion 0.09% of portfolio
13,694
Q2 2025 Added 45.17%
$71.9B
$2.23 Billion 0.09% of portfolio
38,579
Q2 2025 Added 53.02%
$49.2B
$2.38 Billion 0.09% of portfolio
19,544
Q2 2025 Added 9.69%
$85.9B
$2.32 Billion 0.09% of portfolio
5,200
Q2 2025 Added 323.45%
$0
$2.28 Billion 0.09% of portfolio
4,922
Q2 2025 Added 3.32%
$0
$2.42 Billion 0.09% of portfolio
5,795
Q2 2025 Added 35.37%
$211B
$2.26 Billion 0.09% of portfolio
79,434
Q2 2025 Added 22.81%
$267B
$2.38 Billion 0.09% of portfolio
16,148
Q2 2025 Added 90.87%
$20.3B
$2.25 Billion 0.09% of portfolio
10,067
Q2 2025 Added 190.37%
$0
$2.46 Billion 0.09% of portfolio
5,462
Q2 2025 New
$232B
$2.43 Billion 0.09% of portfolio
10,345
Q2 2025 Added 43.86%
$0
$2.23 Billion 0.09% of portfolio
45,155
Q2 2025 New
$13.7B
$2.42 Billion 0.09% of portfolio
27,086
Q2 2025 Added 0.71%
$90.3B
$2.15 Billion 0.08% of portfolio
44,911
Q2 2025 Added 240.03%
$0
$2.13 Billion 0.08% of portfolio
23,279
Q2 2025 Reduced 53.82%
$46.5B
$2.15 Billion 0.08% of portfolio
27,948
Q2 2025 Added 18.17%
$233B
$2.21 Billion 0.08% of portfolio
14,223
Q2 2025 Added 28.62%
$0
$1.97 Billion 0.08% of portfolio
16,976
Q2 2025 Added 32.08%
Blackrock Inc
-
$1.97 Billion 0.08% of portfolio
-
Q2 2025 Added 285.71%
$313B
$2.04 Billion 0.08% of portfolio
25,718
Q2 2025 Added 51.25%
Arista Networks Inc
-
$2.14 Billion 0.08% of portfolio
-
Q2 2025 Added 16.11%
Astera Labs Inc
-
$2.01 Billion 0.08% of portfolio
-
Q2 2025 New
$94.3B
$2.18 Billion 0.08% of portfolio
7,892
Q2 2025 Added 21.34%
$0
$1.98 Billion 0.08% of portfolio
81,990
Q2 2025 New
$0
$2.21 Billion 0.08% of portfolio
42,105
Q2 2025 Added 17.29%
$135B
$2.18 Billion 0.08% of portfolio
88,366
Q2 2025 Added 59.81%
$0
$1.96 Billion 0.08% of portfolio
17,142
Q2 2025 Added 33.29%
$0
$2.07 Billion 0.08% of portfolio
15,656
Q2 2025 Added 13.65%
$0
$2.05 Billion 0.08% of portfolio
46,317
Q2 2025 Added 31.52%
$3.49B
$1.98 Billion 0.08% of portfolio
106,882
Q2 2025 New
$0
$2.09 Billion 0.08% of portfolio
59,350
Q2 2025 Added 30.35%
$241B
$1.79 Billion 0.07% of portfolio
23,805
Q2 2025 Added 11.34%
$1.25B
$1.75 Billion 0.07% of portfolio
161,741
Q2 2025 Added 188.82%
$96.8B
$1.87 Billion 0.07% of portfolio
20,015
Q2 2025 Added 63.41%
$143B
$1.85 Billion 0.07% of portfolio
4,923
Q2 2025 Added 811.67%
$145B
$1.94 Billion 0.07% of portfolio
5,327
Q2 2025 Added 223.63%
$177B
$1.9 Billion 0.07% of portfolio
3,395
Q2 2025 Added 288.44%
$39.2B
$1.71 Billion 0.07% of portfolio
6,567
Q2 2025 New
$167B
$1.77 Billion 0.07% of portfolio
17,966
Q2 2025 Added 78.75%
$0
$1.76 Billion 0.07% of portfolio
45,219
Q2 2025 Reduced 4.84%

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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