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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$466B
$222 Billion 7.45% of portfolio
1,072,300
Q3 2025 Reduced 1.91%
$0
$177 Billion 5.95% of portfolio
259,598
Q3 2025 Added 3.53%
$0
$103 Billion 3.47% of portfolio
163,707
Q3 2025 Reduced 9.3%
$0
$89.4 Billion 3.0% of portfolio
4,278,927
Q3 2025 Added 4.86%
$4.39T
$89.1 Billion 2.99% of portfolio
331,041
Q3 2025 Added 11.79%
$132B
$72.6 Billion 2.44% of portfolio
196,783
Q3 2025 Reduced 20.0%
$2.42T
$68.1 Billion 2.29% of portfolio
268,144
Q3 2025 Added 0.5%
$3.75T
$62.6 Billion 2.1% of portfolio
121,054
Q3 2025 Reduced 8.55%
$1.74T
$55.1 Billion 1.85% of portfolio
194,059
Q3 2025 Reduced 16.82%
$1.41T
$54.1 Billion 1.82% of portfolio
84,821
Q3 2025 Added 53.02%
$138B
$48 Billion 1.61% of portfolio
132,384
Q3 2025 Reduced 0.47%
$0
$46.1 Billion 1.55% of portfolio
73,322
Q3 2025 Added 2.17%
$12B
$38.4 Billion 1.29% of portfolio
484,161
Q3 2025 Added 3.07%
$400B
$37.3 Billion 1.25% of portfolio
143,549
Q3 2025 Reduced 32.6%
$1.46T
$36.3 Billion 1.22% of portfolio
119,083
Q3 2025 Reduced 10.41%
$338B
$32.7 Billion 1.1% of portfolio
158,074
Q3 2025 Added 4.2%
$0
$30.5 Billion 1.02% of portfolio
281,014
Q3 2025 Added 6.23%
Tidal Trust I
-
$29.5 Billion 0.99% of portfolio
-
Q3 2025 Added 134.12%
$0
$28.8 Billion 0.97% of portfolio
41,870
Q3 2025 Added 23.01%
$22.7B
$26.2 Billion 0.88% of portfolio
856,158
Q3 2025 Reduced 9.04%
$0
$25.3 Billion 0.85% of portfolio
452,010
Q3 2025 Added 17.1%
$82.2B
$24.6 Billion 0.83% of portfolio
88,706
Q3 2025 Reduced 7.16%
$202M
$24.6 Billion 0.83% of portfolio
1,840,941
Q3 2025 Added 145.38%
$409B
$24.2 Billion 0.81% of portfolio
26,108
Q3 2025 Reduced 4.71%
$61.3B
$22 Billion 0.74% of portfolio
100,539
Q3 2025 Reduced 1.88%
Fidelity Wise Origin Bitcoin
-
$21.7 Billion 0.73% of portfolio
-
Q3 2025 Added 9.16%
$0
$20.3 Billion 0.68% of portfolio
83,736
Q3 2025 Added 51.19%
$311B
$19.6 Billion 0.66% of portfolio
58,841
Q3 2025 Added 18.74%
$0
$17.9 Billion 0.6% of portfolio
83,261
Q3 2025 Added 3.45%
$0
$17.9 Billion 0.6% of portfolio
72,794
Q3 2025 Added 1.57%
$0
$16.2 Billion 0.54% of portfolio
371,337
Q3 2025 Added 14.36%
$16.8B
$15.8 Billion 0.53% of portfolio
219,833
Q3 2025 Reduced 14.01%
$0
$15.9 Billion 0.53% of portfolio
337,981
Q3 2025 Added 42.2%
$74.6B
$15.7 Billion 0.53% of portfolio
173,962
Q3 2025 Added 4.68%
Super Micro Computer Inc
-
$15.3 Billion 0.51% of portfolio
-
Q3 2025 Reduced 0.5%
$1.27T
$15 Billion 0.5% of portfolio
31,936
Q3 2025 Added 9.13%
$0
$14.7 Billion 0.49% of portfolio
142,257
Q3 2025 Added 3.28%
$0
$14.7 Billion 0.49% of portfolio
183,275
Q3 2025 Added 1,252.88%
$0
$12.4 Billion 0.42% of portfolio
238,739
Q3 2025 Reduced 15.27%
$0
$11.5 Billion 0.39% of portfolio
34,293
Q3 2025 Added 32.86%
Talen Energy Corp
-
$11.5 Billion 0.39% of portfolio
-
Q3 2025 Reduced 10.37%
Arm Holdings PLC
-
$11.7 Billion 0.39% of portfolio
-
Q3 2025 Reduced 2.16%
$162B
$11 Billion 0.37% of portfolio
17,410
Q3 2025 Reduced 1.73%
$510B
$10.9 Billion 0.37% of portfolio
58,728
Q3 2025 Reduced 4.96%
$0
$11 Billion 0.37% of portfolio
200,309
Q3 2025 Added 0.98%
$549B
$11 Billion 0.37% of portfolio
32,686
Q3 2025 Reduced 9.94%
$0
$11 Billion 0.37% of portfolio
227,574
Q3 2025 New
$908B
$10.4 Billion 0.35% of portfolio
33,500
Q3 2025 Reduced 17.4%
$258B
$9.78 Billion 0.33% of portfolio
41,690
Q3 2025 Added 406.62%

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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