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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
EMHY Ishares J.P. Morgan Em High Yi ETFs	$0	$1.68 Billion 0.06% of portfolio	41,966	Q3 2025 New
FREL Fidelity Covington Tr Msci Rea ETFs	$0	$1.7 Billion 0.06% of portfolio	62,793	Q3 2025 Added 25.56%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$1.7 Billion 0.06% of portfolio	50,237	Q3 2025 Reduced 0.09%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$1.68 Billion 0.06% of portfolio	6,620	Q3 2025 Added 85.69%
JMUB Jp Morgan Tr Mun ETF (De) ETFs	$0	$1.87 Billion 0.06% of portfolio	36,926	Q3 2025 Reduced 18.22%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$1.74 Billion 0.06% of portfolio	30,924	Q3 2025 Added 19.11%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$1.82 Billion 0.06% of portfolio	65,053	Q3 2025 Added 201.69%
VWOB Vanguard Emerging Mkts Govt Bd ETFs	$0	$1.85 Billion 0.06% of portfolio	27,487	Q3 2025 Added 13.93%
VGT Vanguard Information Technolog ETFs	$0	$1.68 Billion 0.06% of portfolio	2,108	Q3 2025 Added 2.23%

IGM Ishares Expanded Tech Sector E ETFs	$0	$1.87 Billion 0.06% of portfolio	13,932	Q3 2025 Added 4.69%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$1.86 Billion 0.06% of portfolio	18,519	Q3 2025 Reduced 40.39%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$1.86 Billion 0.06% of portfolio	74,029	Q3 2025 Reduced 28.73%
PRFZ Invesco Ftse Rafi Us 1500 Smal ETFs	$0	$1.9 Billion 0.06% of portfolio	41,889	Q3 2025 Added 1.76%
SPMB Spdr Ser Tr Spdr Portfolio Mor ETFs	$0	$1.82 Billion 0.06% of portfolio	80,893	Q3 2025 Reduced 0.21%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$1.69 Billion 0.06% of portfolio	6,502	Q3 2025 Added 6.26%
JPIB Jpmorgan International Bond Op ETFs	$0	$1.76 Billion 0.06% of portfolio	35,998	Q3 2025 New
XCEM Columbia ETF Tr Ii ETFs	$0	$1.71 Billion 0.06% of portfolio	43,982	Q3 2025 Added 17.12%
AZBL Aim ETF Prods Tr Allianzim Us Technology	$0	$1.38 Billion 0.05% of portfolio	35,600	Q3 2025 Reduced 5.07%

SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$1.35 Billion 0.05% of portfolio	31,592	Q3 2025 Reduced 9.92%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$1.4 Billion 0.05% of portfolio	57,876	Q3 2025 Added 2.32%
HYMU Blackrock ETF Tr Ii High Yield	$0	$1.58 Billion 0.05% of portfolio	70,983	Q3 2025 New
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$1.61 Billion 0.05% of portfolio	15,960	Q3 2025 Reduced 2.9%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.53 Billion 0.05% of portfolio	26,477	Q3 2025 Reduced 2.33%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$1.63 Billion 0.05% of portfolio	34,309	Q3 2025 Added 2.66%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$1.41 Billion 0.05% of portfolio	23,544	Q3 2025 Added 3.3%
XLC Select Sector Spdr Tr Communic ETFs	$0	$1.46 Billion 0.05% of portfolio	12,818	Q3 2025 Reduced 2.32%
IMCV Ishares Morningstar Mid Cap Va ETFs	$0	$1.56 Billion 0.05% of portfolio	19,621	Q3 2025 Added 16.96%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$1.57 Billion 0.05% of portfolio	19,114	Q3 2025 Added 14.76%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$1.38 Billion 0.05% of portfolio	3,263	Q3 2025 Reduced 0.43%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$1.28 Billion 0.04% of portfolio	18,145	Q3 2025 Reduced 0.46%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$1.28 Billion 0.04% of portfolio	65,053	Q3 2025 Added 27.06%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$1.21 Billion 0.04% of portfolio	24,028	Q3 2025 Added 13.39%
AVEM American Centy ETF Tr Avantis ETFs	$0	$1.16 Billion 0.04% of portfolio	14,787	Q3 2025 Added 120.21%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$1.11 Billion 0.04% of portfolio	11,572	Q3 2025 Reduced 8.69%
IFRA Ishares Tr ETFs	$0	$1.24 Billion 0.04% of portfolio	23,700	Q3 2025 Added 52.39%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$1.33 Billion 0.04% of portfolio	24,651	Q3 2025 Reduced 14.08%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$1.18 Billion 0.04% of portfolio	39,104	Q3 2025 Added 45.74%
JBBB Janus Detroit Str Tr Henderson ETFs	$0	$1.15 Billion 0.04% of portfolio	24,037	Q3 2025 Added 0.36%
HYG Ishares Tr ETFs	$0	$1.12 Billion 0.04% of portfolio	13,942	Q3 2025 Reduced 18.58%
XJUN Ft Exch Trd Fd Viii Cboe Vest ETFs	$0	$1.21 Billion 0.04% of portfolio	28,579	Q3 2025 Reduced 11.85%
XDEC First Tr ETF Viii Cboe Vest U ETFs	$0	$1.26 Billion 0.04% of portfolio	31,080	Q3 2025 Reduced 7.03%
SCHO Schwab Short Term Us Treasury ETFs	$0	$1.12 Billion 0.04% of portfolio	46,027	Q3 2025 Reduced 60.0%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.21 Billion 0.04% of portfolio	8,376	Q3 2025 Reduced 20.85%
XLU Utilities Sector Spdr ETFs	$0	$1.07 Billion 0.04% of portfolio	11,977	Q3 2025 Reduced 3.66%
LVHI Franklin International Low Vol ETFs	$0	$1.29 Billion 0.04% of portfolio	36,319	Q3 2025 Added 0.86%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$948 Million 0.03% of portfolio	18,747	Q3 2025 Added 6.37%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$955 Million 0.03% of portfolio	8,644	Q3 2025 Reduced 3.99%
VOOV Vanguard S&P 500 Value ETF ETFs	$0	$964 Million 0.03% of portfolio	4,788	Q3 2025 Reduced 2.68%
SHYD Vaneck Short High Yield Muni E ETFs	$0	$979 Million 0.03% of portfolio	42,980	Q3 2025 Added 62.49%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$861 Million 0.03% of portfolio	35,534	Q3 2025 Added 5.84%

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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Diversify Advisory Services, LLC Portfolio Holdings