Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $3.16 Trillion
  • Q4 2025

Diversify Advisory Services, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $3.16 Trillion distributed in 913 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $209B, Nvidia Corp with a value of $209B, Invesco Qqq Trust, Series 1 with a value of $106B, Invesco ETF Tr Ii Sr Ln ETF with a value of $91B, and Apple Inc. with a value of $90.6B.

Examining the 13F form we can see an increase of $180B in the current position value, from $2.98T to 3.16T.

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 $3.16 Trillion
Technology: $699 Billion
Financial Services: $168 Billion
Communication Services: $165 Billion
Consumer Cyclical: $131 Billion
Healthcare: $94.6 Billion
Industrials: $68.7 Billion
Consumer Defensive: $64.8 Billion
Energy: $41.7 Billion
Other: $74.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.2B
$609 Million 0.02% of portfolio
2,878
Q4 2025 Added 1.8%
$0
$659 Million 0.02% of portfolio
27,040
Q4 2025 Reduced 41.25%
$59.6B
$525 Million 0.02% of portfolio
2,851
Q4 2025 Reduced 1.59%
$0
$533 Million 0.02% of portfolio
21,132
Q4 2025 Reduced 6.57%
$34.7B
$539 Million 0.02% of portfolio
8,580
Q4 2025 Added 0.14%
$0
$514 Million 0.02% of portfolio
14,198
Q4 2025 New
$59.7B
$736 Million 0.02% of portfolio
1,425
Q4 2025 Reduced 22.34%
Te Connectivity PLC
-
$498 Million 0.02% of portfolio
-
Q4 2025 Reduced 17.58%
$79.1B
$753 Million 0.02% of portfolio
6,204
Q4 2025 Added 14.7%
$897M
$503 Million 0.02% of portfolio
36,589
Q4 2025 Reduced 3.88%
$0
$667 Million 0.02% of portfolio
29,371
Q4 2025 New
$222B
$643 Million 0.02% of portfolio
1,039
Q4 2025 Reduced 49.42%
-
$578 Million 0.02% of portfolio
-
Q4 2025 New
Tortoise Capital Series Trus
-
$733 Million 0.02% of portfolio
-
Q4 2025 Added 18.62%
$6.15B
$590 Million 0.02% of portfolio
11,562
Q4 2025 Added 10.29%
$120B
$645 Million 0.02% of portfolio
30,258
Q4 2025 Added 8.88%
$0
$569 Million 0.02% of portfolio
4,095
Q4 2025 New
Blackrock ETF Trust Ii
-
$681 Million 0.02% of portfolio
-
Q4 2025 Added 5.26%
$12.7B
$712 Million 0.02% of portfolio
7,627
Q4 2025 Added 10.22%
$36B
$595 Million 0.02% of portfolio
24,745
Q4 2025 Reduced 3.13%
$99.5B
$679 Million 0.02% of portfolio
12,284
Q4 2025 Reduced 8.39%
$123B
$733 Million 0.02% of portfolio
12,593
Q4 2025 Added 6.98%
$52.4B
$584 Million 0.02% of portfolio
12,500
Q4 2025 Added 2.6%
Barrick Mng Corp
-
$790 Million 0.02% of portfolio
-
Q4 2025 Added 98.71%
$7.95B
$763 Million 0.02% of portfolio
27,045
Q4 2025 Reduced 4.7%
$86.4B
$731 Million 0.02% of portfolio
2,304
Q4 2025 Reduced 44.04%
$0
$630 Million 0.02% of portfolio
12,941
Q4 2025 New
$20.1B
$517 Million 0.02% of portfolio
807
Q4 2025 Reduced 4.04%
$49.4B
$656 Million 0.02% of portfolio
3,823
Q4 2025 Reduced 2.32%
$14.6B
$615 Million 0.02% of portfolio
49,246
Q4 2025 Added 9.14%
$48.1B
$508 Million 0.02% of portfolio
1,729
Q4 2025 Reduced 4.84%
$0
$589 Million 0.02% of portfolio
28,186
Q4 2025 Added 2.04%
$20.5B
$552 Million 0.02% of portfolio
3,313
Q4 2025 Added 11.85%
$0
$526 Million 0.02% of portfolio
4,437
Q4 2025 Added 2.68%
$25.8B
$771 Million 0.02% of portfolio
2,871
Q4 2025 Added 8.63%
$9.59B
$481 Million 0.02% of portfolio
1,794
Q4 2025 Added 6.6%
$74.3B
$584 Million 0.02% of portfolio
2,617
Q4 2025 Added 19.72%
$4.04B
$639 Million 0.02% of portfolio
3,399
Q4 2025 Added 6.35%
$15.6B
$531 Million 0.02% of portfolio
20,485
Q4 2025 Reduced 0.61%
$0
$535 Million 0.02% of portfolio
5,568
Q4 2025 New
$118B
$597 Million 0.02% of portfolio
1,987
Q4 2025 Reduced 11.69%
$8.49B
$717 Million 0.02% of portfolio
1,615
Q4 2025 Added 11.84%
$1.48B
$544 Million 0.02% of portfolio
59,749
Q4 2025 Added 11.6%
$14.3B
$626 Million 0.02% of portfolio
9,170
Q4 2025 Added 20.26%
$0
$756 Million 0.02% of portfolio
65,302
Q3 2025 Added 1.92%
$0
$555 Million 0.02% of portfolio
20,868
Q4 2025 Reduced 4.93%
Atlanta Braves Hldgs Inc
-
$671 Million 0.02% of portfolio
-
Q4 2025 Added 1.97%
$181B
$517 Million 0.02% of portfolio
6,094
Q4 2025 Reduced 41.29%
$13.3B
$663 Million 0.02% of portfolio
39,799
Q4 2025 Reduced 1.07%

Summary

  • Portfolio
  • No. of Stocks 913
  • Current Value $3.16 Trillion
  • Prior Value $2.98 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 107 stocks
  • Additional Purchases 429 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 339 stocks
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