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
$65B
$1.8 Billion 0.07% of portfolio
2,878
Q2 2025 Added 455.6%
$0
$1.77 Billion 0.07% of portfolio
37,784
Q2 2025 Reduced 6.16%
$64.5B
$1.87 Billion 0.07% of portfolio
6,474
Q2 2025 Added 52.51%
$20.1B
$1.82 Billion 0.07% of portfolio
34,160
Q2 2025 Added 120.93%
$119B
$1.88 Billion 0.07% of portfolio
19,835
Q2 2025 Added 276.38%
$0
$1.96 Billion 0.07% of portfolio
9,757
Q2 2025 Reduced 20.82%
$82.6B
$1.95 Billion 0.07% of portfolio
19,892
Q2 2025 Added 34.93%
$14B
$1.73 Billion 0.07% of portfolio
26,489
Q2 2025 New
$4.6B
$1.86 Billion 0.07% of portfolio
25,325
Q2 2025 Added 26.61%
$0
$1.79 Billion 0.07% of portfolio
81,062
Q2 2025 Added 7.43%
$0
$1.76 Billion 0.07% of portfolio
41,166
Q2 2025 Added 15.79%
$10.7B
$1.74 Billion 0.07% of portfolio
36,218
Q2 2025 Reduced 15.74%
Vanguard Calif Tax Free Fds
-
$1.93 Billion 0.07% of portfolio
-
Q2 2025 New
Ftai Aviation LTD
-
$1.48 Billion 0.06% of portfolio
-
Q2 2025 Added 153.63%
$59.4B
$1.58 Billion 0.06% of portfolio
9,339
Q2 2025 Added 566.6%
$0
$1.45 Billion 0.06% of portfolio
13,123
Q2 2025 Reduced 7.72%
First Tr Exchng Traded Fd Vi
-
$1.61 Billion 0.06% of portfolio
-
Q2 2025 Added 0.15%
American Healthcare Reit Inc
-
$1.46 Billion 0.06% of portfolio
-
Q2 2025 Reduced 4.85%
$0
$1.64 Billion 0.06% of portfolio
50,280
Q2 2025 Reduced 1.72%
$0
$1.46 Billion 0.06% of portfolio
2,062
Q2 2025 Added 23.33%
$0
$1.58 Billion 0.06% of portfolio
13,308
Q2 2025 Added 1.71%
$0
$1.46 Billion 0.06% of portfolio
25,963
Q2 2025 Added 125.2%
$0
$1.57 Billion 0.06% of portfolio
33,421
Q2 2025 Reduced 8.46%
$0
$1.52 Billion 0.06% of portfolio
27,109
Q2 2025 Reduced 18.74%
$28.9B
$1.59 Billion 0.06% of portfolio
17,214
Q2 2025 Added 165.65%
$0
$1.68 Billion 0.06% of portfolio
16,713
Q2 2025 Added 61.96%
$185B
$1.49 Billion 0.06% of portfolio
3,119
Q2 2025 Reduced 5.94%
$0
$1.51 Billion 0.06% of portfolio
35,070
Q2 2025 Added 66.22%
$95.3B
$1.53 Billion 0.06% of portfolio
4,317
Q2 2025 Added 14.18%
$0
$1.61 Billion 0.06% of portfolio
20,834
Q2 2025 Added 602.66%
$0
$1.53 Billion 0.06% of portfolio
28,691
Q2 2025 Added 53.38%
$0
$1.6 Billion 0.06% of portfolio
16,437
Q2 2025 New
$64.5B
$1.52 Billion 0.06% of portfolio
1,654
Q2 2025 Added 338.73%
$0
$1.46 Billion 0.06% of portfolio
13,166
Q2 2025 Reduced 29.83%
Outfront Media Inc
-
$1.51 Billion 0.06% of portfolio
-
Q2 2025 Added 605.93%
Rubrik Inc.
-
$1.53 Billion 0.06% of portfolio
-
Q2 2025 New
$77.5B
$1.63 Billion 0.06% of portfolio
12,283
Q2 2025 Added 43.43%
$0
$1.46 Billion 0.06% of portfolio
6,119
Q2 2025 Added 53.55%
$120B
$1.64 Billion 0.06% of portfolio
5,477
Q2 2025 Added 17.48%
$0
$1.59 Billion 0.06% of portfolio
24,126
Q2 2025 Added 23.5%
$54.1B
$1.53 Billion 0.06% of portfolio
88,145
Q2 2025 Added 26.03%
$140B
$1.56 Billion 0.06% of portfolio
1,672
Q2 2025 Added 107.44%
$70.2B
$1.47 Billion 0.06% of portfolio
12,463
Q2 2025 Added 146.94%
$4.25B
$1.64 Billion 0.06% of portfolio
30,735
Q2 2025 Added 86.39%
$0
$1.37 Billion 0.05% of portfolio
56,566
Q2 2025 Added 2.74%
$0
$1.35 Billion 0.05% of portfolio
16,655
Q2 2025 Reduced 3.98%
$105B
$1.2 Billion 0.05% of portfolio
11,478
Q2 2025 New
$4.32B
$1.41 Billion 0.05% of portfolio
75,811
Q2 2025 Added 488.69%
$0
$1.35 Billion 0.05% of portfolio
29,047
Q2 2025 Added 6.63%

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
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email