Managers / Q4 2025 · view latest →
Diversify Advisory Services, LLC
CIK 0002021232 · 9017 S. RIVERSIDE DR., SUITE 210, SANDY, UT, 84070 · 8018389999
Reported Value
$3.2B
Q4 2025
Positions
913
Filings on Record
9
2019–present window
Filed
Jan 23, 2026
original filing
Summary
Diversify Advisory Services, Llc reported $3.2B in U.S.-listed holdings across 913 positions for Q4 2025.
Its largest position, SPY, represents 6.6% of the portfolio.
Compared with Q3 2025, the fund opened 107 new positions and exited 66.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $655M | 210 | May 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $3.2B | 913 | Jan 23, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $3.0B | 872 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.6B | 825 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.6B | 632 | May 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.8B | 612 | Jan 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.9B | 632 | Oct 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.8B | 630 | Jul 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.7B | 628 | Apr 30, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.