Diversify Advisory Services, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
Value $
$2.61B
Signature - Title
Janice M. Powell - Chief Compliance Officer
Location
Sandy, UT
Summary
This page shows a list of all the recent 13F filings made by Diversify Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Diversify Advisory Services, LLC reported 825 stock holdings with total value $2.61B as of Q2 2025. Top holdings included NVDA, SPY, QQQ, BKLN, and GLD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 825 $2.61B +$799M -$79.4M +$719M NVDA, SPY, QQQ, BKLN, GLD 13F-HR 8/14/2025, 02:44 PM
Q1 2025 630 $1.6B +$177M -$309M -$132M SPY, NVDA, GLD, BKLN, QQQ 13F-HR 5/5/2025, 09:56 AM
Q4 2024 611 $1.81B +$294M -$323M -$28.8M SPY, NVDA, QQQ, BKLN, AAPL 13F-HR 1/16/2025, 11:06 AM
Q3 2024 631 $1.84B +$238M -$264M -$25.4M NVDA, SPY, QQQ, AAPL, BKLN 13F-HR 10/24/2024, 05:59 PM
Q2 2024 626 $1.82B +$513M -$383M +$129M NVDA, QQQ, SPY, AAPL, BKLN 13F-HR 7/12/2024, 03:19 PM
Q1 2024 627 $1.7B $0 $0 SPY, NVDA, BKLN, QQQ, AAPL 13F-HR 4/30/2024, 03:07 PM