Diversify Advisory Services, LLC

Q3 2025 13F-HR Holdings

Location
Sandy, UT
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
872
Total value ($000)
$2,979,025
Net value change ($000)
+365,161 (14.0%)
New positions
97
Sold out positions
53
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 21,607 10.8%
AAPL 21,062 31.0%
GRNY 17,937 154.7%
SPY 16,238 10.1%
OPBK 14,339 139.8%
SPYM 13,710 1338.9%
QLTA 10,965 NEW
META 10,301 23.5%
AMZN 9,019 15.3%
GOOGL 8,816 37.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -7,465 -10.7%
SMH -5,337 -51.8%
MBB -4,013 -46.8%
AFRM -3,810 -19.4%
GLD -3,255 -4.3%
ARCT -3,173 -95.8%
COST -2,929 -10.8%
VGLT -2,615 -27.6%
IDEV -2,561 -33.0%
SCHZ -2,500 -80.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 252 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type