Diversify Advisory Services, LLC
All 13F Filings
- Location
- Sandy, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,159,093
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 913 | 3,159,093 | 13F-HR | Diversify Advisory Services, LLC |
| Q3 2025 | 11/13/2025 | 872 | 2,979,025 | 13F-HR | Diversify Advisory Services, LLC |
| Q2 2025 | 8/14/2025 | 825 | 2,613,864 | 13F-HR | Diversify Advisory Services, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
218
(0.0% of total reported value)
· QoQ Δ:
-35
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.617 M | 82.9% | 123 K | 0 | 123 K |
| ETFs | 524.1 K | 16.6% | 56.28 K | 0 | 56.28 K |
| Debt | 5.243 K | 0.2% | 0 | 725 | -725 |
| Other | 11.05 K | 0.4% | 1.629 K | 0 | 1.629 K |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
3,159,093
Holdings
913
QoQ value change ($000)
180,068
(6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.