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CIK: 0002021232
Total reported value
$6.0B
$6.0B
630 檔
7.2%
During the Q1 2025 filing period, Diversify Advisory Services, LLC (CIK: 0002021232) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.0B across 630 reported positions.
During Q1 2025, Diversify Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 630 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.13% | +3.47% | -17.06% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.54% | -10.30% | -14.34% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 5.12% | +0.20% | +11.82% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-Other | 5.07% | +0.30% | NEW | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.04% | +0.82% | -44.73% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.09% | -2.92% | -9.47% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.11% | -2.80% | -0.42% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -1.27% | -9.44% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | +1.46% | -1.58% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | -3.86% | -38.04% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.52% | -3.26% | +33.92% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | -3.15% | +2.26% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.36% | -3.63% | +30.07% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.32% | +0.39% | -10.54% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.21% | -3.84% | +43.56% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +1.59% | NEW | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.13% | +3.38% | NEW | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | -2.85% | +0.34% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.00% | -0.44% | -5.93% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.92% | +0.08% | +415.18% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.92% | +2.93% | NEW | |
| 22 | SNOW | Snowflake Inc | Stock-Tech | 0.87% | -1.31% | -13.36% | |
| 23 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.87% | -1.81% | +66.15% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.75% | -1.46% | +2.71% | |
| 25 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.70% | -2.29% | +91.10% | |
| 26 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.62% | -1.03% | +76.40% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.61% | +1.53% | NEW | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.06% | +9.70% | |
| 29 | OPBK | Op Bancorp | Stock-Other | 0.58% | +0.48% | NEW | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.39% | NEW | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.54% | +0.51% | NEW | |
| 32 | TLN | Talen Energy CORP | Stock-Utilities | 0.53% | -1.18% | +52.93% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | +0.31% | -3.52% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.48% | +0.19% | NEW | |
| 35 | XLE | Ss Energy Select Sector | ETF-Other | 0.48% | -0.05% | +3.07% | |
| 36 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.48% | +0.67% | NEW | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.65% | -19.28% | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.46% | +0.17% | NEW | |
| 39 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.46% | -1.65% | +63.52% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.45% | +0.16% | NEW | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.22% | +3.45% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.41% | +0.19% | NEW | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.40% | +0.16% | NEW | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | +0.69% | +11.93% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.39% | -0.42% | +9.98% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.21% | +15.00% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.37% | +0.15% | NEW | |
| 48 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.36% | +0.52% | NEW | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.33% | +0.08% | NEW | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.33% | +0.22% | +10.38% |
According to official SEC Form 13F filings, Diversify Advisory Services, LLC reported a total U.S. public equity portfolio value of $6.0B across 630 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, GLD) accounted for 7.2% of total reported equity market value during Q1 2025.
During Q1 2025, Diversify Advisory Services, LLC's top holdings by market value included SPY (7.1%)、NVDA (5.5%)、GLD (5.1%). The largest single position, SPY, represented 7.1% of total portfolio value.
In Q1 2025, Diversify Advisory Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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