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CIK: 0002021232
Total reported value
$6.0B
$6.0B
825 檔
10.5%
In Q2 2025, Diversify Advisory Services, LLC's U.S. equity holdings reached a combined market value of $6.0B, distributed across 825 disclosed stock positions.
During Q2 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 825 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.66% | -10.30% | +34.29% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.17% | +3.47% | +1.93% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.01% | +0.82% | +32.60% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-Other | 3.27% | +0.30% | NEW | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 2.90% | +0.20% | -8.10% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -1.27% | +57.51% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.60% | -2.92% | +26.38% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | -2.80% | +48.02% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | -3.15% | +68.74% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | -3.86% | +10.40% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | +1.46% | +26.07% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.59% | -3.26% | +4.81% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.43% | -3.63% | -6.00% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.24% | -3.84% | +13.26% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.19% | +0.86% | NEW | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.09% | +0.08% | +19.82% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | +0.39% | +28.95% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | +3.38% | NEW | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | -2.85% | +8.33% | |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.85% | +0.01% | NEW | |
| 21 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.85% | -1.81% | -10.11% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +1.59% | NEW | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.79% | +2.93% | NEW | |
| 24 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.75% | -2.29% | +14.60% | |
| 25 | SNOW | Snowflake Inc | Stock-Tech | 0.71% | -1.31% | +9.96% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.69% | -0.44% | +20.05% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.62% | +0.61% | NEW | |
| 28 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.61% | -1.46% | +4.75% | |
| 29 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.59% | — | — | |
| 30 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.56% | +0.52% | NEW | |
| 31 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.54% | -1.03% | +9.72% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.52% | +1.53% | NEW | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.10% | +806.77% | |
| 34 | MRVL | Marvell Technology Inc | Stock-Tech | 0.49% | -2.67% | +886.67% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.48% | +0.02% | NEW | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.06% | +30.15% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.22% | +49.19% | |
| 38 | TLN | Talen Energy CORP | Stock-Utilities | 0.45% | -1.18% | -22.19% | |
| 39 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.44% | +0.31% | NEW | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.42% | +0.67% | NEW | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.31% | +19.75% | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.39% | +0.10% | NEW | |
| 43 | OPBK | Op Bancorp | Stock-Other | 0.39% | +0.48% | NEW | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | +0.69% | +42.32% | |
| 45 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.39% | -1.65% | +7.68% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.65% | +12.71% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.38% | +0.04% | +239.27% | |
| 48 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.36% | +0.19% | NEW | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.33% | +0.51% | +73.13% | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.33% | +0.26% | NEW |
According to official SEC Form 13F filings, Diversify Advisory Services, LLC reported a total U.S. public equity portfolio value of $6.0B across 825 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPY, QQQ) accounted for 10.5% of total reported equity market value during Q2 2025.
During Q2 2025, Diversify Advisory Services, LLC's top holdings by market value included NVDA (7.7%)、SPY (6.2%)、QQQ (4.0%). The largest single position, NVDA, represented 7.7% of total portfolio value.
In Q2 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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