13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002021232
Total reported value
$6.0B
$6.0B
869 檔
11.4%
The Q3 2025 SEC filing reveals that Diversify Advisory Services, LLC held a total portfolio value of $6.0B, covering 869 public equity positions.
In Q3 2025, Diversify Advisory Services, LLC displayed an active expansion posture, initiating 8 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 869 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.45% | -10.30% | -1.91% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.95% | +3.47% | +3.53% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.47% | +0.82% | -9.30% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-Other | 3.00% | +0.30% | NEW | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.99% | -2.92% | +11.79% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 2.44% | +0.20% | -20.00% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | -2.80% | +0.50% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | -1.27% | -8.55% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.85% | -3.15% | -16.82% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | -3.86% | +53.02% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | -3.26% | +4.04% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | +1.46% | +2.17% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.29% | +0.86% | NEW | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.25% | -3.63% | -32.60% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.22% | -3.84% | -10.41% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.10% | +0.08% | +4.20% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | -2.85% | -1.10% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | +3.38% | NEW | |
| 19 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.99% | +0.31% | NEW | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +1.59% | NEW | |
| 21 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.88% | -1.81% | -9.04% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.85% | +2.93% | NEW | |
| 23 | OPBK | Op Bancorp | Stock-Other | 0.83% | +0.48% | NEW | |
| 24 | SNOW | Snowflake Inc | Stock-Tech | 0.83% | -1.31% | -7.16% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | +0.39% | -4.71% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.74% | -0.44% | -1.88% | |
| 27 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.73% | +0.01% | NEW | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.68% | +0.02% | NEW | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.10% | +18.74% | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.60% | -1.46% | +3.45% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.60% | +0.61% | NEW | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.54% | +1.53% | NEW | |
| 33 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.53% | +0.67% | NEW | |
| 34 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.53% | -2.29% | -14.01% | |
| 35 | MRVL | Marvell Technology Inc | Stock-Tech | 0.53% | -2.67% | +4.68% | |
| 36 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.51% | -1.03% | -0.50% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.65% | +9.13% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.10% | NEW | |
| 39 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.49% | — | +3.28% | |
| 40 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.42% | +0.52% | NEW | |
| 41 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.39% | -1.65% | -2.16% | |
| 42 | TLN | Talen Energy CORP | Stock-Utilities | 0.39% | -1.18% | -10.37% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.39% | NEW | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | +0.69% | +0.98% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | -0.06% | -9.94% | |
| 46 | APP | Applovin Corp-class A | Stock-Tech | 0.37% | +0.12% | NEW | |
| 47 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.37% | +0.04% | NEW | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | +0.31% | -4.96% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.22% | -17.40% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.33% | -1.55% | +406.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | -1.91% | Add |
| 2 | GLDM | Spdr Gold Minishares Trust | +1.3% | +3.07% | Add |
| 3 | XLY | Ss Consumer Disc Select Sect | +0.6% | +51.19% | Add |
| 4 | IWM | Ishares Russell 2000 ETF | +0.6% | +25.71% | Add |
| 5 | UNH | Unitedhealth Group Inc | +0.5% | +18.74% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -16.82% | Add |
| 7 | MRVL | Marvell Technology Inc | +0.5% | +4.68% | Add |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +1252.88% | Add |
| 9 | MU | Micron Technology Inc | +0.3% | +406.62% | Add |
| 10 | OPBK | Op Bancorp | +0.3% | +145.38% | Add |
| 11 | TEM | Tempus Ai Inc-cl A | +0.2% | +6.89% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | +0.50% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +4.20% | Add |
| 14 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +2.98% | Add |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +25.77% | Add |
| 16 | APP | Applovin Corp-class A | +0.1% | -1.73% | Add |
| 17 | BX | Blackstone Inc | +0.1% | -7.45% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +4.04% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +53.02% | Add |
| 20 | USIG | Ishares Broad Usd Investment | +0.1% | -15.27% | Add |
| 21 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +42.20% | Add |
| 22 | MSFT | Microsoft CORP | 0% | -8.55% | Add |
| 23 | TSLA | Tesla Inc | 0% | +9.13% | Add |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 0% | -10.41% | Add |
| 25 | GOOG | Alphabet Inc-cl C | 0% | -1.10% | Add |
| 26 | SOFI | Sofi Technologies Inc | 0% | -9.04% | Trim |
| 27 | SNOW | Snowflake Inc | 0% | -7.16% | Add |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | +17.10% | Add |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | +14.36% | Add |
| 30 | AAPL | Apple Inc | -0.1% | +11.79% | Add |
| 31 | AMD | Advanced Micro Devices | -0.1% | -32.60% | Trim |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | +6.23% | Add |
| 33 | SMCI | Super Micro Computer Inc | -0.1% | -0.50% | Add |
| 34 | ITA | Ishares U.s. Aerospace & Def | -0.2% | +3.45% | Add |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.2% | +23.01% | Add |
| 36 | VOO | Vanguard S&p 500 ETF | -0.3% | +2.17% | Add |
| 37 | PANW | Palo Alto Networks Inc | -0.3% | -1.88% | Add |
| 38 | SGOV | Ishares 0-3 Month Treasury B | -0.4% | -40.39% | Trim |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.6% | -9.30% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.2% | +3.53% | Add |
| 41 | BKLN | Invesco Senior Loan ETF | -2.1% | +4.86% | Add |
| 42 | GLD | Spdr Gold Shares | -2.7% | -20.00% | Trim |
| 43 | GRNY | Fundstr Gran Sh US Lrg Cap | — | NEW | New buy |
| 44 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | New buy |
| 45 | XHB | Ss Spdr S&p Homebldrs ETF | — | NEW | New buy |
| 46 | QLTA | Ishares Aaa - A Rated Corpor | — | NEW | New buy |
| 47 | CRWV | Coreweave Inc-cl A | — | NEW | New buy |
| 48 | IGRO | Ishares Intl Div Growth ETF | — | NEW | New buy |
| 49 | PVAL | Putnam Focused Lrg Cap Value | — | NEW | New buy |
| 50 | IGEB | Ishares Investment Grade Sys | — | NEW | New buy |
According to official SEC Form 13F filings, Diversify Advisory Services, LLC reported a total U.S. public equity portfolio value of $6.0B across 869 disclosed positions in Q3 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 11.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
GRNY
市值: $29.5M
Top Position Liquidated / Trimmed
GLD
前期市值: $81.9M
During Q3 2025, Diversify Advisory Services, LLC's top holdings by market value included NVDA (7.5%)、SPY (6.0%)、QQQ (3.5%). The largest single position, NVDA, represented 7.5% of total portfolio value.
In Q3 2025, Diversify Advisory Services, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 38 positions, trimming 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.