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CIK: 0002021232
Total reported value
$6.0B
$6.0B
910 檔
11.8%
During the Q4 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 910 reported positions.
In Q4 2025, Diversify Advisory Services, LLC displayed an active expansion posture, initiating 4 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 910 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 | 6.63% | +3.47% | +16.59% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.61% | -10.30% | +4.63% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.37% | +0.82% | +4.54% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.88% | +0.30% | NEW | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.87% | -2.92% | +7.13% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 2.64% | +0.20% | +0.66% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | -2.80% | -1.94% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.91% | -3.15% | -5.72% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -1.27% | -10.77% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.54% | -3.26% | +4.17% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +1.46% | +0.81% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.41% | +0.86% | NEW | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -3.86% | -19.66% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.21% | -3.84% | -6.41% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.18% | -2.85% | -0.81% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.04% | +3.38% | NEW | |
| 17 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.04% | +0.31% | NEW | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.03% | +0.04% | NEW | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.00% | -3.63% | -5.05% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.98% | +0.92% | NEW | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +1.59% | NEW | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.92% | +2.93% | NEW | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.89% | +0.61% | NEW | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | +0.39% | +8.52% | |
| 25 | OPBK | Op Bancorp | Stock-Other | 0.86% | +0.48% | NEW | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.83% | +0.08% | +9.22% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.70% | +0.67% | NEW | |
| 28 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.69% | -1.81% | -2.74% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.10% | NEW | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.65% | -1.46% | +1.42% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.60% | +0.03% | NEW | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.60% | -0.44% | +0.73% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.65% | +35.14% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.59% | +1.53% | NEW | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.10% | -6.96% | |
| 36 | SNOW | Snowflake Inc | Stock-Tech | 0.57% | -1.31% | -4.02% | |
| 37 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.52% | -2.29% | +0.60% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.45% | -1.55% | -5.05% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | +0.26% | NEW | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.42% | +0.23% | NEW | |
| 41 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.40% | +0.52% | NEW | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.31% | -2.48% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.39% | NEW | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | +0.69% | +7.77% | |
| 45 | MRVL | Marvell Technology Inc | Stock-Tech | 0.38% | -2.67% | -15.19% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | -0.06% | +2.53% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.34% | +0.17% | +57.02% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | +0.12% | +53.86% | |
| 49 | TLN | Talen Energy CORP | Stock-Utilities | 0.32% | -1.18% | -1.21% | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.32% | +0.41% | +12.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SRLN | Ss Blackstone Sr Loan ETF | +1% | +5086.54% | Add |
| 2 | XLF | Ss Financial Select Sector | +0.9% | +1009.19% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +16.59% | Add |
| 4 | IBIT | Ishares Bitcoin Trust ETF | +0.6% | +2615.49% | Add |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.4% | +1289.54% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.3% | +217.80% | Add |
| 7 | IWM | Ishares Russell 2000 ETF | +0.3% | +17.50% | Add |
| 8 | GLD | Spdr Gold Shares | +0.2% | +0.66% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +43.58% | Add |
| 10 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | +37.70% | Add |
| 11 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | +0.2% | +160.20% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +53.86% | Add |
| 13 | CVX | Chevron CORP | +0.1% | +57.02% | Add |
| 14 | GLDM | Spdr Gold Minishares Trust | +0.1% | +1.30% | Add |
| 15 | MU | Micron Technology Inc | +0.1% | -5.05% | Trim |
| 16 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +482.43% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.81% | Trim |
| 18 | TSLA | Tesla Inc | +0.1% | +35.14% | Add |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +10.88% | Add |
| 20 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +40.43% | Add |
| 21 | LRCX | Lam Research CORP | +0.1% | +3.79% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.72% | Trim |
| 23 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +12.14% | Add |
| 24 | COST | Costco Wholesale CORP | +0.1% | +8.52% | Add |
| 25 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +1.42% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +4.54% | Add |
| 27 | PANW | Palo Alto Networks Inc | -0.1% | +0.73% | Add |
| 28 | MRVL | Marvell Technology Inc | -0.2% | -15.19% | Trim |
| 29 | APP | Applovin Corp-class A | -0.2% | -32.41% | Trim |
| 30 | ARM | Arm Holdings Plc-adr | -0.2% | -5.83% | Trim |
| 31 | TEM | Tempus Ai Inc-cl A | -0.2% | -50.65% | Trim |
| 32 | CRWV | Coreweave Inc-cl A | -0.2% | -84.04% | Trim |
| 33 | SOFI | Sofi Technologies Inc | -0.2% | -2.74% | Trim |
| 34 | KD | Kyndryl Holdings Inc | -0.2% | -92.60% | Trim |
| 35 | SMCI | Super Micro Computer Inc | -0.2% | -2.30% | Trim |
| 36 | AMD | Advanced Micro Devices | -0.3% | -5.05% | Trim |
| 37 | SNOW | Snowflake Inc | -0.3% | -4.02% | Trim |
| 38 | PLTR | Palantir Technologies Inc-a | -0.3% | +9.22% | Add |
| 39 | AMZN | Amazon.com Inc | -0.3% | -1.94% | Trim |
| 40 | META | Meta Platforms Inc-class A | -0.5% | -19.66% | Trim |
| 41 | XLY | Ss Consumer Disc Select Sect | -0.5% | -50.23% | Trim |
| 42 | MSFT | Microsoft CORP | -0.5% | -10.77% | Trim |
| 43 | FBTC | Fidelity Wise Origin Bitcoin | -0.7% | -96.24% | Trim |
| 44 | NVDA | Nvidia CORP | -0.8% | +4.63% | Add |
| 45 | XHB | Ss Spdr S&p Homebldrs ETF | — | EXIT | Sold out |
| 46 | IGLB | Ishares 10+ Year Inv Gr CORP | — | NEW | New buy |
| 47 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 48 | DFCF | Dimensional Core Fixed Inc | — | NEW | New buy |
| 49 | SCHC | Schwab Intl Small-cap Equity | — | NEW | New buy |
| 50 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
According to official SEC Form 13F filings, Diversify Advisory Services, LLC reported a total U.S. public equity portfolio value of $6.0B across 910 disclosed positions in Q4 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 SPY, NVDA, QQQ) accounted for 11.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
IGLB
市值: $3.6M
Top Position Liquidated / Trimmed
XHB
前期市值: $14.7M
During Q4 2025, Diversify Advisory Services, LLC's top holdings by market value included SPY (6.6%)、NVDA (6.6%)、QQQ (3.4%). The largest single position, SPY, represented 6.6% of total portfolio value.
In Q4 2025, Diversify Advisory Services, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 26 positions, trimming 18 holdings, and fully liquidating 2 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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