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
$6.7B
$6.7B
1244 檔
14.7%
According to the latest 13F quarterly dataset, Diversify Advisory Services, LLC managed an equity portfolio of $6.7B at the end of Q2 2026, spanning 1244 distinct U.S. exchange-listed positions.
In Q2 2026, Diversify Advisory Services, LLC displayed an active expansion posture, initiating 130 new positions and adding to 70 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1244 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.04% | +0.94% | +174.33% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.51% | -0.13% | +71468.84% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.38% | +0.11% | — | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.93% | -0.03% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.54% | -0.23% | +337.79% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.32% | — | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.53% | -0.05% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | -0.11% | +37353.82% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | -0.27% | +977.04% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.01% | +233.87% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.25% | -1.16% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | +0.39% | +434.12% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | +0.09% | +122.22% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | +0.22% | +163.02% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +0.86% | +3767.17% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | -0.02% | +145.18% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.03% | -0.95% | — | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 1.02% | -0.06% | +108.86% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 0.95% | +0.17% | +28.79% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.94% | -0.07% | — | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.92% | +0.46% | — | |
| 22 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.86% | +0.17% | — | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.84% | -0.02% | +241.71% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.73% | -0.09% | +44.73% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | -0.01% | +17006.20% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.70% | -0.05% | — | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.67% | -0.16% | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | -0.51% | — | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | +0.10% | +6336.74% | |
| 30 | SNOW | Snowflake Inc | Stock-Tech | 0.56% | -0.11% | +41.27% | |
| 31 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.53% | -0.06% | +3987.32% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.01% | +8847.24% | |
| 33 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.52% | -0.06% | — | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.51% | +0.27% | — | |
| 35 | MRVL | Marvell Technology Inc | Stock-Tech | 0.49% | +0.08% | +17.41% | |
| 36 | OPBK | Op Bancorp | Stock-Other | 0.48% | -0.07% | — | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.47% | -0.08% | +3679.75% | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.47% | +0.09% | +56.24% | |
| 39 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.46% | -0.03% | — | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | -0.43% | — | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.13% | — | |
| 42 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.43% | -0.08% | +26.78% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.04% | +1505.10% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.07% | +2961.86% | |
| 45 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.41% | +0.11% | — | |
| 46 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.40% | +0.08% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.16% | — | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.39% | -0.16% | — | |
| 49 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.38% | -0.05% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.01% | +297.22% |
According to official SEC Form 13F filings, Diversify Advisory Services, LLC reported a total U.S. public equity portfolio value of $6.7B across 1244 disclosed positions in Q2 2026.
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, SPYG) accounted for 14.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
SPYG
市值: $202.3M
During Q2 2026, Diversify Advisory Services, LLC's top holdings by market value included NVDA (4.0%)、SPY (3.5%)、SPYG (3.4%). The largest single position, NVDA, represented 4.0% of total portfolio value.
In Q2 2026, Diversify Advisory Services, LLC made 200 total portfolio adjustments, initiating 130 new buys, adding to 70 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.
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.