Diversify Advisory Services, LLC

Diversified strategyHigh-turnover traderSector-focused

Total reported value

$655.0M

Reporting period: 2026-03-31 · Number of holdings: 210

Diversify Advisory Services, LLC disclosed 210 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $655.0M and a quarterly turnover rate of 136.1%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "D"

Personality snowflake

Concentration: 17.55
Portfolio Stability: 100
Momentum/Contrarian: 83.98
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 71.28

Recent moves

Add NVDA
-60.0%　-$115.0M
Trim SPY
-99.9%　-$209.1M
Add META
-29.3%　-$10.0M
Add AVGO
-47.3%　-$18.0M
Trim QQQ
-98.6%　-$104.7M
Add MRVL
-10.4%　$8.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	14.34%	+7.73%	-59.99%
2	AAPL	Apple INC	Stock-Tech	5.46%	+2.59%	-62.70%
3	META	Meta Platforms Inc-class A	Stock-Comm Services	4.92%	+3.58%	-29.30%
4	AVGO	Broadcom INC	Stock-Tech	4.70%	+3.16%	-47.29%
5	AMD	Advanced Micro Devices	Stock-Tech	4.58%	—	-34.73%
6	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	4.57%	—	-31.82%
7	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	4.20%	+2.29%	-57.02%
8	AMZN	Amazon.com INC	Stock-Consumer Disc	4.13%	+2.14%	-60.85%
9	GOOG	Alphabet Inc-cl C	Stock-Comm Services	3.91%	+2.73%	-34.51%
10	MRVL	Marvell Technology INC	Stock-Tech	3.16%	+2.78%	-10.38%
11	AFRM	Affirm Holdings INC	Stock-Financials	2.72%	—	+26.92%
12	MU	Micron Technology INC	Stock-Tech	2.57%	—	-18.03%
13	MSFT	Microsoft CORP	Stock-Tech	2.46%	+0.89%	-64.85%
14	NOW	Servicenow INC	Stock-Tech	2.30%	+2.16%	+373.66%
15	ORCL	Oracle CORP	Stock-Tech	2.15%	—	+144.42%
16	SOFI	Sofi Technologies INC	Stock-Financials	2.13%	—	+7.92%
17	ARM	Arm Holdings Plc-adr	Stock-Tech	1.88%	—	-6.97%
18	SNOW	Snowflake INC	Stock-Tech	1.87%	—	+2.05%
19	ITA	Ishares U.s. Aerospace & Def	ETF-Other	1.73%	+1.08%	-37.13%
20	TLN	Talen Energy CORP	Stock-Utilities	1.38%	—	-6.40%
21	PANW	Palo Alto Networks INC	Stock-Tech	1.28%	+0.68%	-54.39%
22	SMCI	Super Micro Computer INC	Stock-Tech	1.21%	—	+2.20%
23	TSLA	Tesla INC	Stock-Consumer Disc	1.02%	+0.42%	-58.31%
24	KO	Coca-cola Co/the	Stock-Consumer Staples	0.65%	—	-42.68%
25	CSCO	Cisco Systems INC	Stock-Tech	0.58%	—	-61.70%
26	CLS	Celestica INC	Stock-Tech	0.50%	—	-41.52%
27	CRDO	Credo Technology Group Holding Ltd	Stock-Tech	0.45%	—	-38.44%
28	V	Visa Inc-class A Shares	Stock-Financials	0.43%	—	-74.71%
29	KLAC	Kla CORP	Stock-Tech	0.43%	—	-52.45%
30	C	Citigroup INC	Stock-Financials	0.35%	—	-36.41%
31	CDNS	Cadence Design Sys INC	Stock-Tech	0.35%	—	+198.39%
32	OKTA	Okta INC	Stock-Tech	0.31%	—	-1.76%
33	OUT	Outfront Media INC	Stock-Other	0.30%	—	-27.59%
34	HST	Host Hotels & Resorts INC	Stock-Real Estate	0.27%	—	-0.95%
35	TEM	Tempus Ai Inc-cl A	Stock-Healthcare	0.26%	—	-28.41%
36	OHI	Omega Healthcare Investors	Stock-Real Estate	0.26%	—	-6.10%
37	SBRA	Sabra Health Care Reit INC	Stock-Real Estate	0.25%	—	-0.92%
38	KNTK	Kinetik Holdings INC	Stock-Other	0.25%	—	+0.78%
39	FTAI	FTAI Aviation Ltd.	Stock-Industrials	0.24%	—	-25.51%
40	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.24%	-3.13%	-98.60%
41	MPT	Medical Properties Trust INC	Stock-Real Estate	0.24%	—	—
42	PM	Philip Morris International	Stock-Consumer Staples	0.24%	—	-77.18%
43	STX	Seagate Technology Holdings plc	Stock-Tech	0.24%	—	-59.25%
44	DOW	Dow INC	Stock-Materials	0.23%	—	-3.01%
45	OKE	Oneok INC	Stock-Energy	0.23%	—	-6.26%
46	BAC 7.25 PERP L	Bank Of America CORP	Stock-Financials	0.23%	—	+0.41%
47	URI	United Rentals INC	Stock-Industrials	0.22%	—	-7.04%
48	LTC	Ltc Properties INC	Stock-Other	0.22%	—	+0.50%
49	JPM	Jpmorgan Chase & Co	Stock-Financials	0.21%	-0.11%	-85.97%
50	NY4B	Clearway Energy Inc-a	Stock-Other	0.20%	—	+0.31%

1–50 of 210

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	210	$655.0M	100	1NVDA 2AAPL 3META Top holdings2026-03-31 1.NVDA 2.AAPL 3.META 4.AVGO 5.AMD 6.TSM 7.GOOGL 8.AMZN 9.GOOG 10.MRVL
2025-12-31	913	$3.2B	23	1SPY 2NVDA 3QQQ Top holdings2025-12-31 1.SPY 2.NVDA 3.QQQ 4.BKLN 5.AAPL 6.GLD 7.AMZN 8.GOOGL 9.MSFT 10.AVGO
2025-09-30	872	$3.0B	55	1NVDA 2SPY 3QQQ Top holdings2025-09-30 1.NVDA 2.SPY 3.QQQ 4.BKLN 5.AAPL 6.GLD 7.AMZN 8.MSFT 9.GOOGL 10.META
2025-06-30	825	$2.6B	0	1NVDA 2SPY 3QQQ Top holdings2025-06-30 1.NVDA 2.SPY 3.QQQ 4.BKLN 5.GLD 6.MSFT 7.AAPL 8.AMZN 9.GOOGL 10.META
2025-03-31	632	$1.6B	0	1SPY 2NVDA 3GLD Top holdings2025-03-31 1.SPY 2.NVDA 3.GLD 4.BKLN 5.QQQ 6.AAPL 7.AMZN 8.MSFT 9.VOO 10.META
2024-12-31	612	$1.8B	0	1SPY 2NVDA 3QQQ Top holdings2024-12-31 1.SPY 2.NVDA 3.QQQ 4.BKLN 5.AAPL 6.GLD 7.SPHY 8.META 9.AMZN 10.MSFT
2024-09-30	632	$1.9B	0	1NVDA 2SPY 3QQQ Top holdings2024-09-30 1.NVDA 2.SPY 3.QQQ 4.AAPL 5.BKLN 6.META 7.SPHY 8.INDA 9.MSFT 10.AMZN
2024-06-30	630	$1.8B	0	1NVDA 2QQQ 3SPY Top holdings2024-06-30 1.NVDA 2.QQQ 3.SPY 4.AAPL 5.BKLN 6.AMZN 7.MSFT 8.GOOGL 9.INDA 10.META
2024-03-31	628	$1.7B	0	1SPY 2NVDA 3BKLN Top holdings2024-03-31 1.SPY 2.NVDA 3.BKLN 4.QQQ 5.AAPL 6.MSFT 7.AMZN 8.IVV 9.BND 10.IWM

Holding changes this quarter

Diversify Advisory Services, LLC's most significant position changes for 2026-03-31: Sold out: Invesco Senior Loan ETF (BKLN); Sold out: Spdr Gold Minishares Trust (GLDM); Sold out: Ss Spdr P S&p 500 Growth ETF (SPYG); Sold out: Fundstr Gran Sh US Lrg Cap (GRNY); Sold out: Ss Financial Select Sector (XLF).

Position changes disclosed by Diversify Advisory Services, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+7.7%	-59.99%	Trim
2	META	Meta Platforms Inc-class A	+3.6%	-29.30%	Trim
3	AVGO	Broadcom INC	+3.2%	-47.29%	Trim
4	MRVL	Marvell Technology INC	+2.8%	-10.38%	Trim
5	GOOG	Alphabet Inc-cl C	+2.7%	-34.51%	Trim
6	AAPL	Apple INC	+2.6%	-62.70%	Trim
7	GOOGL	Alphabet Inc-cl A	+2.3%	-57.02%	Trim
8	NOW	Servicenow INC	+2.2%	+373.66%	Add
9	AMZN	Amazon.com INC	+2.1%	-60.85%	Trim
10	ITA	Ishares U.s. Aerospace & Def	+1.1%	-37.13%	Trim
11	MSFT	Microsoft CORP	+0.9%	-64.85%	Trim
12	PANW	Palo Alto Networks INC	+0.7%	-54.39%	Trim
13	TSLA	Tesla INC	+0.4%	-58.31%	Trim
14	JPM	Jpmorgan Chase & Co	-0.1%	-85.97%	Trim
15	XOM	Exxon Mobil CORP	-0.2%	-91.49%	Trim
16	SPHY	Ss Spdr P High Yield ETF	-0.2%	-92.07%	Trim
17	VEA	Vanguard Ftse Developed ETF	-0.2%	-94.63%	Trim
18	CVX	Chevron CORP	-0.2%	-94.31%	Trim
19	JNJ	Johnson & Johnson	-0.3%	-94.60%	Trim
20	VWO	Vanguard Ftse Emerging Marke	-0.3%	-97.97%	Trim
21	UNH	Unitedhealth Group INC	-0.4%	-95.92%	Trim
22	PLTR	Palantir Technologies Inc-a	-0.7%	-95.49%	Trim
23	COST	Costco Wholesale CORP	-0.7%	-96.74%	Trim
24	VOO	Vanguard S&p 500 ETF	-1.5%	-99.52%	Trim
25	GLD	Spdr Gold Shares	-2.6%	-99.67%	Trim
26	QQQ	Invesco Qqq Trust Series 1	-3.1%	-98.60%	Trim
27	SPY	Ss Spdr S&p 500 ETF Trust-us	-6.6%	-99.87%	Trim
28	BKLN	Invesco Senior Loan ETF	—	EXIT	Sold out
29	GLDM	Spdr Gold Minishares Trust	—	EXIT	Sold out
30	SPYG	Ss Spdr P S&p 500 Growth ETF	—	EXIT	Sold out
31	GRNY	Fundstr Gran Sh US Lrg Cap	—	EXIT	Sold out
32	XLF	Ss Financial Select Sector	—	EXIT	Sold out
33	SRLN	Ss Blackstone Sr Loan ETF	—	EXIT	Sold out
34	IVV	Ishares Core S&p 500 ETF	—	EXIT	Sold out
35	SPYV	Ss Spdr P S&p 500 Value ETF	—	EXIT	Sold out
36	IWM	Ishares Russell 2000 ETF	—	EXIT	Sold out
37	OPBK	Op Bancorp	—	EXIT	Sold out
38	VMBS	Vanguard Mortgage-backed Sec	—	EXIT	Sold out
39	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	EXIT	Sold out
40	IBIT	Ishares Bitcoin Trust ETF	—	EXIT	Sold out
41	SPDW	Ste Str Spdr Pt Dw EU ETF	—	EXIT	Sold out
42	AGG	Ishares Core U.s. Aggregate	—	EXIT	Sold out
43	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	EXIT	Sold out
44	USIG	Ishares Broad Usd Investment	—	EXIT	Sold out
45	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	Sold out
46	GOVT	Ishares US Treasury Bond ETF	—	EXIT	Sold out
47	QLTA	Ishares Aaa - A Rated Corpor	—	EXIT	Sold out
48	IAU	Ishares Gold Trust	—	EXIT	Sold out
49	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	Sold out
50	IEI	Ishares 3-7 Year Treasury Bo	—	EXIT	Sold out

FAQ

What is Diversify Advisory Services, LLC and what type of investor is it?

Diversify Advisory Services, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $655.0M, spread across 210 disclosed positions.

What are Diversify Advisory Services, LLC's largest equity positions?

Based on the latest 13F filing, Diversify Advisory Services, LLC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $93.9M (14.3%) 2. Apple INC (AAPL) — $35.7M (5.5%) 3. Meta Platforms Inc-class A (META) — $32.2M (4.9%) 4. Broadcom INC (AVGO) — $30.8M (4.7%) 5. Advanced Micro Devices (AMD) — $30.0M (4.6%)

What changes did Diversify Advisory Services, LLC make in its most recent portfolio filing?

In the latest reported quarter, Diversify Advisory Services, LLC made 50 notable position adjustments: 0 new positions were initiated, 1 existing holdings were added to, 26 positions were partially reduced, and 23 were completely exited. The largest of these moves: Sold out: Invesco Senior Loan ETF (BKLN); Sold out: Spdr Gold Minishares Trust (GLDM); Sold out: Ss Spdr P S&p 500 Growth ETF (SPYG); Sold out: Fundstr Gran Sh US Lrg Cap (GRNY); Sold out: Ss Financial Select Sector (XLF)

What sectors does Diversify Advisory Services, LLC focus on?

Diversify Advisory Services, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 60.1% • Communication Services: 14.1% • Financials: 8.0% • Consumer Discretionary: 6.7% • Real Estate: 2.7% • Health Care: 1.9%