Diversify Advisory Services, LLC

CIK 0002021232 · SANDY, UT · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Diversify Advisory Services, LLC reported 1,286 positions worth $5.98B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: NVDA (4.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.98B
2026 Q2
Positions
1,286
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.8%
Est. Net Flow (Q)
2026 Q2
10 / 1286 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$242.0M4.04%1,231,450
2SPYSTATE STR SPDR S&P 500 ETF TSH$210.1M3.51%284,244
3SPYGSPDR SERIES TRUSTSH$202.3M3.38%1,766,081
4SPYVSPDR SERIES TRUSTSH$175.4M2.93%2,818,867
5AAPLAPPLE INCSH$151.3M2.53%449,050
6IVVISHARES TRSH$95.3M1.59%128,359
7SPDWSPDR INDEX SHS FDSSH$91.7M1.53%1,848,949
8VOOVANGUARD INDEX FDSSH$89.8M1.50%132,212
9AVGOBROADCOM INCSH$83.7M1.40%218,358
10AMZNAMAZON COM INCSH$79.5M1.33%343,596

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Diversify Advisory Services, LLC hold as of Q2 2026?

Diversify Advisory Services, LLC reported 1286 positions worth $5.98B in its Q2 2026 13F filing. Largest positions: NVDA (4.0%), SPY (3.5%), SPYG (3.4%), SPYV (2.9%) and AAPL (2.5%).

What did Diversify Advisory Services, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Diversify Advisory Services, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.