Q2 2026 13F · SEC CIK 2021232

Diversify Advisory Services, LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $6.0B
Reported positions: 1,244
Top holdings a year, 3 yrs: +26.5%
Assets under management: $4.6B

Diversify Advisory Services, LLC is a wealth manager that reported 1,244 positions worth $6.0B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Nvidia Corporation Com (NVDA, 4.1%), Spdr S&p 500 ETF Tr (SPY, 3.5%), Spdr Series Trust (SPYG, 3.4%). A portfolio copying its top holdings returned 26.5% a year over the last 3 years, against 18.4% for the S&P 500.

Diversify Advisory Services, LLC holdings largest 50 of 1,244 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Diversify Advisory Services, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	4.1%	14.3%	1,231,450	+174.3%	$242.0M
SPYSpdr S&p 500 ETF Tr	3.5%	—	284,244	—	$210.1M
SPYGSpdr Series Trust	3.4%	—	1,766,081	—	$202.3M
SPYVSpdr Series Trust	2.9%	—	2,818,867	—	$175.4M
AAPLApple Inc	2.5%	5.5%	449,050	+239.4%	$151.3M
IVVIshares Core S&p 500 ETF	1.6%	—	128,359	—	$95.3M
SPDWSPDR Portfolio Developed World	1.5%	—	1,848,949	—	$91.7M
VOOVanguard S&p 500 ETF	1.5%	—	132,212	—	$89.8M
AVGOBroadcom Inc	1.4%	4.7%	218,358	+187.4%	$83.7M
AMZNAmazon Com Inc Com	1.3%	4.1%	343,596	+233.8%	$79.5M
VTVanguard Total World Stock Index Fund Et	1.3%	—	484,457	—	$74.8M
MSFTMicrosoft Corp	1.2%	2.5%	182,468	+380.6%	$71.0M
METAMeta Platforms Inc Class A	1.1%	4.9%	107,048	+122.2%	$63.6M
GOOGAlphabet Inc	1.1%	3.9%	193,772	+162.9%	$63.3M
QQQInvesco Qqq Tr	1.1%	0.2%	92,596	+3763.0%	$63.2M
GOOGLAlphabet Inc	1.1%	4.2%	192,787	+145.2%	$63.0M
RSPInvesco S&p 500 Equal Weight ETF	1.0%	—	287,437	—	$61.9M
MUMicron Technology Inc	1.0%	2.6%	67,768	+108.9%	$61.0M
AMDAdvanced Micro Devices Inc	1.0%	4.6%	114,575	+28.8%	$56.7M
DFAUDimensional US Core Equity Market ETF	0.9%	—	1,097,631	—	$56.3M
SRLNSsga Active ETF Tr	0.9%	—	1,360,178	—	$54.9M
GLDMWorld Gold Tr	0.9%	—	634,699	—	$51.3M
PANWPalo Alto Networks Inc	0.8%	1.3%	157,738	+241.5%	$50.1M
TSMTaiwan Semiconductor Manufac	0.7%	4.6%	109,964	+44.7%	$43.9M
VWOVanguard Intl Equity Index F	0.7%	—	749,936	—	$43.7M
IJHIshares Tr	0.7%	—	549,247	—	$41.7M
VMBSVmbs	0.7%	—	867,745	—	$40.2M
VEAVanguard Tax-Managed Fds	0.6%	—	506,314	—	$35.4M
SNOWSnowflake Inc	0.6%	1.9%	122,737	+41.3%	$33.5M
SPHYSpdr Series Trust	0.5%	—	1,374,361	—	$31.9M
COSTCostco Whsl Corp New	0.5%	—	32,762	—	$31.2M
USIGiShares Broad USD Invm Grd Cor	0.5%	—	616,934	—	$31.1M
IUSBIshares Core Universal Usd Bond ETF	0.5%	—	673,999	—	$30.7M
MRVLMarvell Technology Inc	0.5%	3.2%	155,255	+17.4%	$29.4M
OPBKOp Bancorp	0.5%	—	1,847,777	—	$28.7M
LRCXLam Research Corp	0.5%	—	97,064	—	$28.3M
NOWServicenow Inc Com	0.5%	2.3%	265,190	+56.2%	$28.0M
VGITVanguard Intermediate Treasury ETF	0.5%	—	476,333	—	$27.8M
XLVSelect Sector Spdr Tr	0.5%	—	169,666	—	$27.7M
IVWIshares	0.4%	—	200,338	—	$26.5M
AFRMAffirm Hldgs Inc	0.4%	2.7%	355,854	+26.8%	$26.0M
JPMJpmorgan Chase & Co	0.4%	0.2%	72,679	+1505.1%	$25.9M
JNJJohnson & Johnson	0.4%	—	94,734	—	$25.2M
DYNFIshares U.s. Equity Factor Rotation Acti	0.4%	—	364,895	—	$24.5M
PULSPgim Ultra Short Bond ETF	0.4%	—	482,731	—	$24.0M
VTIVanguard Index Fds	0.4%	—	64,154	—	$23.4M
IGVIshares Tr	0.4%	—	254,501	—	$23.1M
DFCFDimensional ETF Trust	0.4%	—	547,013	—	$22.8M
TSLATesla Inc Com	0.4%	1.0%	71,476	+297.2%	$22.1M
VVisa Inc Com Cl A	0.4%	0.4%	60,289	+611.4%	$21.9M

What Diversify Advisory Services, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

QQQ Invesco Qqq Tr+3763.0% shares
JPM Jpmorgan Chase & Co+1505.1% shares
V Visa Inc Com Cl A+611.4% shares
MSFT Microsoft Corp+380.6% shares
TSLA Tesla Inc Com+297.2% shares
PANW Palo Alto Networks Inc+241.5% shares
AAPL Apple Inc+239.4% shares
AMZN Amazon Com Inc Com+233.8% shares

Reduced

No position shrank by more than 5%.

Left the top 50

ORCL Oracle Corpwas 2.2%
SOFI Sofi Technologies Incwas 2.1%
ARM Arm Hldgs PLC Equity A Funsponsored ADRwas 1.9%
ITA Ishares U.s. Aerospace & Defense ETFwas 1.7%
TLN Talen Energy Corpwas 1.4%
SMCI Super Micro Computer, Inc.was 1.2%
KO Coca Cola Cowas 0.7%
CSCO Cisco Sys Incwas 0.6%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +32.4% /yr; S&P 500 +20.1%
3 years: +26.5% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$6.0B	1,244
Q1 2026	$655.0M	210
Q4 2025	$3.2B	910
Q3 2025	$3.0B	869
Q2 2025	$2.6B	825
Q1 2025	$1.6B	630
Q4 2024	$1.8B	610
Q3 2024	$1.9B	630
Q2 2024	$1.8B	625
Q1 2024	$1.7B	627

Questions about Diversify Advisory Services, LLC's portfolio

What stocks does Diversify Advisory Services, LLC own?

Diversify Advisory Services, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 1,244 positions worth $6.0B. The largest are Nvidia Corporation Com (NVDA) at 4.1%, Spdr S&p 500 ETF Tr (SPY) at 3.5%, Spdr Series Trust (SPYG) at 3.4%, Spdr Series Trust (SPYV) at 2.9% and Apple Inc (AAPL) at 2.5%.

What did Diversify Advisory Services, LLC buy last quarter?

In Q2 2026, Diversify Advisory Services, LLC added Invesco Qqq Tr (QQQ) (+3763.0% shares), Jpmorgan Chase & Co (JPM) (+1505.1% shares) and Visa Inc Com Cl A (V) (+611.4% shares), compared with its Q1 2026 filing.

What did Diversify Advisory Services, LLC sell last quarter?

In Q2 2026, Diversify Advisory Services, LLC cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Sofi Technologies Inc (SOFI), cut from its top 50 Arm Hldgs PLC Equity A Funsponsored ADR (ARM), cut from its top 50 Ishares U.s. Aerospace & Defense ETF (ITA) and cut from its top 50 Talen Energy Corp (TLN), compared with its Q1 2026 filing.

How has Diversify Advisory Services, LLC's portfolio performed?

A portfolio copying Diversify Advisory Services, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +26.5% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +32.4% against +20.1%.

When is Diversify Advisory Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Diversify Advisory Services, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Diversify Advisory Services, LLC manage?

Diversify Advisory Services, LLC reported $4.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $6.0B.