Diversify Advisory Services, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2021232
Institutional-grade research for retail investors
13F Reported Value
ⓘ$655.0M
Holdings
210
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Diversify Advisory Services, LLC disclosed 210 positions worth $655.0M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 14.3% of the equity portfolio, followed by $AAPL and $META. During the quarter the fund opened 6 new positions and exited 527 — including a new stake in $MPT and a full exit from $GLDM. The portfolio is most concentrated in Technology (69.8% of disclosed assets). All figures are sourced directly from Diversify Advisory Services, LLC’s Form 13F-HR filing with the SEC under CIK 2021232.
AI Fund Analysis
ConcentratingSector Allocation
TechnologyFinancialsConsumer DiscretionaryOtherReal EstateIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$93.9M448,932 sh - 76.1#112
Quality
$35.7M132,290 sh - 80.9#35
Quality
$32.2M48,173 sh - 86.4
Quality
$30.8M75,982 sh - 78.8
Quality
$30.0M88,965 sh - $29.9M75,981 sh
- 80.2
Quality
$27.5M78,630 sh - 74.6
Quality
$27.1M102,942 sh - 80.2
Quality
$25.6M73,709 sh - 77.3
Quality
$20.7M132,230 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $93.9M | 448,932 |
 Apple Inc.$AAPL | 76.1#112 | $35.7M | 132,290 |
 Meta Platforms, Inc.$META | 80.9#35 | $32.2M | 48,173 |
 Broadcom Inc.$AVGO | 86.4 | $30.8M | 75,982 |
 ADVANCED MICRO DEVICES INC$AMD | 78.8 | $30.0M | 88,965 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $29.9M | 75,981 |
 Alphabet Inc.$GOOG | 80.2 | $27.5M | 78,630 |
 AMAZON COM INC$AMZN | 74.6 | $27.1M | 102,942 |
 Alphabet Inc.$GOOGL | 80.2 | $25.6M | 73,709 |
 Marvell Technology, Inc.$MRVL | 77.3 | $20.7M | 132,230 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Diversify Advisory Services, LLC's 210 positions.
Showing top 10 of 210 holdings.
Sector Allocation
Technology
$457.2M
Financials
$49.6M
Consumer Discretionary
$35.4M
Other
$27.6M
Real Estate
$21.4M
Industrials
$18.2M
Utilities
$13.1M
Consumer Staples
$10.2M
Full Holdings — Diversify Advisory Services, LLC (Q1 2026)
All 210 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $93.9M | 14.3% | -60% | 90.2 |
| 2 | $AAPL | Apple Inc. | $35.7M | 5.5% | -63% | 76.1 |
| 3 | $META | Meta Platforms, Inc. | $32.2M | 4.9% | -29% | 80.9 |
| 4 | $AVGO | Broadcom Inc. | $30.8M | 4.7% | -45% | 86.4 |
| 5 | $AMD | ADVANCED MICRO DEVICES INC | $30.0M | 4.6% | -35% | 78.8 |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $29.9M | 4.6% | -32% | — |
| 7 | $GOOG | Alphabet Inc. | $27.5M | 4.2% | -57% | 80.2 |
| 8 | $AMZN | AMAZON COM INC | $27.1M | 4.1% | -61% | 74.6 |
| 9 | $GOOGL | Alphabet Inc. | $25.6M | 3.9% | -35% | 80.2 |
| 10 | $MRVL | Marvell Technology, Inc. | $20.7M | 3.2% | -10% | 77.3 |
| 11 |  $AFRM | Affirm Holdings, Inc. | $17.8M | 2.7% | +27% | 71.7 |
| 12 |  $MU | MICRON TECHNOLOGY INC | $16.8M | 2.6% | -18% | 88.4 |
| 13 |  $MSFT | MICROSOFT CORP | $16.1M | 2.5% | -65% | 83.7 |
| 14 |  $NOW | ServiceNow, Inc. | $15.1M | 2.3% | +374% | 76 |
| 15 |  $ORCL | ORACLE CORP | $14.1M | 2.1% | +144% | 67.2 |
| 16 |  $SOFI | SoFi Technologies, Inc. | $14.0M | 2.1% | +8% | 53.8 |
| 17 |  $ARM | ARM HOLDINGS PLC /UK | $12.3M | 1.9% | -7% | — |
| 18 |  $SNOW | Snowflake Inc. | $12.3M | 1.9% | +2% | 49.6 |
| 19 | — | ISHARES TR | $11.3M | 1.7% | -37% | — |
| 20 |  $TLN | Talen Energy Corp | $9.1M | 1.4% | -6% | 66.5 |
| 21 |  $PANW | Palo Alto Networks Inc | $8.4M | 1.3% | -54% | 66.5 |
| 22 |  $SMCI | Super Micro Computer, Inc. | $7.9M | 1.2% | +2% | 61.9 |
| 23 |  $TSLA | Tesla, Inc. | $6.7M | 1.0% | -58% | 50.1 |
| 24 |  $KO | COCA COLA CO | $4.3M | 0.7% | -43% | 74 |
| 25 |  $CSCO | CISCO SYSTEMS, INC. | $3.8M | 0.6% | -62% | 72.3 |
| 26 |  $CLS | CELESTICA INC | $3.2M | 0.5% | -42% | 69 |
| 27 |  $CRDO | Credo Technology Group Holding Ltd | $2.9M | 0.5% | -38% | — |
| 28 |  $V | VISA INC. | $2.8M | 0.4% | -75% | 83.5 |
| 29 |  $KLAC | KLA CORP | $2.8M | 0.4% | -52% | 84.4 |
| 30 |  $C | CITIGROUP INC | $2.3M | 0.3% | -36% | 54.8 |
| 31 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2.3M | 0.3% | +198% | 74.4 |
| 32 |  $OKTA | Okta, Inc. | $2.0M | 0.3% | -2% | 67.3 |
| 33 |  $OUT | OUTFRONT Media Inc. | $2.0M | 0.3% | -28% | 43.7 |
| 34 |  $HST | HOST HOTELS & RESORTS, INC. | $1.8M | 0.3% | -1% | 72.6 |
| 35 |  $TEM | Tempus AI, Inc. | $1.7M | 0.3% | -28% | 38.2 |
| 36 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $1.7M | 0.3% | -6% | 63.2 |
| 37 |  $SBRA | Sabra Health Care REIT, Inc. | $1.7M | 0.3% | -1% | 73.5 |
| 38 |  $KNTK | Kinetik Holdings Inc. | $1.6M | 0.3% | +1% | 56.7 |
| 39 |  $FTAI | FTAI Aviation Ltd. | $1.6M | 0.2% | -26% | — |
| 40 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.6M | 0.2% | -99% | — |
| 41 |  $MPT | MEDICAL PROPERTIES TRUST INC | $1.6M | 0.2% | NEW | 42 |
| 42 |  $PM | Philip Morris International Inc. | $1.5M | 0.2% | -77% | 80.5 |
| 43 |  $STX | Seagate Technology Holdings plc | $1.5M | 0.2% | -59% | — |
| 44 |  $DOW | DOW INC. | $1.5M | 0.2% | -3% | 38 |
| 45 |  $OKE | ONEOK INC /NEW/ | $1.5M | 0.2% | -6% | 72 |
| 46 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.5M | 0.2% | +0% | 68.4 |
| 47 |  $URI | UNITED RENTALS, INC. | $1.4M | 0.2% | -7% | 70.7 |
| 48 |  $LTC | LTC PROPERTIES INC | $1.4M | 0.2% | +0% | 58.4 |
| 49 |  $JPM | JPMORGAN CHASE & CO | $1.4M | 0.2% | -86% | 35.6 |
| 50 |  $CWEN | Clearway Energy, Inc. | $1.3M | 0.2% | +0% | 64.2 |
| 51 |  $BA | BOEING CO | $1.3M | 0.2% | +0% | 51.8 |
| 52 |  $MA | Mastercard Inc | $1.3M | 0.2% | -82% | 81.7 |
| 53 |  $PEP | PEPSICO INC | $1.3M | 0.2% | -59% | 62.7 |
| 54 |  $BEPC | Brookfield Renewable Corp | $1.3M | 0.2% | -1% | — |
| 55 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $1.3M | 0.2% | -18% | 54.6 |
| 56 |  $EPR | EPR PROPERTIES | $1.2M | 0.2% | +1% | 64 |
| 57 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $1.2M | 0.2% | +567% | — |
| 58 |  $SILA | Sila Realty Trust, Inc. | $1.2M | 0.2% | -31% | 51.3 |
| 59 |  $KMI | KINDER MORGAN, INC. | $1.2M | 0.2% | -9% | 74.6 |
| 60 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $1.1M | 0.2% | -2% | 62 |
| 61 |  $PFE | PFIZER INC | $1.1M | 0.2% | -54% | 69 |
| 62 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.2% | -62% | 70.7 |
| 63 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.2% | -95% | 85.8 |
| 64 |  $OTF | Blue Owl Technology Finance Corp. | $1.1M | 0.2% | +32% | — |
| 65 |  $XOM | EXXON MOBIL CORP | $1.1M | 0.2% | -91% | 61.8 |
| 66 |  $DXPE | DXP ENTERPRISES INC | $1.0M | 0.2% | -32% | 57.7 |
| 67 |  $TNL | Travel & Leisure Co. | $1.0M | 0.2% | -7% | 61 |
| 68 |  $ET | Energy Transfer LP | $1.0M | 0.2% | -42% | 64.5 |
| 69 |  $MO | ALTRIA GROUP, INC. | $1.0M | 0.2% | -81% | 72.1 |
| 70 |  $CAT | CATERPILLAR INC | $1.0M | 0.1% | -70% | 67.8 |
| 71 |  $CVS | CVS HEALTH Corp | $953,884 | 0.1% | -43% | 51.3 |
| 72 |  $SHOP | SHOPIFY INC. | $938,067 | 0.1% | -58% | — |
| 73 |  $COST | COSTCO WHOLESALE CORP /NEW | $923,770 | 0.1% | -97% | 67 |
| 74 |  $WFC | WELLS FARGO & COMPANY/MN | $915,287 | 0.1% | -56% | — |
| 75 |  $AGNC | AGNC Investment Corp. | $874,206 | 0.1% | +2% | — |
| 76 |  $ABBV | AbbVie Inc. | $867,603 | 0.1% | -86% | 59.3 |
| 77 |  $MSIF | MSC INCOME FUND, INC. | $865,251 | 0.1% | -25% | — |
| 78 |  $ASML | ASML HOLDING NV | $850,389 | 0.1% | -91% | — |
| 79 | $BEPC | Brookfield Renewable Corp | $844,227 | 0.1% | -3% | — |
| 80 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $833,906 | 0.1% | -3% | 65.9 |
| 81 |  $WHR | WHIRLPOOL CORP /DE/ | $832,569 | 0.1% | -1% | 40.6 |
| 82 |  $LNC | LINCOLN NATIONAL CORP | $830,016 | 0.1% | -2% | 50.8 |
| 83 |  $UNH | UNITEDHEALTH GROUP INC | $827,862 | 0.1% | -96% | 66.8 |
| 84 | — | SPDR SERIES TRUST | $789,851 | 0.1% | -92% | — |
| 85 |  $UPS | UNITED PARCEL SERVICE INC | $789,234 | 0.1% | -43% | 58.2 |
| 86 |  $SJM | J M SMUCKER Co | $778,130 | 0.1% | +186% | 46.4 |
| 87 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $776,716 | 0.1% | +1% | — |
| 88 |  $LLY | ELI LILLY & Co | $759,279 | 0.1% | -88% | 89.3 |
| 89 |  $TXN | TEXAS INSTRUMENTS INC | $742,152 | 0.1% | -61% | 70.4 |
| 90 | — | SELECT SECTOR SPDR TR | $741,293 | 0.1% | -83% | — |
| 91 |  $KVUE | Kenvue Inc. | $731,274 | 0.1% | -20% | 60.2 |
| 92 |  $TSLX | Sixth Street Specialty Lending, Inc. | $726,076 | 0.1% | -0% | — |
| 93 |  $CVX | CHEVRON CORP | $712,826 | 0.1% | -94% | 54.7 |
| 94 |  $JNJ | JOHNSON & JOHNSON | $703,532 | 0.1% | -95% | 72.8 |
| 95 |  $COLD | AMERICOLD REALTY TRUST | $694,140 | 0.1% | NEW | 37.1 |
| 96 | — | GRANITESHARES ETF TR | $674,238 | 0.1% | +33% | — |
| 97 |  $BX | Blackstone Inc. | $666,984 | 0.1% | -89% | 68 |
| 98 |  $ELV | Elevance Health, Inc. | $664,375 | 0.1% | -24% | 59.4 |
| 99 |  $GS | GOLDMAN SACHS GROUP INC | $649,315 | 0.1% | -87% | — |
| 100 |  $TT | Trane Technologies plc | $648,291 | 0.1% | -52% | — |
| 101 |  $LRCX | LAM RESEARCH CORP | $638,790 | 0.1% | -94% | 82.4 |
| 102 |  $VZ | VERIZON COMMUNICATIONS INC | $622,320 | 0.1% | -91% | 71.6 |
| 103 | — | ISHARES TR | $595,572 | 0.1% | -56% | — |
| 104 |  $BLK | BlackRock, Inc. | $593,486 | 0.1% | -55% | 70.3 |
| 105 |  $MPLX | MPLX LP | $573,582 | 0.1% | -1% | 76.5 |
| 106 |  $RMBS | RAMBUS INC | $565,399 | 0.1% | -59% | 75.2 |
| 107 |  $AMAT | APPLIED MATERIALS INC /DE | $557,663 | 0.1% | -77% | 74.8 |
| 108 |  $SNPS | SYNOPSYS INC | $549,072 | 0.1% | -20% | 63.1 |
| 109 |  $WPC | W. P. Carey Inc. | $544,578 | 0.1% | -64% | 62.1 |
| 110 |  $NU | Nu Holdings Ltd. | $543,938 | 0.1% | -19% | — |
| 111 | — | SPDR SERIES TRUST | $541,126 | 0.1% | -90% | — |
| 112 | — | SELECT SECTOR SPDR TR | $535,582 | 0.1% | -95% | — |
| 113 |  $BRK.B | BERKSHIRE HATHAWAY INC | $529,098 | 0.1% | -89% | 64.5 |
| 114 | — | VANGUARD TAX-MANAGED FDS | $527,651 | 0.1% | -95% | — |
| 115 |  $RTX | RTX Corp | $505,238 | 0.1% | -79% | 70 |
| 116 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $497,422 | 0.1% | -81% | 66.7 |
| 117 |  $LMT | LOCKHEED MARTIN CORP | $496,045 | 0.1% | -83% | 65 |
| 118 |  $AZN | ASTRAZENECA PLC | $487,817 | 0.1% | -88% | — |
| 119 |  $DGX | QUEST DIAGNOSTICS INC | $483,816 | 0.1% | -23% | 69.1 |
| 120 |  $RITM | Rithm Capital Corp. | $478,413 | 0.1% | +1% | 52 |
| 121 |  $WSM | WILLIAMS SONOMA INC | $447,999 | 0.1% | -14% | 65 |
| 122 |  $HON | HONEYWELL INTERNATIONAL INC | $445,505 | 0.1% | -49% | 65.7 |
| 123 | — | ISHARES INC | $444,733 | 0.1% | -95% | — |
| 124 |  $QCOM | QUALCOMM INC/DE | $444,670 | 0.1% | -89% | 81.9 |
| 125 |  $AHR | American Healthcare REIT, Inc. | $432,157 | 0.1% | -74% | 63.7 |
| 126 |  $CTAS | CINTAS CORP | $428,837 | 0.1% | -81% | 76.3 |
| 127 |  $CBRE | CBRE GROUP, INC. | $424,680 | 0.1% | -22% | 62.9 |
| 128 |  $MOH | MOLINA HEALTHCARE, INC. | $422,257 | 0.1% | NEW | 60.5 |
| 129 |  $ACN | Accenture plc | $419,546 | 0.1% | -57% | — |
| 130 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $415,198 | 0.1% | -86% | 76.6 |
| 131 | — | ISHARES TR | $409,982 | 0.1% | -95% | — |
| 132 |  $GNL | Global Net Lease, Inc. | $403,686 | 0.1% | -18% | 39.5 |
| 133 |  $MELI | MERCADOLIBRE INC | $397,580 | 0.1% | -61% | 77.5 |
| 134 |  $PINS | PINTEREST, INC. | $394,383 | 0.1% | -2% | 62 |
| 135 |  $WMB | WILLIAMS COMPANIES, INC. | $394,242 | 0.1% | -85% | 72.8 |
| 136 |  $MTB | M&T BANK CORP | $390,910 | 0.1% | -1% | 64.1 |
| 137 |  $PAGP | PLAINS GP HOLDINGS LP | $384,741 | 0.1% | +0% | 52.9 |
| 138 |  $B | BARRICK MINING CORP | $383,962 | 0.1% | -38% | — |
| 139 | — | GLOBAL X FDS | $383,148 | 0.1% | -9% | — |
| 140 |  $BMY | BRISTOL MYERS SQUIBB CO | $380,555 | 0.1% | -46% | 70.1 |
| 141 |  $DUK | Duke Energy CORP | $370,293 | 0.1% | -46% | 64 |
| 142 |  $ARCC | ARES CAPITAL CORP | $369,636 | 0.1% | -30% | — |
| 143 |  $HD | HOME DEPOT, INC. | $360,579 | 0.1% | -92% | 69.2 |
| 144 |  $SPOT | Spotify Technology S.A. | $355,743 | 0.1% | +3% | — |
| 145 |  $PEN | Penumbra Inc | $354,054 | 0.1% | -62% | 69.7 |
| 146 |  $WY | WEYERHAEUSER CO | $351,601 | 0.1% | NEW | 52.9 |
| 147 | — | PROSHARES TR | $351,365 | 0.1% | -29% | — |
| 148 | — | ISHARES TR | $347,896 | 0.1% | -59% | — |
| 149 |  $WFG | WEST FRASER TIMBER CO., LTD | $344,590 | 0.1% | -6% | — |
| 150 | — | STATE STR SPDR DOW JONES IND | $344,512 | 0.1% | -26% | — |
| 151 |  $COF | CAPITAL ONE FINANCIAL CORP | $343,130 | 0.1% | -66% | 71 |
| 152 | — | SCHWAB STRATEGIC TR | $341,552 | 0.1% | -92% | — |
| 153 | — | FIDELITY COVINGTON TRUST | $341,104 | 0.1% | -1% | — |
| 154 |  $MCD | MCDONALDS CORP | $339,240 | 0.1% | -89% | 73.9 |
| 155 |  $APH | AMPHENOL CORP /DE/ | $337,416 | 0.1% | -83% | 80.5 |
| 156 | — | J P MORGAN EXCHANGE TRADED F | $329,073 | 0.1% | -77% | — |
| 157 |  $UL | UNILEVER PLC | $327,061 | 0.1% | -58% | — |
| 158 |  $HCXY | Hercules Capital, Inc. | $324,215 | 0.1% | -5% | — |
| 159 |  $TRU | TransUnion | $323,457 | 0.1% | -15% | 69.1 |
| 160 | — | VANGUARD SCOTTSDALE FDS | $322,252 | 0.1% | -90% | — |
| 161 |  $COO | COOPER COMPANIES, INC. | $320,992 | 0.1% | -59% | 55.8 |
| 162 | — | SCHWAB STRATEGIC TR | $317,579 | 0.1% | -72% | — |
| 163 | — | ISHARES TR | $316,594 | 0.1% | +1% | — |
| 164 |  $CASY | CASEYS GENERAL STORES INC | $315,726 | 0.1% | -50% | 59.9 |
| 165 |  $ROL | ROLLINS INC | $315,270 | 0.1% | +34% | 73.2 |
| 166 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $312,975 | 0.1% | -68% | 66.3 |
| 167 |  $PG | PROCTER & GAMBLE Co | $307,162 | 0.1% | -88% | 72.9 |
| 168 |  $GPK | GRAPHIC PACKAGING HOLDING CO | $295,488 | 0.1% | NEW | 46.3 |
| 169 |  $COHR | COHERENT CORP. | $290,903 | 0.0% | -17% | 64 |
| 170 |  $SPY | SPDR S&P 500 ETF TRUST | $283,209 | 0.0% | -100% | — |
| 171 |  $IVZ | Invesco Ltd. | $279,472 | 0.0% | -86% | — |
| 172 | — | VANGUARD BD INDEX FDS | $276,240 | 0.0% | -94% | — |
| 173 |  $GLD | SPDR GOLD TRUST | $274,656 | 0.0% | -100% | — |
| 174 |  $HEI.A | HEICO CORP | $273,137 | 0.0% | -5% | 79.2 |
| 175 |  $MDT | Medtronic plc | $271,493 | 0.0% | -90% | — |
| 176 |  $NFLX | NETFLIX INC | $270,096 | 0.0% | -94% | 86.7 |
| 177 |  $SFL | SFL Corp Ltd. | $269,394 | 0.0% | -1% | — |
| 178 | — | SPDR SERIES TRUST | $269,026 | 0.0% | -86% | — |
| 179 | — | VANGUARD INDEX FDS | $266,499 | 0.0% | -92% | — |
| 180 | — | TIDAL TRUST III | $265,277 | 0.0% | -3% | — |
| 181 |  $MCK | MCKESSON CORP | $265,106 | 0.0% | +29% | 63.7 |
| 182 | $IVZ | Invesco Ltd. | $263,681 | 0.0% | +0% | — |
| 183 |  $AON | Aon plc | $260,249 | 0.0% | -66% | — |
| 184 |  $SBUX | STARBUCKS CORP | $259,425 | 0.0% | -83% | 54.6 |
| 185 | — | VANGUARD INTL EQUITY INDEX F | $254,623 | 0.0% | -98% | — |
| 186 |  $SNY | Sanofi | $246,675 | 0.0% | NEW | — |
| 187 | $IVZ | Invesco Ltd. | $244,195 | 0.0% | -18% | — |
| 188 |  $ZTS | Zoetis Inc. | $243,596 | 0.0% | -92% | 72.6 |
| 189 |  $FAF | First American Financial Corp | $242,092 | 0.0% | -21% | 65 |
| 190 |  $MS | MORGAN STANLEY | $240,024 | 0.0% | -89% | — |
| 191 | — | SCHWAB STRATEGIC TR | $239,606 | 0.0% | -47% | — |
| 192 | — | PROSHARES TR | $239,097 | 0.0% | -62% | — |
| 193 | — | ISHARES TR | $235,753 | 0.0% | -95% | — |
| 194 |  $BKNG | Booking Holdings Inc. | $234,873 | 0.0% | +582% | 55.3 |
| 195 |  $NDAQ | NASDAQ, INC. | $233,742 | 0.0% | -86% | 78.5 |
| 196 | — | VANGUARD INDEX FDS | $230,947 | 0.0% | -100% | — |
| 197 |  $MCO | MOODYS CORP /DE/ | $222,693 | 0.0% | -64% | 81.3 |
| 198 |  $ETN | Eaton Corp plc | $217,708 | 0.0% | -79% | — |
| 199 |  $TMUS | T-Mobile US, Inc. | $214,816 | 0.0% | -89% | 72.7 |
| 200 |  $TD | TORONTO DOMINION BANK | $213,001 | 0.0% | -8% | — |
| 201 |  $ROST | ROSS STORES, INC. | $210,450 | 0.0% | -97% | 71.5 |
| 202 |  $AEM | AGNICO EAGLE MINES LTD | $206,505 | 0.0% | -83% | — |
| 203 |  $TGT | TARGET CORP | $205,753 | 0.0% | -54% | 53.1 |
| 204 |  $ULTA | Ulta Beauty, Inc. | $205,199 | 0.0% | -20% | 66.6 |
| 205 |  $NEE | NEXTERA ENERGY INC | $204,537 | 0.0% | -85% | 71.7 |
| 206 |  $ICE | Intercontinental Exchange, Inc. | $200,704 | 0.0% | -66% | 73.8 |
| 207 |  $FBRT | Franklin BSP Realty Trust, Inc. | $188,684 | 0.0% | -18% | 57 |
| 208 |  $FSK | FS KKR Capital Corp | $160,608 | 0.0% | -81% | — |
| 209 |  $BRSP | BrightSpire Capital, Inc. | $61,178 | 0.0% | -59% | 36.3 |
| 210 |  $NAT | NORDIC AMERICAN TANKERS Ltd | $55,853 | 0.0% | +0% | — |
New Positions (6)
Exited Positions (527)
$GLDM World Gold Trust TIDAL TRUST I
SSGA ACTIVE ETF TR
$OPBK OP Bancorp
$IBIT iShares Bitcoin Trust ETF SPDR INDEX SHS FDS
$IAU ISHARES GOLD TRUST NEW YORK LIFE INVESTMENTS ET
PGIM ETF TR
PUTNAM ETF TRUST
BLACKROCK ETF TRUST
$APP AppLovin Corp BNY MELLON ETF TRUST
BLACKROCK ETF TRUST II
$ISRG INTUITIVE SURGICAL INCBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Diversify Advisory Services, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Diversify Advisory Services, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Diversify Advisory Services, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Diversify Advisory Services, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Diversify Advisory Services, LLC (SEC CIK: 2021232), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Diversify Advisory Services, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.