Diversify Advisory Services, LLC

CIK

2021232

Location

SANDY, UT

Portfolio Value

Mid $3,482,518,165

Diversification

Diversified

Filing Date

Global Rank

#954 / 8,700 ▲ 2361

Top Industry

Semiconductors 21.7%

Period ended 2 months ago

Filed Aug 10, 2026 · 33d

10 quarters · since Mar 2024

Portfolio Concentration

748 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.1%

−7.0 pts

Top 5

23.3%

−14.2 pts

Top 10

33.7%

−20.9 pts

HHI

178

Diversified−276

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.7%	$1,383,065,550	123
Unclassified	13.9%	$485,025,238	46
Financial Services	9.0%	$313,055,182	127
Communication Services	8.1%	$281,371,028	28
Industrials	6.8%	$236,028,010	116
Consumer Cyclical	6.6%	$230,073,669	60
Healthcare	6.2%	$214,847,667	87
Consumer Defensive	3.4%	$116,687,578	30
Energy	2.1%	$73,170,062	36
Utilities	1.7%	$57,792,362	28
Real Estate	1.5%	$52,702,896	42
Basic Materials	1.1%	$38,698,923	25

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+782,618	1,231,550	$246,401,027
AVGO	Broadcom Inc.	+742,376	818,358	$84,784,054
VEA	Vanguard FTSE Developed Markets ETF	+498,448	506,314	$36,074,872
AAPL	Apple Inc.	+446,860	579,150	$130,375,428
VZ	Verizon Communications Inc	+396,476	409,828	$17,352,117
SPY	Spdr S&P 500 ETF Trust	+284,446	284,844	$212,269,325
SOFI	SoFi Technologies, Inc.	+249,588	1,148,202	$20,587,261
AMZN	Amazon Com Inc	+240,754	343,696	$81,892,901
GOOGL	Alphabet Inc.	+234,320	386,659	$137,362,077
FSK	FS KKR Capital Corp	+185,982	201,020	$2,110,710
NFLX	Netflix Inc	+174,616	177,548	$12,676,927
MSFT	Microsoft Corp	+164,805	202,768	$68,143,200
CSCO	Cisco Systems, Inc.	+133,941	176,160	$20,691,753
—		+120,300	123,236	$11,293,347
OTF	Blue Owl Technology Finance Corp.	+117,832	217,264	$2,248,682
PANW	Palo Alto Networks Inc	+111,648	157,838	$53,792,129
KO	Coca Cola Co	+110,509	164,600	$13,377,042
PLTR	Palantir Technologies Inc.	+101,387	109,173	$12,737,213
XOM	ExxonMobil Holdings Corp	+99,579	106,449	$14,553,707
NOW	ServiceNow, Inc.	+95,455	265,190	$26,328,063
LRCX	Lam Research Corp	+94,496	97,064	$42,060,743
NEE	Nextera Energy Inc	+93,903	96,075	$8,432,502
MDT	Medtronic plc	+93,869	97,290	$7,610,996
JNJ	Johnson & Johnson	+91,640	94,734	$24,059,593
QQQ	Invesco Qqq Trust, Series 1	+90,299	92,696	$68,188,376
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
KVUE	Kenvue Inc.	−27,844	14,598	$278,967
HST	Host Hotels & Resorts, Inc.	−25,812	57,904	$1,372,903
ARM	Arm Holdings PLC /Uk	−8,685	52,208	$18,511,390
TNL	Travel & Leisure Co.	−7,059	9,307	$711,334
WY	Weyerhaeuser Co	−2,310	12,189	$291,804
OKTA	Okta, Inc.	−1,739	24,951	$3,404,563
WFG	West Fraser Timber Co., Ltd	−972	4,490	$303,928
STX	Seagate Technology Holdings plc	−594	1,802	$1,738,930
GPK	Graphic Packaging Holding Co	−417	30,363	$320,936
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	82,315	$62,817,869
GLDM	World Gold Trust	634,699	$50,407,794
OPBK	OP Bancorp	1,847,777	$27,698,177
BAC	Bank Of America Corp /De/	299,572	$17,069,612
FTNT	Fortinet, Inc.	108,044	$16,597,719
UBER	Uber Technologies, Inc	280,048	$13,060,443
STGW	Stagwell Inc	1,724,579	$12,813,621
ANET	Arista Networks, Inc.	73,447	$12,477,176
UNP	Union Pacific Corp	42,267	$11,469,723
WMT	Walmart Inc.	98,331	$11,136,969
BAI	iShares A.I. Innovation and Tech Active ETF	210,977	$11,122,707
RUN	Sunrun Inc.	827,077	$11,066,290
PKG	Packaging Corp Of America	46,125	$10,990,665
ONON	On Holding AG	308,697	$10,934,047
CMI	Cummins Inc	15,200	$10,840,792
ATO	Atmos Energy Corp	61,380	$10,573,932
CGDV	Capital Group Dividend Value ETF	212,847	$10,489,100
GEV	GE Vernova Inc.	8,825	$10,368,139
ISRG	Intuitive Surgical Inc	25,839	$10,275,653
DIS	Walt Disney Co	104,183	$10,027,613
ABNB	Airbnb, Inc.	66,486	$9,514,146
IAU	Ishares Gold Trust	124,480	$9,399,484
STRL	Sterling Infrastructure, Inc.	10,892	$9,142,309
VRT	Vertiv Holdings Co	26,865	$8,994,939
CME	Cme Group Inc.	40,726	$8,993,522
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	102,494	$13,896,654
DOW	Dow Inc.	38,363	$1,597,818
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	49,778	$1,325,906
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	13,732	$1,174,992
FNDA	Schwab Fundamental U.S. Small Company ETF	29,120	$826,696
WHR	Whirlpool Corp /De/	15,237	$821,579
IVZ	Invesco Ltd.	11,886	$504,220
ANEW	ProShares MSCI Transformational Changes ETF	8,710	$382,030
MTB	M&T Bank Corp	1,814	$374,990
AGNG	Global X Funds Global X Aging Population ETF	11,177	$345,223
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	7,009	$329,983
BNDW	Vanguard Total World Bond ETF	3,899	$322,642
FBCG	Fidelity Blue Chip Growth ETF	3,721	$321,940
TRU	TransUnion	4,590	$317,582
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	10,572	$262,925
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	14,628	$244,565
AAPB	GraniteShares ETF Trust GraniteShares 2x Long AAPL Daily ETF	6,546	$158,347
—		38,323	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

748 tracked positions · $3,482,518,165 total · filing declares 1,286 positions · $5,983,346,843 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 748 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp PUT + SHARES Technology	Added	1,231,550	+782,618	$246,401,027	+214.7%	7.08%
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Added	284,844	+284,446	$212,269,325	+81909.5%	6.10%
GOOGL	Alphabet Inc. PUT + SHARES Communication Services	Added	386,659	+234,320	$137,362,077	+213.9%	3.94%
AAPL	Apple Inc. PUT + SHARES Technology	Added	579,150	+446,860	$130,375,428	+288.3%	3.74%
AVGO	Broadcom Inc. PUT + SHARES Technology	Added	818,358	+742,376	$84,784,054	+260.5%	2.43%
AMZN	Amazon Com Inc PUT + SHARES Consumer Cyclical	Added	343,696	+240,754	$81,892,901	+282.0%	2.35%
MU	Micron Technology Inc Technology	Added	67,768	+35,321	$78,223,924	+613.6%	2.25%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Added	92,696	+90,299	$68,188,376	+4828.7%	1.96%
MSFT	Microsoft Corp PUT CALL + SHARES Technology	Added	202,768	+164,805	$68,143,200	+384.9%	1.96%
AMD	Advanced Micro Devices Inc Technology	Added	114,575	+25,610	$66,557,763	+267.8%	1.91%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	82,315	NEW	$62,817,869	NEW	1.80%
META	Meta Platforms, Inc. Communication Services	Added	107,048	+58,875	$60,299,067	+118.8%	1.73%
PANW	Palo Alto Networks Inc CALL + SHARES Technology	Added	157,838	+111,648	$53,792,129	+626.4%	1.54%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	109,964	+33,983	$52,515,507	+104.5%	1.51%
GLDM	World Gold Trust	NEW	634,699	NEW	$50,407,794	NEW	1.45%
MRVL	Marvell Technology, Inc. Technology	Added	155,255	+23,025	$46,248,911	+253.1%	1.33%
LRCX	Lam Research Corp Technology	Added	97,064	+94,496	$42,060,743	+7565.8%	1.21%
VEA	Vanguard FTSE Developed Markets ETF	Added	506,314	+498,448	$36,074,872	+7057.0%	1.04%
SNOW	Snowflake Inc. Technology	Added	122,737	+35,853	$31,236,566	+138.4%	0.90%
COST	Costco Wholesale Corp /New PUT + SHARES Consumer Defensive	Added	82,762	+81,837	$31,123,658	+3276.8%	0.89%
TSLA	Tesla, Inc. Consumer Cyclical	Added	71,476	+53,482	$30,062,805	+349.4%	0.86%
AFRM	Affirm Holdings, Inc. Financial Services	Added	355,854	+75,161	$29,019,893	+125.6%	0.83%
OPBK	OP Bancorp Financial Services	NEW	1,847,777	NEW	$27,698,177	NEW	0.80%
NOW	ServiceNow, Inc. Technology	Added	265,190	+95,455	$26,328,063	+48.4%	0.76%
ORCL	Oracle Corp Technology	Added	166,642	+80,536	$24,421,385	+92.8%	0.70%
JNJ	Johnson & Johnson Healthcare	Added	94,734	+91,640	$24,059,593	+3081.2%	0.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	72,679	+68,151	$23,790,017	+1686.1%	0.68%
CSCO	Cisco Systems, Inc. Technology	Added	176,160	+133,941	$20,691,753	+531.7%	0.59%
V	Visa Inc. Financial Services	Added	60,289	+51,814	$20,684,553	+707.5%	0.59%
SOFI	SoFi Technologies, Inc. Financial Services	Added	1,148,202	+249,588	$20,587,261	+44.3%	0.59%
LLY	ELI LILLY & Co Healthcare	Added	16,684	+15,792	$20,011,291	+2339.1%	0.57%
ARM	Arm Holdings PLC /Uk Technology	Reduced	52,208	-8,685	$18,511,390	+101.0%	0.53%
VZ	Verizon Communications Inc Communication Services	Added	409,828	+396,476	$17,352,117	+2488.8%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	NEW	299,572	NEW	$17,069,612	NEW	0.49%
ASML	Asml Holding NV CALL + SHARES Technology	Added	8,603	+7,993	$16,917,862	+1999.8%	0.49%
VB	Vanguard Morningstar Small-Cap ETF	Added	54,872	+53,210	$16,632,800	+3455.8%	0.48%
FTNT	Fortinet, Inc. Technology	NEW	108,044	NEW	$16,597,719	NEW	0.48%
ABBV	AbbVie Inc. CALL + SHARES Healthcare	Added	64,921	+60,666	$16,311,813	+1662.6%	0.47%
KLAC	Kla Corp Technology	Added	49,397	+47,864	$14,903,568	+560.3%	0.43%
IBM	International Business Machines Corp Technology	Added	52,800	+50,610	$14,847,888	+2697.1%	0.43%
CVX	Chevron Corp CALL + SHARES Energy	Added	88,198	+84,490	$14,603,314	+1803.5%	0.42%
XOM	ExxonMobil Holdings Corp Energy	Added	106,449	+99,579	$14,553,707	+1148.6%	0.42%
CRDO	Credo Technology Group Holding Ltd Technology	Added	52,881	+36,145	$14,380,987	+815.4%	0.41%
MA	Mastercard Inc Financial Services	Added	27,354	+24,894	$14,049,014	+1043.0%	0.40%
UNH	Unitedhealth Group Inc Healthcare	Added	33,396	+31,163	$13,880,379	+2197.2%	0.40%
GLD	Spdr Gold Trust	Added	37,629	+36,971	$13,861,771	+4795.9%	0.40%
QCOM	Qualcomm Inc/De Technology	Added	74,972	+72,122	$13,854,075	+3674.7%	0.40%
PM	Philip Morris International Inc. Consumer Defensive	Added	76,367	+66,884	$13,815,553	+781.1%	0.40%
TLN	Talen Energy Corp Utilities	Added	35,231	+9,470	$13,537,864	+64.6%	0.39%
KO	Coca Cola Co Consumer Defensive	Added	164,600	+110,509	$13,377,042	+225.2%	0.38%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.