Institutions / Diversify Advisory Services, LLC
Diversify Advisory Services, LLC
CIK 2021232 · Institution · as of Dec 31, 2025
Portfolio value
$3.16B
Positions
910
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 910 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $209.34M | 6.6% |
| NVIDIA Corp | $208.95M | 6.6% |
| Invesco Qqq Tr | $106.33M | 3.4% |
| Invesco Exch Traded Fd Tr II | $91.02M | 2.9% |
| Apple Inc. | $90.62M | 2.9% |
| SPDR Gold Tr | $83.45M | 2.6% |
| Amazon.com Inc | $62.87M | 2.0% |
| Alphabet Inc. | $60.38M | 1.9% |
| Microsoft Corp | $49.67M | 1.6% |
| Broadcom Inc. | $48.59M | 1.5% |
| Vanguard Index Fds | $47.02M | 1.5% |
| World Gold Tr | $44.49M | 1.4% |
| Meta Platforms Inc | $42.27M | 1.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $38.16M | 1.2% |
| Alphabet Inc. | $37.18M | 1.2% |
| SPDR Series Trust | $32.99M | 1.0% |
| Tidal Trust I | $32.87M | 1.0% |
| Select Sector SPDR Tr | $32.39M | 1.0% |
| Advanced Micro Devices Inc | $31.60M | 1.0% |
| Ssga Active ETF Tr | $30.97M | 1.0% |
| iShares Tr | $29.71M | 0.9% |
| SPDR Series Trust | $29.16M | 0.9% |
| iShares Tr | $28.13M | 0.9% |
| Costco Wholesale Corp /New | $27.30M | 0.9% |
| OP BancorpOPBK | $27.17M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.