Diversify Advisory Services, LLC
Follow13F filer, CIK 2021232, SANDY, UT
Diversify Advisory Services, LLC reported $654,995,162 across 210 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04. Its ten largest share positions make up 53.97% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002021232-26-000002
- Period
- 2026-03-31
- Reported value
- $655M
- Holdings
- 210
- Top 10 weight
- 53.97%
- New
- 9
- Sold out
- 712
Part of the filer group Diversify Advisory Services, LLC
How groups are builtLargest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NOWadded | +133,900 | $11.9M |
| ORCLadded | +50,878 | $8.34M |
| AFRMadded | +59,537 | $3.78M |
| MPTnew | +303,781 | $1.56M |
| CDNSadded | +4,571 | $1.51M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYreduced | -302,269 | -$215M |
| NVDAreduced | -673,066 | -$141M |
| QQQreduced | -168,750 | -$112M |
| BKLNexited | -4,321,772 | -$91M |
| GLDreduced | -197,426 | -$82.4M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 210 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| XSEPFIRST TR EXCHNG TRADED FD VI | 9,224 | $393K | shares |
| WWWW INTL INC | 16,310 | $390K | shares |
| MSTRSTRATEGY INC | 2,244 | $390K | shares |
| PPAINVESCO EXCHANGE TRADED FD T | 2,155 | $390K | shares |
| RRCRANGE RES CORP | 11,176 | $385K | shares |
| HYDBISHARES TR | 8,053 | $383K | shares |
| SHELSHELL PLC | 5,157 | $383K | shares |
| NOCNORTHROP GRUMMAN CORP | 573 | $382K | shares |
| NOBLPROSHARES TR | 3,492 | $382K | shares |
| EMEEMCOR GROUP INC | 544 | $380K | shares |
| DIAXNUVEEN DOW 30SM DYNAMIC OVERWR | 24,566 | $380K | shares |
| BOOTBOOT BARN HLDGS INC | 1,959 | $377K | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 647 | $376K | shares |
| SHBISHORE BANCSHARES INC | 20,584 | $376K | shares |
| SPHQINVESCO EXCHANGE TRADED FD T | 4,834 | $375K | shares |
| QQQXNUVEEN NASDAQ 100 DYNAMIC OV | 13,165 | $372K | shares |
| ALLEALLEGION PLC | 2,251 | $371K | shares |
| PJULINNOVATOR ETFS TRUST | 7,922 | $370K | shares |
| QTUMETF SER SOLUTIONS | 3,123 | $370K | shares |
| DTEDTE ENERGY CO | 2,728 | $370K | shares |
| MORNMORNINGSTAR INC | 1,728 | $370K | shares |
| HGERHARBOR ETF TRUST | 14,358 | $369K | shares |
| CVLTCOMMVAULT SYS INC | 3,018 | $369K | shares |
| AXONAXON ENTERPRISE INC | 578 | $368K | shares |
| UALUNITED AIRLS HLDGS INC | 3,203 | $364K | shares |
| TOTLSSGA ACTIVE ETF TR | 9,021 | $363K | shares |
| BRBROADRIDGE FINL SOLUTIONS IN | 1,657 | $362K | shares |
| GRFSGRIFOLS S A | 40,482 | $360K | shares |
| NVBWAIM ETF PRODUCTS TRUST | 10,455 | $356K | shares |
| AVUVAMERICAN CENTY ETF TR | 3,283 | $356K | shares |
| AVYAVERY DENNISON CORP | 1,870 | $353K | shares |
| SLYGSPDR SERIES TRUST | 3,491 | $352K | shares |
| TRVTRAVELERS COMPANIES INC | 1,301 | $351K | shares |
| HEQTSIMPLIFY EXCHANGE TRADED FUN | 10,784 | $349K | shares |
| CGDGCAPITAL GROUP DIVIDEND GROWE | 9,281 | $341K | shares |
| USBUS BANCORP | 6,270 | $341K | shares |
| SYYSYSCO CORP | 4,314 | $340K | shares |
| WRBBERKLEY W R CORP | 4,990 | $339K | shares |
| SYLDCAMBRIA ETF TR | 4,565 | $336K | shares |
| EPAMEPAM SYS INC | 1,577 | $335K | shares |
| PEVERPURE INC | 4,581 | $334K | shares |
| AOAISHARES TR | 3,648 | $334K | shares |
| TRNOTERRENO RLTY CORP | 5,322 | $333K | shares |
| SDOGALPS ETF TR | 5,282 | $333K | shares |
| KTOSKRATOS DEFENSE & SEC SOLUTIO | 2,541 | $332K | shares |
| EOSEEOS ENERGY ENTERPRISES INC | 19,028 | $332K | shares |
| MOATVANECK ETF TRUST | 3,104 | $332K | shares |
| CGNGCAPITAL GROUP NEW GEOGRAPHY | 9,921 | $331K | shares |
| VIRTVIRTU FINL INC | 8,828 | $326K | shares |
| CMSCMS ENERGY CORP | 4,515 | $324K | shares |
| FTITECHNIPFMC PLC | 6,197 | $323K | shares |
| STZCONSTELLATION BRANDS INC | 2,058 | $322K | shares |
| GSKGSK PLC | 6,645 | $320K | shares |
| EDCONSOLIDATED EDISON INC | 3,086 | $320K | shares |
| HACKAMPLIFY ETF TR | 4,027 | $320K | shares |
| USXFISHARES TR | 5,394 | $320K | shares |
| CDWCDW CORP | 2,396 | $316K | shares |
| SSENTINELONE INC | 22,492 | $313K | shares |
| OMCOMNICOM GROUP INC | 3,912 | $312K | shares |
| EWEDWARDS LIFESCIENCES CORP | 3,692 | $311K | shares |
| DFATDIMENSIONAL ETF TRUST | 4,924 | $311K | shares |
| CCEPCOCA-COLA EUROPACIFIC PARTNE | 3,467 | $310K | shares |
| DUSBDIMENSIONAL ETF TRUST | 6,092 | $309K | shares |
| BITXVOLATILITY SHS TR | 9,466 | $309K | shares |
| HEFAISHARES TR | 7,121 | $308K | shares |
| MLRGISHARES TR | 3,213 | $308K | shares |
| BUFQFIRST TR EXCHNG TRADED FD VI | 8,499 | $306K | shares |
| VVVANGUARD INDEX FDS | 956 | $305K | shares |
| NRGNRG ENERGY INC | 1,999 | $304K | shares |
| DALDELTA AIR LINES INC | 4,255 | $300K | shares |
| SPSCSPS COMM INC | 3,320 | $299K | shares |
| EQIXEQUINIX INC | 372 | $299K | shares |
| ROPROPER TECHNOLOGIES INC | 714 | $297K | shares |
| EAGGISHARES TR | 6,159 | $295K | shares |
| IUSGISHARES TR | 1,740 | $295K | shares |
| FTCSFIRST TR EXCHANGE-TRADED FD | 3,058 | $294K | shares |
| FISVFISERV INC | 4,398 | $292K | shares |
| HYGHISHARES U S ETF TR | 3,351 | $291K | shares |
| AAGILENT TECHNOLOGIES INC | 2,073 | $289K | shares |
| CITHE CIGNA GROUP | 1,060 | $289K | shares |
| OBDCBLUE OWL CAPITAL CORPORATION | 22,831 | $288K | shares |
| FNDCSCHWAB STRATEGIC TR | 6,175 | $287K | shares |
| TOPTISHARES TR | 9,317 | $287K | shares |
| PZAINVESCO EXCH TRADED FD TR II | 12,270 | $286K | shares |
| AIGAMERICAN INTL GROUP INC | 3,883 | $283K | shares |
| DGRWWISDOMTREE TR | 3,110 | $283K | shares |
| NULGNUSHARES ETF TR | 2,865 | $283K | shares |
| AESAES CORP | 19,858 | $282K | shares |
| ASTSAST SPACEMOBILE INC | 2,430 | $281K | shares |
| SUBISHARES TR | 2,618 | $281K | shares |
| FISFIDELITY NATL INFORMATION SV | 4,428 | $281K | shares |
| DHRDANAHER CORP DEL | 1,185 | $280K | shares |
| ARKWARK ETF TR | 1,870 | $278K | shares |
| CHDCHURCH & DWIGHT CO INC | 3,058 | $277K | shares |
| GMARFIRST TR EXCHNG TRADED FD VI | 6,703 | $275K | shares |
| KCKINGSOFT CLOUD HLDGS LTD | 23,107 | $275K | shares |
| XSSPXNUVEEN S&P 500 DYNAMIC OVERW | 15,219 | $274K | shares |
| TICTIC SOLUTIONS INC | 23,887 | $273K | shares |
| TTETOTALENERGIES SE | 4,109 | $272K | shares |
| QBUFINNOVATOR ETFS TRUST | 9,200 | $271K | shares |
| EDGIADVISORS INNER CIRCLE FD II | 9,086 | $268K | shares |
| DFISDIMENSIONAL ETF TRUST | 7,538 | $259K | shares |
| CSBVICTORY PORTFOLIOS II | 4,219 | $259K | shares |
| TIPISHARES TR | 2,340 | $257K | shares |
| DPZDOMINOS PIZZA INC | 642 | $257K | shares |
| PCBPCB BANCORP | 11,533 | $256K | shares |
| DELLDELL TECHNOLOGIES INC | 2,117 | $255K | shares |
| SQMSOCIEDAD QUIMICA Y MINERA DE | 3,286 | $255K | shares |
| DECKDECKERS OUTDOOR CORP | 2,530 | $255K | shares |
| MRSKNORTHERN LIGHTS FD TR | 6,817 | $254K | shares |
| REETISHARES TR | 9,802 | $254K | shares |
| VOTVANGUARD INDEX FDS | 882 | $252K | shares |
| IONQIONQ INC | 4,940 | $251K | shares |
| PCARPACCAR INC | 2,045 | $248K | shares |
| SCHFSCHWAB STRATEGIC TR | 9,746 | $245K | shares |
| IYGISHARES TR | 2,644 | $244K | shares |
| GLTRABRDN PRECIOUS METALS BASKET | 1,046 | $244K | shares |
| CGHYCAPITAL GRP FIXED INCM ETF T | 9,560 | $244K | shares |
| LUVSOUTHWEST AIRLS CO | 5,642 | $243K | shares |
| AUANGLOGOLD ASHANTI PLC | 2,453 | $243K | shares |
| MNANYLIM ETF TR | 6,732 | $242K | shares |
| FNDXSCHWAB STRATEGIC TR | 8,574 | $242K | shares |
| THCTENET HEALTHCARE CORP | 1,227 | $241K | shares |
| CGSDCAPITAL GRP FIXED INCM ETF T | 9,263 | $241K | shares |
| IBDVISHARES TR | 10,826 | $239K | shares |
| MKLMARKEL GROUP INC | 116 | $239K | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 1,095 | $235K | shares |
| AMLPALPS ETF TR | 4,714 | $233K | shares |
| WMSADVANCED DRAIN SYS INC DEL | 1,456 | $232K | shares |
| APOAPOLLO GLOBAL MGMT INC | 1,606 | $231K | shares |
| PWRQUANTA SVCS INC | 494 | $231K | shares |
| CSGPCOSTAR GROUP INC | 3,515 | $230K | shares |
| VXFVANGUARD INDEX FDS | 1,037 | $229K | shares |
| SBSCOMPANHIA DE SANEAMENTO BASI | 10,003 | $229K | shares |
| ITWILLINOIS TOOL WKS INC | 869 | $229K | shares |
| DRIDARDEN RESTAURANTS INC | 1,064 | $228K | shares |
| BMNRBITMINE IMMERSION TECHS INC | 7,312 | $228K | shares |
| DKNGDRAFTKINGS INC NEW | 6,983 | $228K | shares |
| RYROYAL BK CDA | 1,336 | $226K | shares |
| ESGVVANGUARD WORLD FD | 1,845 | $225K | shares |
| IGBHISHARES U S ETF TR | 8,929 | $222K | shares |
| VTVANGUARD INTL EQUITY INDEX F | 1,530 | $222K | shares |
| BABAALIBABA GROUP HLDG LTD | 1,334 | $221K | shares |
| RBCRBC BEARINGS INC | 442 | $220K | shares |
| LQDHISHARES U S ETF TR | 2,345 | $220K | shares |
| ILCVISHARES TR | 2,286 | $220K | shares |
| BSMQINVESCO EXCH TRD SLF IDX FD | 9,272 | $220K | shares |
| ONONON HLDG AG | 4,843 | $218K | shares |
| SITMSITIME CORP | 587 | $218K | shares |
| STIPISHARES TR | 2,122 | $217K | shares |
| VTIPVANGUARD MALVERN FDS | 4,392 | $217K | shares |
| SAIASAIA INC | 618 | $217K | shares |
| AVGOBROADCOM INC | 6,000 | $217K | put |
| SPMDSPDR SERIES TRUST | 3,516 | $216K | shares |
| EWBCEAST WEST BANCORP INC | 1,874 | $216K | shares |
| ILCGISHARES TR | 2,055 | $216K | shares |
| TYLTYLER TECHNOLOGIES INC | 490 | $216K | shares |
| XELXCEL ENERGY INC | 2,851 | $216K | shares |
| EDGHADVISORS INNER CIRCLE FD II | 6,777 | $215K | shares |
| VCRMVANGUARD MUN BD FDS | 2,831 | $215K | shares |
| FICOFAIR ISAAC CORP | 137 | $215K | shares |
| RKLBROCKET LAB CORP | 2,225 | $214K | shares |
| DUOLDUOLINGO INC | 1,424 | $214K | shares |
| NGGNATIONAL GRID PLC | 2,642 | $214K | shares |
| ANAUTONATION INC | 994 | $214K | shares |
| KHCKRAFT HEINZ CO | 9,061 | $213K | shares |
| FCNFTI CONSULTING INC | 1,193 | $213K | shares |
| GPIQGOLDMAN SACHS ETF TR | 4,000 | $212K | shares |
| VCLTVANGUARD SCOTTSDALE FDS | 2,769 | $212K | shares |
| USHYISHARES TR | 5,627 | $212K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 2,232 | $211K | shares |
| IBMOISHARES TR | 8,222 | $211K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 2,824 | $211K | shares |
| FIXDFIRST TR EXCHNG TRADED FD VI | 4,713 | $209K | shares |
| CNCCENTENE CORP DEL | 4,569 | $209K | shares |
| MLNVANECK ETF TRUST | 11,861 | $208K | shares |
| COPXGLOBAL X FDS | 2,562 | $207K | shares |
| SPABSPDR SERIES TRUST | 7,962 | $205K | shares |
| BSVVANGUARD BD INDEX FDS | 2,603 | $205K | shares |
| IWVISHARES TR | 520 | $205K | shares |
| CWBSPDR SERIES TRUST | 2,180 | $205K | shares |
| CALFPACER FDS TR | 4,519 | $205K | shares |
| QXOQXO INC | 8,587 | $204K | shares |
| OTISOTIS WORLDWIDE CORP | 2,257 | $203K | shares |
| ALVAUTOLIV INC | 1,600 | $202K | shares |
| PAYCPAYCOM SOFTWARE INC | 1,360 | $202K | shares |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | 836 | $201K | shares |
| ARGXARGENX SE | 250 | $200K | shares |
| CLFCLEVELAND-CLIFFS INC NEW | 12,780 | $179K | shares |
| YSGYATSEN HLDG LTD | 41,559 | $175K | shares |
| SANBANCO SANTANDER SA | 12,741 | $156K | shares |
| INSGINSEEGO CORP | 12,700 | $154K | shares |
| TPCSTECHPRECISION CORP | 29,038 | $145K | shares |
| DNPDNP SELECT INCOME FD INC | 11,679 | $117K | shares |
| CXDOCREXENDO INC | 15,721 | $114K | shares |
| ARCTARCTURUS THERAPEUTICS HLDGS | 15,000 | $109K | shares |
| BDJBLACKROCK ENHANCED EQUITY DI | 10,301 | $97.7K | shares |
| WUWESTERN UN CO | 10,347 | $95.9K | shares |
| CIONCION INVT CORP | 10,042 | $94.9K | shares |
| IZEAIZEA WORLDWIDE INC | 19,634 | $82.3K | shares |
| IDNINTELLICHECK MOBILISA INC | 13,233 | $78.3K | shares |
| CURICURIOSITYSTREAM INC | 20,648 | $76.4K | shares |
| IBRXIMMUNITYBIO INC | 10,896 | $60.1K | shares |
| VTSIVIRTRA INC | 11,999 | $58.1K | shares |
| RRRICHTECH ROBOTICS INC | 11,920 | $46.2K | shares |
| INVINNVENTURE INC | 10,424 | $39.1K | shares |
| SNESSENESTECH INC | 16,032 | $33.5K | shares |
| SKYXSKYX PLATFORMS CORP | 12,195 | $30.9K | shares |
| IRIXIRIDEX CORP | 19,134 | $27K | shares |
| SPWRSUNPOWER INC | 14,819 | $25.6K | shares |
| HOODROBINHOOD MKTS INC | 10,000 | $1.42K | call |
| PLTRPALANTIR TECHNOLOGIES INC | 20,000 | $2 | call |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002021232-26-000002 | base | 2026-05-04 | acceptance time not in the bulk data set |