account_balance
Investment manager · 13F filer · SEC CIK 2021232
Diversify Advisory Services, LLC
Reported value$5.96Bas of Jun 30, 2026
Positions1,244 1,041 new, 7 sold out
Top 10 weight23.8%NVDA alone is 4%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
4.1%Added +174%
SPYState STR SPDR S&P 500 ETF T
3.5%Added +71318%
SPYGSPDR Series Trust
3.4%New
SPYVSPDR Series Trust
2.9%New
AAPLApple Inc
2.5%Added +239%
IVViShares Tr
1.6%New
SPDWSPDR Index SHS FDS
1.5%New
VOOVanguard Index FDS
1.5%Added +37354%
AVGOBroadcom Inc
1.4%Added +187%
AMZNAmazon Com Inc
1.3%Added +234%
VTVanguard Intl Equity Index F
1.3%New
MSFTMicrosoft Corp
1.2%Added +381%
NVDANvidia Corporation
4.1%Added +174%
SPYState STR SPDR S&P 500 ETF T
3.5%Added +71318%
SPYG3.4%
SPYV2.9%
AAPLApple Inc
2.5%Added +239%
IVV1.6%
SPDW1.5%
VOO1.5%
AVGO1.4%AMZN1.3%VT1.3%
MSFT1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 4.1% Added +174%SPY State STR SPDR S&P 500 ETF T 3.5% Added +71318%
SPYG SPDR Series Trust 3.4% New
SPYV SPDR Series Trust 2.9% New
AAPL Apple Inc 2.5% Added +239%IVV iShares Tr 1.6% New
SPDW SPDR Index SHS FDS 1.5% New
VOO Vanguard Index FDS 1.5% Added +37354%
AVGO Broadcom Inc 1.4% Added +187%AMZN Amazon Com Inc 1.3% Added +234%VT Vanguard Intl Equity Index F 1.3% New
MSFT Microsoft Corp 1.2% Added +381%What changed