Diversify Advisory Services, LLC

CIK 0002021232 · Q2 2026

13F Equity AUM

$6.0B

+813.5% QoQ

Positions

1,244

+1034 QoQ

AUM Rank

#742

Top 8%

Skill Alpha (FF)

-7.1%/yr^ns

No Clear Edge

Rank #7,889 · Top 95%

vs S&P +14.1%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 16.4%Top 10: 23.8%Top 20: 34.4%

NVDA4.0%

SPY3.5%

SPYG3.4%

SPYV2.9%

AAPL2.5%

IVV1.6%

SPDW1.5%

VOO1.5%

AVGO1.4%

AMZN1.3%

Others (1234)76.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services56.4%

Technology21.0%

Communication Services4.5%

Industrials3.6%

Healthcare3.5%

Consumer Cyclical3.4%

Other7.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1244Median: 0.02%Avg: 0.08%

0–0.5%

1210(56.3%)

0.5–1%

16(11.2%)

1–3%

15(21.6%)

3–5%

3(10.9%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,244vs 20 funds

0%Low

1,244

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New1039Increased190Decreased13Exited7

New Positions

SPYG3.4%

+1.8M

SPYV2.9%

+2.8M

IVV1.6%

+128K

SPDW1.5%

+1.8M

VT1.3%

+484K

RSP1.0%

+287K

DFAU0.9%

+1.1M

SRLN0.9%

+1.4M

GLDM0.9%

+635K

IJH0.7%

+549K

Increased

SPHY0.5%

+1.3M(+3987%)

NVDA4.0%

+783K(+174%)

VWO0.7%

+746K(+17006%)

AVGO1.4%

+742K(+977%)

VEA0.6%

+498K(+6337%)

AAPL2.5%

+447K(+338%)

BAC0.3%

+396K(+2969%)

SPY3.5%

+284K(+71393%)

SOFI0.3%

+250K(+28%)

AMZN1.3%

+241K(+234%)

Decreased

KVUE0.0%

-27,844(-66%)

HST0.0%

-25,812(-31%)

ARM0.2%

-8,685(-14%)

WD5A0.0%

-7,059(-43%)

WY0.0%

-2,310(-16%)

FXI0.0%

-2,146(-25%)

OKTA0.1%

-1,739(-7%)

WFG0.0%

-972(-18%)

FIDU0.0%

-869(-23%)

RMOP0.0%

-630(-6%)

Exited

-38,363

-34,601

-38,323

-15,237

-2,118

-1,814

-4,590

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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