Diversify Advisory Services, LLC
Net buyer this quarter
$5.98B
755
+$2.71B
18.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $242M | 4.04% | 0.01% | +174.3% | Q1 2024 |
 SPY | $210M | 3.51% | Not reported | +71318.1% | Q1 2024 |
 AAPL | $151M | 2.53% | 0.00% | +239.4% | Q1 2024 |
 AVGO | $83.7M | 1.40% | 0.00% | +187.4% | Q1 2024 |
 AMZN | $79.5M | 1.33% | 0.00% | +233.8% | Q1 2024 |
 MSFT | $71M | 1.19% | 0.00% | +380.7% | Q1 2024 |
 META | $63.6M | 1.06% | Not reported | +122.2% | Q1 2024 |
 GOOG | $63.3M | 1.06% | Not reported | +162.9% | Q1 2024 |
 QQQ | $63.2M | 1.06% | Not reported | +3763.0% | Q1 2024 |
| GOOGL | $63M | 1.05% | 0.00% | +145.2% | Q1 2024 |
 MU | $61M | 1.02% | 0.01% | +108.9% | Q1 2024 |
 AMD | $56.7M | 0.95% | 0.01% | +28.8% | Q1 2024 |
| GLDM | $51.3M | 0.86% | 0.19% | Not reported | Q1 2024 |
 PANW | $50.1M | 0.84% | 0.02% | +241.5% | Q1 2024 |
 TSM | $43.9M | 0.73% | 0.00% | +44.7% | Q1 2024 |
 SNOW | $33.5M | 0.56% | 0.04% | +41.3% | Q1 2024 |
 COST | $31.2M | 0.52% | 0.01% | +3441.8% | Q1 2024 |
 MRVL | $29.4M | 0.49% | 0.02% | +17.4% | Q1 2024 |
 OPBK | $28.7M | 0.48% | 12.38% | Not reported | Q1 2024 |
 LRCX | $28.3M | 0.47% | 0.01% | +3679.8% | Q3 2024 |
 NOW | $28M | 0.47% | 0.03% | +56.2% | Q1 2024 |
 AFRM | $26M | 0.43% | 0.60% | +26.8% | Q1 2024 |
 JPM | $25.9M | 0.43% | 0.00% | +1505.1% | Q1 2024 |
 JNJ | $25.2M | 0.42% | 0.00% | +2961.9% | Q1 2024 |
 PULS | $24M | 0.40% | 2.75% | Not reported | Q1 2024 |
 TSLA | $22.1M | 0.37% | 0.00% | +297.2% | Q1 2024 |
 V | $21.9M | 0.37% | 0.00% | +611.4% | Q1 2024 |
 CSCO | $20.2M | 0.34% | 0.00% | +317.3% | Q1 2024 |
 ORCL | $20M | 0.33% | 0.01% | +93.5% | Q1 2024 |
 LLY | $20M | 0.33% | 0.00% | +1770.4% | Q1 2024 |
 VZ | $19.4M | 0.32% | 0.01% | +2969.4% | Q1 2024 |
 SOFI | $19.4M | 0.32% | 0.09% | +27.8% | Q1 2024 |
 BAC | $18.6M | 0.31% | 0.00% | Not reported | Q1 2024 |
 CGCP | $18M | 0.30% | Not reported | Not reported | Q4 2025 |
 CVX | $16.7M | 0.28% | 0.00% | +2275.9% | Q1 2024 |
 ABBV | $16.7M | 0.28% | 0.00% | +1423.4% | Q1 2024 |
 XOM | $16.5M | 0.28% | 0.00% | +1449.5% | Q1 2024 |
 FTNT | $16.5M | 0.28% | 0.01% | Not reported | Q2 2025 |
 MA | $15.1M | 0.25% | 0.00% | +1012.0% | Q1 2024 |
 PM | $14.9M | 0.25% | 0.00% | +705.3% | Q1 2024 |
 CRWD | $14.8M | 0.25% | 0.03% | Not reported | Q1 2024 |
 PLTR | $14.4M | 0.24% | 0.00% | +1302.2% | Q2 2024 |
| GLD | $14.1M | 0.24% | 0.01% | +5618.7% | Q1 2024 |
 ASML | $14.1M | 0.24% | 0.00% | +1293.9% | Q1 2024 |
 UNH | $13.9M | 0.23% | 0.00% | +1395.6% | Q1 2024 |
 ARM | $13.9M | 0.23% | 0.00% | -14.3% | Q1 2024 |
 KO | $13.8M | 0.23% | 0.00% | +204.3% | Q1 2024 |
 STGW | $13.3M | 0.22% | 0.70% | New | Q2 2026 |
 QCOM | $12.7M | 0.21% | 0.01% | +2530.6% | Q1 2024 |
 UNP | $12.6M | 0.21% | 0.01% | Not reported | Q1 2024 |
| Q1 2026 | |||||
| NVDA | $93.9M | 14.34% | 0.00% | -60.0% | Q1 2024 |
| AAPL | $35.7M | 5.46% | 0.00% | -62.7% | Q1 2024 |
| META | $32.2M | 4.92% | Not reported | -29.3% | Q1 2024 |
| AVGO | $30.8M | 4.70% | 0.00% | -45.0% | Q1 2024 |
| AMD | $30M | 4.58% | 0.01% | -34.7% | Q1 2024 |
| TSM | $29.9M | 4.57% | 0.00% | -31.8% | Q1 2024 |
| GOOGL | $27.5M | 4.20% | 0.00% | -57.0% | Q1 2024 |
| AMZN | $27.1M | 4.13% | 0.00% | -60.9% | Q1 2024 |
| GOOG | $25.6M | 3.91% | Not reported | -34.5% | Q1 2024 |
| MRVL | $20.7M | 3.16% | 0.02% | -10.4% | Q1 2024 |
| AFRM | $17.8M | 2.72% | 0.47% | +26.9% | Q1 2024 |
| MU | $16.8M | 2.57% | 0.00% | -18.0% | Q1 2024 |
| MSFT | $16.1M | 2.46% | 0.00% | -64.9% | Q1 2024 |
| NOW | $15.1M | 2.30% | 0.02% | +373.7% | Q1 2024 |
| ORCL | $14.1M | 2.15% | 0.00% | +144.4% | Q1 2024 |
| SOFI | $14M | 2.13% | 0.07% | +7.9% | Q1 2024 |
| ARM | $12.3M | 1.88% | 0.01% | -7.0% | Q1 2024 |
| SNOW | $12.3M | 1.87% | 0.03% | +2.1% | Q1 2024 |
 TLN | $9.07M | 1.38% | 0.06% | -6.4% | Q4 2024 |
| PANW | $8.39M | 1.28% | 0.01% | -54.4% | Q1 2024 |
 SMCI | $7.94M | 1.21% | 0.05% | +2.2% | Q1 2024 |
| TSLA | $6.71M | 1.02% | 0.00% | -58.3% | Q1 2024 |
| KO | $4.27M | 0.65% | 0.00% | -42.7% | Q1 2024 |
| CSCO | $3.78M | 0.58% | 0.00% | -61.7% | Q1 2024 |
 CLS | $3.25M | 0.50% | 0.01% | -41.5% | Q1 2025 |
 CRDO | $2.94M | 0.45% | 0.01% | -38.4% | Q1 2025 |
| V | $2.84M | 0.43% | 0.00% | -74.7% | Q1 2024 |
 KLAC | $2.78M | 0.43% | 0.00% | -52.5% | Q1 2024 |
 C | $2.32M | 0.35% | 0.00% | -36.4% | Q1 2024 |
 CDNS | $2.27M | 0.35% | 0.00% | +198.4% | Q1 2025 |
 OKTA | $2.03M | 0.31% | Not reported | -1.8% | Q4 2024 |
 OUT | $1.98M | 0.30% | 0.04% | -27.6% | Q3 2024 |
 HST | $1.76M | 0.27% | 0.01% | -1.0% | Q1 2025 |
 TEM | $1.73M | 0.26% | Not reported | -28.4% | Q1 2025 |
 OHI | $1.69M | 0.26% | 0.01% | -6.1% | Q4 2024 |
 SBRA | $1.65M | 0.25% | 0.03% | -0.9% | Q4 2024 |
 KNTK | $1.62M | 0.25% | 0.02% | +0.8% | Q4 2024 |
 FTAI | $1.6M | 0.24% | 0.01% | -25.5% | Q1 2024 |
| QQQ | $1.59M | 0.24% | Not reported | -98.6% | Q1 2024 |
 MPT | $1.56M | 0.24% | 0.05% | Not reported | Q2 2025 |
| PM | $1.54M | 0.24% | 0.00% | -77.2% | Q1 2024 |
 STX | $1.54M | 0.24% | 0.00% | -59.3% | Q3 2024 |
 DOW | $1.52M | 0.23% | 0.01% | -3.0% | Q1 2024 |
 OKE | $1.49M | 0.23% | 0.00% | -6.3% | Q1 2024 |
 URI | $1.43M | 0.22% | 0.00% | -7.0% | Q4 2024 |
 LTC | $1.43M | 0.22% | 0.08% | +0.5% | Q2 2025 |
| JPM | $1.4M | 0.21% | 0.00% | -86.0% | Q1 2024 |
| MA | $1.29M | 0.20% | 0.00% | -81.6% | Q1 2024 |
 PEP | $1.28M | 0.20% | 0.00% | -59.4% | Q1 2024 |
 BEPC | $1.27M | 0.19% | 0.02% | -0.6% | Q4 2024 |
| Q4 2025 | |||||
| SPY | $209M | 6.63% | Not reported | +16.6% | Q1 2024 |
| NVDA | $209M | 6.61% | 0.00% | +4.6% | Q1 2024 |
| QQQ | $106M | 3.37% | Not reported | +4.5% | Q1 2024 |
| AAPL | $90.6M | 2.87% | 0.00% | +7.1% | Q1 2024 |
| GLD | $83.5M | 2.64% | 0.05% | +0.7% | Q1 2024 |
| AMZN | $62.9M | 1.99% | 0.00% | -1.9% | Q1 2024 |
| GOOGL | $60.4M | 1.91% | 0.00% | -5.7% | Q1 2024 |
| MSFT | $49.7M | 1.57% | 0.00% | -10.8% | Q1 2024 |
| AVGO | $48.6M | 1.54% | 0.00% | +4.4% | Q1 2024 |
| GLDM | $44.5M | 1.41% | 0.17% | +1.3% | Q1 2024 |
| META | $42.3M | 1.34% | Not reported | -19.7% | Q1 2024 |
| TSM | $38.2M | 1.21% | 0.00% | -6.4% | Q1 2024 |
| GOOG | $37.2M | 1.18% | Not reported | -0.8% | Q1 2024 |
| AMD | $31.6M | 1.00% | 0.01% | -5.1% | Q1 2024 |
| COST | $27.3M | 0.86% | 0.01% | +8.5% | Q1 2024 |
| OPBK | $27.2M | 0.86% | 12.32% | -0.4% | Q1 2024 |
| PLTR | $26.1M | 0.83% | 0.01% | -3.4% | Q2 2024 |
| SOFI | $21.8M | 0.69% | 0.07% | -2.7% | Q1 2024 |
 IBIT | $19M | 0.60% | 0.02% | +2615.5% | Q1 2025 |
| PANW | $19M | 0.60% | 0.01% | +0.7% | Q1 2024 |
| TSLA | $18.9M | 0.60% | 0.00% | +35.1% | Q1 2024 |
| UNH | $18.1M | 0.57% | 0.01% | -7.0% | Q1 2024 |
| SNOW | $17.9M | 0.57% | 0.02% | -4.0% | Q1 2024 |
| AFRM | $16.5M | 0.52% | 0.37% | +0.6% | Q1 2024 |
| MU | $14.4M | 0.45% | 0.00% | -5.1% | Q1 2024 |
| JNJ | $12.5M | 0.40% | 0.00% | -2.5% | Q1 2024 |
| MRVL | $11.9M | 0.38% | 0.02% | -15.2% | Q1 2024 |
| V | $11M | 0.35% | 0.00% | +2.5% | Q1 2024 |
| CVX | $10.8M | 0.34% | 0.00% | +57.0% | Q1 2024 |
| XOM | $10.5M | 0.33% | 0.00% | +53.9% | Q1 2024 |
| TLN | $10.2M | 0.32% | 0.06% | -1.2% | Q4 2024 |
| JPM | $10.1M | 0.32% | 0.00% | -3.7% | Q1 2024 |
| SMCI | $9.63M | 0.30% | 0.05% | -2.3% | Q1 2024 |
| ASML | $9.33M | 0.30% | 0.00% | +6.1% | Q1 2024 |
| IAU | $9.14M | 0.29% | 0.01% | -3.6% | Q1 2024 |
| LRCX | $8.99M | 0.28% | 0.00% | +3.8% | Q3 2024 |
 BX | $8.39M | 0.27% | 0.01% | -2.2% | Q1 2024 |
| CSCO | $8.29M | 0.26% | 0.00% | +5.2% | Q1 2024 |
| PULS | $8.17M | 0.26% | 0.94% | +7.3% | Q1 2024 |
| LLY | $7.87M | 0.25% | 0.00% | 0.0% | Q1 2024 |
| PM | $7.22M | 0.23% | 0.00% | +1.1% | Q1 2024 |
| MA | $7.2M | 0.23% | 0.00% | +4.6% | Q1 2024 |
| ARM | $6.92M | 0.22% | 0.01% | -5.8% | Q1 2024 |
| ORCL | $6.73M | 0.21% | 0.00% | +60.9% | Q1 2024 |
 APP | $6.69M | 0.21% | 0.00% | -32.4% | Q1 2024 |
| KO | $6.65M | 0.21% | 0.00% | +1.2% | Q1 2024 |
| ABBV | $6.52M | 0.21% | 0.00% | -1.3% | Q1 2024 |
 ISRG | $6.28M | 0.20% | 0.00% | +2.5% | Q1 2024 |
| CRWD | $5.95M | 0.19% | 0.01% | +2.1% | Q1 2024 |
| VZ | $5.62M | 0.18% | 0.00% | +7.2% | Q1 2024 |
| Q3 2025 | |||||
| NVDA | $222M | 7.45% | 0.00% | -1.9% | Q1 2024 |
| SPY | $177M | 5.95% | Not reported | +3.5% | Q1 2024 |
| QQQ | $103M | 3.47% | Not reported | -9.3% | Q1 2024 |
| AAPL | $89.1M | 2.99% | 0.00% | +11.8% | Q1 2024 |
| GLD | $72.6M | 2.44% | 0.06% | -20.0% | Q1 2024 |
| AMZN | $68.1M | 2.29% | 0.00% | +0.5% | Q1 2024 |
| MSFT | $62.6M | 2.10% | 0.00% | -8.6% | Q1 2024 |
| GOOGL | $55.1M | 1.85% | 0.00% | -16.8% | Q1 2024 |
| META | $54.1M | 1.82% | Not reported | +53.0% | Q1 2024 |
| AVGO | $48M | 1.61% | 0.00% | -0.5% | Q1 2024 |
| GLDM | $38.4M | 1.29% | 0.20% | +3.1% | Q1 2024 |
| AMD | $37.3M | 1.25% | 0.01% | -32.6% | Q1 2024 |
| TSM | $36.3M | 1.22% | 0.00% | -10.4% | Q1 2024 |
| PLTR | $32.7M | 1.10% | 0.01% | +4.2% | Q2 2024 |
| GOOG | $32.2M | 1.08% | Not reported | -1.1% | Q1 2024 |
| SOFI | $26.2M | 0.88% | 0.07% | -9.0% | Q1 2024 |
| OPBK | $24.6M | 0.83% | 12.37% | +145.4% | Q1 2024 |
| SNOW | $24.6M | 0.83% | 0.03% | -7.2% | Q1 2024 |
| COST | $24.2M | 0.81% | 0.01% | -4.7% | Q1 2024 |
| PANW | $22M | 0.74% | 0.02% | -1.9% | Q1 2024 |
 FBTC | $21.7M | 0.73% | 0.10% | +9.2% | Q2 2025 |
| UNH | $19.6M | 0.66% | 0.01% | +18.7% | Q1 2024 |
| AFRM | $15.8M | 0.53% | 0.37% | -14.0% | Q1 2024 |
| MRVL | $15.7M | 0.53% | 0.02% | +4.7% | Q1 2024 |
| SMCI | $15.3M | 0.51% | 0.05% | -0.5% | Q1 2024 |
| TSLA | $15M | 0.50% | 0.00% | +9.1% | Q1 2024 |
| ARM | $11.7M | 0.39% | 0.01% | -2.2% | Q1 2024 |
| TLN | $11.5M | 0.39% | 0.06% | -10.4% | Q4 2024 |
| V | $11M | 0.37% | 0.00% | -9.9% | Q1 2024 |
| APP | $11M | 0.37% | 0.01% | -1.7% | Q1 2024 |
| JNJ | $10.9M | 0.37% | 0.00% | -5.0% | Q1 2024 |
| JPM | $10.4M | 0.35% | 0.00% | -17.4% | Q1 2024 |
| MU | $9.78M | 0.33% | 0.00% | +406.6% | Q1 2024 |
| TEM | $8.7M | 0.29% | Not reported | +6.9% | Q1 2025 |
| IAU | $8.3M | 0.28% | 0.01% | +6.4% | Q1 2024 |
| CSCO | $7.8M | 0.26% | 0.00% | -3.2% | Q1 2024 |
| PULS | $7.59M | 0.25% | 0.87% | +19.6% | Q1 2024 |
| BX | $7.58M | 0.25% | 0.01% | -7.5% | Q1 2024 |
| CRWD | $7.09M | 0.24% | 0.01% | +0.9% | Q1 2024 |
| MA | $6.95M | 0.23% | 0.00% | +5.8% | Q1 2024 |
| ASML | $6.91M | 0.23% | 0.00% | -4.4% | Q1 2024 |
| LLY | $6.8M | 0.23% | 0.00% | +1.7% | Q1 2024 |
 KD | $6.62M | 0.22% | 0.10% | +37.3% | Q4 2024 |
| ABBV | $6.53M | 0.22% | 0.00% | +0.2% | Q1 2024 |
 CRWV | $6.46M | 0.22% | Not reported | +668.3% | Q2 2025 |
| CVX | $6.39M | 0.21% | 0.00% | -6.1% | Q1 2024 |
| KO | $6.34M | 0.21% | 0.00% | -11.8% | Q1 2024 |
| LRCX | $6.26M | 0.21% | 0.00% | +6.0% | Q3 2024 |
| ISRG | $6.23M | 0.21% | 0.00% | +6.6% | Q1 2024 |
| XOM | $5.97M | 0.20% | 0.00% | -5.8% | Q1 2024 |