Diversify Advisory Services, LLC

Q1 2026 13F-HR Holdings

Location
Sandy, UT
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
210
Total value ($000)
$654,995
Net value change ($000)
-2,504,098 (-79.3%)
New positions
9
Sold out positions
706
Turnover %
208.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NOW 10,526 230.7%
MRVL 8,832 74.4%
ORCL 7,375 109.6%
ARM 5,358 77.4%
MU 2,463 17.2%
MPT 1,558 NEW
CDNS 1,537 210.3%
AFRM 1,284 7.8%
NLY 1,038 516.4%
COLD 694 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -209,060 -99.9%
NVDA -115,011 -55.0%
QQQ -104,741 -98.5%
BKLN -91,017 -100.0%
GLD -83,176 -99.7%
AAPL -54,882 -60.6%
VOO -46,787 -99.5%
GLDM -44,490 -100.0%
AMZN -35,795 -56.9%
MSFT -33,556 -67.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type