Diversify Advisory Services, LLC

Q2 2026 13F-HR Holdings

Location
Sandy, UT
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
1,286
Total value ($000)
$5,983,347
Net value change ($000)
+5,328,352 (813.5%)
New positions
1038
Sold out positions
7
Turnover %
57.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 209,799 74133.9%
SPYG 202,305 NEW
SPYV 175,446 NEW
NVDA 148,053 157.6%
AAPL 115,549 323.3%
IVV 95,313 NEW
SPDW 91,689 NEW
VOO 89,582 38780.1%
VT 74,824 NEW
RSP 61,851 NEW
Top Reduces (Value $000, Stocks/ETFs)
DOW -1,517 -100.0%
CWEN -1,323 -100.0%
SILA -1,166 -100.0%
WHR -833 -100.0%
KVUE -447 -61.1%
HON -446 -100.0%
MTB -391 -100.0%
TNL -323 -31.3%
TRU -323 -100.0%
HST -317 -18.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 24,559 (0.4% of total reported value)
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