Diversify Advisory Services, LLC

Q3 2026 13F-HR Holdings

Location
Sandy, UT
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
1,312
Total value ($000)
$6,688,452
Net value change ($000)
+705,105 (11.8%)
New positions
102
Sold out positions
75
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 90,832 37.5%
QQQ 65,176 103.2%
XLK 64,749 560.0%
SRLN 37,360 68.0%
MSFT 34,673 48.8%
IVV 32,753 34.4%
SPYG 31,226 15.4%
GOOGL 22,636 35.8%
IUSB 21,315 69.4%
EXXONMOBIL HOLDINGS CORP 20,321 NEW
Top Reduces (Value $000, Stocks/ETFs)
VT -68,928 -92.1%
RSP -56,596 -91.5%
XLV -26,036 -93.9%
XOM -16,475 -100.0%
ONON -10,696 -93.5%
IWM -9,918 -60.9%
PVAL -9,815 -97.9%
IGV -7,452 -32.2%
VMBS -5,878 -14.6%
IEI -5,413 -35.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,409 (0.0% 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