Diversify Advisory Services, LLC
All 13F Filings
- Location
- Sandy, UT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 654,995
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 210 | 654,995 | 13F-HR | Diversify Advisory Services, LLC |
| Q4 2025 | 1/23/2026 | 913 | 3,159,093 | 13F-HR | Diversify Advisory Services, LLC |
| Q3 2025 | 11/13/2025 | 872 | 2,979,025 | 13F-HR | Diversify Advisory Services, LLC |
| Q2 2025 | 8/14/2025 | 825 | 2,613,864 | 13F-HR | Diversify Advisory Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 630.4 K | 96.2% | 0 | 1.987 M | -1.987 M |
| ETFs | 24.23 K | 3.7% | 0 | 499.9 K | -499.9 K |
| Debt | 348 | 0.1% | 0 | 4.895 K | -4.895 K |
| Other | 0 | 0.0% | 0 | 11.05 K | -11.05 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
654,995
Holdings
210
QoQ value change ($000)
-2,504,098
(-79.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.