Diversify Advisory Services, LLC
All 13F Filings
- Location
- Sandy, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 5,983,347
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 1,286 | 5,983,347 | 13F-HR | Diversify Advisory Services, LLC |
| 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)
Derivatives reported exposure ($000):
24.56 K
(0.4% of total reported value)
· QoQ Δ:
+24.56 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.942 M | 49.4% | 2.312 M | 0 | 2.312 M |
| ETFs | 3.003 M | 50.4% | 2.979 M | 0 | 2.979 M |
| Debt | 6.986 K | 0.1% | 6.638 K | 0 | 6.638 K |
| Other | 3.481 K | 0.1% | 3.481 K | 0 | 3.481 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
5,983,347
Holdings
1286
QoQ value change ($000)
5,328,352
(813.5%)
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.