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Diversify Advisory Services

Latest statistics and disclosures from Diversify Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWM, AVGO, NVDA, SPY, SPYG, and represent 36.07% of Diversify Advisory Services's stock portfolio.
Added to shares of these 10 stocks: IWM (+$2.1B), AVGO (+$285M), SPY (+$210M), SPYG (+$202M), SPYV (+$175M), NVDA (+$154M), AAPL (+$151M), IVV (+$95M), SPDW (+$92M), VOO (+$90M).
Started 1041 new stock positions in AXIL, BJ, CPRT, HQY, PGR, FAST, SPEM, RELX, EFV, CRS.
Reduced shares in these 10 stocks: ARM, DOW, CWEN.A, Sila Realty Trust, WHR, HST, KVUE, TNL, STX, Honeywell International.
Sold out of its positions in Sila Realty Trust, CWEN.A, DOW, Honeywell International, MTB, TRU, WHR.
Diversify Advisory Services was a net buyer of stock by $7.7B.
Diversify Advisory Services has $8.4B in assets under management (AUM), dropping by 1184.77%.
Central Index Key (CIK): 0002021232

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Portfolio Holdings for Diversify Advisory Services

Diversify Advisory Services holds 1244 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Diversify Advisory Services has 1244 total positions. Only the first 250 positions are shown.

Sign up to view all of the Diversify Advisory Services June 30, 2026 positions
Download the Diversify Advisory Services June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Russell 2000 Etf (IWM)	24.6	$2.1B	NEW	7.1M	292.91	View chart
Broadcom (AVGO)	3.7	$314M	+977%	818k	383.22	View chart
NVIDIA Corporation (NVDA)	2.9	$242M	+174%	1.2M	196.51	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.5	$211M	+71468%	285k	739.09	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	2.4	$202M	NEW	1.8M	114.55	View chart
Apple (AAPL)	2.3	$195M	+337%	579k	336.91	View chart
Spdr Series Trust St Str P500val (SPYV)	2.1	$175M	NEW	2.8M	62.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$95M	NEW	128k	742.55	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.1	$92M	NEW	1.8M	49.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$90M	+37353%	132k	679.31	View chart
Amazon (AMZN)	0.9	$80M	+233%	344k	231.39	View chart
Microsoft Corporation (MSFT)	0.9	$79M	+434%	203k	389.10	View chart
Costco Wholesale Corporation (COST)	0.9	$79M	+8847%	83k	951.58	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$75M	NEW	485k	154.45	View chart
Motorola Solutions Com New (MSI)	0.8	$66M	NEW	156k	423.80	View chart
Meta Platforms Cl A (META)	0.8	$64M	+122%	107k	593.87	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$63M	+163%	194k	326.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$63M	+3767%	93k	682.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$63M	+145%	193k	326.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$62M	NEW	287k	215.18	View chart
Micron Technology (MU)	0.7	$61M	+108%	68k	900.20	View chart
Advanced Micro Devices (AMD)	0.7	$57M	+28%	115k	494.95	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$56M	NEW	1.1M	51.29	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.7	$55M	NEW	1.4M	40.38	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$51M	NEW	635k	80.78	View chart
Palo Alto Networks (PANW)	0.6	$50M	+241%	158k	317.32	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$44M	+44%	110k	399.09	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$44M	+17006%	750k	58.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$42M	NEW	549k	76.00	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$40M	NEW	868k	46.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$35M	+6336%	506k	70.00	View chart
Snowflake Com Shs (SNOW)	0.4	$34M	+41%	123k	272.92	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.4	$32M	+3987%	1.4M	23.21	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$31M	NEW	617k	50.39	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$31M	NEW	674k	45.56	View chart
Marvell Technology (MRVL)	0.3	$29M	+17%	155k	189.17	View chart
Op Bancorp Cmn (OPBK)	0.3	$29M	NEW	1.8M	15.55	View chart
Lam Research Corp Com New (LRCX)	0.3	$28M	+3679%	97k	291.61	View chart
Servicenow (NOW)	0.3	$28M	+56%	265k	105.56	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$28M	NEW	476k	58.40	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$28M	NEW	170k	163.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$27M	NEW	200k	132.33	View chart
Affirm Hldgs Com Cl A (AFRM)	0.3	$26M	+26%	356k	73.05	View chart
JPMorgan Chase & Co. (JPM)	0.3	$26M	+1505%	73k	356.20	View chart
Johnson & Johnson (JNJ)	0.3	$25M	+2961%	95k	265.95	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$25M	NEW	365k	67.01	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$24M	NEW	483k	49.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$23M	NEW	64k	365.18	View chart
Ishares Tr Expanded Tech (IGV)	0.3	$23M	NEW	255k	90.91	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.3	$23M	NEW	547k	41.59	View chart
Tesla Motors (TSLA)	0.3	$22M	+297%	72k	309.22	View chart
Visa Com Cl A (V)	0.3	$22M	+611%	60k	362.53	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$22M	NEW	384k	56.59	View chart
Cisco Systems (CSCO)	0.2	$20M	+317%	176k	114.57	View chart
Oracle Corporation (ORCL)	0.2	$20M	+93%	167k	119.90	View chart
Eli Lilly & Co. (LLY)	0.2	$20M	+1770%	17k	1197.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$20M	NEW	395k	50.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$20M	NEW	478k	41.57	View chart
Global X Fds Cybrscurty Etf (BUG)	0.2	$20M	NEW	519k	38.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$20M	NEW	84k	232.39	View chart
Verizon Communications (VZ)	0.2	$19M	+2969%	410k	47.32	View chart
Sofi Technologies (SOFI)	0.2	$19M	+27%	1.1M	16.88	View chart
Uber Technologies (UBER)	0.2	$19M	NEW	280k	68.18	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$19M	NEW	431k	44.21	View chart
Bank of America Corporation (BAC)	0.2	$19M	NEW	300k	62.13	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.2	$19M	NEW	685k	27.05	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$18M	NEW	35k	516.23	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$18M	NEW	144k	125.43	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$18M	NEW	814k	22.05	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$18M	NEW	873k	20.39	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$17M	+3715%	221k	77.35	View chart
Chevron Corporation (CVX)	0.2	$17M	+2278%	88k	190.00	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$17M	NEW	348k	48.17	View chart
Abbvie (ABBV)	0.2	$17M	+1425%	65k	256.91	View chart
Exxon Mobil Corporation (XOM)	0.2	$17M	+1449%	106k	154.77	View chart
Fortinet (FTNT)	0.2	$17M	NEW	108k	152.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$16M	NEW	55k	296.88	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$16M	+25%	67k	243.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$15M	NEW	157k	97.69	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$15M	NEW	131k	116.46	View chart
Mastercard Incorporated Cl A (MA)	0.2	$15M	+1011%	27k	551.70	View chart
Philip Morris International (PM)	0.2	$15M	+705%	76k	195.66	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$15M	NEW	82k	180.11	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.2	$15M	NEW	295k	50.25	View chart
Palantir Technologies Cl A (PLTR)	0.2	$14M	+1302%	109k	131.53	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$14M	+1310%	8.6k	1655.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$14M	+5618%	38k	374.63	View chart
UnitedHealth (UNH)	0.2	$14M	+1395%	33k	417.63	View chart
Arm Holdings Sponsored Ads (ARM)	0.2	$14M	-14%	52k	266.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$14M	+3159%	143k	96.83	View chart
Coca-Cola Company (KO)	0.2	$14M	+204%	165k	84.07	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$14M	NEW	127k	106.51	View chart
Stagwell Com Cl A (STGW)	0.2	$13M	NEW	1.7M	7.73	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$13M	+4437%	47k	280.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$13M	NEW	161k	81.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$13M	+4649%	179k	72.46	View chart
Blackrock Etf Trust Ii Isha High Yi Etf (BRHY)	0.2	$13M	NEW	255k	50.79	View chart
Qualcomm (QCOM)	0.2	$13M	+2530%	75k	170.04	View chart
Union Pacific Corporation (UNP)	0.2	$13M	NEW	42k	299.30	View chart
Arista Networks Com Shs (ANET)	0.1	$13M	NEW	73k	170.76	View chart
Netflix (NFLX)	0.1	$13M	+5955%	178k	70.40	View chart
Talen Energy Corp (TLN)	0.1	$12M	+36%	35k	347.07	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$12M	NEW	107k	112.42	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$12M	NEW	348k	33.87	View chart
Packaging Corporation of America (PKG)	0.1	$12M	NEW	46k	252.37	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$12M	+1323%	66k	174.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$12M	NEW	98k	117.13	View chart
On Hldg Namen Akt A (ONON)	0.1	$11M	NEW	309k	37.06	View chart
International Business Machines (IBM)	0.1	$11M	+2310%	53k	216.28	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$11M	NEW	253k	45.07	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$11M	+4097%	123k	91.62	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$11M	NEW	116k	97.55	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$11M	NEW	208k	53.62	View chart
Home Depot (HD)	0.1	$11M	+2872%	33k	336.09	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$11M	NEW	494k	22.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$11M	+1903%	22k	497.18	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$11M	+215%	53k	208.14	View chart
Wal-Mart Stores (WMT)	0.1	$11M	NEW	98k	111.74	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$11M	NEW	104k	105.80	View chart
Atmos Energy Corporation (ATO)	0.1	$11M	NEW	61k	178.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$11M	+3290%	132k	81.32	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$11M	+2169%	22k	479.00	View chart
Super Micro Computer Com New (SMCI)	0.1	$11M	+18%	357k	29.81	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$11M	NEW	348k	30.53	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$11M	NEW	435k	24.43	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$10M	NEW	87k	119.68	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$10M	NEW	213k	48.96	View chart
Cme (CME)	0.1	$10M	NEW	41k	255.36	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$10M	NEW	203k	50.66	View chart
Raytheon Technologies Corp (RTX)	0.1	$10M	+1502%	47k	218.42	View chart
Walt Disney Company (DIS)	0.1	$10M	NEW	104k	96.65	View chart
Cummins (CMI)	0.1	$10M	NEW	15k	661.82	View chart
Kla Corp Com New (KLAC)	0.1	$10M	+3122%	49k	203.36	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$10M	NEW	191k	52.57	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$9.8M	NEW	261k	37.50	View chart
Airbnb Com Cl A (ABNB)	0.1	$9.8M	NEW	67k	146.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$9.6M	NEW	125k	76.78	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$9.4M	NEW	118k	79.55	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$9.4M	NEW	93k	100.65	View chart
Automatic Data Processing (ADP)	0.1	$9.3M	NEW	36k	254.98	View chart
Intuitive Surgical Com New (ISRG)	0.1	$9.2M	NEW	26k	356.83	View chart
McDonald's Corporation (MCD)	0.1	$9.1M	+2787%	34k	270.67	View chart
Healthequity (HQY)	0.1	$9.0M	NEW	91k	99.05	View chart
Pepsi (PEP)	0.1	$8.9M	+676%	64k	139.79	View chart
salesforce (CRM)	0.1	$8.9M	NEW	51k	173.60	View chart
Lockheed Martin Corporation (LMT)	0.1	$8.9M	+1473%	15k	579.99	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$8.9M	NEW	251k	35.40	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$8.9M	NEW	211k	41.95	View chart
Ge Vernova (GEV)	0.1	$8.8M	NEW	8.8k	996.62	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$8.7M	NEW	93k	93.60	View chart
Nextera Energy (NEE)	0.1	$8.5M	+4323%	96k	88.83	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$8.5M	NEW	129k	66.02	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$8.5M	+1047%	64k	132.60	View chart
Amgen (AMGN)	0.1	$8.4M	NEW	22k	376.26	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$8.3M	NEW	248k	33.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$8.3M	NEW	57k	145.51	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$8.3M	NEW	156k	53.08	View chart
Sunrun (RUN)	0.1	$8.3M	NEW	827k	9.98	View chart
Medtronic SHS (MDT)	0.1	$8.2M	+2743%	97k	84.22	View chart
Air Products & Chemicals (APD)	0.1	$8.2M	NEW	28k	292.57	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$8.0M	NEW	103k	78.20	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.1	$7.8M	NEW	200k	39.18	View chart
Comfort Systems USA (FIX)	0.1	$7.8M	NEW	4.5k	1730.29	View chart
Intuit (INTU)	0.1	$7.7M	NEW	26k	303.91	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$7.7M	NEW	27k	287.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$7.7M	NEW	26k	302.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$7.7M	NEW	35k	217.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$7.6M	+2074%	227k	33.58	View chart
Emerson Electric (EMR)	0.1	$7.6M	NEW	51k	149.30	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$7.6M	NEW	146k	51.89	View chart
American Express Company (AXP)	0.1	$7.6M	NEW	23k	335.39	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$7.5M	NEW	156k	47.99	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$7.4M	NEW	92k	80.78	View chart
Goldman Sachs (GS)	0.1	$7.3M	+872%	7.0k	1048.18	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$7.3M	NEW	78k	93.37	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$7.3M	NEW	64k	113.44	View chart
Applied Materials (AMAT)	0.1	$7.2M	+858%	14k	516.89	View chart
Sterling Construction Company (STRL)	0.1	$6.9M	NEW	11k	634.62	View chart
Applovin Corp Com Cl A (APP)	0.1	$6.9M	NEW	17k	412.73	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$6.9M	NEW	74k	93.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$6.8M	+2256%	31k	221.72	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$6.8M	NEW	38k	181.20	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.1	$6.8M	NEW	154k	44.34	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$6.8M	NEW	70k	97.78	View chart
Altria (MO)	0.1	$6.7M	+513%	92k	72.89	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$6.7M	NEW	159k	42.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$6.7M	NEW	199k	33.43	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$6.6M	NEW	116k	57.09	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$6.6M	+569%	52k	126.88	View chart
Waste Management (WM)	0.1	$6.4M	NEW	27k	237.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$6.3M	NEW	11k	548.54	View chart
Hubbell (HUBB)	0.1	$6.2M	NEW	12k	497.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$6.1M	NEW	38k	162.73	View chart
Rubrik Cl A (RBRK)	0.1	$6.1M	NEW	81k	74.82	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$6.1M	NEW	117k	51.91	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$6.0M	NEW	68k	86.99	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$5.9M	NEW	182k	32.40	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$5.9M	NEW	36k	164.68	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.1	$5.8M	NEW	124k	47.26	View chart
Stryker Corporation (SYK)	0.1	$5.8M	NEW	17k	336.74	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$5.8M	NEW	165k	34.97	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$5.8M	NEW	213k	27.13	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	0.1	$5.7M	NEW	142k	40.35	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$5.6M	NEW	103k	55.00	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$5.6M	NEW	59k	95.85	View chart
Realty Income (O)	0.1	$5.6M	NEW	85k	65.50	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.1	$5.5M	NEW	111k	49.58	View chart
Essex Property Trust (ESS)	0.1	$5.5M	NEW	19k	290.68	View chart
Eaton Corp SHS (ETN)	0.1	$5.4M	+2466%	14k	398.64	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$5.4M	NEW	188k	28.79	View chart
Caterpillar (CAT)	0.1	$5.4M	+392%	6.2k	873.27	View chart
Amcor Com New (AMCR)	0.1	$5.4M	NEW	119k	45.24	View chart
Curtiss-Wright (CW)	0.1	$5.3M	NEW	7.2k	743.86	View chart
Iren Ordinary Shares (IREN)	0.1	$5.3M	NEW	145k	36.29	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$5.3M	NEW	57k	92.15	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$5.2M	NEW	541k	9.68	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$5.2M	NEW	105k	49.69	View chart
Embraer Sponsored Ads (EMBJ)	0.1	$5.2M	NEW	76k	67.99	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$5.2M	NEW	46k	113.62	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$5.2M	NEW	190k	27.26	View chart
Silicon Motion Technology Sponsored Adr (SIMO)	0.1	$5.2M	NEW	21k	244.45	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$5.1M	NEW	222k	23.10	View chart
Wells Fargo & Company (WFC)	0.1	$5.1M	+420%	58k	87.27	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$5.1M	NEW	57k	89.53	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$5.0M	NEW	186k	26.59	View chart
Citigroup Com New (C)	0.1	$4.8M	+98%	36k	133.10	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$4.7M	+781%	142k	33.12	View chart
Carpenter Technology Corporation (CRS)	0.1	$4.7M	NEW	8.1k	580.28	View chart
Nvent Elec SHS (NVT)	0.1	$4.6M	NEW	31k	149.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$4.6M	NEW	19k	239.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$4.6M	NEW	157k	29.16	View chart
Celestica (CLS)	0.1	$4.6M	+66%	14k	318.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.5M	NEW	54k	83.79	View chart
TJX Companies (TJX)	0.1	$4.5M	+320%	29k	156.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$4.5M	NEW	54k	83.38	View chart
Vistra Energy (VST)	0.1	$4.5M	NEW	29k	157.08	View chart
Ge Aerospace Com New (GE)	0.1	$4.5M	NEW	12k	361.62	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.1	$4.5M	NEW	89k	50.20	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$4.4M	NEW	88k	49.95	View chart
General Dynamics Corporation (GD)	0.1	$4.4M	NEW	11k	389.13	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$4.3M	NEW	87k	49.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$4.3M	NEW	26k	162.10	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.1	$4.2M	NEW	172k	24.57	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$4.2M	NEW	37k	112.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$4.2M	NEW	17k	245.68	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$4.1M	NEW	36k	113.50	View chart
Viking Holdings Ord Shs (VIK)	0.0	$4.1M	NEW	39k	103.14	View chart
Procter & Gamble Company (PG)	0.0	$4.1M	+1200%	27k	148.63	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$4.0M	NEW	45k	90.74	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$4.0M	NEW	37k	109.98	View chart

Past Filings by Diversify Advisory Services

SEC 13F filings are viewable for Diversify Advisory Services going back to 2024

Diversify Advisory Services 2026 Q2 filed Aug. 10, 2026
Diversify Advisory Services 2026 Q1 filed May 4, 2026
Diversify Advisory Services 2025 Q4 filed Jan. 23, 2026
Diversify Advisory Services 2025 Q3 filed Nov. 13, 2025
Diversify Advisory Services 2025 Q2 filed Aug. 14, 2025
Diversify Advisory Services 2025 Q1 filed May 5, 2025
Diversify Advisory Services 2024 Q4 filed Jan. 16, 2025
Diversify Advisory Services 2024 Q3 filed Oct. 25, 2024
Diversify Advisory Services 2024 Q2 filed July 12, 2024
Diversify Advisory Services 2024 Q1 filed April 30, 2024

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