13F Filings History of Diversify Advisory Services, LLC
- Latest 13F filing
- Q1 2026 - 04 May 2026
- Latest reported 13F value
- $582,521,497
- Largest 13F holdings
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NVDA AAPL META AVGO TSM GOOGL AMZN GOOG AFRM MSFT NOW ORCL
+8 more
SOFI ARM SNOW ITA TLN PANW SMCI TSLA - Form 13F summary
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- Diversify Advisory Services, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Diversify Advisory Services, LLC reported 210 equity holdings with a total reported market value of $582,521,497 for Q1 2026. Top reported holdings included NVDA, AAPL, META, AVGO, and TSM.
- Manager signature
- Lupe Fungalei - Compliance Analyst
- Manager location
- Sandy, UT
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$582,521,497
Quarter delta
-$2,573,445,188
Accepted
01 May 2026, 17:36
Rows shown
1-9 of 9
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 210 | $582,521,497 | +$33,581,555 | -$2,594,698,305 | -$2,561,116,750 | NVDA, AAPL, META, AVGO, TSM | 13F-HR | 01 May 2026, 17:36 |
| Q4 2025 | 910 | $3,155,966,685 | +$386,263,224 | -$184,796,856 | +$201,466,368 | SPY, NVDA, QQQ, BKLN, AAPL | 13F-HR | 22 Jan 2026, 17:55 |
| Q3 2025 | 869 | $2,939,871,901 | +$343,068,552 | -$177,625,243 | +$165,443,309 | NVDA, SPY, QQQ, BKLN, AAPL | 13F-HR | 12 Nov 2025, 19:16 |
| Q2 2025 | 825 | $2,611,059,611 | +$798,618,830 | -$79,449,905 | +$719,168,925 | NVDA, SPY, QQQ, BKLN, GLD | 13F-HR | 14 Aug 2025, 14:44 |
| Q1 2025 | 630 | $1,600,973,425 | +$176,819,215 | -$309,049,365 | -$132,230,150 | SPY, NVDA, GLD, BKLN, QQQ | 13F-HR | 05 May 2025, 09:56 |
| Q4 2024 | 611 | $1,812,539,992 | +$294,268,079 | -$323,093,230 | -$28,825,151 | SPY, NVDA, QQQ, BKLN, AAPL | 13F-HR | 16 Jan 2025, 11:06 |
| Q3 2024 | 631 | $1,837,480,720 | +$238,253,162 | -$263,690,317 | -$25,437,155 | NVDA, SPY, QQQ, AAPL, BKLN | 13F-HR | 24 Oct 2024, 17:59 |
| Q2 2024 | 626 | $1,816,038,079 | +$512,676,928 | -$383,442,191 | +$129,234,737 | NVDA, QQQ, SPY, AAPL, BKLN | 13F-HR | 12 Jul 2024, 15:19 |
| Q1 2024 | 628 | $1,698,121,435 | $0 | $0 | $0 | SPY, NVDA, BKLN, QQQ, AAPL | 13F-HR | 30 Apr 2024, 15:07 |