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Diversify Advisory Services, LLC - Portfolio Stock Holdings

Diversify Advisory Services, LLC disclosed 914 stock positions in a recent SEC 13F filing. $550,034,239 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and META. This filing represented positions held on March 31, 2026, and was filed on May 1, 2026.

We estimate the fund has a total AUM of $4,648,787,397 and has 206 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

March 31, 2026

No. of Stocks:

914

Est. Stock Holding Value:

$550,034,239

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Diversify Advisory Services, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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