Diversify Advisory Services, Llc Portfolio Stock Holdings
Diversify Advisory Services, Llc disclosed 210 stock positions valued at approximately $655.0 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and META PLATFORMS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 210
- Portfolio Value
- $655.0M
Holdings by Sector
Diversify Advisory Services, Llc Portfolio Holdings in Q1 2026
203 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 14.34% | 448,932 | -673,066 | -59.99% | $93,939,069 |
| APPLE INC | AAPL | Technology | 5.46% | 132,290 | -222,356 | -62.70% | $35,740,858 |
| META PLATFORMS INC | META | Communication Services | 4.92% | 48,173 | -19,969 | -29.30% | $32,233,518 |
| BROADCOM INC | AVGO | Technology | 4.70% | 75,982 | -62,166 | -45.00% | $30,806,761 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 4.58% | 88,965 | -47,328 | -34.73% | $29,990,823 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.57% | 75,981 | -35,464 | -31.82% | $29,923,577 |
| ALPHABET INC | GOOGL | Communication Services | 4.20% | 78,630 | -104,331 | -57.02% | $27,515,930 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.13% | 102,942 | -159,993 | -60.85% | $27,077,943 |
| ALPHABET INC | GOOG | Communication Services | 3.91% | 73,709 | -38,847 | -34.51% | $25,599,701 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 3.16% | 132,230 | -15,312 | -10.38% | $20,703,267 |
| AFFIRM HLDGS INC | AFRM | Technology | 2.72% | 280,693 | +59,537 | +26.92% | $17,818,417 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.57% | 32,447 | -7,136 | -18.03% | $16,822,264 |
| MICROSOFT CORP | MSFT | Technology | 2.46% | 37,963 | -70,049 | -64.85% | $16,113,681 |
| SERVICENOW INC | NOW | Technology | 2.30% | 169,735 | +133,900 | +373.66% | $15,087,744 |
| ORACLE CORP | ORCL | Technology | 2.15% | 86,106 | +50,878 | +144.42% | $14,106,762 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 2.13% | 898,614 | +65,933 | +7.92% | $13,950,978 |
| ARM HOLDINGS PLC | ARM | Technology | 1.88% | 60,893 | -4,562 | -6.97% | $12,281,550 |
| SNOWFLAKE INC | SNOW | Technology | 1.87% | 86,884 | +1,743 | +2.05% | $12,269,716 |
| ISHARES TR | ITA | Other | 1.73% | 53,094 | -31,350 | -37.13% | $11,316,434 |
| TALEN ENERGY CORP | TLN | Other | 1.38% | 25,761 | -1,760 | -6.40% | $9,065,694 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.28% | 46,190 | -55,082 | -54.39% | $8,385,405 |
| SUPER MICRO COMPUTER INC | SMCI | Other | 1.21% | 301,620 | +6,485 | +2.20% | $7,938,631 |
| TESLA INC | TSLA | Consumer Cyclical | 1.02% | 17,994 | -25,164 | -58.31% | $6,708,238 |
| COCA COLA CO | KO | Consumer Defensive | 0.65% | 54,091 | -40,275 | -42.68% | $4,266,161 |
| CISCO SYS INC | CSCO | Technology | 0.58% | 42,219 | -68,024 | -61.70% | $3,781,552 |
| CELESTICA INC | CLS | Technology | 0.50% | 8,619 | -6,120 | -41.52% | $3,245,398 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.45% | 16,736 | -10,451 | -38.44% | $2,941,687 |
| VISA INC | V | Financial Services | 0.43% | 8,475 | -25,038 | -74.71% | $2,837,939 |
| KLA CORP | KLAC | Technology | 0.43% | 1,533 | -1,691 | -52.45% | $2,784,250 |
| CITIGROUP INC | C | Financial Services | 0.35% | 18,215 | -10,431 | -36.41% | $2,324,358 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.35% | 6,875 | +4,571 | +198.39% | $2,268,406 |
| OKTA INC | OKTA | Technology | 0.31% | 26,690 | -479 | -1.76% | $2,032,710 |
| OUTFRONT MEDIA INC | OUT | Other | 0.30% | 65,121 | -24,818 | -27.59% | $1,983,573 |
| HOST HOTELS & RESORTS INC | HST | Real Estate | 0.27% | 83,716 | -803 | -0.95% | $1,763,062 |
| TEMPUS AI INC | TEM | Healthcare | 0.26% | 34,658 | -13,755 | -28.41% | $1,733,588 |
| OMEGA HEALTHCARE INVS INC | OHI | Real Estate | 0.26% | 36,231 | -2,353 | -6.10% | $1,693,059 |
| SABRA HEALTH CARE REIT INC | SBRA | Real Estate | 0.25% | 81,104 | -757 | -0.92% | $1,650,475 |
| KINETIK HOLDINGS INC | KNTK | Energy | 0.25% | 32,640 | +251 | +0.77% | $1,619,916 |
| FTAI AVIATION LTD | FTAI | Other | 0.24% | 7,487 | -2,564 | -25.51% | $1,595,460 |
| INVESCO QQQ TR | QQQ | Other | 0.24% | 2,397 | -168,750 | -98.60% | $1,585,783 |
| MEDICAL PROPERTIES TRUST INC | MPW | Real Estate | 0.24% | 303,781 | +303,781 | +100.00% | $1,558,397 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.24% | 9,483 | -32,074 | -77.18% | $1,542,953 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.24% | 2,396 | -3,484 | -59.25% | $1,541,654 |
| DOW HLDGS INC | DOW | Basic Materials | 0.23% | 38,363 | -1,190 | -3.01% | $1,517,271 |
| ONEOK INC NEW | OKE | Energy | 0.23% | 16,667 | -1,113 | -6.26% | $1,488,683 |
| BANK AMERICA CORP | BAC.PRN | Other | 0.23% | 1,212 | +5 | +0.41% | $1,487,427 |
| UNITED RENTALS INC | URI | Industrials | 0.22% | 1,506 | -114 | -7.04% | $1,434,210 |
| LTC PPTYS INC | LTC | Real Estate | 0.22% | 37,494 | +185 | +0.50% | $1,433,770 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.21% | 4,528 | -27,735 | -85.97% | $1,400,334 |
| CLEARWAY ENERGY INC | CWEN-A | Utilities | 0.20% | 34,601 | +107 | +0.31% | $1,323,478 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.20% | 2,460 | -10,890 | -81.57% | $1,292,066 |
| PEPSICO INC | PEP | Consumer Defensive | 0.20% | 8,241 | -12,078 | -59.44% | $1,279,689 |
| BROOKFIELD RENEWABLE CORP | BEPC | Other | 0.19% | 35,969 | -218 | -0.60% | $1,266,100 |
| STARWOOD PPTY TR INC | STWD | Real Estate | 0.19% | 69,392 | -14,800 | -17.58% | $1,252,530 |
| EPR PPTYS | EPR | Real Estate | 0.19% | 21,970 | +214 | +0.98% | $1,239,094 |
| ANNALY CAPITAL MANAGEMENT IN | NLY | Real Estate | 0.19% | 54,947 | +46,704 | +566.59% | $1,238,505 |
| SILA REALTY TRUST INC | SILA | Real Estate | 0.18% | 38,323 | -17,366 | -31.18% | $1,166,183 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.18% | 36,558 | -3,542 | -8.83% | $1,163,997 |
| HEALTHPEAK PROPERTIES INC | DOC | Real Estate | 0.18% | 71,739 | -1,117 | -1.53% | $1,147,108 |
| PFIZER INC | PFE | Healthcare | 0.17% | 42,380 | -49,952 | -54.10% | $1,112,910 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.16% | 6,891 | -11,221 | -61.95% | $1,075,447 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.16% | 7,786 | -144,869 | -94.90% | $1,074,198 |
| EXXON MOBIL CORP | XOM | Energy | 0.16% | 6,870 | -73,829 | -91.49% | $1,062,583 |
| DXP ENTERPRISES INC | DXPE | Industrials | 0.16% | 6,263 | -2,997 | -32.37% | $1,033,646 |
| TRAVEL PLUS LEISURE CO | TNL | Consumer Cyclical | 0.16% | 16,366 | -1,307 | -7.40% | $1,033,483 |
| ENERGY TRANSFER L P | ET | Energy | 0.16% | 52,202 | -38,270 | -42.30% | $1,031,519 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.16% | 15,066 | -64,244 | -81.00% | $1,027,533 |
| CATERPILLAR INC | CAT | Industrials | 0.15% | 1,250 | -2,861 | -69.59% | $1,012,328 |
| CVS HEALTH CORP | CVS | Healthcare | 0.15% | 11,369 | -8,426 | -42.57% | $953,884 |
| SHOPIFY INC | SHOP | Technology | 0.14% | 7,736 | -10,697 | -58.03% | $938,067 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.14% | 925 | -27,408 | -96.74% | $923,770 |
| WELLS FARGO & CO | WFC | Financial Services | 0.14% | 11,229 | -14,424 | -56.23% | $915,287 |
| AGNC INVT CORP | AGNC | Real Estate | 0.13% | 79,691 | +1,301 | +1.66% | $874,206 |
| ABBVIE INC | ABBV | Healthcare | 0.13% | 4,255 | -26,171 | -86.02% | $867,603 |
| ASML HLDG NV | ASML | Other | 0.13% | 610 | -6,260 | -91.12% | $850,389 |
| BROOKFIELD RENEWABLE ENERGY | G16258108 | Other | 0.13% | 26,316 | -729 | -2.70% | $844,227 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.13% | 2,356 | -71 | -2.93% | $833,906 |
| WHIRLPOOL CORP | WHR | Consumer Cyclical | 0.13% | 15,237 | -130 | -0.85% | $832,569 |
| LINCOLN NATL CORP IND | LNC | Financial Services | 0.13% | 22,445 | -373 | -1.63% | $830,016 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.13% | 2,233 | -52,510 | -95.92% | $827,862 |
| SPDR SERIES TRUST | SPHY | Other | 0.12% | 33,625 | -390,289 | -92.07% | $789,851 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.12% | 7,403 | -5,558 | -42.88% | $789,234 |
| SMUCKER J M CO | SJM | Consumer Defensive | 0.12% | 8,039 | +5,224 | +185.58% | $778,130 |
| BLACKSTONE MORTGAGE TRUST IN | BXMT | Real Estate | 0.12% | 40,708 | +294 | +0.73% | $776,716 |
| ELI LILLY & CO | LLY | Healthcare | 0.12% | 892 | -6,690 | -88.24% | $759,279 |
| TEXAS INSTRS INC | TXN | Technology | 0.11% | 2,757 | -4,361 | -61.27% | $742,152 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.11% | 4,659 | -22,924 | -83.11% | $741,293 |
| KENVUE INC | KVUE | Consumer Defensive | 0.11% | 42,442 | -10,323 | -19.56% | $731,274 |
| SIXTH STREET SPECIALTY LENDI | TSLX | Financial Services | 0.11% | 38,336 | -118 | -0.31% | $726,076 |
| CHEVRON CORPORATION | CVX | Energy | 0.11% | 3,708 | -61,413 | -94.31% | $712,826 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.11% | 3,094 | -54,179 | -94.60% | $703,532 |
| AMERICOLD REALTY TRUST INC | COLD | Real Estate | 0.11% | 57,845 | +57,845 | +100.00% | $694,140 |
| GRANITESHARES ETF TR | NVDL | Other | 0.10% | 6,546 | +1,625 | +33.02% | $674,238 |
| BLACKSTONE INC | BX | Financial Services | 0.10% | 5,566 | -45,755 | -89.15% | $666,984 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.10% | 1,764 | -572 | -24.49% | $664,375 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.10% | 717 | -4,857 | -87.14% | $649,315 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.10% | 1,352 | -1,452 | -51.78% | $648,291 |
| LAM RESEARCH CORP | LRCX | Other | 0.10% | 2,568 | -37,743 | -93.63% | $638,790 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.10% | 13,352 | -130,956 | -90.75% | $622,320 |
| ISHARES TR | SHYG | Other | 0.09% | 13,997 | -18,082 | -56.37% | $595,572 |