2026 Q2 Portfolio Activity
In 2026 Q2, Diversify Advisory Services, LLC maintained a portfolio of 1293 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 3.38% of the total fund value. They heavily accumulated shares in STATE STR SPDR S&P 500 ETF T, increasing the position by 71318.1%. Conversely, Diversify Advisory Services, LLC completely exited their position in NVIDIA CORPORATION.
Position History
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Total Positions
1293
Quarter
2026 Q2
Top Holding
NVDA (4.0%)
Top 10 Concentration
23.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1293
Diversify Advisory Services, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.04% | 14.34% |
#1
Prev: #1
|
6.6 |
—
|
782,518 | 174.3% |
P
S
|
1,231,450 | $241,992,236 |
$163.75
+32.9%
|
2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
SPY
STATE STR SPDR ...
|
ETF | 3.51% | 0.04% |
#2
168
Prev: #170
|
5.9 |
—
|
283,846 | 71318.1% |
P
S
|
284,244 | $210,082,257 |
$624.54
+23.7%
|
2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 3.38% | — |
#3
Prev: #—
|
5.9 |
—
|
1,766,081 | — |
NEW
|
1,766,081 | $202,304,551 |
$110.27
+11.3%
|
2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 2.93% | — |
#4
Prev: #—
|
5.2 |
—
|
2,818,867 | — |
NEW
|
2,818,867 | $175,446,307 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AAPL
APPLE INC
|
Technology | 2.53% | 5.46% |
#5
3
Prev: #2
|
4.5 |
—
|
316,760 | 239.4% |
P
S
|
449,050 | $151,289,549 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IVV
ISHARES TR
|
ETF | 1.59% | — |
#6
Prev: #—
|
4.1 |
—
|
128,359 | — |
NEW
|
128,359 | $95,313,339 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 1.53% | — |
#7
Prev: #—
|
4.1 |
—
|
1,848,949 | — |
NEW
|
1,848,949 | $91,689,360 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.50% | 0.04% |
#8
188
Prev: #196
|
3.6 |
—
|
131,859 | 37353.8% |
P
S
|
132,212 | $89,813,259 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.40% | 4.70% |
#9
5
Prev: #4
|
3.6 |
—
|
142,376 | 187.4% |
P
S
|
218,358 | $83,679,205 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.33% | 4.13% |
#10
2
Prev: #8
|
3.5 |
—
|
240,654 | 233.8% |
P
S
|
343,596 | $79,504,745 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VT
VANGUARD INTL E...
|
ETF | 1.25% | — |
#11
Prev: #—
|
4.0 |
—
|
484,457 | — |
NEW
|
484,457 | $74,824,360 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.19% | 2.46% |
#12
1
Prev: #13
|
3.5 |
—
|
144,505 | 380.6% |
P
S
|
182,468 | $70,998,371 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.06% | 4.92% |
#13
10
Prev: #3
|
3.4 |
—
|
58,875 | 122.2% |
P
S
|
107,048 | $63,572,524 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.06% | 3.91% |
#14
5
Prev: #9
|
3.4 |
—
|
120,063 | 162.9% |
P
S
|
193,772 | $63,280,215 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.06% | 0.24% |
#15
25
Prev: #40
|
3.4 |
—
|
90,199 | 3763.0% |
P
S
|
92,596 | $63,161,329 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.05% | 4.20% |
#16
9
Prev: #7
|
3.4 |
—
|
114,157 | 145.2% |
P
S
|
192,787 | $62,956,576 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.03% | — |
#17
Prev: #—
|
3.9 |
—
|
287,437 | — |
NEW
|
287,437 | $61,850,799 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.02% | 2.57% |
#18
6
Prev: #12
|
3.4 |
—
|
35,321 | 108.9% |
P
S
|
67,768 | $61,004,805 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.95% | 4.58% |
#19
14
Prev: #5
|
2.9 |
—
|
25,610 | 28.8% |
P
S
|
114,575 | $56,708,798 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.94% | — |
#20
Prev: #—
|
3.9 |
—
|
1,097,631 | — |
NEW
|
1,097,631 | $56,297,513 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SRLN
SSGA ACTIVE ETF...
|
ETF | 0.92% | — |
#21
Prev: #—
|
3.9 |
—
|
1,360,178 | — |
NEW
|
1,360,178 | $54,923,996 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.86% | — |
#22
Prev: #—
|
3.8 |
—
|
634,699 | — |
NEW
|
634,699 | $51,270,967 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.84% | 1.28% |
#23
2
Prev: #21
|
3.3 |
—
|
111,548 | 241.5% |
P
S
|
157,738 | $50,053,527 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.73% | 4.57% |
#24
18
Prev: #6
|
2.8 |
—
|
33,983 | 44.7% |
P
S
|
109,964 | $43,885,397 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.73% | 0.04% |
#25
160
Prev: #185
|
3.3 |
—
|
745,552 | 17006.2% |
P
S
|
749,936 | $43,668,796 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IJH
ISHARES TR
|
ETF | 0.70% | — |
#26
Prev: #—
|
3.8 |
—
|
549,247 | — |
NEW
|
549,247 | $41,742,756 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 0.67% | — |
#27
Prev: #—
|
3.8 |
—
|
867,745 | — |
NEW
|
867,745 | $40,159,255 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.59% | 0.08% |
#28
86
Prev: #114
|
3.2 |
—
|
498,448 | 6336.7% |
P
S
|
506,314 | $35,441,970 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.56% | 1.87% |
#29
11
Prev: #18
|
2.7 |
—
|
35,853 | 41.3% |
P
S
|
122,737 | $33,497,502 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SPHY
SPDR SERIES TRU...
|
ETF | 0.53% | 0.12% |
#30
54
Prev: #84
|
3.2 |
—
|
1,340,736 | 3987.3% |
P
S
|
1,374,361 | $31,898,915 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.52% | 0.14% |
#31
42
Prev: #73
|
3.2 |
—
|
31,837 | 3441.8% |
P
S
|
32,762 | $31,175,591 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
USIG
ISHARES TR
|
ETF | 0.52% | — |
#32
Prev: #—
|
3.7 |
—
|
616,934 | — |
NEW
|
616,934 | $31,087,295 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IUSB
ISHARES TR
|
ETF | 0.51% | — |
#33
Prev: #—
|
3.7 |
—
|
673,999 | — |
NEW
|
673,999 | $30,707,386 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.49% | 3.16% |
#34
24
Prev: #10
|
2.2 |
—
|
23,025 | 17.4% |
P
S
|
155,255 | $29,369,607 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
OPBK
OP BANCORP
|
Financial Services | 0.48% | — |
#35
Prev: #—
|
3.7 |
—
|
1,847,777 | — |
NEW
|
1,847,777 | $28,732,932 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.47% | 0.10% |
#36
65
Prev: #101
|
3.2 |
—
|
94,496 | 3679.8% |
P
S
|
97,064 | $28,304,771 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.47% | 2.30% |
#37
23
Prev: #14
|
3.2 |
—
|
95,455 | 56.2% |
P
S
|
265,190 | $27,993,427 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.46% | — |
#38
Prev: #—
|
3.7 |
—
|
476,333 | — |
NEW
|
476,333 | $27,817,840 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
XLV
SELECT SECTOR S...
|
ETF | 0.46% | — |
#39
Prev: #—
|
3.7 |
—
|
169,666 | — |
NEW
|
169,666 | $27,723,467 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IVW
ISHARES TR
|
Warrant | 0.44% | — |
#40
Prev: #—
|
3.7 |
—
|
200,338 | — |
NEW
|
200,338 | $26,510,726 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AFRM
AFFIRM HLDGS IN...
|
Financial Services | 0.43% | 2.72% |
#41
30
Prev: #11
|
2.7 |
—
|
75,161 | 26.8% |
P
S
|
355,854 | $25,995,162 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.43% | 0.21% |
#42
7
Prev: #49
|
3.2 |
—
|
68,151 | 1505.1% |
P
S
|
72,679 | $25,888,375 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.42% | 0.11% |
#43
51
Prev: #94
|
3.2 |
—
|
91,640 | 2961.9% |
P
S
|
94,734 | $25,194,531 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.41% | — |
#44
Prev: #—
|
3.7 |
—
|
364,895 | — |
NEW
|
364,895 | $24,451,622 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PULS
PGIM ETF TR
|
ETF | 0.40% | — |
#45
Prev: #—
|
3.7 |
—
|
482,731 | — |
NEW
|
482,731 | $23,972,414 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.39% | — |
#46
Prev: #—
|
3.7 |
—
|
64,154 | — |
NEW
|
64,154 | $23,427,931 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IGV
ISHARES TR
|
ETF | 0.39% | — |
#47
Prev: #—
|
3.7 |
—
|
254,501 | — |
NEW
|
254,501 | $23,136,673 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.38% | — |
#48
Prev: #—
|
3.7 |
—
|
547,013 | — |
NEW
|
547,013 | $22,750,258 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.37% | 1.02% |
#49
26
Prev: #23
|
3.1 |
—
|
53,482 | 297.2% |
P
S
|
71,476 | $22,101,824 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
V
VISA INC
|
Financial Services | 0.37% | 0.43% |
#50
22
Prev: #28
|
3.1 |
—
|
51,814 | 611.4% |
P
S
|
60,289 | $21,856,555 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 |
Showing 1-50 of 1293 holdings