Diversify Advisory Services, LLC
SEC Form 13F institutional filer · CIK 0002021232
13F-HR · 119 reported holdings · 2026-03-31
Reported long-US-equity value
$0.50B
Top-10 concentration
67.6%
Diversify Advisory Services, LLC — $503M AUM allocation strategy
Diversify Advisory Services, LLC files SEC Form 13F and reports $503M of long US equity value across 119 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 58.3%, followed by Communication Services 17.0% and Consumer Discretionary 6.7%.
The top 10 holdings account for 68% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Diversify Advisory Services, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$503M
total across 119 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
68% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NOW +134K sh · +$10.5M+$ORCL +50.9K sh · +$7.38M+$SMCI +6.49K sh · −$1.69M
Biggest trims (shares)
−$IVZ −4.78M sh · −$108M−$IVV −1.59M sh · −$121M−$SCHW −746K sh · −$24.1M
Exited to nil (held last quarter, gone now)
$IWM ($35.8M last qtr)$XLF ($32.4M last qtr)$SPGI ($30M last qtr)$SPYM ($21.4M last qtr)$VTI ($12.2M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors38.2%—
- Interactive Media & Services17.0%—
- Technology Hardware, Storage & Peripherals8.7%—
- Systems Software7.9%—
- Broadline Retail5.4%—
- Application Software2.8%—
- Automobile Manufacturers1.4%—
- Soft Drinks & Non-alcoholic Beverages0.9%—
- Other holdings17.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 449K | $93.9M | -673K | 18.7% |
| $AAPL | Apple Inc | 132K | $35.7M | -222K | 7.1% |
| $META | Meta Platforms Inc | 48.2K | $32.2M | -20K | 6.4% |
| $AVGO | Broadcom Inc | 76K | $30.8M | -62.2K | 6.1% |
| $AMD | Advanced Micro Devices Inc | 89K | $30M | -47.3K | 6.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 78.6K | $27.5M | -104K | 5.5% |
| $AMZN | Amazon.com Inc | 103K | $27.1M | -160K | 5.4% |
| $GOOGL | Alphabet Inc | 73.7K | $25.6M | -38.8K | 5.1% |
| $MRVL | Marvell Technology Inc | 132K | $20.7M | -15.3K | 4.1% |
| $MU | Micron Technology Inc | 32.4K | $16.8M | -7.14K | 3.3% |
…and 109 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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