Diversify Advisory Services, LLC: 13F holdings

CIK 20212322026Q2

Positions1,244
Reported value$6.0bn
Filed2026-08-10

Change since last quarter

Positions1,244 (+1,034 vs prior quarter)
Reported value$6.0bn (+810.7%)

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION1,231,450$242.0m4.0%
SPY STATE STR SPDR S&P 500 ETF T284,244$210.1m3.5%
SPYG SPDR SERIES TRUST1,766,081$202.3m3.4%
SPYV SPDR SERIES TRUST2,818,867$175.4m2.9%
AAPL APPLE INC449,050$151.3m2.5%
IVV ISHARES TR128,359$95.3m1.6%
EWU SPDR INDEX SHS FDS1,848,949$91.7m1.5%
VOO VANGUARD INDEX FDS132,212$89.8m1.5%
AVGO BROADCOM INC218,358$83.7m1.4%
AMZN AMAZON COM INC343,596$79.5m1.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2021232")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples