1y return+34.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $157 against $143 in the S&P 500.2
Diversify Advisory Services, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $242.0M | 4.1% | +174.3% |
| SPYState Str Spdr S&p 500 Etf T | $210.1M | 3.5% | +71318.1% |
| SPYGSpdr Series Trust | $202.3M | 3.4% | New |
| SPYVSpdr Series Trust | $175.4M | 2.9% | New |
| AAPLApple Inc | $151.3M | 2.5% | +239.4% |
| IVVIshares Tr | $95.3M | 1.6% | New |
| SPDWSpdr Index Shs Fds | $91.7M | 1.5% | New |
| VOOVanguard Index Fds | $89.8M | 1.5% | +37353.8% |
| AVGOBroadcom Inc | $83.7M | 1.4% | +187.4% |
| AMZNAmazon Com Inc | $79.5M | 1.3% | +233.8% |
| VTVanguard Intl Equity Index F | $74.8M | 1.3% | New |
| MSFTMicrosoft Corp | $71.0M | 1.2% | +380.6% |
| METAMeta Platforms Inc | $63.6M | 1.1% | +122.2% |
| GOOGAlphabet Inc | $63.3M | 1.1% | +162.9% |
| QQQInvesco Qqq Tr | $63.2M | 1.1% | +3763.0% |
| GOOGLAlphabet Inc | $63.0M | 1.1% | +145.2% |
| RSPInvesco Exchange Traded Fd T | $61.9M | 1.0% | New |
| MUMicron Technology Inc | $61.0M | 1.0% | +108.9% |
| AMDAdvanced Micro Devices Inc | $56.7M | 1.0% | +28.8% |
| DFAUDimensional Etf Trust | $56.3M | 0.9% | New |
| SRLNSsga Active Etf Tr | $54.9M | 0.9% | New |
| GLDMWorld Gold Tr | $51.3M | 0.9% | New |
| PANWPalo Alto Networks Inc | $50.1M | 0.8% | +241.5% |
| TSMTaiwan Semiconductor Manufac | $43.9M | 0.7% | +44.7% |
| VWOVanguard Intl Equity Index F | $43.7M | 0.7% | +17006.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $28.3M |
| TSMTaiwan Semiconductor Manufac | March 31, 2024 | +251.0% | $43.9M |
| AMDAdvanced Micro Devices Inc | March 31, 2024 | +221.9% | $56.7M |
| AVGOBroadcom Inc | March 31, 2024 | +185.0% | $83.7M |
| PANWPalo Alto Networks Inc | March 31, 2024 | +140.0% | $50.1M |
| GOOGLAlphabet Inc | March 31, 2024 | +136.8% | $63.0M |
| GOOGAlphabet Inc | March 31, 2024 | +132.1% | $63.3M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $242.0M |
| AAPLApple Inc | March 31, 2024 | +68.7% | $151.3M |
| QQQInvesco Qqq Tr | March 31, 2024 | +65.9% | $63.2M |
Sold off last quarter
- DOWDow Hldgs Inc was $1.5M
- Clearway Energy IncCUSIP 18539C105 was $1.3M
- Sila Realty Trust IncCUSIP 146280508 was $1.2M
- WHRWhirlpool Corp was $833K
- Honeywell Intl IncCUSIP 438516106 was $446K
- MTBM & T Bk Corp was $391K
- TRUTransunion was $323K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +26.6% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +8.9% | +7.8% |
| June 30, 2025 | +13.8% | +10.5% |
| March 31, 2025 | −4.9% | −4.6% |
| December 31, 2024 | +1.6% | +2.1% |
| September 30, 2024 | +3.5% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Diversify Advisory Services, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2021232&type=13F-HR&dateb=&owner=include&count=40CIK 2021232
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2021232/000202123226000005/Filed August 10, 2026 · accession 0002021232-26-000005