Filed: 5/4/2026ACC: 0002021232-26-000002
📋 What this filing means
DIVERSIFY ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 210 equity positions with a total reported market value of $655.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
210
Positions
$655.00M
Total AUM (reported)
6.18M
Total Shares
Allocation by class
COM$411.54M62.8%
SPONSORED ADS$42.21M6.4%
CL A$42.20M6.4%
CAP STK CL A$27.52M4.2%
CAP STK CL C$25.60M3.9%
COM CL A$21.49M3.3%
COM NEW$20.78M3.2%
Portfolio Concentration
Top 3$161.91M24.7%
4–10$191.62M29.3%
11–25$169.91M25.9%
Rest$131.55M20.1%
Top 3 weight
24.7%
Top 10 weight
54.0%
Voting Authority Distribution
Total shares with voting rights: 6.18M
Sole
Full voting authority
930.61K
shares
% of voting shares15.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.25M
shares
% of voting shares84.9%
Investment Discretion (by position count)
Sole210
Shared0
Other0
Dominant voting typeNone · 84.9% of voting shares
Institutional Holdings210
Rows:
NVIDIA CORPORATION
SOLEShares448.93K
TypeSH
Market value$93.94M
14.34%
Sole
19.74K
Shared
0.00
None
429.19K
APPLE INC
SOLEShares132.29K
TypeSH
Market value$35.74M
5.46%
Sole
8.38K
Shared
0.00
None
123.91K
META PLATFORMS INC
SOLEShares48.17K
TypeSH
Market value$32.23M
4.92%
Sole
4.11K
Shared
0.00
None
44.07K
BROADCOM INC
SOLEShares75.98K
TypeSH
Market value$30.81M
4.70%
Sole
20.43K
Shared
0.00
None
55.55K
ADVANCED MICRO DEVICES INC
SOLEShares88.97K
TypeSH
Market value$29.99M
4.58%
Sole
12.23K
Shared
0.00
None
76.73K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares75.98K
TypeSH
Market value$29.92M
4.57%
Sole
9.72K
Shared
0.00
None
66.26K
ALPHABET INC
SOLEShares78.63K
TypeSH
Market value$27.52M
4.20%
Sole
5.01K
Shared
0.00
None
73.62K
AMAZON COM INC
SOLEShares102.94K
TypeSH
Market value$27.08M
4.13%
Sole
11.45K
Shared
0.00
None
91.49K
ALPHABET INC
SOLEShares73.71K
TypeSH
Market value$25.60M
3.91%
Sole
114.00
Shared
0.00
None
73.59K
MARVELL TECHNOLOGY INC
SOLEShares132.23K
TypeSH
Market value$20.70M
3.16%
Sole
29.85K
Shared
0.00
None
102.38K
AFFIRM HLDGS INC
SOLEShares280.69K
TypeSH
Market value$17.82M
2.72%
Sole
77.34K
Shared
0.00
None
203.36K
MICRON TECHNOLOGY INC
SOLEShares32.45K
TypeSH
Market value$16.82M
2.57%
Sole
4.33K
Shared
0.00
None
28.12K
MICROSOFT CORP
SOLEShares37.96K
TypeSH
Market value$16.11M
2.46%
Sole
4.81K
Shared
0.00
None
33.15K
SERVICENOW INC
SOLEShares169.74K
TypeSH
Market value$15.09M
2.30%
Sole
20.35K
Shared
0.00
None
149.38K
ORACLE CORP
SOLEShares86.11K
TypeSH
Market value$14.11M
2.15%
Sole
5.75K
Shared
0.00
None
80.35K
SOFI TECHNOLOGIES INC
SOLEShares898.61K
TypeSH
Market value$13.95M
2.13%
Sole
185.12K
Shared
0.00
None
713.49K
ARM HOLDINGS PLC
SOLEShares60.89K
TypeSH
Market value$12.28M
1.88%
Sole
12.77K
Shared
0.00
None
48.12K
SNOWFLAKE INC
SOLEShares86.88K
TypeSH
Market value$12.27M
1.87%
Sole
14.13K
Shared
0.00
None
72.75K
ISHARES TR
SOLEShares53.09K
TypeSH
Market value$11.32M
1.73%
Sole
6.73K
Shared
0.00
None
46.36K
TALEN ENERGY CORP
SOLEShares25.76K
TypeSH
Market value$9.07M
1.38%
Sole
6.04K
Shared
0.00
None
19.72K
PALO ALTO NETWORKS INC
SOLEShares46.19K
TypeSH
Market value$8.39M
1.28%
Sole
12.09K
Shared
0.00
None
34.10K
SUPER MICRO COMPUTER INC
SOLEShares301.62K
TypeSH
Market value$7.94M
1.21%
Sole
54.09K
Shared
0.00
None
247.53K
TESLA INC
SOLEShares17.99K
TypeSH
Market value$6.71M
1.02%
Sole
2.51K
Shared
0.00
None
15.48K
COCA COLA CO
SOLEShares54.09K
TypeSH
Market value$4.27M
0.65%
Sole
243.00
Shared
0.00
None
53.85K
CISCO SYS INC
SOLEShares42.22K
TypeSH
Market value$3.78M
0.58%
Sole
388.00
Shared
0.00
None
41.83K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 448.93K | SH | $93.94M 14.34% | 19.74K | 0.00 | 429.19K |
APPLE INCSOLE | COM | 132.29K | SH | $35.74M 5.46% | 8.38K | 0.00 | 123.91K |
META PLATFORMS INCSOLE | CL A | 48.17K | SH | $32.23M 4.92% | 4.11K | 0.00 | 44.07K |
BROADCOM INCSOLE | COM | 75.98K | SH | $30.81M 4.70% | 20.43K | 0.00 | 55.55K |
ADVANCED MICRO DEVICES INCSOLE | COM | 88.97K | SH | $29.99M 4.58% | 12.23K | 0.00 | 76.73K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 75.98K | SH | $29.92M 4.57% | 9.72K | 0.00 | 66.26K |
ALPHABET INCSOLE | CAP STK CL A | 78.63K | SH | $27.52M 4.20% | 5.01K | 0.00 | 73.62K |
AMAZON COM INCSOLE | COM | 102.94K | SH | $27.08M 4.13% | 11.45K | 0.00 | 91.49K |
ALPHABET INCSOLE | CAP STK CL C | 73.71K | SH | $25.60M 3.91% | 114.00 | 0.00 | 73.59K |
MARVELL TECHNOLOGY INCSOLE | COM | 132.23K | SH | $20.70M 3.16% | 29.85K | 0.00 | 102.38K |
AFFIRM HLDGS INCSOLE | COM CL A | 280.69K | SH | $17.82M 2.72% | 77.34K | 0.00 | 203.36K |
MICRON TECHNOLOGY INCSOLE | COM | 32.45K | SH | $16.82M 2.57% | 4.33K | 0.00 | 28.12K |
MICROSOFT CORPSOLE | COM | 37.96K | SH | $16.11M 2.46% | 4.81K | 0.00 | 33.15K |
SERVICENOW INCSOLE | COM | 169.74K | SH | $15.09M 2.30% | 20.35K | 0.00 | 149.38K |
ORACLE CORPSOLE | COM | 86.11K | SH | $14.11M 2.15% | 5.75K | 0.00 | 80.35K |
SOFI TECHNOLOGIES INCSOLE | COM | 898.61K | SH | $13.95M 2.13% | 185.12K | 0.00 | 713.49K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 60.89K | SH | $12.28M 1.88% | 12.77K | 0.00 | 48.12K |
SNOWFLAKE INCSOLE | COM SHS | 86.88K | SH | $12.27M 1.87% | 14.13K | 0.00 | 72.75K |
ISHARES TRSOLE | US AER DEF ETF | 53.09K | SH | $11.32M 1.73% | 6.73K | 0.00 | 46.36K |
TALEN ENERGY CORPSOLE | COM | 25.76K | SH | $9.07M 1.38% | 6.04K | 0.00 | 19.72K |
PALO ALTO NETWORKS INCSOLE | COM | 46.19K | SH | $8.39M 1.28% | 12.09K | 0.00 | 34.10K |
SUPER MICRO COMPUTER INCSOLE | COM NEW | 301.62K | SH | $7.94M 1.21% | 54.09K | 0.00 | 247.53K |
TESLA INCSOLE | COM | 17.99K | SH | $6.71M 1.02% | 2.51K | 0.00 | 15.48K |
COCA COLA COSOLE | COM | 54.09K | SH | $4.27M 0.65% | 243.00 | 0.00 | 53.85K |
CISCO SYS INCSOLE | COM | 42.22K | SH | $3.78M 0.58% | 388.00 | 0.00 | 41.83K |
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