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Asset Manager ← All Institutions

Diversify Advisory Services, LLC

9017 S. RIVERSIDE DR. SUITE 210, SANDY, UT 84070 • 8018389999

Q4 2025 · Filed 2026-01-23
Market Value
$3.1B
+5.9%
Holdings
952
+53
New Purchases
101
Added To
419
Closed
64
Reduced
334
Top 10 Concentration
32.2%
Turnover
17.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SRLN 0.99% 0.02% +0.97% $31M
XLF 1.03% 0.09% +0.94% $32M
SPY 6.67% 5.98% +0.68% $209M
IBIT 0.61% 0.03% +0.58% $19M
LQD 0.42% 0.03% +0.39% $13M
AGG 0.45% 0.15% +0.30% $14M
IWM 0.90% 0.60% +0.29% $28M
GLD 2.66% 2.45% +0.21% $83M
SPLG 0.68% 0.50% +0.18% $21M
HFXI 0.27% 0.10% +0.17% $8M
VMBS 0.70% 0.54% +0.16% $22M
XOM 0.33% 0.20% +0.13% $10M
CVX 0.34% 0.22% +0.13% $11M
MU 0.46% 0.33% +0.13% $14M
DFUS 0.15% 0.03% +0.12% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 6.65% 7.48% -0.83% $209M
FBTC 0.02% 0.73% -0.71% $731K
MSFT 1.58% 2.11% -0.53% $50M
XLY 0.16% 0.68% -0.52% $5M
XHB 0.00% 0.50% -0.50% $0
META 1.35% 1.82% -0.48% $42M
AMZN 2.00% 2.30% -0.30% $63M
PLTR 0.83% 1.10% -0.27% $26M
SNOW 0.57% 0.83% -0.26% $18M
AMD 1.01% 1.26% -0.25% $32M
SMCI 0.31% 0.52% -0.21% $10M
KD 0.01% 0.22% -0.21% $430K
SOFI 0.69% 0.88% -0.19% $22M
CRWV 0.03% 0.22% -0.19% $827K
TEM 0.11% 0.29% -0.19% $3M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 60.1%
Communication Services 13.5%
Financial Services 9.2%
Consumer Cyclical 6.3%
Real Estate 2.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $1.4B 45.4%
Large Cap 532 $1.2B 39.5%
Mid Cap 195 $319M 10.1%
Small Cap 107 $102M 3.3%
Micro Cap 42 $55M 1.7%

Portfolio Analytics

Avg Market Cap
$96.5B
Median Market Cap
$18.6B
Avg P/E
34.2
Median P/E
23.1
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
547
# ETFs / Funds
405

Top Holdings (952 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 6.67% 302,667 $209M $691.66 $32M +43,069 +16.6%
2 NVDA 6.65% 1,121,998 $209M $186.23 -$13M +49,698 +4.6%
3 QQQ 3.39% 171,147 $106M $621.26 $3M +7,440 +4.5%
4 BKLN 2.90% 4,321,772 $91M $21.06 $2M +42,845 +1.0%
5 AAPL 2.89% 354,646 $91M $255.53 $2M +23,605 +7.1%
6 GLD 2.66% 198,084 $83M $421.29 $11M +1,301 +0.7%
7 AMZN 2.00% 262,935 $63M $239.12 -$5M -5,209 -1.9%
8 GOOGL 1.92% 182,961 $60M $330.00 $5M -11,098 -5.7%
9 MSFT 1.58% 108,012 $50M $459.86 -$13M -13,042 -10.8%
10 AVGO 1.55% 138,148 $49M $351.71 $592K +5,764 +4.3%
11 VOO 1.50% 73,917 $47M $636.09 $952K +595 +0.8%
12 GLDM 1.42% 490,467 $44M $90.71 $6M +6,306 +1.3%
13 META 1.35% 68,142 $42M $620.25 -$12M -16,679 -19.7%
14 TSM 1.22% 111,445 $38M $342.40 $2M -7,638 -6.4%
15 GOOG 1.18% 112,556 $37M $330.34 $5M -914 -0.8%
16 SPYG 1.05% 307,526 $33M $107.28 $2M +26,512 +9.4%
17 GRNY 1.05% 1,270,624 $33M $25.87 $3M +137,536 +12.1%
18 XLF 1.03% 594,983 $32M $54.44 $30M +541,342 +1009.2%
19 AMD 1.01% 136,293 $32M $231.83 -$6M -7,256 -5.0%
20 SRLN 0.99% 747,744 $31M $41.42 $30M +733,327 +5086.5%
21 IVV 0.95% 42,774 $30M $694.67 $962K +904 +2.2%
22 SPYV 0.93% 501,205 $29M $58.18 $4M +49,195 +10.9%
23 IWM 0.90% 105,860 $28M $265.76 $10M +33,066 +45.4%
24 COST 0.87% 28,333 $27M $963.62 $3M +2,225 +8.5%
25 OPBK 0.87% 1,834,341 $27M $14.81 $3M -6,600 -0.4%
26 PLTR 0.83% 152,655 $26M $170.96 -$7M -5,419 -3.4%
27 VMBS 0.70% 465,412 $22M $47.18 $6M +127,431 +37.7%
28 SOFI 0.69% 832,681 $22M $26.13 -$4M -23,477 -2.7%
29 SPLG 0.68% 263,151 $21M $81.38 $7M +79,876 +43.6%
30 ITA 0.66% 84,444 $21M $243.77 $3M +1,183 +1.4%
31 IBIT 0.61% 350,570 $19M $54.24 $18M +337,660 +2615.5%
32 PANW 0.61% 101,272 $19M $187.66 -$3M +733 +0.7%
33 TSLA 0.60% 43,158 $19M $437.50 $4M +11,222 +35.1%
34 SPDW 0.59% 402,443 $19M $46.28 $2M +31,106 +8.4%
35 UNH 0.58% 54,743 $18M $331.02 -$2M -4,098 -7.0%
36 SNOW 0.57% 85,141 $18M $210.38 -$7M -3,565 -4.0%
37 AFRM 0.53% 221,156 $17M $74.76 $688K +1,323 +0.6%
38 MU 0.46% 39,583 $14M $362.75 $5M -2,107 -5.0%
39 AGG 0.45% 141,975 $14M $100.05 $10M +97,301 +217.8%
40 LQD 0.42% 120,112 $13M $110.57 $12M +111,468 +1289.5%
41 USIG 0.40% 243,587 $13M $51.90 $264K +4,848 +2.0%
42 JNJ 0.40% 57,273 $13M $218.66 $2M -1,455 -2.5%
43 VTI 0.39% 35,656 $12M $341.85 $674K +1,363 +4.0%
44 VWO 0.39% 215,879 $12M $56.00 $1M +15,570 +7.8%
45 MRVL 0.38% 147,542 $12M $80.46 -$4M -26,420 -15.2%
46 V 0.35% 33,513 $11M $328.30 -$10K +827 +2.5%
47 CVX 0.34% 65,121 $11M $166.26 $4M +23,649 +57.0%
48 XOM 0.33% 80,699 $10M $129.89 $5M +28,250 +53.9%
49 TLN 0.33% 27,521 $10M $371.66 -$1M -338 -1.2%
50 SPHY 0.32% 423,914 $10M $23.81 $1M +47,758 +12.7%
51 JPM 0.32% 32,263 $10M $312.47 -$282K -1,237 -3.7%
52 GOVT 0.31% 422,433 $10M $23.03 $404K +19,133 +4.7%
53 SMCI 0.31% 295,135 $10M $32.64 -$6M -6,953 -2.3%
54 VEA 0.30% 146,361 $10M $65.14 $513K -1,205 -0.8%
55 QLTA 0.30% 195,911 $9M $48.18 -$2M -31,663 -13.9%
56 ASML 0.30% 6,870 $9M $1,358.56 $2M +395 +6.1%
57 IAU 0.29% 105,966 $9M $86.27 $841K -3,921 -3.6%
58 IEMG 0.29% 126,947 $9M $70.92 $2M +29,388 +30.1%
59 LRCX 0.29% 40,311 $9M $222.96 $3M +1,471 +3.8%
60 USMV 0.28% 93,831 $9M $94.42 -$70K -2,445 -2.5%
61 XLE 0.28% 185,167 $9M $47.69 $1M +96,736 +109.4%
62 IEI 0.28% 73,707 $9M $119.08 $95K +965 +1.3%
63 HFXI 0.27% 249,631 $8M $34.05 $5M +153,694 +160.2%
64 BX 0.27% 51,321 $8M $163.50 $809K -1,177 -2.2%
65 CSCO 0.26% 110,243 $8M $75.19 $485K +5,422 +5.2%
66 PULS 0.26% 164,235 $8M $49.72 $571K +11,237 +7.3%
67 PVAL 0.25% 170,008 $8M $47.00 $3M +48,948 +40.4%
68 IUSB 0.25% 170,950 $8M $46.63 $513K +10,967 +6.9%
69 LLY 0.25% 7,582 $8M $1,038.46 $1M -1 -0.0%
70 IEFA 0.25% 84,008 $8M $92.75 $762K +4,217 +5.3%
71 IVW 0.24% 61,114 $8M $123.93 -$5K +664 +1.1%
72 PM 0.23% 41,557 $7M $173.62 $1M +468 +1.1%
73 MA 0.23% 13,350 $7M $539.51 $257K +585 +4.6%
74 ARM 0.22% 65,455 $7M $105.78 -$5M -4,054 -5.8%
75 DYNF 0.22% 110,636 $7M $61.12 $1M +16,563 +17.6%
76 TLT 0.21% 76,675 $7M $87.80 $122K +3,015 +4.1%
77 ORCL 0.21% 35,228 $7M $191.09 $1M +13,331 +60.9%
78 APP 0.21% 11,767 $7M $568.78 -$4M -5,643 -32.4%
79 KO 0.21% 94,366 $7M $70.44 $309K +1,115 +1.2%
80 ABBV 0.21% 30,426 $7M $214.35 -$12K -400 -1.3%
81 BKMC 0.21% 55,919 $7M $116.50 -$422K -8,479 -13.2%
82 BINC 0.21% 122,230 $6M $52.97 $36K +774 +0.6%
83 VGLT 0.21% 115,409 $6M $56.07 -$376K -4,610 -3.8%
84 IEF 0.20% 66,316 $6M $95.93 -$371K -3,458 -5.0%
85 ISRG 0.20% 11,744 $6M $535.00 $50K +291 +2.5%
86 IJH 0.20% 89,411 $6M $70.06 $556K +1,458 +1.7%
87 ICVT 0.19% 58,871 $6M $103.52 $2M +17,460 +42.2%
88 IVE 0.19% 27,749 $6M $217.26 $2M +6,675 +31.7%
89 CRWD 0.19% 13,119 $6M $453.89 -$1M +274 +2.1%
90 VZ 0.18% 144,308 $6M $38.91 $299K +9,625 +7.2%
91 CRM 0.18% 24,562 $6M $227.11 $2M +9,920 +67.8%
92 ROST 0.18% 28,599 $6M $192.36 $904K +77 +0.3%
93 IGEB 0.17% 118,345 $5M $45.70 $518K +11,237 +10.5%
94 QUAL 0.17% 26,421 $5M $203.31 -$2M -10,559 -28.6%
95 GS 0.17% 5,574 $5M $962.09 $501K -615 -9.9%
96 HD 0.17% 14,016 $5M $380.16 -$48K -194 -1.4%
97 SMH 0.17% 13,258 $5M $400.40 $345K -300 -2.2%
98 SCHR 0.17% 210,601 $5M $25.02 $2M +64,633 +44.3%
99 SPIB 0.17% 155,210 $5M $33.83 $266K +7,420 +5.0%
100 BAC 0.17% 98,958 $5M $52.97 -$67K -164 -0.2%

Options Breakdown

4 Calls $1K Call Value 1 Puts $217K Put Value 152.32 P/C Ratio

Top Calls

SymbolSharesValueStatus
HOOD 10,000 $1K NEW
PLTR 20,000 $2 NEW
ARCT $0 SOLD
IWM $0 SOLD

Top Puts

SymbolSharesValueStatus
AVGO 6,000 $217K

New Positions

SymbolValue% Port
IGLB $4M 0.11%
FBND $3M 0.11%
DFCF $3M 0.10%
SCHC $3M 0.09%
PGHY $3M 0.08%
GTO $2M 0.07%
ITB $2M 0.07%
EMLC $2M 0.06%
GDX $2M 0.06%
DDOG $2M 0.06%
GSLC $2M 0.05%
DFAI $1M 0.05%
CGUS $1M 0.04%
CGCB $1M 0.04%
DFAS $1M 0.04%

Sold Out Positions

SymbolValue% Port
GWRE —%
AVTR —%
VEEV —%
AFL —%
HII —%
FDS —%
WHD —%
RJF —%
NGVC —%
FHI —%
STT —%
MP —%
INFY —%
EXP —%
GGG —%
View SEC EDGAR Filings for Diversify Advisory Services, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms