Diversify Advisory Services, LLC Top Holdings and 13F Report (2026) About Diversify Advisory Services, LLCInvestment ActivityDiversify Advisory Services, LLC has $655.00 million in total holdings as of March 31, 2026.Diversify Advisory Services, LLC owns shares of 210 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 5.19% of the portfolio was purchased this quarter.About 401.37% of the portfolio was sold this quarter.This quarter, Diversify Advisory Services, LLC has purchased 910 new stocks and bought additional shares in 26 stocks.Diversify Advisory Services, LLC sold shares of 173 stocks and completely divested from 709 stocks this quarter.Largest Holdings NVIDIA $93,939,069Apple $35,740,858Meta Platforms $32,233,518Broadcom $30,806,761Advanced Micro Devices $29,990,823 Largest New Holdings this Quarter 58463J304 - MEDICAL PROPERTIES TRUST INC $1,558,397 Holding03064D108 - Americold Realty Trust $694,140 HoldingG0593M107 - AstraZeneca $487,817 Holding60855R100 - Molina Healthcare $422,257 Holding962166104 - Weyerhaeuser $351,601 Holding Largest Purchases this Quarter ServiceNow 133,900 shares (about $11.90M)Oracle 50,878 shares (about $8.34M)Affirm 59,537 shares (about $3.78M)MEDICAL PROPERTIES TRUST INC 303,781 shares (about $1.56M)Cadence Design Systems 4,571 shares (about $1.51M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 302,269 shares (about $215.09M)NVIDIA 673,066 shares (about $140.84M)Invesco QQQ 168,750 shares (about $111.64M)SPDR Gold Shares 197,426 shares (about $82.41M)Apple 222,356 shares (about $60.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDiversify Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$93,939,069$140,839,132 ▼-60.0%448,93214.3%Computer and TechnologyAAPLApple$35,740,858$60,074,036 ▼-62.7%132,2905.5%Computer and TechnologyMETAMeta Platforms$32,233,518$13,361,657 ▼-29.3%48,1734.9%Computer and TechnologyAVGOBroadcom$30,806,761$27,637,778 ▼-47.3%75,9824.7%Computer and TechnologyAMDAdvanced Micro Devices$29,990,823$15,954,653 ▼-34.7%88,9654.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$29,923,577$13,966,778 ▼-31.8%75,9814.6%Computer and TechnologyGOOGLAlphabet$27,515,930$36,509,786 ▼-57.0%78,6304.2%Computer and TechnologyAMZNAmazon.com$27,077,943$42,084,682 ▼-60.8%102,9424.1%Retail/WholesaleGOOGAlphabet$25,599,701$13,491,861 ▼-34.5%73,7093.9%Computer and TechnologyMRVLMarvell Technology$20,703,267$2,397,402 ▼-10.4%132,2303.2%Computer and TechnologyAFRMAffirm$17,818,417$3,779,414 ▲26.9%280,6932.7%Computer and TechnologyMUMicron Technology$16,822,264$3,699,685 ▼-18.0%32,4472.6%Computer and TechnologyMSFTMicrosoft$16,113,681$29,732,825 ▼-64.9%37,9632.5%Computer and TechnologyNOWServiceNow$15,087,744$11,902,371 ▲373.7%169,7352.3%Computer and TechnologyORCLOracle$14,106,762$8,335,352 ▲144.4%86,1062.2%Computer and TechnologySOFISoFi Technologies$13,950,978$1,023,610 ▲7.9%898,6142.1%FinanceARM HOLDINGS PLC$12,281,550$920,113 ▼-7.0%60,8931.9%SPONSORED ADSSNOWSnowflake$12,269,716$246,146 ▲2.0%86,8841.9%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$11,316,434$6,681,927 ▼-37.1%53,0941.7%ETFTALEN ENERGY CORP$9,065,694$619,371 ▼-6.4%25,7611.4%COMPANWPalo Alto Networks$8,385,405$9,999,673 ▼-54.4%46,1901.3%Computer and TechnologySUPER MICRO COMPUTER INC$7,938,631$170,685 ▲2.2%301,6201.2%COM NEWTSLATesla$6,708,238$9,381,244 ▼-58.3%17,9941.0%Auto/Tires/TrucksKOCocaCola$4,266,161$3,176,492 ▼-42.7%54,0910.7%Consumer StaplesCSCOCisco Systems$3,781,552$6,092,904 ▼-61.7%42,2190.6%Computer and TechnologyCELESTICA INC$3,245,398$2,304,425 ▼-41.5%8,6190.5%COMCRDOCredo Technology Group$2,941,687$1,836,972 ▼-38.4%16,7360.4%Computer and TechnologyVVisa$2,837,939$8,384,226 ▼-74.7%8,4750.4%Business ServicesKLACKLA$2,784,250$3,071,211 ▼-52.5%1,5330.4%Computer and TechnologyCCitigroup$2,324,358$1,331,067 ▼-36.4%18,2150.4%Financial ServicesCDNSCadence Design Systems$2,268,406$1,508,201 ▲198.4%6,8750.3%Computer and TechnologyOKTAOkta$2,032,710$36,481 ▼-1.8%26,6900.3%Computer and TechnologyOUTFRONT MEDIA INC$1,983,573$755,951 ▼-27.6%65,1210.3%COM NEWHSTHost Hotels & Resorts$1,763,062$16,911 ▼-1.0%83,7160.3%FinanceTEMPUS AI INC$1,733,588$688,023 ▼-28.4%34,6580.3%CL AOHIOmega Healthcare Investors$1,693,059$109,955 ▼-6.1%36,2310.3%FinanceSBRASabra Healthcare REIT$1,650,475$15,405 ▼-0.9%81,1040.3%FinanceKINETIK HOLDINGS INC$1,619,916$12,457 ▲0.8%32,6400.2%COM NEW CL AFTAI AVIATION LTD$1,595,460$546,382 ▼-25.5%7,4870.2%SHSQQQInvesco QQQ$1,585,783$111,639,917 ▼-98.6%2,3970.2%FinanceMEDICAL PROPERTIES TRUST INC$1,558,397$1,558,397 ▲New Holding303,7810.2%COMPMPhilip Morris International$1,542,953$5,218,673 ▼-77.2%9,4830.2%Consumer StaplesSTXSeagate Technology$1,541,654$2,241,704 ▼-59.3%2,3960.2%Computer and TechnologyDOWDOW$1,517,271$47,065 ▼-3.0%38,3630.2%Basic MaterialsOKEONEOK$1,488,683$99,412 ▼-6.3%16,6670.2%EnergyBANK AMERICA CORP$1,487,427$6,136 ▲0.4%1,2120.2%7.25%CNV PFD LURIUnited Rentals$1,434,210$108,566 ▼-7.0%1,5060.2%ConstructionLTCLTC Properties$1,433,770$7,074 ▲0.5%37,4940.2%FinanceJPMJPMorgan Chase & Co.$1,400,334$8,577,355 ▼-86.0%4,5280.2%FinanceCWEN.AClearway Energy$1,323,478$4,093 ▲0.3%34,6010.2%UtilitiesBOEING CO$1,293,382$5,012 ▲0.4%18,0640.2%DEP CONV PFD AMAMastercard$1,292,066$5,719,756 ▼-81.6%2,4600.2%Business ServicesPEPPepsiCo$1,279,689$1,875,511 ▼-59.4%8,2410.2%Consumer StaplesBROOKFIELD RENEWABLE CORP$1,266,100$7,674 ▼-0.6%35,9690.2%CL A EX SUB VTGSTWDStarwood Property Trust$1,252,530$267,141 ▼-17.6%69,3920.2%FinanceEPREPR Properties$1,239,094$12,069 ▲1.0%21,9700.2%FinanceNLYAnnaly Capital Management$1,238,505$1,052,708 ▲566.6%54,9470.2%FinanceSILA REALTY TRUST INC$1,166,183$528,454 ▼-31.2%38,3230.2%COMMON STOCKKMIKinder Morgan$1,163,997$112,776 ▼-8.8%36,5580.2%EnergyHEALTHPEAK PROPERTIES INC$1,147,108$17,861 ▼-1.5%71,7390.2%COMPFEPfizer$1,112,910$1,311,753 ▼-54.1%42,3800.2%MedicalTJXTJX Companies$1,075,447$1,751,210 ▼-62.0%6,8910.2%Retail/WholesalePALANTIR TECHNOLOGIES INC$1,074,198$22,746,205 ▼-95.5%7,7860.2%CL ABLUE OWL TECHNOLOGY FIN CORP$1,068,894$260,623 ▲32.2%99,4320.2%COMMON STOCKXOMExxonMobil$1,062,583$11,419,133 ▼-91.5%6,8700.2%EnergyDXPEDXP Enterprises$1,033,646$494,625 ▼-32.4%6,2630.2%IndustrialsTNLTravel + Leisure$1,033,483$82,535 ▼-7.4%16,3660.2%Consumer DiscretionaryETEnergy Transfer$1,031,519$756,221 ▼-42.3%52,2020.2%EnergyMOAltria Group$1,027,533$4,381,576 ▼-81.0%15,0660.2%Consumer StaplesCATCaterpillar$1,012,328$2,317,016 ▼-69.6%1,2500.2%IndustrialsCVSCVS Health$953,884$706,960 ▼-42.6%11,3690.1%MedicalSHOPIFY INC$938,067$1,297,118 ▼-58.0%7,7360.1%CL A SUB VTG SHSCOSTCostco Wholesale$923,770$27,371,555 ▼-96.7%9250.1%Retail/WholesaleWFCWells Fargo & Company$915,287$1,175,715 ▼-56.2%11,2290.1%FinanceAGNCAGNC Investment$874,206$14,272 ▲1.7%79,6910.1%FinanceABBVAbbVie$867,603$5,336,319 ▼-86.0%4,2550.1%MedicalMSC INCOME FUND INC$865,251$281,198 ▼-24.5%68,9990.1%COMASMLASML$850,389$8,726,943 ▼-91.1%6100.1%Computer and TechnologyBEPBrookfield Renewable Partners$844,227$23,387 ▼-2.7%26,3160.1%UtilitiesMARMarriott International$833,906$25,130 ▼-2.9%2,3560.1%Consumer DiscretionaryWHRWhirlpool$832,569$7,103 ▼-0.8%15,2370.1%Consumer DiscretionaryLNCLincoln National$830,016$13,794 ▼-1.6%22,4450.1%FinanceUNHUnitedHealth Group$827,862$19,467,548 ▼-95.9%2,2330.1%MedicalSPHYSPDR Portfolio High Yield Bond ETF$789,851$9,167,886 ▼-92.1%33,6250.1%ETFUPSUnited Parcel Service$789,234$592,539 ▼-42.9%7,4030.1%TransportationSJMJ. M. Smucker$778,130$505,654 ▲185.6%8,0390.1%Consumer StaplesBXMTBlackstone Mortgage Trust$776,716$5,610 ▲0.7%40,7080.1%FinanceLLYEli Lilly and Company$759,279$5,694,593 ▼-88.2%8920.1%MedicalTXNTexas Instruments$742,152$1,173,930 ▼-61.3%2,7570.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$741,293$3,647,435 ▼-83.1%4,6590.1%ETFKVUEKenvue$731,274$177,865 ▼-19.6%42,4420.1%Consumer StaplesTSLXSixth Street Specialty Lending$726,076$2,235 ▼-0.3%38,3360.1%FinanceCVXChevron$712,826$11,806,036 ▼-94.3%3,7080.1%EnergyJNJJohnson & Johnson$703,532$12,319,541 ▼-94.6%3,0940.1%MedicalCOLDAmericold Realty Trust$694,140$694,140 ▲New Holding57,8450.1%FinanceNVDLGraniteShares 2x Long NVDA Daily ETF$674,238$167,375 ▲33.0%6,5460.1%ETFBXBlackstone$666,984$5,482,906 ▼-89.2%5,5660.1%FinanceELVElevance Health$664,375$215,432 ▼-24.5%1,7640.1%MedicalGSThe Goldman Sachs Group$649,315$4,398,498 ▼-87.1%7170.1%FinanceTTTrane Technologies$648,291$696,242 ▼-51.8%1,3520.1%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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