Institutional Fund
Diversify Advisory Services, LLC
Sandy, UTCIK 20212325 filings on record
Portfolio Value
$655.00M
Q1 2026
Holdings
210
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-79.3%
from $3.16B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation14.3%
- Apple Inc5.5%
- Meta Platforms Inc4.9%
- Broadcom Inc4.7%
- Advanced Micro Devices Inc4.6%
- Taiwan Semiconductor Mfg Ltd4.6%
- Other61.4%
Portfolio Holdings
210 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 448.9K | $93.94M | 14.3% | −673.1K | Reduced |
| 2 | Apple Inc | 132.3K | $35.74M | 5.5% | −222.4K | Reduced |
| 3 | Meta Platforms Inc | 48.2K | $32.23M | 4.9% | −20.0K | Reduced |
| 4 | Broadcom Inc | 76.0K | $30.81M | 4.7% | −62.2K | Reduced |
| 5 | Advanced Micro Devices Inc | 89.0K | $29.99M | 4.6% | −47.3K | Reduced |
| 6 | Taiwan Semiconductor Mfg Ltd | 76.0K | $29.92M | 4.6% | −35.5K | Reduced |
| 7 | Alphabet Inc | 78.6K | $27.52M | 4.2% | −104.3K | Reduced |
| 8 | Amazon Com Inc | 102.9K | $27.08M | 4.1% | −160.0K | Reduced |
| 9 | Alphabet Inc | 73.7K | $25.60M | 3.9% | −38.8K | Reduced |
| 10 | Marvell Technology Inc | 132.2K | $20.70M | 3.2% | −15.3K | Reduced |
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