Diversify Advisory Services, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
980
Quarter
2025 Q4
Top Holding
SPY (6.6%)
Top 10 Concentration
32.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 980
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPY
SPDR S&P 500 ET...
ETF 6.63% 5.95% #1 1
Prev: #2
4.7 43,069 16.6%
P
S
302,667 $209,342,945 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 6.61% 7.45% #2 1
Prev: #1
4.7 49,698 4.6%
P
S
1,121,998 $208,949,710 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 3.37% 3.47% #3
Prev: #3
3.4 7,440 4.5%
P
S
171,147 $106,326,782 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BKLN
INVESCO EXCH TR...
ETF 2.88% 3.00% #4
Prev: #4
3.2 42,845 1.0%
P
S
4,321,772 $91,016,509 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.87% 2.99% #5
Prev: #5
3.2 23,605 7.1%
P
S
354,646 $90,622,806 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
ETF 2.64% 2.44% #6
Prev: #6
3.1 1,301 0.7%
P
S
198,084 $83,450,697 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.99% 2.29% #7
Prev: #7
0.8 -5,209 -1.9%
P
S
262,935 $62,872,947 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.91% 1.85% #8 1
Prev: #9
0.8 -11,098 -5.7%
P
S
182,961 $60,377,144 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.57% 2.10% #9 1
Prev: #8
0.7 -13,042 -10.8%
P
S
108,012 $49,670,441 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.54% 1.61% #10 1
Prev: #11
2.6 5,764 4.4%
P
S
138,148 $48,588,135 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.49% 1.55% #11 1
Prev: #12
2.6 595 0.8%
P
S
73,917 $47,017,547 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GLDM
WORLD GOLD TR
ETF 1.41% 1.29% #12 1
Prev: #13
2.6 6,306 1.3%
P
S
490,467 $44,490,247 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.34% 1.82% #13 3
Prev: #10
0.6 -16,679 -19.7%
P
S
68,142 $42,265,354 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TSM
TAIWAN SEMICOND...
Technology 1.21% 1.22% #14 1
Prev: #15
0.5 -7,638 -6.4%
P
S
111,445 $38,158,761 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.18% 1.08% #15 2
Prev: #17
0.5 -914 -0.8%
P
S
112,556 $37,181,844 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
SPDR SERIES TRU...
Unknown 1.04% 1.02% #16 2
Prev: #18
2.4 26,512 9.4%
P
S
307,526 $32,991,397 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GRNY
TIDAL TRUST I
Unknown 1.04% 0.99% #17 2
Prev: #19
2.5 137,536 12.1%
P
S
1,270,624 $32,871,050 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XLF
SELECT SECTOR S...
Unknown 1.03% 0.09% #18 151
Prev: #169
2.7 541,342 1009.2%
P
S
594,983 $32,390,889 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
ADVANCED MICRO ...
Technology 1.00% 1.25% #19 5
Prev: #14
0.4 -7,256 -5.1%
P
S
136,293 $31,596,716 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SRLN
SSGA ACTIVE ETF...
ETF 0.98% 0.02% #20 489
Prev: #509
2.7 733,327 5086.5%
P
S
747,744 $30,971,538 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 0.94% 0.97% #21 1
Prev: #20
2.4 904 2.2%
P
S
42,774 $29,713,640 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
SPDR SERIES TRU...
Unknown 0.92% 0.85% #22
Prev: #22
2.4 49,195 10.9%
P
S
501,205 $29,160,078 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
ETF 0.89% 0.60% #23 8
Prev: #31
2.5 33,066 45.4%
P
S
105,860 $28,133,400 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 0.86% 0.81% #24 1
Prev: #25
2.4 2,225 8.5%
P
S
28,333 $27,302,227 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OPBK
OP BANCORP
Financial Services 0.86% 0.83% #25 2
Prev: #23
0.3 -6,600 -0.4%
P
S
1,834,341 $27,166,590 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XHB
SPDR SERIES TRU...
Unknown 0.00% 0.49%
Sold All 😨
(Was: #39)
0.3 -142,257 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.09%
Sold All 😨
(Was: #174)
0.3 -128,014 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
YLD
PRINCIPAL EXCHA...
ETF 0.00% 0.08%
Sold All 😨
(Was: #181)
0.3 -129,837 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.06%
Sold All 😨
(Was: #221)
0.3 -74,029 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JPIB
J P MORGAN EXCH...
Bond/Debt 0.00% 0.06%
Sold All 😨
(Was: #231)
0.3 -35,998 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVTS
NAVITAS SEMICON...
Technology 0.00% 0.05%
Sold All 😨
(Was: #251)
0.3 -132,924 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MP
MP MATERIALS CO...
Basic Materials 0.00% 0.05%
Sold All 😨
(Was: #259)
0.3 -27,479 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IREN
IREN LIMITED
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #341)
0.3 -16,215 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SM
SM ENERGY CO
Energy 0.00% 0.03%
Sold All 😨
(Was: #407)
0.3 -44,507 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHZ
SCHWAB STRATEGI...
ETF 0.00% 0.02%
Sold All 😨
(Was: #505)
0.3 -25,590 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VPLS
VANGUARD MALVER...
ETF 0.00% 0.02%
Sold All 😨
(Was: #521)
0.3 -7,307 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NGVC
NATURAL GROCERS...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #590)
0.3 -13,861 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HDB
HDFC BANK LTD
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #593)
0.3 -12,413 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INVH
INVITATION HOME...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #614)
0.3 -15,097 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NTES
NETEASE INC
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #633)
0.3 -2,786 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EBAY
EBAY INC.
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #639)
0.3 -4,664 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PNR
PENTAIR PLC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #650)
0.3 -3,556 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XP
XP INC
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #664)
0.3 -19,446 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RJF
RAYMOND JAMES F...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #668)
0.3 -2,203 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FHI
FEDERATED HERME...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #671)
0.3 -7,118 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PEG
PUBLIC SVC ENTE...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #675)
0.3 -4,253 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EXE
EXPAND ENERGY C...
Energy 0.00% 0.01%
Sold All 😨
(Was: #686)
0.3 -3,059 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GGG
GRACO INC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #700)
0.3 -3,904 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WHD
CACTUS INC
Energy 0.00% 0.01%
Sold All 😨
(Was: #704)
0.3 -7,099 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FAST
FASTENAL CO
Industrials 0.00% 0.01%
Sold All 😨
(Was: #707)
0.3 -7,627 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GEN
GEN DIGITAL INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #710)
0.3 -11,785 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
INFY
INFOSYS LTD
Technology 0.00% 0.01%
Sold All 😨
(Was: #713)
0.3 -18,698 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SUSA
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #717)
0.3 -2,181 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ELS
EQUITY LIFESTYL...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #724)
0.3 -4,918 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BAR
GRANITESHARES G...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #732)
0.3 -7,345 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LII
LENNOX INTL INC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #735)
0.3 -585 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CNI
CANADIAN NATL R...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #741)
0.3 -2,992 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTD
THE TRADE DESK ...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #744)
0.3 -5,801 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
USD
PROSHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #749)
0.3 -2,260 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SKT
TANGER INC
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #753)
0.3 -8,406 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TRI
THOMSON REUTERS...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #759)
0.3 -1,733 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GLPI
GAMING & LEISUR...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #765)
0.3 -5,874 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NBIS
NEBIUS GROUP N....
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #769)
0.3 -2,176 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CART
MAPLEBEAR INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #770)
0.3 -6,979 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EXP
EAGLE MATLS INC
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #772)
0.3 -1,237 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
STT
STATE STR CORP
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #773)
0.3 -2,180 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HII
HUNTINGTON INGA...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #784)
0.3 -763 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VEEV
VEEVA SYS INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #787)
0.3 -824 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.01%
Sold All 😨
(Was: #791)
0.3 -3,869 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSMP
INVESCO EXCH TR...
ETF 0.00% 0.01%
Sold All 😨
(Was: #793)
0.3 -9,686 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LULU
LULULEMON ATHLE...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #794)
0.3 -1,434 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #799)
0.3 -10,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJP
INVESCO EXCH TR...
ETF 0.00% 0.01%
Sold All 😨
(Was: #803)
0.3 -9,986 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GWRE
GUIDEWIRE SOFTW...
Technology 0.00% 0.01%
Sold All 😨
(Was: #804)
0.3 -1,007 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TEAM
ATLASSIAN CORPO...
Technology 0.00% 0.01%
Sold All 😨
(Was: #811)
0.3 -1,285 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FDS
FACTSET RESH SY...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #816)
0.3 -833 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PSN
PARSONS CORP DE...
Technology 0.00% 0.01%
Sold All 😨
(Was: #825)
0.3 -2,721 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NXT
NEXTRACKER INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #834)
0.3 -2,052 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GNTX
GENTEX CORP
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #837)
0.3 -8,909 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NUSC
NUSHARES ETF TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #838)
0.3 -4,683 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AFL
AFLAC INC
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #839)
0.3 -1,934 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJQ
INVESCO EXCH TR...
ETF 0.00% 0.01%
Sold All 😨
(Was: #845)
0.3 -8,719 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LITE
LUMENTUM HLDGS ...
Technology 0.00% 0.01%
Sold All 😨
(Was: #848)
0.3 -1,011 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IVVB
BLACKROCK ETF T...
ETF 0.00% 0.01%
Sold All 😨
(Was: #849)
0.3 -6,014 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NWG
NATWEST GROUP P...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #852)
0.3 -10,273 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVTR
AVANTOR INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #857)
0.3 -11,452 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OPEN
OPENDOOR TECHNO...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #860)
0.3 -15,304 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QIPT
QUIPT HOME MEDI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #865)
0.3 -14,763 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CAN
CANAAN INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #867)
0.3 -18,659 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARCT
ARCTURUS THERAP...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #870)
0.3 -115,500 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SHOT
SAFETY SHOT INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #871)
0.3 -19,100 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #872)
0.3 -17,300 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 980 holdings

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