13F Filings History of Diversify Advisory Services, LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 2 signals
Form 13F summary
  • Diversify Advisory Services, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Diversify Advisory Services, LLC reported 210 equity holdings with a total reported market value of $572,205,053 for Q1 2026. Top reported holdings included NVIDIA CORPORATION, APPLE INC, META PLATFORMS INC, BROADCOM INC, and TAIWAN SEMICONDUCTOR MANUFAC.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Lupe Fungalei - Compliance Analyst
Manager location
Sandy, UT

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q1 2026
Latest value
$572,205,053
Quarter delta
n/a
Accepted
01 May 2026, 17:36
Rows shown
1-1 of 1
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q1 2026 210 $572,205,053 $0 $0 $0 NVIDIA CORPORATION, APPLE INC, META PLATFORMS INC, BROADCOM INC, TAIWAN SEMICONDUCTOR MANUFAC 13F-HR 01 May 2026, 17:36
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