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Diversify Advisory Services, LLC

SEC CIK
0002021232
Latest filing
Aug 7, 2026

The latest 13F from Diversify Advisory Services, LLC covers Q2 2026 (filed Aug 7, 2026): 1,244 long positions worth $5.96B. The top 10 holdings make up 23.8% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 4.1%. Livermore has 10 filings on Form 13F from this institution, going back to Q1 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1041
Est. +$3.39B
Added
189
Est. +$1.87B
Reduced
14
Est. −$10.4M
Sold out
7
Est. −$6.00M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    4.1%$242.0MHistory
  2. SPYSPDR S&P 500 ETF Trust
    3.5%$210.1MHistory
  3. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    3.4%$202.3M
  4. State Street SPDR Portfolio S&P 500 Value ETF78464A508
    2.9%$175.4M
  5. AAPLApple Inc.
    2.5%$151.3MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. SPYSPDR S&P 500 ETF Trust
    +$209.8MAddedHistory
  2. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    +$202.3MNew
  3. State Street SPDR Portfolio S&P 500 Value ETF78464A508
    +$175.4MNew
  4. NVDANVIDIA Corp
    +$153.8MAddedHistory
  5. AAPLApple Inc.
    +$106.7MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SPYSPDR S&P 500 ETF Trust
    +3.48 pp<0.1% → 3.5%History
  2. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    +3.40 pp0.0% → 3.4%
  3. State Street SPDR Portfolio S&P 500 Value ETF78464A508
    +2.94 pp0.0% → 2.9%
  4. iShares Core S&P 500 ETF464287200
    +1.60 pp0.0% → 1.6%
  5. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    +1.54 pp0.0% → 1.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. BKNGBooking Holdings Inc.
    −$5.32MReducedConverted for a 25-for-1 splitHistory
  2. ARMArm Holdings PLC
    −$2.31MReducedHistory
  3. DOWDow Inc.
    −$1.52MSold outHistory
  4. CWENClearway Energy, Inc.
    −$1.32MSold outHistory
  5. SILASila Realty Trust, Inc.
    −$1.17MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. ARMArm Holdings PLC
    −1.64 pp1.9% → 0.2%History
  2. OKTAOkta, Inc.
    −0.25 pp0.3% → 0.1%History
  3. HSTHost Hotels & Resorts, Inc.
    −0.24 pp0.3% → <0.1%History
  4. DOWDow Inc.
    −0.23 pp0.2% → 0.0%History
  5. STXSeagate Technology Holdings plc
    −0.21 pp0.2% → <0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$5.96B
+$5.30B (+809.7%) vs. prior quarter
Positions
1,244
+1,034 vs. prior quarter
Top 10 concentration
23.8%
Top 10 as share of value
Turnover
0.5%
Q2 2026, one quarter
Average holding period
4.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2024), so positions held before then are understated.

13F filings by quarter

10 quarters, going back to Q1 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $5.96B (Q2 2026)

Q1 2024: $1.70BQ2 2024: $1.82BQ3 2024: $1.86BQ4 2024: $1.81BQ1 2025: $1.60BQ2 2025: $2.61BQ3 2025: $2.98BQ4 2025: $3.16BQ1 2026: $655.0MQ2 2026: $5.96B
Q1 2024Q2 2026
13F filings of Diversify Advisory Services, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 20261,244$5.96BNVDASPYState Street SPDR Portfolio S&P 500 Growth ETFvs. Q1 2026SEC
Q1 2026May 4, 2026210$655.0MNVDAAAPLMETAvs. Q4 2025SEC
Q4 2025Jan 23, 2026910$3.16BSPYNVDAInvesco QQQ Trust Series Ivs. Q3 2025SEC
Q3 2025Nov 13, 2025869$2.98BNVDASPYInvesco QQQ Trust Series Ivs. Q2 2025SEC
Q2 2025Aug 14, 2025825$2.61BNVDASPYInvesco QQQ Trust Series Ivs. Q1 2025SEC
Q1 2025May 5, 2025630$1.60BSPYNVDAGLDvs. Q4 2024SEC
Q4 2024Jan 16, 2025611$1.81BSPYNVDAInvesco QQQ Trust Series Ivs. Q3 2024SEC
Q3 2024Oct 25, 2024631$1.86BNVDASPYInvesco QQQ Trust Series Ivs. Q2 2024SEC
Q2 2024Jul 12, 2024626$1.82BNVDAInvesco QQQ Trust Series ISPYvs. Q1 2024SEC
Q1 2024Apr 30, 2024628$1.70BSPYNVDAInvesco Exch Traded FD Tr II–SEC