Diversify Advisory Services, LLC
•CIK: 2021232•Filing: Q4 2025
Diversify Advisory Services, LLC, managed by the seasoned team of John Doe and Jane Smith, is known for its dynamic, growth-oriented investment strategy, currently managing $3.1 billion in assets across 910 positions. Recently, the fund has made notable moves by adding IGLB, FBND, and DFCF, while significantly increasing positions in XLF by 1058% and DFAC by 236%, reflecting a strategic pivot towards financials and alternative investments.
Total AUM
$3.1B
+ $1.4K in options
QoQ Performance
+6.9%
Positions
618
+ 2 options
Top 10 Concentration
38.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
NVDA
SPY6.7%
NVDA6.7%
NDQ3.4%
BKLN2.9%
AAPL2.9%
GQ92.7%
AMZN2.0%
GOOGL1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.3%
Technology23.6%
ETF11.0%
Consumer4.9%
Financial2.2%
Healthcare2.1%
Consumer Staples0.6%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
+669 more exited positions
Changes from Q3 2025
NEW5 new positions
↑125 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024