AiSiWhale

AI & tech investing

Diversify Advisory Services, LLC

CIK 2021232

13F filing for Q2 2026・No. 800

Holdings
US$5.98B
Quarter change
+US$5.33B
Entries
1,286
Net bought (estimate)
+US$5.25B

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 1,041
  • Sold out 7
  • Cut 13
  • Added 190
  • Corporate actions 2
  • Unchanged 0

Largest holdings

1,244 stocks worth US$5.96B, options and bonds left out.

StockThis quarterValueWeight
NVDANvidiaCOMAddedUS$241.99M4.06%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITAddedUS$210.08M3.53%
SPDR SERIES TRUSTST STR P500GRWNewUS$202.3M3.40%
SPDR SERIES TRUSTST STR P500VALNewUS$175.45M2.94%
AAPLAppleCOMAddedUS$151.29M2.54%
IVVISHARES TRCORE S&P500 ETFNewUS$95.31M1.60%
SPDR INDEX SHS FDSST STR PO EX ETFNewUS$91.69M1.54%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSAddedUS$89.81M1.51%
AVGOBroadcomCOMAddedUS$83.68M1.40%
AMZNAmazonCOMAddedUS$79.5M1.33%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.