CIK 2021232
Diversify Advisory Services, LLC
Institutional 13F holdings & portfolio
Holdings
910
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 301–350 of 910
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| O | REALTY INCOME CORP | 22K | $1M+ | SH |
| KNSL | KINSALE CAP GROUP INC | 3K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 7K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 3K | $1M+ | SH |
| IGSB | ISHARES TR | 26K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 33K | $1M+ | SH |
| EMBJ | EMBRAER S.A. | 18K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 23K | $1M+ | SH |
| WHR | WHIRLPOOL CORP | 15K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 23K | $1M+ | SH |
| SILA | SILA REALTY TRUST INC | 56K | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 7K | $1M+ | SH |
| RMBS | RAMBUS INC DEL | 12K | $1M+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 5K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 4K | $1M+ | SH |
| OKE | ONEOK INC NEW | 18K | $1M+ | SH |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 50K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 41K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 18K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 11K | $1M+ | SH |
| IUSV | ISHARES TR | 12K | $1M+ | SH |
| HYLB | DBX ETF TR | 35K | $1M+ | SH |
| HLNE | HAMILTON LANE INC | 9K | $1M+ | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 73K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 34K | $1M+ | SH |
| DE | DEERE & CO | 2K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 48K | $1M+ | SH |
| TNL | TRAVEL PLUS LEISURE CO | 18K | $1M+ | SH |
| UI | UBIQUITI INC | 2K | $1M+ | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 51K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 5K | $1M+ | SH |
| CPRT | COPART INC | 31K | $1M+ | SH |
| SO | SOUTHERN CO | 14K | $1M+ | SH |
| XDEC | FIRST TR EXCHNG TRADED FD VI | 31K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 48K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 17K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 44K | $1M+ | SH |
| KNTK | KINETIK HOLDINGS INC | 32K | $1M+ | SH |
| GE | GE AEROSPACE | 4K | $1M+ | SH |
| STRL | STERLING INFRASTRUCTURE INC | 4K | $1M+ | SH |
| ADSK | AUTODESK INC | 5K | $1M+ | SH |
| SMLF | ISHARES TR | 15K | $1M+ | SH |
| TER | TERADYNE INC | 5K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 25K | $1M+ | SH |
| XJUN | FIRST TR EXCHNG TRADED FD VI | 28K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 15K | $1M+ | SH |
| EPR | EPR PPTYS | 22K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 48K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 24K | $1M+ | SH |
| MSIF | MSC INCOME FUND INC | 91K | $1M+ | SH |