Portfolio (Quarterly) Guide ↗

Diversify Advisory Services, LLC

· CIK 0002021232

13F Portfolio $6.0B AUM 1,286 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1083 New 190 Added 13 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DOW	DOW HLDGS INC	Basic Materials	38,363	$1.5M	0.23%	SOLD
2	—	CLEARWAY ENERGY INC	—	34,601	$1.3M	0.20%	SOLD
3	SILA	SILA REALTY TRUST INC	Real Estate	38,323	$1.2M	0.18%	SOLD
4	WHR	WHIRLPOOL CORP	Consumer Cyclical	15,237	$833K	0.13%	SOLD
5	HON	HONEYWELL INTL INC	Industrials	2,118	$446K	0.07%	SOLD
6	MTB	M & T BK CORP	Financial Services	1,814	$391K	0.06%	SOLD
7	TRU	TRANSUNION	Industrials	4,590	$323K	0.05%	SOLD

Sector Allocation

Technology 39.5%

Financial Services 20.3%

Communication Services 8.6%

Industrials 7.1%

Healthcare 6.7%

Consumer Cyclical 6.5%

Consumer Defensive 3.8%

Energy 2.7%

Utilities 2.1%

Real Estate 1.6%