Diversify Advisory Services, LLC

Key Holdings

The portfolio is anchored by a near-equal weighting between the premier S&P 500 ETF and a leading AI semiconductor stock, signaling a "barbell" approach of passive stability and active growth.

1. SPY (SPDR S&P 500 ETF TR): The largest position at $209.34M (6.63%). This serves as the portfolio's liquid core, providing broad beta exposure to the U.S. equity market.
2. NVDA (NVIDIA CORPORATION): The second-largest holding at $208.95M (6.61%). With a position of 1.12 million shares, the firm maintains a significant conviction bet on the AI infrastructure leader, matching the size of its broad market exposure.
3. QQQ (Invesco QQQ Trust): A new position and the third-largest at $106.33M (3.37%). This provides heavy exposure to the Nasdaq-100, reinforcing a growth tilt.
4. BKLN (Invesco Senior Loan ETF): At $91.02M (2.88%), this is the largest fixed-income oriented holding, providing exposure to senior bank loans and acting as a hedge against rising interest rates.
5. AAPL (Apple Inc.): A new position valued at $90.62M (2.87%), immediately becoming a top-5 holding, indicating a rapid deployment of capital into mega-cap technology.