DOSSIER · 13F-HR · Q1 2026
Diversify Advisory Services, LLC
Diversify Advisory Services's family office based in Chicago, IL — $655M in tracked AUM across 210 positions as of Q1 2026.
DA
Diversify Advisory Services·Chicago, IL·Family Office
CIK 0002021232 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Diversify Advisory Services, LLC manages a substantial and rapidly growing portfolio, with assets under management (AUM) surging by 81.6% from $1.74B to $3.16B in the quarter ending December 31, 2025. This massive capital influx suggests significant net inflows from investors or strong performance during the period. The portfolio is highly diversified, holding 913 distinct positions, which indicates a strategy aimed at broad market exposure rather than...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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