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Lupe Fungalei

Diversify Advisory Services, Llc

Assets Managed
$654.995M
Holdings
210
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
-79.26%(2Q avg: -36.61%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversify Advisory Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 210 positions.

Assets under management

The assets under management (AUM) of Diversify Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 654.995M in assets, with a quarterly growth rate of -79.26% and a 2-quarter average growth rate of -36.61%. The portfolio is managed by Lupe Fungalei, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -59.98%
14.35%
$93.939M
448,932 shares@ $209.26 avg price
AAPL
Apple Inc
Recent Activity
Decreased -62.69%
5.46%
$35.741M
132,290 shares@ $270.18 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -29.3%
4.93%
$32.234M
48,173 shares@ $669.13 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -47.28%
4.71%
$30.807M
75,982 shares@ $405.45 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -34.72%
4.58%
$29.991M
88,965 shares@ $337.11 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -31.82%
4.57%
$29.924M
75,981 shares@ $393.83 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -57.02%
4.21%
$27.516M
78,630 shares@ $349.95 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -60.84%
4.14%
$27.078M
102,942 shares@ $263.05 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -34.51%
3.91%
$25.6M
73,709 shares@ $347.31 avg price
MRVL
Marvell Technology Inc
Recent Activity
Decreased -10.37%
3.17%
$20.703M
132,230 shares@ $156.58 avg price

1-10 of 210