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Diversify Advisory Services, LLC
Ryan Smith · Investment Advisor · Multi-Strategy
Diversify Advisory Services, LLC is a federally registered investment advisor based in Sandy, Utah, and is a core component of the Diversify Advisor Network. Established in early 2024 through the strategic consolidation of several wealth management firms, including Diversify, Inc., Caliber Wealth Management, and FirstPurpose Wealth, the firm operates as an independent RIA platform for financial advisors. It provides comprehensive wealth management and financial planning services to individuals, trusts, and institutional clients. As a subsidiary of Falcon Park Capital, LLC, and affiliated with DFPG Investments, LLC, the firm focuses on delivering institutional-grade investment solutions combined with a boutique, personalized client experience. The institution is dedicated to a fiduciary standard, aiming to provide long-term wealth preservation and growth through innovative platform resources.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +27.6% |
| YTD return | +21.7% |
| Sharpe ratio | 3.24 |
| Win rate | 54% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.diversify.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.6% | +20.0% |
| GOOGL | Alphabet Inc Class A | 8.3% | +28.8% |
| AMD | Advanced Micro Devices Inc | 6.7% | +109.8% |
| AAPL | Apple Inc | 6.5% | +21.6% |
| COST | Costco Wholesale Corp | 5.0% | -3.1% |
| TSM | Taiwan Semiconductor Manufacturing | 5.0% | +38.3% |
| MU | Micron Technology Inc | 4.8% | +144.4% |
| AVGO | Broadcom Inc | 4.5% | +6.3% |
| MRVL | Marvell Technology Group Ltd | 4.5% | +60.6% |
| SNOW | Snowflake Inc. | 4.4% | +48.2% |
| AMZN | Amazon.com Inc | 4.2% | +13.8% |
| META | Meta Platforms Inc. | 4.2% | -10.6% |
| JPM | JPMorgan Chase & Co | 4.1% | -1.0% |
| JNJ | Johnson & Johnson | 4.1% | +4.8% |
| AFRM | Affirm Holdings Inc | 3.3% | +3.7% |
| NOW | ServiceNow Inc | 3.2% | +12.7% |
| VZ | Verizon Communications Inc | 3.1% | +1.7% |
| MSFT | Microsoft Corporation | 2.9% | +3.5% |
| CVX | Chevron Corp | 2.8% | +1.7% |
| XOM | Exxon Mobil Corp | 2.8% | -3.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | AMZN | 4.2% → 4.2% |
| Aug 31, 2026 | SELL | META | 4.2% → 4.2% |
| Aug 31, 2026 | BUY | XOM | 2.8% → 2.8% |
| Aug 31, 2026 | BUY | GOOGL | 8.3% → 8.3% |
| Aug 31, 2026 | BUY | CVX | 2.8% → 2.8% |
Investment Style Analysis
Diversify Advisory Services, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Diversify Advisory Services, LLC made a significant move by increasing exposure to AMZN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy is centered on maximizing portfolio efficiency and optimizing design through rigorous, institutional-quality management. They emphasize minimizing fees and taxes by utilizing direct ownership of high-quality stocks and bonds, which allows for greater tax efficiency, customization, and the avoidance of position overlap. The firm leverages academic research and financial science to identify dimensions of expected returns, aiming for long-term wealth growth and preservation. Their strategy combines traditional equities and fixed-income assets with alternative investment solutions—including real estate, private equity, and private credit—to build diversified, resilient portfolios. By maintaining a disciplined, fiduciary-centered approach, the firm seeks to mitigate emotional bias and achieve meaningful results for clients across various market conditions.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Diversify Advisory Services, LLC.
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Frequently asked questions
How is the simulated portfolio for Diversify Advisory Services, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Diversify Advisory Services, LLC's largest holding?
As of the latest filing, Diversify Advisory Services, LLC's top position is NVIDIA Corporation (NVDA), representing 15.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Diversify Advisory Services, LLC's historical performance and risk profile?
Our simulation indicates a total return of +27.6% with a win rate of 54%. Notably, the portfolio maintains a Sharpe Ratio of 3.24, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Diversify Advisory Services, LLC primarily invest in?
Diversify Advisory Services, LLC has a strong preference for the Semiconductors sector, which makes up 41.1% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Diversify Advisory Services, LLC's portfolio concentrated or diversified?
Diversify Advisory Services, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Diversify Advisory Services, LLC performed in 2026?
Our AI-simulated model portfolio for Diversify Advisory Services, LLC tracks a Year-to-Date (YTD) return of +21.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ryan Smith manage Diversify Advisory Services, LLC directly?
Yes, Ryan Smith serves as the key portfolio manager for Diversify Advisory Services, LLC, overseeing the investment strategy and final capital allocation decisions.