§ 13F · FUND PROFILE
Advyzon Investment Management, LLC.
AUM · $1.4B (13F)Positions · 1318Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$69M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 52K | $39M | 2.8% | +22% |
| 2 | FBCG | FIDELITY COVINGTON TRUST | 526K | $33M | 2.4% | +24% |
| 3 | VTI | VANGUARD INDEX FDS | 75K | $28M | 2.0% | −15% |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 527K | $26M | 1.9% | +20% |
| 5 | BND | VANGUARD BD INDEX FDS | 247K | $18M | 1.3% | +27% |
| 6 | CWB | SPDR SERIES TRUST | 162K | $17M | 1.3% | +51% |
| 7 | QQQ | INVESCO QQQ TR | 23K | $17M | 1.2% | +75% |
| 8 | FENI | FIDELITY COVINGTON TRUST | 409K | $16M | 1.2% | +29% |
| 9 | SPDW | SPDR INDEX SHS FDS | 318K | $16M | 1.2% | +1% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 344K | $16M | 1.1% | +45% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADVYZON SIGNAL
AC read
Advyzon Investment Management, LLC is a Other fund managing $1.4 billion in assets. The fund runs a massive portfolio of 1,318 positions.
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