§ 13F · FUND PROFILE
Advyzon Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $583M (13F)Positions · 566Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$126M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 94K | $30M | 2.7% | −2% |
| 2 | IVV | ISHARES TR | 33K | $22M | 1.9% | +58% |
| 3 | FBCG | FIDELITY COVINGTON TRUST | 424K | $21M | 1.9% | NEW |
| 4 | BAR | GRANITESHARES GOLD TR | 438K | $20M | 1.8% | −3% |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 428K | $18M | 1.6% | +659% |
| 6 | SPDW | SPDR INDEX SHS FDS | 339K | $15M | 1.4% | −1% |
| 7 | BND | VANGUARD BD INDEX FDS | 190K | $14M | 1.3% | +12% |
| 8 | SMH | VANECK ETF TRUST | 36K | $14M | 1.2% | +89% |
| 9 | VO | VANGUARD INDEX FDS | 41K | $12M | 1.1% | ±0% |
| 10 | FENI | FIDELITY COVINGTON TRUST | 317K | $12M | 1.1% | NEW |
§ 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 $583 million in assets. The fund runs a broad portfolio of 566 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed