DOSSIER · 13F-HR · Q1 2026

Advyzon Investment Management, LLC

$1.1B in tracked AUM across 1,195 positions as of Q1 2026.

AI
CIK 0002011872 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
1,195
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Advyzon Investment Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$33M104K3.0%
02
IVV
ISHARES TR
$30M46K2.7%
03
FBCG
FIDELITY COVINGTON TRUST
$21M424K1.9%
04
BAR
GRANITESHARES GOLD TR
$20M438K1.8%
05
CGDV
CAPITAL GROUP DIVIDEND VALUE
$19M441K1.7%
06
BND
VANGUARD BD INDEX FDS
$18M246K1.6%
07
SPDW
SPDR INDEX SHS FDS
$17M365K1.5%
08
SMH
VANECK ETF TRUST
$16M41K1.4%
09
NVDA
NVIDIA CORPORATION
$14M80K1.3%
10
DYNF
BLACKROCK ETF TRUST
$13M231K1.2%

Filing history

2026Q1Mar 31
$1.1B 29.5%
1,195 positionsView →
2025Q4Dec 31
$862M 163.0%
707 positionsView →
2025Q3Sep 30
$328M 27.4%
314 positionsView →
2025Q2Jun 30
$452M 204.0%
433 positionsLocked
2025Q1Mar 31
$149M 42.7%
217 positionsLocked
2024Q4Dec 31
$259M
231 positionsLocked