What does Advyzon Investment Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$33M104K3.0%

ISHARES TR

$30M46K2.7%

FIDELITY COVINGTON TRUST

$21M424K1.9%

GRANITESHARES GOLD TR

$20M438K1.8%

CAPITAL GROUP DIVIDEND VALUE

$19M441K1.7%

VANGUARD BD INDEX FDS

$18M246K1.6%

SPDR INDEX SHS FDS

$17M365K1.5%

VANECK ETF TRUST

$16M41K1.4%

NVIDIA CORPORATION

$14M80K1.3%

BLACKROCK ETF TRUST

$13M231K1.2%

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