Advyzon Investment Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2011872
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.4B
Holdings
754
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Advyzon Investment Management, LLC disclosed 754 positions worth $1.4B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 131 new positions and exited 56. The portfolio is most concentrated in Other (65.4% of disclosed assets). All figures are sourced directly from Advyzon Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 2011872.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
3.0% weight
Held 7 quarters
VANGUARD INDEX FDS - TOTAL
2.4% weight
Held 7 quarters
CAPITAL GROUP DIVIDEND VAL
1.9% weight
Held 5 quarters
VANGUARD BD INDEX FDS - TO
1.7% weight
Held 7 quarters
$QQQ1.6% weight
Held 7 quarters
$NVDA6 quarters accumulating
$AAPL6 quarters accumulating
$AVGO6 quarters accumulating
$MSFT6 quarters accumulating
$META6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$41.9M55,963 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$32.8M88,706 shFIDELITY COVINGTON TRUST - BLUE CHIP GRWTH
—Quality
$32.7M526,304 shCAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$26.1M530,279 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$23.0M313,487 sh- —
Quality
$21.5M29,242 sh SPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$18.5M367,693 shSPDR SERIES TRUST - ST STR CONV ETF
—Quality
$18.3M170,089 sh- 85.9
Quality
$18.2M90,951 sh FIDELITY COVINGTON TRUST - ENHANCED INTL
—Quality
$16.4M408,549 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $41.9M | 55,963 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $32.8M | 88,706 |
| FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $32.7M | 526,304 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $26.1M | 530,279 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $23.0M | 313,487 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $21.5M | 29,242 |
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $18.5M | 367,693 |
| SPDR SERIES TRUST - ST STR CONV ETF | — | $18.3M | 170,089 |
| NVIDIA CORP$NVDA | 85.9 | $18.2M | 90,951 |
| FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $16.4M | 408,549 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Advyzon Investment Management, LLC's 754 positions.
Showing top 10 of 754 holdings.
Sector Allocation
Other
$901.6M
Technology
$161.7M
Financials
$120.1M
Industrials
$42.7M
Healthcare
$39.3M
Consumer Discretionary
$37.8M
Consumer Staples
$17.8M
Energy
$17.7M
Top Holdings — Advyzon Investment Management, LLC (Q2 2026)
Top 150 of 754 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $41.9M | 3.0% | +22% | — |
| 2 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $32.8M | 2.4% | -15% | — |
| 3 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $32.7M | 2.4% | +24% | — |
| 4 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $26.1M | 1.9% | +20% | — |
| 5 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $23.0M | 1.7% | +27% | — |
| 6 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $21.5M | 1.6% | +75% | — |
| 7 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $18.5M | 1.3% | +1% | — |
| 8 | — | SPDR SERIES TRUST - ST STR CONV ETF | $18.3M | 1.3% | +51% | — |
| 9 | $NVDA | NVIDIA CORP | $18.2M | 1.3% | +13% | 85.9 |
| 10 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $16.4M | 1.2% | +29% | — |
| 11 | — | SPDR SERIES TRUST - ST STR P500ETF | $15.9M | 1.2% | +20% | — |
| 12 | — | VANGUARD INDEX FDS - MID CAP ETF | $15.9M | 1.1% | +339% | — |
| 13 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $15.7M | 1.1% | +45% | — |
| 14 | — | ISHARES TR - MSCI USA MMENTM | $15.0M | 1.1% | +50% | — |
| 15 |  $WT | WisdomTree, Inc. | $14.8M | 1.1% | +151% | 59.9 |
| 16 | $AAPL | Apple Inc. | $14.5M | 1.1% | +14% | 76.4 |
| 17 | $AVGO | Broadcom Inc. | $13.7M | 1.0% | +12% | 84.5 |
| 18 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $13.6M | 1.0% | -50% | — |
| 19 | $MSFT | MICROSOFT CORP | $13.2M | 1.0% | +13% | 79.8 |
| 20 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $13.0M | 0.9% | +10% | — |
| 21 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $12.4M | 0.9% | +7% | — |
| 22 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $12.3M | 0.9% | -22% | — |
| 23 | — | ISHARES TR - S&P 500 GRWT ETF | $11.4M | 0.8% | -21% | — |
| 24 | — | VANGUARD INDEX FDS - VALUE ETF | $10.6M | 0.8% | +8% | — |
| 25 |  $AMZN | AMAZON COM INC | $10.1M | 0.7% | +23% | 68.7 |
| 26 | — | FIDELITY MERRIMACK STR TR - INVESTMENT GR BD | $9.5M | 0.7% | +27% | — |
| 27 | — | ISHARES TR - MSCI USA MIN ETF | $9.2M | 0.7% | +556% | — |
| 28 | — | FIDELITY COVINGTON TRUST - EMERG MKTS MLTFT | $9.2M | 0.7% | +24% | — |
| 29 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $9.0M | 0.7% | +23% | — |
| 30 | $META | Meta Platforms, Inc. | $8.8M | 0.6% | +12% | 79.6 |
| 31 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $8.5M | 0.6% | +63% | — |
| 32 | — | AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF | $8.5M | 0.6% | +60% | — |
| 33 | — | AIM ETF PRODUCTS TRUST - ALLIA US OCT ETF | $8.5M | 0.6% | +58% | — |
| 34 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $8.4M | 0.6% | +59% | — |
| 35 | — | ISHARES INC - CORE MSCI EMKT | $8.4M | 0.6% | -37% | — |
| 36 |  $BAR | GraniteShares Gold Trust | $8.4M | 0.6% | -52% | — |
| 37 | — | ISHARES TR - NATIONAL MUN ETF | $8.1M | 0.6% | -21% | — |
| 38 | — | ISHARES TR - S&P 500 VAL ETF | $8.0M | 0.6% | -35% | — |
| 39 |  $GOOG | Alphabet Inc. | $7.7M | 0.6% | +3% | 78.2 |
| 40 |  $GOOGL | Alphabet Inc. | $7.6M | 0.6% | +8% | 78.2 |
| 41 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $7.5M | 0.6% | +324% | — |
| 42 |  $SPY | SPDR S&P 500 ETF TRUST | $7.4M | 0.5% | +112% | — |
| 43 |  $GLD | SPDR GOLD TRUST | $7.2M | 0.5% | +56% | — |
| 44 |  $IVZ | Invesco Ltd. | $6.9M | 0.5% | +18% | — |
| 45 |  $JPM | JPMORGAN CHASE & CO | $6.8M | 0.5% | +17% | 70.7 |
| 46 |  $WMT | Walmart Inc. | $6.6M | 0.5% | -6% | 60.2 |
| 47 | — | ISHARES TR - ISHARES SEMICDTR | $6.4M | 0.5% | NEW | — |
| 48 | — | ISHARES TR - IBOXX HI YD ETF | $6.3M | 0.5% | +158% | — |
| 49 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $6.2M | 0.5% | +25% | — |
| 50 | — | ISHARES TR - EAFE VALUE ETF | $6.2M | 0.5% | -46% | — |
| 51 | — | ISHARES TR - EAFE GRWTH ETF | $6.1M | 0.4% | -21% | — |
| 52 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $6.0M | 0.4% | -22% | — |
| 53 |  $LLY | ELI LILLY & Co | $5.9M | 0.4% | +33% | 87.5 |
| 54 | $IVZ | Invesco Ltd. | $5.8M | 0.4% | -21% | — |
| 55 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.7M | 0.4% | +12% | 73.8 |
| 56 |  $JNJ | JOHNSON & JOHNSON | $5.5M | 0.4% | +0% | 69 |
| 57 | — | PGIM ETF TR - ACTV HY BD ETF | $5.3M | 0.4% | +89% | — |
| 58 |  $MU | MICRON TECHNOLOGY INC | $5.3M | 0.4% | +34% | 86.2 |
| 59 | — | ISHARES TR - CORE S&P MCP ETF | $5.2M | 0.4% | +24% | — |
| 60 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $5.2M | 0.4% | -32% | — |
| 61 | — | ISHARES TR - CORE S&P SCP ETF | $5.1M | 0.4% | +2% | — |
| 62 |  $XOM.R34088 | EXXON MOBIL CORP | $5.1M | 0.4% | -6% | 57.9 |
| 63 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.0M | 0.4% | +20% | — |
| 64 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $5.0M | 0.4% | +35% | — |
| 65 | — | ZACKS TRUST - EARNGS CONSTANT | $5.0M | 0.4% | +12% | — |
| 66 |  $CSCO | CISCO SYSTEMS, INC. | $4.7M | 0.3% | -10% | 70.3 |
| 67 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $4.6M | 0.3% | -36% | — |
| 68 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $4.6M | 0.3% | +1% | — |
| 69 | $IVZ | Invesco Ltd. | $4.6M | 0.3% | +24% | — |
| 70 |  $UNH | UNITEDHEALTH GROUP INC | $4.5M | 0.3% | +25% | 62.7 |
| 71 | — | AMPLIFY ETF TR - BLOCK TECHN ETF | $4.5M | 0.3% | NEW | — |
| 72 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $4.5M | 0.3% | +7% | — |
| 73 | — | BONDBLOXX ETF TRUST - BLOOMBERG THREE | $4.5M | 0.3% | -41% | — |
| 74 | — | FIDELITY COVINGTON TRUST - FUN SMA MID ETF | $4.4M | 0.3% | +27% | — |
| 75 |  $AMAT | APPLIED MATERIALS INC /DE | $4.4M | 0.3% | +59% | 72.3 |
| 76 |  $PM | Philip Morris International Inc. | $4.4M | 0.3% | +7% | 75.9 |
| 77 | — | PROSHARES TR - ULTRAPRO QQQ | $4.3M | 0.3% | +58% | — |
| 78 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $4.3M | 0.3% | +2% | — |
| 79 | — | T ROWE PRICE EXCHANGE-TRADED - FLOATING RATE | $4.3M | 0.3% | +34% | — |
| 80 | — | ISHARES TR - PFD AND INCM SEC | $4.2M | 0.3% | +437% | — |
| 81 | — | ISHARES TR - CORE UNIVRSL USD | $4.1M | 0.3% | +32% | — |
| 82 | — | FIDELITY MERRIMACK STR TR - MUN BD OPPORTUN | $4.0M | 0.3% | +50% | — |
| 83 |  $ABBV | AbbVie Inc. | $3.9M | 0.3% | +21% | 72.6 |
| 84 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $3.9M | 0.3% | -15% | — |
| 85 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $3.9M | 0.3% | -2% | — |
| 86 | — | EA SERIES TRUST - STRI 1000 VA ETF | $3.9M | 0.3% | -30% | — |
| 87 |  $IAU | ISHARES GOLD TRUST | $3.9M | 0.3% | +20% | — |
| 88 | — | EA SERIES TRUST - STRIVE 1000 GRWT | $3.8M | 0.3% | -30% | — |
| 89 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $3.8M | 0.3% | -9% | — |
| 90 |  $HD | HOME DEPOT, INC. | $3.7M | 0.3% | +34% | 60.3 |
| 91 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $3.7M | 0.3% | +21% | — |
| 92 | — | LISTED FDS TR - ROUN MA SEVE ETF | $3.6M | 0.3% | -25% | — |
| 93 | — | ISHARES TR - RUS TP200 GR ETF | $3.5M | 0.3% | +9% | — |
| 94 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $3.4M | 0.3% | +9% | — |
| 95 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $3.4M | 0.3% | -11% | — |
| 96 |  $INTC | INTEL CORP | $3.3M | 0.2% | -8% | 45.6 |
| 97 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $3.2M | 0.2% | +2% | — |
| 98 | — | ISHARES TR - CORE US AGGBD ET | $3.2M | 0.2% | +15% | — |
| 99 | — | SPDR SERIES TRUST - ST STR P500VAL | $3.2M | 0.2% | -5% | — |
| 100 |  $TSLA | Tesla, Inc. | $3.2M | 0.2% | +4% | 53.9 |
| 101 |  $CVX | CHEVRON CORP | $3.2M | 0.2% | +12% | 62.8 |
| 102 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $3.1M | 0.2% | +12% | — |
| 103 | — | SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST | $3.0M | 0.2% | NEW | — |
| 104 |  $GLW | CORNING INC /NY | $3.0M | 0.2% | -10% | 73.7 |
| 105 |  $PG | PROCTER & GAMBLE Co | $2.9M | 0.2% | +3% | 64.6 |
| 106 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | $2.9M | 0.2% | -17% | — |
| 107 |  $TXN | TEXAS INSTRUMENTS INC | $2.9M | 0.2% | -6% | 73.4 |
| 108 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $2.9M | 0.2% | +11% | — |
| 109 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.8M | 0.2% | -18% | — |
| 110 |  $LRCX | LAM RESEARCH CORP | $2.8M | 0.2% | +67% | 79.4 |
| 111 | — | ISHARES TR - MSCI USA QLT FCT | $2.7M | 0.2% | -61% | — |
| 112 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $2.7M | 0.2% | +36% | — |
| 113 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.7M | 0.2% | +10% | 67.6 |
| 114 | — | ISHARES TR - CORE MSCI TOTAL | $2.7M | 0.2% | -4% | — |
| 115 |  $V | VISA INC. | $2.7M | 0.2% | +8% | 82.9 |
| 116 | — | ISHARES TR - LONG TERM MUNI | $2.7M | 0.2% | -32% | — |
| 117 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $2.7M | 0.2% | NEW | — |
| 118 |  $AMD | ADVANCED MICRO DEVICES INC | $2.7M | 0.2% | -11% | 79.8 |
| 119 |  $CAT | CATERPILLAR INC | $2.6M | 0.2% | +9% | 66.5 |
| 120 |  $MRK | Merck & Co., Inc. | $2.6M | 0.2% | -3% | 59.9 |
| 121 |  $GE | GENERAL ELECTRIC CO | $2.5M | 0.2% | +13% | 73.8 |
| 122 |  $PANW | Palo Alto Networks Inc | $2.5M | 0.2% | -14% | 65.5 |
| 123 |  $KLAC | KLA CORP | $2.5M | 0.2% | +993% | 78.6 |
| 124 | — | EA SERIES TRUST - STRIVE ENHANCED | $2.5M | 0.2% | -25% | — |
| 125 | — | J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN | $2.5M | 0.2% | +9% | — |
| 126 | — | ISHARES TR - US TREAS BD ETF | $2.4M | 0.2% | +15% | — |
| 127 |  $SO | SOUTHERN CO | $2.4M | 0.2% | +1% | 62 |
| 128 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $2.4M | 0.2% | -13% | — |
| 129 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $2.3M | 0.2% | +12% | — |
| 130 | — | ZACKS TRUST - SMALL/MID CAP | $2.3M | 0.2% | +14% | — |
| 131 |  $RTX | RTX Corp | $2.3M | 0.2% | +10% | 73.2 |
| 132 | — | ISHARES TR - MSCI EAFE ETF | $2.3M | 0.2% | -33% | — |
| 133 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | $2.3M | 0.2% | +4% | — |
| 134 | — | ZACKS TRUST - QUALITY INTL ETF | $2.3M | 0.2% | +30% | — |
| 135 |  $CMI | CUMMINS INC | $2.2M | 0.2% | +11% | 58.1 |
| 136 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $2.2M | 0.2% | -11% | — |
| 137 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $2.1M | 0.2% | -9% | — |
| 138 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $2.1M | 0.1% | -21% | — |
| 139 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $2.1M | 0.1% | -12% | — |
| 140 |  $APH | AMPHENOL CORP /DE/ | $2.1M | 0.1% | -8% | 79.3 |
| 141 | — | ADVISORS INNER CIRCLE FD II - PMV ADAPTIVE RSK | $2.1M | 0.1% | +106% | — |
| 142 | — | J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF | $2.0M | 0.1% | +3% | — |
| 143 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $2.0M | 0.1% | +10% | — |
| 144 |  $NEE | NEXTERA ENERGY INC | $2.0M | 0.1% | -9% | 64.6 |
| 145 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.0M | 0.1% | +4% | 70 |
| 146 | — | ISHARES TR - 7-10 YR TRSY BD | $2.0M | 0.1% | +150% | — |
| 147 | — | SPDR SERIES TRUST - ST STR SP AERO | $2.0M | 0.1% | -31% | — |
| 148 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | $2.0M | 0.1% | +11% | — |
| 149 |  $BLK | BlackRock, Inc. | $2.0M | 0.1% | -0% | 70 |
| 150 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $1.9M | 0.1% | +12% | — |
New Positions (131)
ISHARES TR - ISHARES SEMICDTR$6.4M
AMPLIFY ETF TR - BLOCK TECHN ETF$4.5M
SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST$3.0M
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$2.7M
ABRDN ETFS - BBRG ALL COMD K1$1.8M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$1.3M
ISHARES TR - INVT GRAD SY ETF$1.3M
AMERICAN CENTY ETF TR - US LARGE CAP VLU$1.2M
$WDC WESTERN DIGITAL CORP$1.1M
$MRVL Marvell Technology, Inc.$1.1M BLACKROCK ETF TRUST II - ISHARES AAA CLO$929,345
SPDR SERIES TRUST - ST STR NYSE TECH$896,151
ISHARES TR - A RATE CP BD ETF$876,506
EA SERIES TRUST - FREEDOM 100 EM$868,093
FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF$866,162
Exited Positions (56)
BONDBLOXX ETF TRUST
ISHARES TR
ETF SER SOLUTIONS
PROCURE ETF TRUST II
ISHARES TR
$DG DOLLAR GENERAL CORP SPDR SERIES TRUST
$NEM NEWMONT Corp /DE/
$ATMU Atmus Filtration Technologies Inc.
$ULTA Ulta Beauty, Inc. SPDR SERIES TRUST
$ADM Archer-Daniels-Midland Co
$CBOE Cboe Global Markets, Inc.
$IDXX IDEXX LABORATORIES INC /DE
$PODD INSULET CORPBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Advyzon Investment Management, LLC
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