Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Advyzon Investment Management, LLC (CIK 2011872) reported $1.12B across 672 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($33.4M, 2.99%), IVV ($30.1M, 2.69%), FBCG ($21.3M, 1.91%), BAR ($20.2M, 1.81%), CGDV ($18.7M, 1.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $33.4M | 2.99% | 104,187 | Trimmed |
| 2 | IVV | ISHARES TR | $30.1M | 2.69% | 46,037 | Added |
| 3 | FBCG | FIDELITY COVINGTON TRUST | $21.3M | 1.91% | 424,337 | New |
| 4 | BAR | GRANITESHARES GOLD TR | $20.2M | 1.81% | 437,991 | Trimmed |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $18.7M | 1.68% | 440,755 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $18.1M | 1.62% | 246,197 | Added |
| 7 | SPDW | SPDR INDEX SHS FDS | $16.7M | 1.49% | 365,049 | Trimmed |
| 8 | SMH | VANECK ETF TRUST | $15.8M | 1.42% | 41,298 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $14.0M | 1.26% | 80,352 | Added |
| 10 | DYNF | BLACKROCK ETF TRUST | $13.5M | 1.21% | 231,219 | Added |
| 11 | VO | VANGUARD INDEX FDS | $12.9M | 1.15% | 44,845 | Trimmed |
| 12 | IVW | ISHARES TR | $12.0M | 1.07% | 105,824 | Added |
| 13 | FENI | FIDELITY COVINGTON TRUST | $11.8M | 1.06% | 316,940 | New |
| 14 | SPLG | SPDR SERIES TRUST | $11.6M | 1.04% | 151,207 | Added |
| 15 | MSFT | MICROSOFT CORP | $11.6M | 1.04% | 31,332 | Added |
| 16 | IVE | ISHARES TR | $11.4M | 1.02% | 53,792 | Added |
| 17 | IEMG | ISHARES INC | $11.3M | 1.01% | 161,592 | Added |
| 18 | EFV | ISHARES TR | $11.0M | 0.99% | 148,219 | Added |
| 19 | AAPL | APPLE INC | $11.1M | 0.99% | 43,722 | Added |
| 20 | FBND | FIDELITY MERRIMACK STR TR | $10.8M | 0.97% | 236,784 | Added |
| 21 | SPEM | SPDR INDEX SHS FDS | $10.5M | 0.94% | 224,605 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $10.3M | 0.92% | 17,179 | Added |
| 23 | CWB | SPDR SERIES TRUST | $10.3M | 0.92% | 112,369 | Added |
| 24 | MUB | ISHARES TR | $10.1M | 0.90% | 95,105 | Added |
| 25 | AVGO | BROADCOM INC | $10.0M | 0.90% | 32,428 | Added |
Source: SEC Form 13F filings · as of 2026-03-31