Advyzon Investment Management, LLC 13F Holdings · Q2 2026
Advyzon Investment Management, LLC reported 754 securities worth $1.38B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (3.04%), VTI (2.38%), FBCG (2.37%). Among its top 25 positions this quarter: 21 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $41.9M | 3.04% | 55,963 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $32.8M | 2.38% | 88,706 | Trimmed |
| 3 | FBCG | FIDELITY COVINGTON TRUST | $32.7M | 2.37% | 526,304 | Added |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $26.1M | 1.90% | 530,279 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $23.0M | 1.67% | 313,487 | Added |
| 6 | QQQ | INVESCO QQQ TR | $21.5M | 1.56% | 29,242 | Added |
| 7 | SPDW | SPDR INDEX SHS FDS | $18.5M | 1.34% | 367,693 | Added |
| 8 | CWB | SPDR SERIES TRUST | $18.3M | 1.33% | 170,089 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $18.2M | 1.32% | 90,951 | Added |
| 10 | FENI | FIDELITY COVINGTON TRUST | $16.4M | 1.19% | 408,549 | Added |
| 11 | SPYM | SPDR SERIES TRUST | $15.9M | 1.16% | 181,454 | Added |
| 12 | VO | VANGUARD INDEX FDS | $15.9M | 1.15% | 196,920 | Added |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $15.7M | 1.14% | 344,314 | Added |
| 14 | MTUM | ISHARES TR | $15.0M | 1.09% | 43,832 | Added |
| 15 | USDU | WISDOMTREE TR | $14.8M | 1.07% | 553,489 | Added |
| 16 | AAPL | APPLE INC | $14.5M | 1.05% | 49,998 | Added |
| 17 | AVGO | BROADCOM INC | $13.7M | 1.00% | 36,332 | Added |
| 18 | SMH | VANECK ETF TRUST | $13.6M | 0.99% | 20,784 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $13.2M | 0.96% | 35,442 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $13.0M | 0.94% | 18,957 | Added |
| 21 | SPEM | SPDR INDEX SHS FDS | $12.4M | 0.90% | 239,394 | Added |
| 22 | DYNF | BLACKROCK ETF TRUST | $12.3M | 0.89% | 181,216 | Trimmed |
| 23 | IVW | ISHARES TR | $11.4M | 0.83% | 83,089 | Trimmed |
| 24 | VTV | VANGUARD INDEX FDS | $10.6M | 0.77% | 48,506 | Added |
| 25 | AMZN | AMAZON COM INC | $10.1M | 0.73% | 42,316 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR