Advyzon Investment Management
$1.4B 13F equity value
815 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Advyzon Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 55,963 | $42M | 3.0% |
| VTI | VANGUARD INDEX FDS | 88,706 | $33M | 2.4% |
| FBCG | FIDELITY COVINGTON TRUST | 526,304 | $33M | 2.4% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 530,279 | $26M | 1.9% |
| BND | VANGUARD BD INDEX FDS | 313,487 | $23M | 1.7% |
| QQQ | INVESCO QQQ TR | 29,242 | $22M | 1.6% |
| SPDW | SPDR INDEX SHS FDS | 367,693 | $19M | 1.3% |
| CWB | SPDR SERIES TRUST | 170,089 | $18M | 1.3% |
| NVDA | NVIDIA CORPORATION | 90,951 | $18M | 1.3% |
| FENI | FIDELITY COVINGTON TRUST | 408,549 | $16M | 1.2% |
Track Advyzon Investment Management's 13F portfolio: $1.4B in reported holdings, 815 positions. Top holdings and quarterly changes on SentiSense.
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