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Advyzon Investment Management - Q1 2026 13F Filings

AD

Advyzon Investment Management, LLC

CIK: 0002011872
Address: Illinois Lisle 4300 Commerce Street Suite 260
$1.12 B
Portfolio Value
675
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. FBCG Fidelity Blue Chip Growth Etf
+$21.27 M
2. CGDV Capital Group Dividend Value Etf
+$16.28 M
3. FENI Fidelity Enhanced International Etf
+$11.79 M
4. IVV Ishares Core S&P 500 Etf
+$11.03 M
5. FBND Fidelity Total Bond Etf
+$10.58 M

Top Sells

Q1 2026
1. OEF Ishares S&P 100 Etf
−$5.14 M
2. USDU Wisdomtree Bloomberg Us Dollar Bullish Fund
−$4.85 M
3. SPGP Invesco S&P 500 Garp Etf
−$3.49 M
4. IAU Ishares Gold Trust
−$2.95 M
5. STXV Strive 1000 Value Etf
−$2.72 M

Asset Allocation

Stocks/ETFs
+29.50%
$1.12 B 99.89%
Options
$0 0.00%
Debt
$0 0.00%
Other
+25.32%
$1.28 M 0.11%

Sector Allocation (Stocks)

Advyzon Investment Management Q1 2026 Filing Summary

Advyzon Investment Management, LLC filed its 13F report for Q1 2026 on May 12, 2026. The portfolio totaled 1.12 B reflecting a +29.50% change from the prior quarter, spanning 675 assets. The top 10 holdings comprised 18.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 156 new positions and 49 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Advyzon Investment Management’s Q1 2026 Filing

Advyzon Investment Management submitted their Form 13F-HR for the Q1 2026 period on 05/12/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Advyzon Investment Management reported a managed portfolio value of 1.12 B, consisting of 1,195 individual positions.

This page displays the raw filing documents. To see which stocks Advyzon Investment Management bought or sold during Q1 2026, please visit Advyzon Investment Management's Portfolio Analysis page.