account_balance
Investment manager · 13F filer · SEC CIK 2011872
Advyzon Investment Management, LLC
Reported value$1.38Bas of Jun 30, 2026
Positions754 139 new, 60 sold out
Top 10 weight18.1%IVV alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
3.0%Added +22%
VTIVanguard Index FDS
2.4%Trimmed −15%
FBCGFidelity Covington Trust
2.4%Added +24%
CGDVCapital Group Dividend Value
1.9%Added +20%
BNDVanguard Bd Index FDS
1.7%Added +27%
QQQInvesco QQQ Tr
1.6%Added +75%
SPDWSPDR Index SHS FDS
1.3%
CWBSPDR Series Trust
1.3%Added +51%
NVDANvidia Corporation
1.3%Added +13%
FENIFidelity Covington Trust
1.2%Added +29%
SPYMSPDR Series Trust
1.2%Added +20%
VOVanguard Index FDS
1.2%Added +339%
IVViShares Tr
3.0%Added +22%
VTIVanguard Index FDS
2.4%Trimmed −15%
FBCGFidelity Covington Trust
2.4%Added +24%
CGDVCapital Group Dividend Value
1.9%Added +20%
BNDVanguard Bd Index FDS
1.7%Added +27%
QQQ1.6%
SPDW1.3%
CWB1.3%
NVDA1.3%FENI1.2%
SPYM1.2%
VO1.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 3.0% Added +22%
VTI Vanguard Index FDS 2.4% Trimmed −15%
FBCG Fidelity Covington Trust 2.4% Added +24%
CGDV Capital Group Dividend Value 1.9% Added +20%
BND Vanguard Bd Index FDS 1.7% Added +27%
QQQ Invesco QQQ Tr 1.6% Added +75%
SPDW SPDR Index SHS FDS 1.3% Held
CWB SPDR Series Trust 1.3% Added +51%
NVDA Nvidia Corporation 1.3% Added +13%FENI Fidelity Covington Trust 1.2% Added +29%
SPYM SPDR Series Trust 1.2% Added +20%
VO Vanguard Index FDS 1.2% Added +339%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- SOXX $6.41M
- BLOK $4.52M
- PFIX $3.04M
- CORO $2.66M
arrow_upwardAdded
- USMV +556%
- PFF +437%
- VO +339%
- BIL +324%
arrow_downwardTrimmed
- BAR −52%
- SMH −50%
- EFV −46%
- XTRE −41%
remove_circleSold out
- XTWY $4.46M
- IAGG $861K
- QTUM $747K
- UFO $695K