Advyzon Investment Management
Advyzon Investment Management reported 754 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IVV (3.0%), VTI (2.4%) and FBCG (2.4%). Compared with Q1 2026, the fund opened new positions in SOXX and BLOK, added to IVV, FBCG and CGDV, trimmed VTI, SMH and DYNF and sold out of XTWY, IAGG and QTUM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $41.9M | 3.0% | 56K | +9,926 (+22%) | 7 of 7 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $32.8M | 2.4% | 89K | −15K (−15%) | 7 of 7 | |
| 3 |  FBCG Fidelity Covington Trust | $32.7M | 2.4% | 526K | +102K (+24%) | 2 of 7 | |
| 4 |  CGDV Capital Group Dividend | $26.1M | 1.9% | 530K | +90K (+20%) | 5 of 7 | |
| 5 |  BND Vanguard BD Index Fds | $23M | 1.7% | 313K | +67K (+27%) | 7 of 7 | |
| 6 |  QQQ Invesco Qqq TR | $21.5M | 1.6% | 29K | +13K (+75%) | 7 of 7 | |
| 7 |  SPDW Spdr Developed | $18.5M | 1.3% | 368K | +2,644 (+1%) | 7 of 7 | |
| 8 |  CWB Spdr Series Trust | $18.3M | 1.3% | 170K | +58K (+51%) | 6 of 7 | |
| 9 |  NVDA Nvidia Corporation | $18.2M | 1.3% | 91K | +11K (+13%) | 7 of 7 | |
| 10 |  FENI Fidelity Covington Trust | $16.4M | 1.2% | 409K | +92K (+29%) | 2 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XTWY Bondbloxx ETF Trust | $4.5M | 119K |
 IAGG Ishares TR | $861K | 17K |
 QTUM ETF Ser Solutions | $747K | 6,966 |
 UFO Procure Space ETF | $695K | 16K |
 EXI Ishares TR | $675K | 3,729 |
🔒 Free account: see all 30.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Advyzon Investment Management 13F FAQ
What does Advyzon Investment Management own?
Advyzon Investment Management reported 754 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IVV (3.0%), VTI (2.4%) and FBCG (2.4%). The table above lists every position in the filing (the top 10 without an account).
What did Advyzon Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 139 new positions, 400 added to, 205 trimmed and 60 sold out. New positions include SOXX and BLOK. It sold all of XTWY, IAGG and QTUM.
When will Advyzon Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Advyzon Investment Management's portfolio worth?
The Q2 2026 filing reports $1.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.