Advyzon Investment Management, LLC
CIK 2011872
13F filing for Q2 2026・No. 2,102
- Holdings
- US$1.38B
- Quarter change
- +US$262.19M
- Entries
- 1,318
- Net bought (estimate)
- +US$148.48M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 139
- Sold out 60
- Cut 208
- Added 400
- Corporate actions 2
- Unchanged 7
Largest holdings
754 stocks worth US$1.38B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 55,963 | US$41.91M | 3.04% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 88,706 | US$32.82M | 2.38% |
| FIDELITY COVINGTON TRUSTBLUE CHIP GRWTH | Added | 526,304 | US$32.69M | 2.37% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 530,279 | US$26.13M | 1.90% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 313,487 | US$23.01M | 1.67% |
| QQQInvesco QQQUNIT SER 1 | Added | 29,242 | US$21.53M | 1.56% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Added | 367,693 | US$18.53M | 1.34% |
| SPDR SERIES TRUSTST STR CONV ETF | Added | 170,089 | US$18.34M | 1.33% |
| NVDANvidiaCOM | Added | 90,951 | US$18.2M | 1.32% |
| FIDELITY COVINGTON TRUSTENHANCED INTL | Added | 408,549 | US$16.4M | 1.19% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.