Advyzon Investment Management, LLC

Est. AUM

$1.12B

13F long equity, this entity only

Positions

1,195

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$30.1M	93949	2.70%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$21.7M	33174	1.94%	OTR
3	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$21.3M	424337	1.91%	OTR
4	GRANITESHARES GOLD TR	SHS BEN INT	$20.2M	437749	1.81%	OTR
5	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$18.2M	428023	1.63%	OTR
6	SPDR INDEX SHS FDS	STATE STREET SPD	$15.5M	339169	1.39%	SOLE
7	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$14.0M	189778	1.25%	SOLE
8	VANECK ETF TRUST	SEMICONDUCTR ETF	$13.7M	35709	1.23%	OTR
9	VANGUARD INDEX FDS	MID CAP ETF	$11.9M	41355	1.06%	SOLE
10	FIDELITY COVINGTON TRUST	ENHANCED INTL	$11.8M	316940	1.06%	OTR
11	SPDR SERIES TRUST	STATE STREET SPD	$11.3M	148101	1.02%	OTR
12	BLACKROCK ETF TRUST	ISHARES US EQUIT	$11.2M	191936	1.00%	OTR
13	ISHARES TR	S&P 500 GRWT ETF	$9.8M	86230	0.87%	OTR
14	SPDR SERIES TRUST	STATE STREET SPD	$9.5M	103930	0.85%	OTR
15	ISHARES INC	CORE MSCI EMKT	$9.3M	132958	0.83%	OTR
16	ISHARES TR	EAFE VALUE ETF	$9.2M	123573	0.82%	OTR
17	ISHARES TR	S&P 500 VAL ETF	$9.1M	42936	0.81%	OTR
18	SPDR INDEX SHS FDS	STATE STREET SPD	$8.9M	189366	0.80%	SOLE
19	ISHARES TR	NATIONAL MUN ETF	$8.6M	81480	0.77%	OTR
20	SELECT SECTOR SPDR TR	STATE STREET ENE	$8.3M	136158	0.75%	OTR
21	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.1M	13594	0.73%	OTR
22	INVESCO QQQ TR	UNIT SER 1	$7.9M	13698	0.71%	OTR
23	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$7.8M	170555	0.70%	OTR
24	BONDBLOXX ETF TRUST	BLOOMBERG THREE	$7.6M	153166	0.68%	OTR
25	FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$7.5M	174633	0.67%	OTR
26	MICROSOFT CORP	COM	$7.3M	19666	0.65%	SOLE
27	NVIDIA CORPORATION	COM	$7.3M	41584	0.65%	SOLE
28	VANGUARD INDEX FDS	VALUE ETF	$6.9M	35222	0.62%	SOLE
29	FIDELITY COVINGTON TRUST	EMERG MKTS MLTFT	$6.4M	204203	0.58%	OTR
30	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$6.3M	365738	0.57%	OTR
31	META PLATFORMS INC	CL A	$6.2M	10816	0.55%	SOLE
32	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.1M	95771	0.55%	OTR
33	APPLE INC	COM	$6.1M	23931	0.54%	OTR
34	ISHARES TR	MSCI USA MMENTM	$5.9M	24499	0.53%	OTR
35	ISHARES TR	EAFE GRWTH ETF	$5.8M	52189	0.52%	OTR
36	WISDOMTREE TR	BLMBG US BULL	$5.8M	220111	0.52%	OTR
37	BROADCOM INC	COM	$5.5M	17828	0.49%	OTR
38	ISHARES TR	MSCI USA QLT FCT	$5.1M	26756	0.46%	OTR
39	EA SERIES TRUST	STRIVE 1000 VALU	$5.1M	145588	0.46%	OTR
40	BLACKROCK ETF TRUST	ISHARES US THEMA	$5.1M	140455	0.46%	OTR
41	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$5.0M	129940	0.45%	OTR
42	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$5.0M	140902	0.45%	OTR
43	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$5.0M	136041	0.44%	OTR
44	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$4.9M	126510	0.44%	OTR
45	INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$4.8M	103599	0.43%	OTR
46	AMAZON COM INC	COM	$4.8M	23106	0.43%	SOLE
47	EA SERIES TRUST	STRIVE 1000 GRWT	$4.6M	98427	0.41%	OTR
48	BONDBLOXX ETF TRUST	BLOOMBERG TWENTY	$4.5M	118718	0.40%	OTR
49	WALMART INC	COM	$4.3M	34790	0.39%	SOLE
50	ISHARES TR	HDG MSCI EAFE	$4.3M	100932	0.38%	OTR

1–50 of 675

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.