Advyzon Investment Management, LLC
Advyzon Investment Management, LLC reported 754 positions worth $1.38B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVV (3.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $41.9M | 3.04% | 55,963 | — | — | |
| ▸ 2 | VTI | SH | $32.8M | 2.38% | 88,706 | — | — | |
| ▸ 3 | FBCG | SH | $32.7M | 2.37% | 526,304 | — | — | |
| ▸ 4 | CGDV | SH | $26.1M | 1.90% | 530,279 | — | — | |
| ▸ 5 | BND | SH | $23.0M | 1.67% | 313,487 | — | — | |
| ▸ 6 | QQQ | SH | $21.5M | 1.56% | 29,242 | — | — | |
| ▸ 7 | SPDW | SH | $18.5M | 1.34% | 367,693 | — | — | |
| ▸ 8 | CWB | SH | $18.3M | 1.33% | 170,089 | — | — | |
| ▸ 9 | NVDA | SH | $18.2M | 1.32% | 90,951 | — | — | |
| ▸ 10 | FENI | SH | $16.4M | 1.19% | 408,549 | — | — |
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Frequently Asked Questions
What stocks does Advyzon Investment Management, LLC hold as of Q2 2026?
Advyzon Investment Management, LLC reported 754 positions worth $1.38B in its Q2 2026 13F filing. Largest positions: IVV (3.0%), VTI (2.4%), FBCG (2.4%), CGDV (1.9%) and BND (1.7%).
What did Advyzon Investment Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Advyzon Investment Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.