StockDriftsStockDriftsTop 50 Advyzon Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 3.04% | 56.0K | $41.9M | +21.56%(+9.93K) | $660.02(+18.18%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.38% | 88.7K | $32.8M | -14.86%(-15.48K) | $292.32(+31.31%) | 2026-06-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 2.37% | 526.3K | $32.7M | +24.03%(+101.97K) | $52.96(+19.18%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.9% | 530.3K | $26.1M | +20.31%(+89.52K) | $43.17(+18.33%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 1.67% | 313.5K | $23.0M | +27.33%(+67.29K) | $73.59(-1.73%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.56% | 29.2K | $21.5M | +74.86%(+12.52K) | $603.53(+21.13%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 1.34% | 367.7K | $18.5M | +0.72%(+2.64K) | $36.77(+41.83%) | 2026-06-30 | |
| CWB | SPDR SERIES TRUST | 1.33% | 170.1K | $18.3M | +51.37%(+57.72K) | $92.66(+15.04%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.32% | 91.0K | $18.2M | +13.19%(+10.60K) | $153.06(+47.11%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 1.19% | 408.5K | $16.4M | +28.90%(+91.61K) | $37.01(+13.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.38% |
Advyzon Investment Management LLC reports $1.38B in US-listed equity holdings across 754 positions in its most recent 13F filing. Its largest disclosed positions are IVV (3.0%), VTI (2.4%) and FBCG (2.4%). The top 20 holdings account for 28.65% of reported assets. Its disclosed equity book has returned +29.51% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Advyzon Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011872). View Advyzon Investment Management LLC’s 13F filings on SEC