Advyzon Investment Management, LLC

Q1 2026 13F-HR Holdings

Location
Lisle, IL
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
675
Total value ($000)
$1,116,308
Net value change ($000)
+254,265 (29.5%)
New positions
157
Sold out positions
51
Turnover %
14.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FBCG 21,268 NEW
CGDV 16,216 639.9%
FENI 11,790 NEW
FBND 10,575 4658.6%
IVV 10,109 50.6%
SPYM 8,649 295.8%
CWB 8,342 429.6%
SMH 7,979 101.6%
FIGB 7,516 NEW
FDEM 6,449 NEW
Top Reduces (Value $000, Stocks/ETFs)
OEF -5,622 -85.4%
USDU -4,637 -44.4%
MSFT -3,511 -23.2%
SPGP -3,491 -100.0%
TQQQ -2,867 -67.1%
STXG -2,847 -38.1%
IAU -2,414 -39.2%
STXV -2,348 -31.5%
VTI -2,180 -6.1%
QQQ -2,097 -17.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type