Advyzon Investment Management, LLC
All 13F Filings
- Location
- Lisle, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,116,308
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 675 | 1,116,308 | 13F-HR | Advyzon Investment Management, LLC |
| Q4 2025 | 2/13/2026 | 569 | 862,043 | 13F-HR | Advyzon Investment Management, LLC |
| Q3 2025 | 11/10/2025 | 477 | 582,555 | 13F-HR | Advyzon Investment Management, LLC |
| Q2 2025 | 8/8/2025 | 382 | 451,660 | 13F-HR | Advyzon Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 493.9 K | 44.3% | 0 | 166.7 K | -166.7 K |
| ETFs | 618.5 K | 55.4% | 424.5 K | 0 | 424.5 K |
| Debt | 3.069 K | 0.3% | 0 | 813 | -813 |
| Other | 0 | 0.0% | 0 | 3.607 K | -3.607 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
1,116,308
Holdings
675
QoQ value change ($000)
254,265
(29.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.