Advyzon Investment Management, LLC
All 13F Filings
- Location
- Lisle, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,378,496
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 754 | 1,378,496 | 13F-HR | Advyzon Investment Management, LLC |
| 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 | 596.8 K | 43.3% | 102.9 K | 0 | 102.9 K |
| ETFs | 777.9 K | 56.5% | 159.5 K | 0 | 159.5 K |
| Debt | 1.819 K | 0.1% | 0 | 1.25 K | -1.25 K |
| Other | 433 | 0.0% | 433 | 0 | 433 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,378,496
Holdings
754
QoQ value change ($000)
262,188
(23.5%)
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.