Advyzon Investment Management, LLC holds a diversified book of 754 stocks worth $1.4B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares Semiconductor ETF and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Ishares Core S&P 500 ETF at 3% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Advyzon Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Advyzon Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $134.1B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $21.1B |
| Farther Finance Advisors, LLC | 79 / 80 | $3.6B |
| HARBOUR INVESTMENTS, INC. | 79 / 80 | $1.8B |
| MORGAN STANLEY | 78 / 80 | $561.1B |
| Cetera Investment Advisers | 78 / 80 | $29.7B |
| AE Wealth Management LLC | 78 / 80 | $5.7B |
| IFP Advisors, Inc | 78 / 80 | $1.5B |
Ranked by how many of Advyzon Investment Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $41.9M | 56.0K | 3.0% | ▲+22% Added · +10K sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $32.8M | 88.7K | 2.4% | ▼−15% Reduced · −15K sh | |
| 3 | Fidelity Covington Trust BLUE CHIP GRWTH | $32.7M | 526.3K | 2.4% | ▲+24% Added · +102K sh | |
| 4 | Capital Group Dividend Value SHS CREAT UNIT | $26.1M | 530.3K | 1.9% | ▲+20% Added · +90K sh | |
| 5 | Vanguard BD Index FDS TOTAL BND MRKT | $23.0M | 313.5K | 1.7% | ▲+27% Added · +67K sh | |
| 6 | Invesco QQQ TR UNIT SER 1 | $21.5M | 29.2K | 1.6% | ▲+75% Added · +13K sh | |
| 7 | SPDR Index SHS FDS ST STR PO EX ETF | $18.5M | 367.7K | 1.3% | ▲+0.7% Added · +3K sh | |
| 8 | SPDR Series Trust ST STR CONV ETF | $18.3M | 170.1K | 1.3% | ▲+51% Added · +58K sh | |
| 9 | Nvidia Corporation COM | $18.2M | 91.0K | 1.3% | ▲+13% Added · +11K sh | |
| 10 | Fidelity Covington Trust ENHANCED INTL | $16.4M | 408.5K | 1.2% | ▲+29% Added · +92K sh | |
| 11 | SPDR Series Trust ST STR P500ETF | $15.9M | 181.5K | 1.2% | ▲+20% Added · +30K sh | |
| 12 | Vanguard Index FDS MID CAP ETF | $15.9M | 196.9K | 1.2% | ▲+339% Added · +152K sh | |
| 13 | Fidelity Merrimack STR TR TOTAL BD ETF | $15.7M | 344.3K | 1.1% | ▲+45% Added · +108K sh | |
| 14 | Ishares TR MSCI USA MMENTM | $15.0M | 43.8K | 1.1% | ▲+50% Added · +15K sh | |
| 15 | Wisdomtree TR BLMBG US BULL | $14.8M | 553.5K | 1.1% | ▲+151% Added · +333K sh | |
| 16 | Apple Inc COM | $14.5M | 50.0K | 1.0% | ▲+14% Added · +6K sh | |
| 17 | Broadcom Inc COM | $13.7M | 36.3K | 1.0% | ▲+12% Added · +4K sh | |
| 18 | Vaneck ETF Trust SEMICONDUCTR ETF | $13.6M | 20.8K | 1.0% | ▼−50% Reduced · −21K sh | |
| 19 | Microsoft Corp COM | $13.2M | 35.4K | 1.0% | ▲+13% Added · +4K sh | |
| 20 | Vanguard Index FDS S&P 500 ETF SHS | $13.0M | 19.0K | 0.9% | ▲+10% Added · +2K sh | |
| 21 | SPDR Index SHS FDS ST PORT MARK ETF | $12.4M | 239.4K | 0.9% | ▲+6.6% Added · +15K sh | |
| 22 | BlackRock ETF Trust ISHARES US EQUIT | $12.3M | 181.2K | 0.9% | ▼−22% Reduced · −50K sh | |
| 23 | Ishares TR S&P 500 GRWT ETF | $11.4M | 83.1K | 0.8% | ▼−21% Reduced · −23K sh | |
| 24 | Vanguard Index FDS VALUE ETF | $10.6M | 48.5K | 0.8% | ▲+8.2% Added · +4K sh | |
| 25 | Amazon Com Inc COM | $10.1M | 42.3K | 0.7% | ▲+23% Added · +8K sh | |
| 26 | Fidelity Merrimack STR TR INVESTMENT GR BD | $9.5M | 221.1K | 0.7% | ▲+27% Added · +46K sh | |
| 27 | Ishares TR MSCI USA MIN ETF | $9.2M | 95.5K | 0.7% | ▲+556% Added · +81K sh | |
| 28 | Fidelity Covington Trust EMERG MKTS MLTFT | $9.2M | 253.4K | 0.7% | ▲+24% Added · +49K sh | |
| 29 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $9.0M | 126.0K | 0.7% | ▲+23% Added · +24K sh | |
| 30 | Meta Platforms Inc CL A | $8.8M | 15.6K | 0.6% | ▲+12% Added · +2K sh | |
| 31 | Aim ETF Products Trust ALLIANZIM US EQT | $8.5M | 208.3K | 0.6% | ▲+63% Added · +81K sh | |
| 32 | Aim ETF Products Trust ALLIA US JAN ETF | $8.5M | 219.6K | 0.6% | ▲+60% Added · +82K sh | |
| 33 | Aim ETF Products Trust ALLIA US OCT ETF | $8.5M | 207.3K | 0.6% | ▲+58% Added · +76K sh | |
| 34 | Aim ETF Products Trust ALLIANZIM US EQT | $8.4M | 225.9K | 0.6% | ▲+59% Added · +84K sh | |
| 35 | Ishares Inc CORE MSCI EMKT | $8.4M | 101.1K | 0.6% | ▼−37% Reduced · −60K sh | |
| 36 | Graniteshares Gold TR SHS BEN INT | $8.4M | 211.5K | 0.6% | ▼−52% Reduced · −227K sh | |
| 37 | Ishares TR NATIONAL MUN ETF | $8.1M | 74.9K | 0.6% | ▼−21% Reduced · −20K sh | |
| 38 | Ishares TR S&P 500 VAL ETF | $8.0M | 35.1K | 0.6% | ▼−35% Reduced · −19K sh | |
| 39 | Alphabet Inc CAP STK CL A | $7.7M | 21.5K | 0.6% | ▲+3.4% Added · +701 sh | |
| 40 | Alphabet Inc CAP STK CL C | $7.6M | 21.4K | 0.5% | ▲+8.4% Added · +2K sh | |
| 41 | SPDR Series Trust ST STR BLO 1 ETF | $7.5M | 82.2K | 0.5% | ▲+324% Added · +63K sh | |
| 42 | State STR SPDR S&P 500 ETF T TR UNIT | $7.4M | 9.9K | 0.5% | ▲+112% Added · +5K sh | |
| 43 | SPDR Gold TR GOLD SHS | $7.2M | 19.7K | 0.5% | ▲+56% Added · +7K sh | |
| 44 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $6.9M | 436.3K | 0.5% | ▲+18% Added · +66K sh | |
| 45 | JPMorgan Chase & Co COM | $6.8M | 20.8K | 0.5% | ▲+17% Added · +3K sh | |
| 46 | Walmart Inc COM | $6.6M | 58.5K | 0.5% | ▼−6.4% Reduced · −4K sh | |
| 47 | Ishares TR ISHARES SEMICDTR | $6.4M | 10.0K | 0.5% | ▲New New position | |
| 48 | Ishares TR IBOXX HI YD ETF | $6.3M | 78.5K | 0.5% | ▲+158% Added · +48K sh | |
| 49 | American Centy ETF TR INTL EQT ETF | $6.2M | 69.3K | 0.4% | ▲+25% Added · +14K sh | |
| 50 | Ishares TR EAFE VALUE ETF | $6.2M | 80.4K | 0.4% | ▼−46% Reduced · −68K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011872/holdings"
Use Arkolith to show Advyzon Investment Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.