1y return+18.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $125 against $127 in the S&P 500.2
Advyzon Investment Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $41.9M | 3.0% | +21.6% |
| VTIVanguard Index Fds | $32.8M | 2.4% | −14.9% |
| FBCGFidelity Covington Trust | $32.7M | 2.4% | +24.0% |
| CGDVCapital Group Dividend Value | $26.1M | 1.9% | +20.3% |
| BNDVanguard Bd Index Fds | $23.0M | 1.7% | +27.3% |
| QQQInvesco Qqq Tr | $21.5M | 1.6% | +74.9% |
| SPDWSpdr Index Shs Fds | $18.5M | 1.3% | |
| CWBSpdr Series Trust | $18.3M | 1.3% | +51.4% |
| NVDANvidia Corporation | $18.2M | 1.3% | +13.2% |
| FENIFidelity Covington Trust | $16.4M | 1.2% | +28.9% |
| SPYMSpdr Series Trust | $15.9M | 1.2% | +20.0% |
| VOVanguard Index Fds | $15.9M | 1.2% | +9.8% |
| FBNDFidelity Merrimack Str Tr | $15.7M | 1.1% | +45.4% |
| MTUMIshares Tr | $15.0M | 1.1% | +49.6% |
| USDUWisdomtree Tr | $14.8M | 1.1% | +151.5% |
| AAPLApple Inc | $14.5M | 1.0% | +14.4% |
| AVGOBroadcom Inc | $13.7M | 1.0% | +12.0% |
| SMHVaneck Etf Trust | $13.6M | 1.0% | −49.7% |
| MSFTMicrosoft Corp | $13.2M | 1.0% | +13.1% |
| VOOVanguard Index Fds | $13.0M | 0.9% | +10.3% |
| SPEMSpdr Index Shs Fds | $12.4M | 0.9% | +6.6% |
| DYNFBlackrock Etf Trust | $12.3M | 0.9% | −21.6% |
| IVWIshares Tr | $11.4M | 0.8% | −21.5% |
| VTVVanguard Index Fds | $10.6M | 0.8% | +8.2% |
| AMZNAmazon Com Inc | $10.1M | 0.7% | +22.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SMHVaneck Etf Trust | June 30, 2025 | +135.2% | $13.6M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $7.7M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $7.6M |
| MTUMIshares Tr | March 31, 2025 | +69.6% | $15.0M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $13.7M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $18.2M |
| SPDWSpdr Index Shs Fds | December 31, 2024 | +47.6% | $18.5M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $21.5M |
| IEMGIshares Inc | June 30, 2025 | +38.0% | $8.4M |
| IVWIshares Tr | December 31, 2024 | +35.5% | $11.4M |
Sold off last quarter
- XTWYBondbloxx Etf Trust was $4.5M
- IAGGIshares Tr was $861K
- QTUMEtf Ser Solutions was $747K
- UFOProcure Etf Trust II was $695K
- EXIIshares Tr was $675K
- DGDollar Gen Corp was $671K
- XMESpdr Series Trust was $646K
- NEMNewmont Corp was $552K
- ATMUAtmus Filtration Technologie was $497K
- ULTAUlta Beauty Inc was $496K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.8% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +7.4% | +10.5% |
| March 31, 2025 | −1.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Advyzon Investment Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011872&type=13F-HR&dateb=&owner=include&count=40CIK 2011872
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011872/000198615226000152/Filed August 14, 2026 · accession 0001986152-26-000152