SEC 13F Intelligence

Managers / Q1 2026

Advyzon Investment Management, LLC

CIK 0002011872 · 4300 COMMERCE STREET, SUITE 260, LISLE, IL, 60532 · 844-340-1898

Reported Value
$1.1B
Q1 2026
Positions
1,195
Filings on Record
6
2019–present window
Filed
May 12, 2026
original filing

Summary

Advyzon Investment Management, Llc reported $1.1B in U.S.-listed holdings across 1,195 positions for Q1 2026.

Its largest position, Vanguard Index Fds, represents 2.7% of the portfolio.

Compared with Q4 2025, the fund opened 157 new positions and exited 51.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $259MQ4 ’24Q1 ’25: $283MQ1 ’25Q2 ’25: $452MQ2 ’25Q3 ’25: $583MQ3 ’25Q4 ’25: $862MQ4 ’25Q1 ’26: $1.1BQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 70.6%Common Stock: 27.3%Other: 1.1%ADR: 0.7%REIT: 0.3%Other: 0.1%
  • ETP · 70.6% · $788M
  • Common Stock · 27.3% · $304M
  • Other · 1.1% · $12M
  • ADR · 0.7% · $7M
  • REIT · 0.3% · $3M
  • Other · 0.1% · $880,958

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B1,195May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$862M707Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$583M566Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$452M433Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$283M416May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$259M231Feb 3, 202513F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 16 additional managers.

  • Ausdal Financial Partners, Inc.
  • Equita Financial Network, Inc.
  • UPTICK PARTNERS, LLC
  • Clear Creek Financial Management, LLC
  • Axis Wealth Partners, LLC
  • Gutierrez Wealth Advisory, LLC
  • Pacific Sage Partners, LLC
  • VICTORY FINANCIAL GROUP, LLC
  • Indivisible Partners
  • IFP Advisors, Inc
  • Clarity Retirement & Wealth, LLC
  • Elevated Financial Group LLC
  • Guardian Capital, LLC
  • LiftPoint Family Wealth Advisors LLC
  • S Harris Financial Group, LLC
  • Stirlingshire Investments, Inc.

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.