Advyzon Investment Management, LLC: 13F holdings
CIK 20118722026Q2
| Positions | 754 |
|---|---|
| Reported value | $1.4bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 55,963 | $41.9m | 3.0% |
| VTI VANGUARD INDEX FDS | 88,706 | $32.8m | 2.4% |
| FBCG FIDELITY COVINGTON TRUST | 526,304 | $32.7m | 2.4% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 530,279 | $26.1m | 1.9% |
| BND VANGUARD BD INDEX FDS | 313,487 | $23.0m | 1.7% |
| QQQ INVESCO QQQ TR | 29,242 | $21.5m | 1.6% |
| EWU SPDR INDEX SHS FDS | 367,693 | $18.5m | 1.3% |
| CWB SPDR SERIES TRUST | 170,089 | $18.3m | 1.3% |
| NVDA NVIDIA CORPORATION | 90,951 | $18.2m | 1.3% |
| FIDELITY COVINGTON TRUST | 408,549 | $16.4m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011872")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.