Advyzon Investment Management, LLC - Portfolio overview

Advyzon Investment Management, LLC has 747 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 5.04%
2. FBCG - FIDELITY COVINGTON TRUST, 3.55%
3. BAR - GRANITESHARES GOLD TR, 3.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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