Advyzon Investment Management, LLC

LISLE, IL · CIK 2011872 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$1.7bn
Staff21 · 3 in investment roles
Main clients (by assets)Other advisers 100%
Websiteadvyzon.com
Form ADV · 2026-04-01SEC adviser record

Others nearbyLisle, IL

$1.4bn reported value +23.5% vs Q1 2026

754positions

18.1%in top 10

139 new 399 added 209 reduced 60 sold out vs Q1 2026

This report includes the holdings of 24 other managers that share the investment decisions:

Clear Creek Financial Management, LLC – files its own report too; $322.2m of shares are in both
Indivisible Partners – files its own report too; $219.6m of shares are in both
Vantus Wealth LLC – files its own report too; $185.0m of shares are in both
VICTORY FINANCIAL GROUP, LLC – files its own report too; $158.7m of shares are in both
Elevated Financial Group LLC – files its own report too; $146.3m of shares are in both
Clarity Retirement & Wealth, LLC – files its own report too; $142.5m of shares are in both
LiftPoint Family Wealth Advisors LLC – files its own report too; $139.9m of shares are in both
UPTICK PARTNERS, LLC – files its own report too; $136.2m of shares are in both

16 more

Guardian Capital, LLC – files its own report too; $92.9m of shares are in both
Stirlingshire Investments, Inc. – files its own report too; $88.5m of shares are in both
Gutierrez Wealth Advisory, LLC – files its own report too; $72.3m of shares are in both
GAINLINE FINANCIAL PARTNERS, LLC – files its own report too; $68.7m of shares are in both
Pacific Sage Partners, LLC – files its own report too; $60.1m of shares are in both
Axis Wealth Partners, LLC – files its own report too; $54.8m of shares are in both
IFP Advisors, Inc – files its own report too; $33.8m of shares are in both
Fidelis Wealth Advisors LLC – files its own report too; $24.1m of shares are in both
Wagner Wealth Management, Corp – files its own report too; $15.6m of shares are in both
SBE LLC DBA CEDAR COVE WEALTH PARTNERS – files its own report too; $14.4m of shares are in both
Equita Financial Network, Inc. – files its own report too; $8.4m of shares are in both
CROSSPOINT FINANCIAL, LLC – files its own report too; $4.6m of shares are in both
Caliber Wealth Management, LLC / KS – files its own report too; $1.4m of shares are in both
S Harris Financial Group, LLC – files its own report too; $800.7k of shares are in both
GENTRY PRIVATE WEALTH, LLC – files its own report too
Murphy Amy B – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	55,963	$41.9m3.04%	3.04%	Added +9.9k	+9,926 21.6%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	88,706	$32.8m2.38%	2.38%	Reduced -15.5k	-15,481 -14.9%
3	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	526,304	$32.7m2.37%	2.37%	Added +102.0k	+101,967 24.0%
4	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	530,279	$26.1m1.90%	1.90%	Added +89.5k	+89,524 20.3%
5	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	313,487	$23.0m1.67%	1.67%	Added +67.3k	+67,290 27.3%
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	29,242	$21.5m1.56%	1.56%	Added +12.5k	+12,519 74.9%
7	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	367,693	$18.5m1.34%	1.34%	Added +2.6k	+2,644 0.7%
8	SPDR SER TR BBG CONV SEC ETF CWB	CWB	170,089	$18.3m1.33%	1.33%	Added +57.7k	+57,720 51.4%
9	NVIDIA CORPORATION COM NVDA	NVDA	90,951	$18.2m1.32%	1.32%	Added +10.6k	+10,599 13.2%
10	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	408,549	$16.4m1.19%	1.19%	Added +91.6k	+91,609 28.9%
11	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	181,454	$15.9m1.16%	1.16%	Added +30.2k	+30,247 20.0%
12	VANGUARD INDEX FDS MID CAP ETF VO	VO	196,920	$15.9m1.15%	1.15%	Added +17.5k	+17,540 9.8%
13	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	344,314	$15.7m1.14%	1.14%	Added +107.5k	+107,530 45.4%
14	ISHARES TR MSCI USA MMENTM MTUM	MTUM	43,832	$15.0m1.09%	1.09%	Added +14.5k	+14,523 49.5%
15	WISDOMTREE TR BLMBG US BULL USDU	USDU	553,489	$14.8m1.07%	1.07%	Added +333.4k	+333,378 151.5%
16	APPLE INC COM AAPL	AAPL	49,998	$14.5m1.05%	1.05%	Added +6.3k	+6,276 14.3%
17	BROADCOM INC COM AVGO	AVGO	36,332	$13.7m1.00%	1.00%	Added +3.9k	+3,904 12.0%
18	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	20,784	$13.6m0.99%	0.99%	Reduced -20.5k	-20,514 -49.7%
19	MICROSOFT CORP COM MSFT	MSFT	35,442	$13.2m0.96%	0.96%	Added +4.1k	+4,110 13.1%
20	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	18,957	$13.0m0.94%	0.94%	Added +1.8k	+1,778 10.3%
21	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	239,394	$12.4m0.90%	0.90%	Added +14.8k	+14,789 6.6%
22	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	181,216	$12.3m0.89%	0.89%	Reduced -50.0k	-50,003 -21.6%
23	ISHARES TR S&P 500 GRWT ETF IVW	IVW	83,089	$11.4m0.83%	0.83%	Reduced -22.7k	-22,735 -21.5%
24	VANGUARD INDEX FDS VALUE ETF VTV	VTV	48,506	$10.6m0.77%	0.77%	Added +3.7k	+3,658 8.2%
25	AMAZON COM INC COM AMZN	AMZN	42,316	$10.1m0.73%	0.73%	Added +7.9k	+7,867 22.8%
26	FIDELITY MERRIMACK STR TR INVESTMENT GR BD FIGB	FIGB	221,059	$9.5m0.69%	0.69%	Added +46.4k	+46,426 26.6%
27	ISHARES TR MSCI USA MIN VOL USMV	USMV	95,461	$9.2m0.67%	0.67%	Added +80.9k	+80,916 556.3%
28	FIDELITY COVINGTON TRUST EMERG MKTS MLTFT FDEM	FDEM	253,436	$9.2m0.67%	0.67%	Added +49.2k	+49,233 24.1%
29	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	126,023	$9.0m0.65%	0.65%	Added +23.9k	+23,916 23.4%
30	META PLATFORMS INC CL A META	META	15,593	$8.8m0.64%	0.64%	Added +1.7k	+1,696 12.2%
31	AIM ETF PRODUCTS TRUST US LRGCP B20 JUL JULW	JULW	208,320	$8.5m0.62%	0.62%	Added +80.7k	+80,656 63.2%
32	AIM ETF PRODUCTS TRUST US LRGCP B20 JAN JANW	JANW	219,635	$8.5m0.62%	0.62%	Added +82.4k	+82,370 60.0%
33	AIM ETF PRODUCTS TRUST US LRGCP B20 OCT OCTW	OCTW	207,260	$8.5m0.62%	0.62%	Added +76.2k	+76,165 58.1%
34	AIM ETF PRODUCTS TRUST US LRGCP B20 APR APRW	APRW	225,897	$8.4m0.61%	0.61%	Added +83.7k	+83,708 58.9%
35	ISHARES INC CORE MSCI EMKT IEMG	IEMG	101,118	$8.4m0.61%	0.61%	Reduced -60.5k	-60,474 -37.4%
36	GRANITESHARES GOLD TR SHS BEN INT BAR	BAR	211,478	$8.4m0.61%	0.61%	Reduced -226.5k	-226,513 -51.7%
37	ISHARES TR NATIONAL MUN ETF MUB	MUB	74,851	$8.1m0.58%	0.58%	Reduced -20.3k	-20,254 -21.3%
38	ISHARES TR S&P 500 VAL ETF IVE	IVE	35,059	$8.0m0.58%	0.58%	Reduced -18.7k	-18,733 -34.8%
39	ALPHABET INC CAP STK CL A GOOGL	GOOGL	21,491	$7.7m0.56%	0.56%	Added +701	+701 3.4%
40	ALPHABET INC CAP STK CL C GOOG	GOOG	21,427	$7.6m0.55%	0.55%	Added +1.7k	+1,662 8.4%
41	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	82,196	$7.5m0.55%	0.55%	Added +62.8k	+62,804 323.9%
42	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	9,866	$7.4m0.53%	0.53%	Added +5.2k	+5,208 111.8%
43	SPDR GOLD TR GOLD SHS GLD	GLD	19,662	$7.2m0.53%	0.53%	Added +7.1k	+7,068 56.1%
44	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	436,306	$6.9m0.50%	0.50%	Added +66.4k	+66,358 17.9%
45	JPMORGAN CHASE & CO COM JPM	JPM	20,794	$6.8m0.49%	0.49%	Added +3.0k	+2,992 16.8%
46	WALMART INC COM WMT	WMT	58,500	$6.6m0.48%	0.48%	Reduced -4.0k	-3,980 -6.4%
47	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	10,008	$6.4m0.47%	0.47%	New
48	ISHARES TR IBOXX HI YD ETF HYG	HYG	78,493	$6.3m0.46%	0.46%	Added +48.1k	+48,056 157.9%
49	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	69,309	$6.2m0.45%	0.45%	Added +13.7k	+13,650 24.5%
50	ISHARES TR EAFE VALUE ETF EFV	EFV	80,424	$6.2m0.45%	0.45%	Reduced -67.8k	-67,795 -45.7%
51	ISHARES TR EAFE GRWTH ETF EFG	EFG	49,174	$6.1m0.44%	0.44%	Reduced -13.1k	-13,142 -21.1%
52	SELECT SECTOR SPDR TR ENERGY XLE	XLE	112,857	$6.0m0.43%	0.43%	Reduced -32.5k	-32,521 -22.4%
53	ELI LILLY & CO COM LLY	LLY	4,928	$5.9m0.43%	0.43%	Added +1.2k	+1,229 33.2%
54	INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT RPG	RPG	91,530	$5.8m0.42%	0.42%	Reduced -24.1k	-24,055 -20.8%
55	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	11,330	$5.7m0.41%	0.41%	Added +1.2k	+1,248 12.4%
56	JOHNSON & JOHNSON COM JNJ	JNJ	21,732	$5.5m0.40%	0.40%	Added +68	+68 0.3%
57	PGIM ETF TR ACTV HY BD ETF PHYL	PHYL	151,989	$5.3m0.38%	0.38%	Added +71.7k	+71,690 89.3%
58	MICRON TECHNOLOGY INC COM MU	MU	4,570	$5.3m0.38%	0.38%	Added +1.2k	+1,163 34.1%
59	ISHARES TR CORE S&P MCP ETF IJH	IJH	67,671	$5.2m0.38%	0.38%	Added +13.1k	+13,096 24.0%
60	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	97,900	$5.2m0.37%	0.37%	Reduced -46.8k	-46,840 -32.4%
61	ISHARES TR CORE S&P SCP ETF IJR	IJR	34,448	$5.1m0.37%	0.37%	Added +607	+607 1.8%
62	EXXON MOBIL CORP COM XOM	XOM	37,201	$5.1m0.37%	0.37%	Reduced -2.4k	-2,378 -6.0%
63	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	10,569	$5.0m0.37%	0.37%	Added +1.8k	+1,751 19.9%
64	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	51,737	$5.0m0.36%	0.36%	Added +13.3k	+13,294 34.6%
65	ZACKS TRUST EARNGS CONSTANT ZECP	ZECP	131,478	$5.0m0.36%	0.36%	Added +13.7k	+13,708 11.6%
66	CISCO SYS INC COM CSCO	CSCO	40,105	$4.7m0.34%	0.34%	Reduced -4.6k	-4,589 -10.3%
67	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	106,956	$4.6m0.33%	0.33%	Reduced -61.1k	-61,061 -36.3%
68	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	135,124	$4.6m0.33%	0.33%	Added +1.8k	+1,771 1.3%
69	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	28,263	$4.6m0.33%	0.33%	Added +5.6k	+5,554 24.5%
70	UNITEDHEALTH GROUP INC COM UNH	UNH	10,924	$4.5m0.33%	0.33%	Added +2.2k	+2,175 24.9%
71	AMPLIFY ETF TR BLOCKCHAIN LDR BLOK	BLOK	72,122	$4.5m0.33%	0.33%	New
72	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	163,883	$4.5m0.33%	0.33%	Added +10.9k	+10,929 7.2%
73	BONDBLOXX ETF TRUST BLOOMBERG THREE XTRE	XTRE	91,166	$4.5m0.32%	0.32%	Reduced -62.1k	-62,064 -40.5%
74	FIDELITY COVINGTON TRUST FUNDAMENTAL SMAL FFSM	FFSM	115,144	$4.4m0.32%	0.32%	Added +24.6k	+24,578 27.1%
75	APPLIED MATLS INC COM AMAT	AMAT	6,082	$4.4m0.32%	0.32%	Added +2.3k	+2,258 59.0%
76	PHILIP MORRIS INTL INC COM PM	PM	24,164	$4.4m0.32%	0.32%	Added +1.5k	+1,528 6.8%
77	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	53,291	$4.3m0.31%	0.31%	Added +19.5k	+19,514 57.8%
78	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	147,391	$4.3m0.31%	0.31%	Added +3.5k	+3,477 2.4%
79	T ROWE PRICE ETF INC FLOATING RATE TFLR	TFLR	84,872	$4.3m0.31%	0.31%	Added +21.4k	+21,417 33.8%
80	ISHARES TR PFD AND INCM SEC PFF	PFF	136,177	$4.2m0.30%	0.30%	Added +110.8k	+110,807 436.8%
81	ISHARES TR CORE TOTAL USD IUSB	IUSB	88,935	$4.1m0.30%	0.30%	Added +21.3k	+21,339 31.6%
82	FIDELITY MERRIMACK STR TR MUN BD OPPORTUN FMUB	FMUB	77,577	$4.0m0.29%	0.29%	Added +25.9k	+25,946 50.2%
83	ABBVIE INC COM ABBV	ABBV	15,694	$3.9m0.29%	0.29%	Added +2.7k	+2,688 20.7%
84	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	78,260	$3.9m0.29%	0.29%	Reduced -14.2k	-14,152 -15.3%
85	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		100,929	$3.9m0.28%	0.28%	Reduced -1.8k	-1,798 -1.8%
86	EA SERIES TRUST STRIVE 1000 VALU STXV	STXV	102,047	$3.9m0.28%	0.28%	Reduced -43.5k	-43,541 -29.9%
87	ISHARES GOLD TR ISHARES NEW IAU	IAU	50,994	$3.9m0.28%	0.28%	Added +8.5k	+8,456 19.9%
88	EA SERIES TRUST STRIVE 1000 GRWT STXG	STXG	69,129	$3.8m0.28%	0.28%	Reduced -29.3k	-29,298 -29.8%
89	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	85,585	$3.8m0.28%	0.28%	Reduced -8.4k	-8,389 -8.9%
90	HOME DEPOT INC COM HD	HD	10,566	$3.7m0.27%	0.27%	Added +2.7k	+2,697 34.3%
91	LITMAN GREGORY FDS TR IMGP DBI MANAGED DBMF	DBMF	120,703	$3.7m0.27%	0.27%	Added +21.2k	+21,213 21.3%
92	LISTED FDS TR ROUNDHILL MAGNIF MAGS	MAGS	55,677	$3.6m0.26%	0.26%	Reduced -18.6k	-18,614 -25.1%
93	ISHARES TR RUS TP200 GR ETF IWY	IWY	12,163	$3.5m0.26%	0.26%	Added +1.0k	+1,003 9.0%
94	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	129,025	$3.4m0.25%	0.25%	Added +10.6k	+10,573 8.9%
95	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DSEP	DSEP	71,876	$3.4m0.25%	0.25%	Reduced -8.9k	-8,937 -11.1%
96	INTEL CORP COM INTC	INTC	23,686	$3.3m0.24%	0.24%	Reduced -2.0k	-2,000 -7.8%
97	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	53,871	$3.2m0.24%	0.24%	Added +1.1k	+1,129 2.1%
98	ISHARES TR CORE US AGGBD ET AGG	AGG	32,615	$3.2m0.23%	0.23%	Added +4.2k	+4,218 14.8%
99	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	53,016	$3.2m0.23%	0.23%	Reduced -2.8k	-2,770 -5.0%
100	TESLA INC COM TSLA	TSLA	7,529	$3.2m0.23%	0.23%	Added +303	+303 4.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BONDBLOXX ETF TRUST XTWY	XTWY	118,718	$4.5m118.7k shares
ISHARES TR IAGG	IAGG	17,201	$860.7k17.2k shares
ETF SER SOLUTIONS QTUM	QTUM	6,966	$747.5k7.0k shares
PROCURE ETF TRUST II UFO	UFO	15,515	$695.2k15.5k shares
ISHARES TR EXI	EXI	3,729	$675.0k3.7k shares
DOLLAR GEN CORP NEW DG	DG	5,649	$670.7k5.6k shares
SPDR SERIES TRUST XME	XME	5,984	$646.3k6.0k shares
NEWMONT CORP NEM	NEM	5,095	$551.5k5.1k shares
ATMUS FILTRATION TECHNOLOGIE ATMU	ATMU	8,760	$497.3k8.8k shares
ULTA BEAUTY INC ULTA	ULTA	950	$496.4k950 shares
SPDR SER TR BILS	BILS	4,945	$491.7k4.9k shares
ARCHER DANIELS MIDLAND CO ADM	ADM	6,603	$480.0k6.6k shares
CBOE GLOBAL MKTS INC CBOE	CBOE	1,659	$466.3k1.7k shares
IDEXX LABS INC IDXX	IDXX	722	$405.7k722 shares
INSULET CORP PODD	PODD	1,770	$371.4k1.8k shares
HONEYWELL INTL INC		814	$368.2k814 shares
TYSON FOODS INC TSN	TSN	5,614	$359.7k5.6k shares
PACKAGING CORP AMER PKG	PKG	1,600	$339.6k1.6k shares
BWX TECHNOLOGIES INC BWXT	BWXT	1,596	$326.4k1.6k shares
MEDPACE HLDGS INC MEDP	MEDP	679	$326.0k679 shares
EXPAND ENERGY CORPORATION EXE	EXE	2,963	$325.3k3.0k shares
ENSIGN GROUP INC ENSG	ENSG	1,602	$322.8k1.6k shares
TENET HEALTHCARE CORP THC	THC	1,702	$321.2k1.7k shares
RYANAIR HOLDINGS PLC RYAAY	RYAAY	5,538	$320.1k5.5k shares
SOMNIGROUP INTERNATIONAL INC SGI	SGI	4,317	$319.1k4.3k shares