Advyzon Investment Management, LLC

Q1 2026 13F Detailed Holdings

Location
Lisle, IL
Holdings as of
3/31/2026
Value ($000)
$1,116,308
Num holdings
1,195
Date filed
5/12/2026
Form type
13F-HR
Prev filing
2/13/2026
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Ausdal Financial Partners, Inc.
2 Equita Financial Network, Inc.
3 UPTICK PARTNERS, LLC
4 Clear Creek Financial Management, LLC
5 Axis Wealth Partners, LLC
6 Gutierrez Wealth Advisory, LLC
7 Pacific Sage Partners, LLC
8 VICTORY FINANCIAL GROUP, LLC
9 Indivisible Partners
10 IFP Advisors, Inc
11 Clarity Retirement & Wealth, LLC
12 Elevated Financial Group LLC
13 Guardian Capital, LLC
14 LiftPoint Family Wealth Advisors LLC
15 S Harris Financial Group, LLC
16 Stirlingshire Investments, Inc.