Advyzon Investment Management, LLC

Q2 2026 13F Detailed Holdings

Location
Lisle, IL
Holdings as of
6/30/2026
Value ($000)
$1,378,496
Num holdings
1,318
Date filed
8/14/2026
Form type
13F-HR
Prev filing
5/12/2026
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 Murphy Amy B
2 Axis Wealth Partners, LLC
3 CALIBER WEALTH MANAGEMENT, LLC / KS
4 Clarity Retirement & Wealth, LLC
5 Clear Creek Financial Management, LLC
6 CROSSPOINT FINANCIAL, LLC
7 Elevated Financial Group LLC
8 Equita Financial Network, Inc.
9 Fidelis Wealth Advisors LLC
10 GAINLINE FINANCIAL PARTNERS, LLC
11 GENTRY PRIVATE WEALTH, LLC
12 Guardian Capital, LLC
13 Gutierrez Wealth Advisory, LLC
14 IFP Advisors, Inc
15 Indivisible Partners
16 LiftPoint Family Wealth Advisors LLC
17 Pacific Sage Partners, LLC
18 S Harris Financial Group, LLC
19 SBE LLC DBA CEDAR COVE WEALTH PARTNERS
20 Stirlingshire Investments, Inc.
21 UPTICK PARTNERS, LLC
22 Vantus Wealth LLC
23 VICTORY FINANCIAL GROUP, LLC
24 Wagner Wealth Management, Corp