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Advyzon Investment Management, LLC

Q4 2025 13F Holdings

  • Location
    lisle, IL
  • Num holdings

    569

  • Value ($000)

    $862,043

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0002011872
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$35.6M
4 %

106,195

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$19.96M
2 %

29,146

---

GRANITESHARES GOLD TR

SHS BEN INT
38748G101
$19.2M
2 %

451,967

S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$16.36M
2 %

368,327

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$16.32M
2 %

220,337

M
MSFT

MICROSOFT CORP

COM
594918104
$15.11M
2 %

31,241

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.18M
2 %

70,687

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$13.02M
2 %

44,864

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$11.75M
1 %

19,126

A
AAPL

APPLE INC

COM
037833100
$11.24M
1 %

41,334

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