Advyzon Investment Management, LLC
Q3 2025 13F Holdings
- Locationlisle, IL
- Num holdings
477
- Value ($000)
$582,555
- Date Filed11/10/2025
- Form type13F-HR
- CIK0002011872
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $31.50 M | 5 % | 95,991 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $15.74 M | 3 % | 211,641 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $14.64 M | 3 % | 342,208 | ||
STXG EA SERIES TRUST | STRIVE 1000 GRWT | 02072L615 | $14.01 M | 2 % | 280,652 | ||
STXV EA SERIES TRUST | STRIVE 1000 VALU | 02072L599 | $13.49 M | 2 % | 417,010 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $11.82 M | 2 % | 40,240 | ||
GRANITESHARES GOLD TR | SHS BEN INT | 38748G101 | $11.10 M | 2 % | 291,545 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $11.00 M | 2 % | 21,230 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $10.10 M | 2 % | 54,146 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $9.85 M | 2 % | 210,519 |
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