Advyzon Investment Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationlisle, IL
- CIK0002011872
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
569 | $862.04M | VTI, IVV, GRANITESHARES GOLD TR, SPDW | 13F-HR | Feb 13, 2026 | 000198615226000037 | ||
477 | $582.56M | VTI, BND, SPDW, STXG | 13F-HR | Nov 10, 2025 | 000201187225000008 | ||
382 | $451.66M | VTI, BND, SPDW, STXG | 13F-HR | Aug 7, 2025 | 000201187225000007 | ||
284 | $282.91M | VTI, BND, SPDW, STXV | 13F-HR | May 9, 2025 | 000201187225000004 | ||
231 | $259.18M | VTI, BND, SPDW, STXV | 13F-HR | Feb 3, 2025 | 000201187225000001 |