Advyzon Investment Management, LLC

Q3 2025 13F Holdings

  • Location
    lisle, IL
  • Num holdings

    477

  • Value ($000)

    $582,555

  • Date Filed
    11/10/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$31.50M
5 %

95,991

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$15.74M
3 %

211,641

S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$14.64M
3 %

342,208

S
STXG

EA SERIES TRUST

STRIVE 1000 GRWT
02072L615
$14.01M
2 %

280,652

S
STXV

EA SERIES TRUST

STRIVE 1000 VALU
02072L599
$13.49M
2 %

417,010

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$11.82M
2 %

40,240

---

GRANITESHARES GOLD TR

SHS BEN INT
38748G101
$11.10M
2 %

291,545

M
MSFT

MICROSOFT CORP

COM
594918104
$11.00M
2 %

21,230

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.10M
2 %

54,146

S
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$9.85M
2 %

210,519

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