Advyzon Investment Management, LLC 13F Holdings

CIK 0002011872 · LISLE, IL

As of Sep 30, 2025, Advyzon Investment Management, LLC reported 566 positions worth $459.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL STOCK MKT ETFVTI—95,991$31.5M6.86%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—211,641 5.7M3.43%
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETFSPDW—342,208 4.6M3.19%
STRIVE 1000 GROWTH ETFSTXG—280,652 4.0M3.05%
EA SERIES TRUSTSTXV—417,010 3.5M2.94%
VANGUARD MID-CAP INDEX FUNDVO—40,240 1.8M2.57%
GRANITESHARES GOLD TRUSTBAR—291,545 1.1M2.41%
MICROSOFT CORPMSFTTechnology21,230 1.0M2.39%
NVIDIA CORPNVDATechnology54,146 0.1M2.20%
SPDR PORTFOLIO EMERGING MARKSPEM—210,519$9.9M2.14%
VANECK SEMICONDUCTOR ETFSMH—22,803$7.4M1.62%
APPLE INCAAPLTechnology27,114$6.9M1.50%
META PLATFORMS INCMETACommunication Services9,310$6.8M1.49%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—24,178$6.8M1.48%
STRIVE ENHANCED INCOME SHORT MATURITY ETFBUXX—327,465$6.6M1.45%
ISHARES CORE S&P 500 ETFIVV—9,788$6.6M1.43%
BROADCOM INCAVGOTechnology19,504$6.4M1.40%
ISHARES GOLD TRUSTIAU—86,816$6.3M1.37%
AMAZON.COM INCAMZNEquity27,387$6.0M1.31%
VANGUARD 500 INDEX FUNDVOO—9,538$5.8M1.27%
ISHARES BITCOIN TRUST ETFIBIT—85,967$5.6M1.22%
VANGUARD VALUE INDEX FUNDVTV—29,544$5.5M1.20%
SPDR GOLD TRUSTGQ9—13,878$4.9M1.07%
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETFAIRR—48,517$4.7M1.02%
INVESCO AEROSPACE & DEFENSE ETFPPA—30,158$4.7M1.02%