Institutions / Advyzon Investment Management, LLC
Advyzon Investment Management, LLC
CIK 2011872 · Institution · as of Dec 31, 2025
Portfolio value
$862.04M
Positions
569
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 569 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $35.60M | 4.1% |
| iShares Tr | $19.96M | 2.3% |
| Graniteshares Gold Tr | $19.20M | 2.2% |
| SPDR Index Shs Fds | $16.36M | 1.9% |
| Vanguard Bd Index Fds | $16.32M | 1.9% |
| Microsoft Corp | $15.11M | 1.8% |
| NVIDIA Corp | $13.18M | 1.5% |
| Vanguard Index Fds | $13.02M | 1.5% |
| Invesco Qqq Tr | $11.75M | 1.4% |
| Apple Inc. | $11.24M | 1.3% |
| SPDR Index Shs Fds | $10.45M | 1.2% |
| WisdomTree Tr | $10.43M | 1.2% |
| Broadcom Inc. | $9.70M | 1.1% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $9.67M | 1.1% |
| iShares Tr | $9.32M | 1.1% |
| Vanguard Index Fds | $9.22M | 1.1% |
| iShares Tr | $8.78M | 1.0% |
| Amazon.com Inc | $8.76M | 1.0% |
| Meta Platforms Inc | $8.69M | 1.0% |
| Select Sector SPDR Tr | $7.99M | 0.9% |
| iShares Inc | $7.87M | 0.9% |
| VanEck ETF Trust | $7.86M | 0.9% |
| iShares Tr | $7.77M | 0.9% |
| Walmart Inc. | $7.47M | 0.9% |
| Ea Series Trust | $7.46M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.