CIK 2011872
Advyzon Investment Management, LLC
Institutional 13F holdings & portfolio
Holdings
569
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 569
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BAR | GRANITESHARES GOLD TR | 452K | $1M+ | SH |
| USDU | WISDOMTREE TR | 404K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 159K | $1M+ | SH |
| IVE | ISHARES TR | 44K | $1M+ | SH |
| IEMG | ISHARES INC | 117K | $1M+ | SH |
| STXG | EA SERIES TRUST | 147K | $1M+ | SH |
| STXV | EA SERIES TRUST | 223K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 167K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| EFV | ISHARES TR | 97K | $1M+ | SH |
| OEF | ISHARES TR | 19K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 76K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 12K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 30K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 86K | $1M+ | SH |
| AAPL | APPLE INC | 19K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| MAGS | LISTED FDS TR | 79K | $1M+ | SH |
| XTRE | BONDBLOXX ETF TRUST | 100K | $1M+ | SH |
| AVGO | BROADCOM INC | 14K | $1M+ | SH |
| MUB | ISHARES TR | 45K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 13K | $1M+ | SH |
| XTWY | BONDBLOXX ETF TRUST | 122K | $1M+ | SH |
| BUXX | EA SERIES TRUST | 227K | $1M+ | SH |
| HYG | ISHARES TR | 54K | $1M+ | SH |
| TQQQ | PROSHARES TR | 81K | $1M+ | SH |
| DSEP | FIRST TR EXCHNG TRADED FD VI | 92K | $1M+ | SH |
| QUAL | ISHARES TR | 21K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 139K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 98K | $1M+ | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 282K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 108K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| VCRM | VANGUARD MUN BD FDS | 47K | $1M+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 31K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 98K | $1M+ | SH |
| ZECP | ZACKS TRUST | 94K | $1M+ | SH |
| WMT | WALMART INC | 29K | $1M+ | SH |
| MTUM | ISHARES TR | 13K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 64K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 79K | $1M+ | SH |
| AMZN | AMAZON COM INC | 14K | $1M+ | SH |
| EFA | ISHARES TR | 33K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 37K | $1M+ | SH |
| IUSB | ISHARES TR | 65K | $1M+ | SH |
| IJR | ISHARES TR | 25K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| GOOG | ALPHABET INC | 9K | $1M+ | SH |
| XAR | SPDR SERIES TRUST | 12K | $1M+ | SH |
| IWY | ISHARES TR | 10K | $1M+ | SH |