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 151–200 of 569
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | 6K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 6K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| DBMF | LITMAN GREGORY FDS TR | 29K | $500K+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| VIOG | VANGUARD ADMIRAL FDS INC | 7K | $500K+ | SH |
| STRV | EA SERIES TRUST | 18K | $500K+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| MINT | PIMCO ETF TR | 8K | $500K+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 22K | $500K+ | SH |
| IAGG | ISHARES TR | 16K | $500K+ | SH |
| UNP | UNION PAC CORP | 3K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 14K | $500K+ | SH |
| SHLD | GLOBAL X FDS | 12K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| TLTW | ISHARES TR | 34K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| KLAC | KLA CORP | 629 | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| EFG | ISHARES TR | 7K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 15K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 4K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 1K | $500K+ | SH |
| USFR | WISDOMTREE TR | 15K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 21K | $500K+ | SH |
| ARP | ADVISORS INNER CIRCLE FD II | 24K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| SPYG | SPDR SERIES TRUST | 7K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| T | AT&T INC | 29K | $500K+ | SH |
| VSGX | VANGUARD WORLD FD | 10K | $500K+ | SH |
| URI | UNITED RENTALS INC | 877 | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC | 3K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 799 | $500K+ | SH |
| CAML | PROFESIONALLY MANAGED PORTFO | 18K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 7K | $500K+ | SH |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | 18K | $500K+ | SH |
| SHYG | ISHARES TR | 15K | $500K+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 31K | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 2K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| IYW | ISHARES TR | 3K | $500K+ | SH |