Advyzon Investment Management, LLC Portfolio Holdings

Advyzon Investment Management, LLC

  • $583 Billion
  • Q3 2025

Advyzon Investment Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $583 Billion distributed in 566 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $31.5B, Vanguard Bd Index Fd Inc Total with a value of $15.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $14.6B, Ea Ser Tr Strive 1000 Growth E with a value of $14B, and Ea Ser Tr Strive 1000 Value Et with a value of $13.5B.

Examining the 13F form we can see an increase of $131B in the current position value, from $452B to 583B.

Advyzon Investment Management, LLC is based out at Lisle, IL

Below you can find more details about Advyzon Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $583 Billion
ETFs: $324 Billion
Technology: $57.2 Billion
Financial Services: $22.4 Billion
Communication Services: $21.3 Billion
Consumer Cyclical: $19.5 Billion
Healthcare: $14.7 Billion
Industrials: $14.5 Billion
Consumer Defensive: $13.4 Billion
Other: $10.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.5 Billion 5.41% of portfolio
95,991
Q3 2025 Added 5.81%
$0
$15.7 Billion 2.7% of portfolio
211,641
Q3 2025 Added 13.98%
$0
$14.6 Billion 2.51% of portfolio
342,208
Q3 2025 Added 5.85%
-
$14 Billion 2.4% of portfolio
-
Q3 2025 Added 1.78%
-
$13.5 Billion 2.32% of portfolio
-
Q3 2025 Added 1.59%
$0
$11.8 Billion 2.03% of portfolio
40,240
Q3 2025 Added 8.76%
$2.22B
$11.1 Billion 1.9% of portfolio
291,545
Q3 2025 Reduced 9.68%
$3.78T
$11 Billion 1.89% of portfolio
21,230
Q3 2025 Added 11.91%
$465B
$10.1 Billion 1.73% of portfolio
54,146
Q3 2025 Added 9.49%
$0
$9.85 Billion 1.69% of portfolio
210,519
Q3 2025 Added 12.38%
$0
$7.44 Billion 1.28% of portfolio
22,803
Q3 2025 Added 131.64%
$4.3T
$6.9 Billion 1.19% of portfolio
27,114
Q3 2025 Added 32.12%
$1.37T
$6.84 Billion 1.17% of portfolio
9,310
Q3 2025 Added 39.16%
$0
$6.81 Billion 1.17% of portfolio
24,178
Q3 2025 Added 273.69%
Ea Series Trust
-
$6.64 Billion 1.14% of portfolio
-
Q3 2025 Added 3.18%
$0
$6.55 Billion 1.12% of portfolio
9,788
Q3 2025 Reduced 11.2%
$65.3B
$6.32 Billion 1.08% of portfolio
86,816
Q3 2025 Added 340.49%
$2.39T
$6.01 Billion 1.03% of portfolio
27,387
Q3 2025 Added 28.64%
$0
$5.84 Billion 1.0% of portfolio
9,538
Q3 2025 Added 30.57%
Ishares Bitcoin Trust ETF
-
$5.59 Billion 0.96% of portfolio
-
Q3 2025 Reduced 5.66%
$0
$5.51 Billion 0.95% of portfolio
29,544
Q3 2025 Reduced 6.54%
$130B
$4.93 Billion 0.85% of portfolio
13,878
Q3 2025 Reduced 29.59%
$0
$4.72 Billion 0.81% of portfolio
45,678
Q3 2025 Added 145.62%
$0
$4.69 Billion 0.81% of portfolio
48,517
Q3 2025 New
$0
$4.69 Billion 0.8% of portfolio
30,158
Q3 2025 New
$0
$4.53 Billion 0.78% of portfolio
75,568
Q3 2025 Added 81.17%
$0
$4.41 Billion 0.76% of portfolio
41,426
Q3 2025 Added 18.1%
$0
$4.3 Billion 0.74% of portfolio
144,502
Q3 2025 Added 15.39%
$0
$4.27 Billion 0.73% of portfolio
7,106
Q3 2025 Reduced 49.31%
$1.74T
$4.08 Billion 0.7% of portfolio
16,763
Q3 2025 Added 37.76%
$0
$4.06 Billion 0.7% of portfolio
91,841
Q3 2025 Reduced 1.5%
$0
$3.94 Billion 0.68% of portfolio
44,141
Q3 2025 Added 85.09%
$279B
$3.94 Billion 0.68% of portfolio
38,228
Q3 2025 Reduced 26.84%
Ea Series Trust
-
$3.81 Billion 0.65% of portfolio
-
Q3 2025 Added 0.77%
$0
$3.76 Billion 0.65% of portfolio
47,714
Q3 2025 Added 110.18%
$662B
$3.71 Billion 0.64% of portfolio
7,378
Q3 2025 Added 27.54%
Vanguard Mun Bd Fds
-
$3.52 Billion 0.6% of portfolio
-
Q3 2025 Added 0.8%
$0
$3.44 Billion 0.59% of portfolio
43,929
Q3 2025 Reduced 1.6%
$0
$3.19 Billion 0.55% of portfolio
118,398
Q3 2025 Added 15.21%
-
$3.11 Billion 0.53% of portfolio
-
Q3 2025 Added 0.87%
$0
$3.08 Billion 0.53% of portfolio
61,570
Q3 2025 Added 3.56%
Bondbloxx ETF Trust
-
$3.01 Billion 0.52% of portfolio
-
Q3 2025 Reduced 26.96%
$0
$2.98 Billion 0.51% of portfolio
61,855
Q3 2025 Added 196.34%
$0
$2.89 Billion 0.5% of portfolio
24,307
Q3 2025 Added 84.09%
$0
$2.82 Billion 0.48% of portfolio
88,541
Q3 2025 Added 14.47%
$881B
$2.68 Billion 0.46% of portfolio
8,494
Q3 2025 Added 26.29%
$0
$2.62 Billion 0.45% of portfolio
99,109
Q3 2025 Reduced 13.85%
$0
$2.49 Billion 0.43% of portfolio
78,014
Q3 2025 Added 61.09%
Listed Fds Tr
-
$2.5 Billion 0.43% of portfolio
-
Q3 2025 Added 385.64%

Summary

  • Portfolio
  • No. of Stocks 566
  • Current Value $583 Billion
  • Prior Value $452 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 118 stocks
  • Additional Purchases 266 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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