Advyzon Investment Management, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$582.6B
Holdings
477
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (477 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 95,991 | $31.5B | 5.41% | |
| 2 | BNDVANGUARD BD INDEX FDS | 211,641 | $15.7B | 2.70% | |
| 3 | SPDWSPDR INDEX SHS FDS | 342,208 | $14.6B | 2.51% | |
| 4 | STXGEA SERIES TRUST | 280,652 | $14.0B | 2.40% | |
| 5 | STXVEA SERIES TRUST | 417,010 | $13.5B | 2.32% | |
| 6 | VOVANGUARD INDEX FDS | 40,240 | $11.8B | 2.03% | |
| 7 | BARGRANITESHARES GOLD TR | 291,545 | $11.1B | 1.90% | |
| 8 | MSFTMICROSOFT CORP | 21,230 | $11.0B | 1.89% | |
| 9 | NVDANVIDIA CORPORATION | 54,146 | $10.1B | 1.73% | |
| 10 | SPEMSPDR INDEX SHS FDS | 210,519 | $9.9B | 1.69% | |
| 11 | SMHVANECK ETF TRUST | 22,803 | $7.4B | 1.28% | |
| 12 | AAPLAPPLE INC | 27,114 | $6.9B | 1.19% | |
| 13 | METAMETA PLATFORMS INC | 9,310 | $6.8B | 1.17% | |
| 14 | XLKSELECT SECTOR SPDR TR | 24,178 | $6.8B | 1.17% | |
| 15 | BUXXEA SERIES TRUST | 327,465 | $6.6B | 1.14% | |
| 16 | IVVISHARES TR | 9,788 | $6.6B | 1.12% | |
| 17 | AVGOBROADCOM INC | 19,504 | $6.4B | 1.10% | |
| 18 | IAU*ISHARES GOLD TR | 86,816 | $6.3B | 1.08% | |
| 19 | AMZNAMAZON COM INC | 27,387 | $6.0B | 1.03% | |
| 20 | VOOVANGUARD INDEX FDS | 9,538 | $5.8B | 1.00% | |
| 21 | IBITISHARES BITCOIN TRUST ETF | 85,967 | $5.6B | 0.96% | |
| 22 | VTVVANGUARD INDEX FDS | 29,544 | $5.5B | 0.95% | |
| 23 | GQ9SPDR GOLD TR | 13,878 | $4.9B | 0.85% | |
| 24 | TQQQPROSHARES TR | 45,678 | $4.7B | 0.81% | |
| 25 | AIRRFIRST TR EXCHANGE TRADED FD | 48,517 | $4.7B | 0.81% | |
| 26 | PPAINVESCO EXCHANGE TRADED FD T | 30,158 | $4.7B | 0.80% | |
| 27 | VEAVANGUARD TAX-MANAGED FDS | 75,568 | $4.5B | 0.78% | |
| 28 | MUBISHARES TR | 41,426 | $4.4B | 0.76% | |
| 29 | ANGLVANECK ETF TRUST | 144,502 | $4.3B | 0.74% | |
| 30 | NDQINVESCO QQQ TR | 7,106 | $4.3B | 0.73% | |
| 31 | GOOGALPHABET INC | 16,763 | $4.1B | 0.70% | |
| 32 | DSEPFIRST TR EXCHNG TRADED FD VI | 91,841 | $4.1B | 0.70% | |
| 33 | XLESELECT SECTOR SPDR TR | 44,141 | $3.9B | 0.68% | |
| 34 | WMTWALMART INC | 38,228 | $3.9B | 0.68% | |
| 35 | STXMEA SERIES TRUST | 134,798 | $3.8B | 0.65% | |
| 36 | AVDEAMERICAN CENTY ETF TR | 47,714 | $3.8B | 0.65% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,378 | $3.7B | 0.64% | |
| 38 | VCRMVANGUARD MUN BD FDS | 46,831 | $3.5B | 0.60% | |
| 39 | SPYMSPDR SERIES TRUST | 43,929 | $3.4B | 0.59% | |
| 40 | SCHPSCHWAB STRATEGIC TR | 118,398 | $3.2B | 0.55% | |
| 41 | CGMUCAPITAL GRP FIXED INCM ETF T | 114,046 | $3.1B | 0.53% | |
| 42 | VTEBVANGUARD MUN BD FDS | 61,570 | $3.1B | 0.53% | |
| 43 | XTREBONDBLOXX ETF TRUST | 60,309 | $3.0B | 0.52% | |
| 44 | PFIXSIMPLIFY EXCHANGE TRADED FUN | 61,855 | $3.0B | 0.51% | |
| 45 | IJRISHARES TR | 24,307 | $2.9B | 0.50% | |
| 46 | DFSVDIMENSIONAL ETF TRUST | 88,541 | $2.8B | 0.48% | |
| 47 | JPMJPMORGAN CHASE & CO. | 8,494 | $2.7B | 0.46% | |
| 48 | USDUWISDOMTREE TR | 99,109 | $2.6B | 0.45% | |
| 49 | MAGSLISTED FDS TR | 38,477 | $2.5B | 0.43% | |
| 50 | SCHGSCHWAB STRATEGIC TR | 78,014 | $2.5B | 0.43% | |
| 51 | GOOGLALPHABET INC | 9,913 | $2.4B | 0.41% | |
| 52 | NFLXNETFLIX INC | 1,989 | $2.4B | 0.41% | |
| 53 | ORCLORACLE CORP | 8,216 | $2.3B | 0.40% | |
| 54 | TSLATESLA INC | 5,136 | $2.3B | 0.39% | |
| 55 | KLMNINVESCO EXCH TRADED FD TR II | 18,528 | $2.2B | 0.39% | |
| 56 | IXUSISHARES TR | 26,610 | $2.2B | 0.38% | |
| 57 | EFAISHARES TR | 23,241 | $2.2B | 0.37% | |
| 58 | IJHISHARES TR | 32,795 | $2.1B | 0.37% | |
| 59 | VGITVANGUARD SCOTTSDALE FDS | 35,165 | $2.1B | 0.36% | |
| 60 | ZECPZACKS TRUST | 62,210 | $2.1B | 0.36% | |
| 61 | XLVSELECT SECTOR SPDR TR | 14,605 | $2.0B | 0.35% | |
| 62 | JNJJOHNSON & JOHNSON | 10,938 | $2.0B | 0.35% | |
| 63 | HYGISHARES TR | 24,972 | $2.0B | 0.35% | |
| 64 | VVISA INC | 5,847 | $2.0B | 0.34% | |
| 65 | FLOTISHARES TR | 38,761 | $2.0B | 0.34% | |
| 66 | VBRVANGUARD INDEX FDS | 9,368 | $2.0B | 0.34% | |
| 67 | STXKEA SERIES TRUST | 54,281 | $1.8B | 0.31% | |
| 68 | ORLYOREILLY AUTOMOTIVE INC | 16,430 | $1.8B | 0.30% | |
| 69 | SPTMSPDR SERIES TRUST | 21,703 | $1.8B | 0.30% | |
| 70 | XLFISELECT SECTOR SPDR TR | 22,156 | $1.7B | 0.30% | |
| 71 | POCTINNOVATOR ETFS TRUST | 40,235 | $1.7B | 0.30% | |
| 72 | XARSPDR SERIES TRUST | 7,370 | $1.7B | 0.30% | |
| 73 | HDHOME DEPOT INC | 4,273 | $1.7B | 0.30% | |
| 74 | SPYVSPDR SERIES TRUST | 31,259 | $1.7B | 0.30% | |
| 75 | PGPROCTER AND GAMBLE CO | 11,042 | $1.7B | 0.29% | |
| 76 | AVEMAMERICAN CENTY ETF TR | 22,439 | $1.7B | 0.29% | |
| 77 | MCDMCDONALDS CORP | 5,459 | $1.7B | 0.28% | |
| 78 | FTSMFIRST TR EXCHANGE-TRADED FD | 27,631 | $1.7B | 0.28% | |
| 79 | 4I1PHILIP MORRIS INTL INC | 10,204 | $1.7B | 0.28% | |
| 80 | BILSPDR SERIES TRUST | 17,652 | $1.6B | 0.28% | |
| 81 | SPLBSPDR SERIES TRUST | 69,888 | $1.6B | 0.28% | |
| 82 | XOMEXXON MOBIL CORP | 13,860 | $1.6B | 0.27% | |
| 83 | TJXTJX COS INC NEW | 10,785 | $1.6B | 0.27% | |
| 84 | NEENEXTERA ENERGY INC | 20,648 | $1.6B | 0.27% | |
| 85 | LRCXLAM RESEARCH CORP | 11,605 | $1.6B | 0.27% | |
| 86 | TOTLSSGA ACTIVE ETF TR | 38,086 | $1.5B | 0.27% | |
| 87 | ETHAISHARES ETHEREUM TR | 48,596 | $1.5B | 0.26% | |
| 88 | CSCOCISCO SYS INC | 22,378 | $1.5B | 0.26% | |
| 89 | PDBCINVESCO ACTVELY MNGD ETC FD | 112,865 | $1.5B | 0.26% | |
| 90 | STXTEA SERIES TRUST | 74,511 | $1.5B | 0.26% | |
| 91 | USFRWISDOMTREE TR | 29,881 | $1.5B | 0.26% | |
| 92 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,281 | $1.5B | 0.25% | |
| 93 | USIGISHARES TR | 28,159 | $1.5B | 0.25% | |
| 94 | SCHFSCHWAB STRATEGIC TR | 61,977 | $1.4B | 0.25% | |
| 95 | IUSBISHARES TR | 30,379 | $1.4B | 0.24% | |
| 96 | VGTVANGUARD WORLD FD | 1,873 | $1.4B | 0.24% | |
| 97 | IVWISHARES TR | 11,523 | $1.4B | 0.24% | |
| 98 | AGGISHARES TR | 13,759 | $1.4B | 0.24% | |
| 99 | AQLTISHARES TR | 58,355 | $1.3B | 0.23% | |
| 100 | CGDGCAPITAL GROUP DIVIDEND VALUE | 31,760 | $1.3B | 0.23% |
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