Advyzon Investment Management, LLC Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$582.6M

Holdings

477

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (477 positions)

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

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