Advyzon Investment Management, LLC

Q4 2025 13F-HR Holdings

Location
Lisle, IL
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
569
Total value ($000)
$862,043
Net value change ($000)
+279,488 (48.0%)
New positions
131
Sold out positions
40
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 13,412 204.7%
IVE 8,626 1244.7%
DYNF 8,442 685.8%
BAR 8,108 73.1%
USDU 7,818 299.0%
QQQ 7,482 175.3%
IVW 7,386 531.0%
IEMG 7,112 938.3%
EFV 5,901 572.4%
OEF 5,576 555.4%
Top Reduces (Value $000, Stocks/ETFs)
STXG -6,546 -46.7%
STXV -6,028 -44.7%
AIRR -4,691 -100.0%
PPA -4,688 -100.0%
IBIT -4,437 -79.4%
XLK -4,146 -60.8%
PFIX -2,980 -100.0%
BUXX -2,045 -30.8%
STXM -1,809 -47.5%
ETHA -1,531 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type