Advyzon Investment Management, LLC
All 13F Filings
- Location
- Lisle, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 862,043
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 569 | 862,043 | 13F-HR | Advyzon Investment Management, LLC |
| Q3 2025 | 11/10/2025 | 477 | 582,555 | 13F-HR | Advyzon Investment Management, LLC |
| Q2 2025 | 8/8/2025 | 382 | 451,660 | 13F-HR | Advyzon Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 660.6 K | 76.6% | 191.9 K | 0 | 191.9 K |
| ETFs | 193.9 K | 22.5% | 85.16 K | 0 | 85.16 K |
| Debt | 3.882 K | 0.5% | 820 | 0 | 820 |
| Other | 3.607 K | 0.4% | 1.631 K | 0 | 1.631 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
862,043
Holdings
569
QoQ value change ($000)
279,488
(48.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.