13F Filings History of Advyzon Investment Management, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$861,804,576
Signature - Title
Tammi Ellis - Compliance Consultant
Location
Lisle, IL
Summary
This page shows a list of all the recent 13F filings made by Advyzon Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Advyzon Investment Management, LLC reported 570 stock holdings with total value $861,804,576 as of Q4 2025. Top holdings included VTI, IVV, BAR, SPDW, and BND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 570 $861,804,576 +$335,964,943 -$54,225,464 +$281,739,479 VTI, IVV, BAR, SPDW, BND 13F-HR 13 Feb 2026, 14:25
Q3 2025 477 $582,554,694 +$136,544,927 -$34,978,277 +$101,566,650 VTI, BND, SPDW, STXG, STXV 13F-HR 10 Nov 2025, 10:45
Q2 2025 382 $451,659,971 +$164,796,310 -$16,512,814 +$148,283,496 VTI, BND, SPDW, STXG, STXV 13F-HR 07 Aug 2025, 17:59
Q1 2025 284 $282,907,963 +$54,662,896 -$26,814,259 +$27,848,637 VTI, BND, SPDW, STXV, STXG 13F-HR 09 May 2025, 14:19
Q4 2024 231 $259,180,507 $0 $0 $0 VTI, BND, SPDW, STXV, VO 13F-HR 03 Feb 2025, 08:40