Advyzon Investment Management, LLC
โขCIK: 2011872โขFiling: Q4 2025
**Advyzon Investment Management, LLC** manages $862M across a diversified portfolio of 569 holdings. The fund exhibits significant exposure to core market indices, notably maintaining substantial positions in VTI ($35.6M) and IVV ($20.0M). Key technology and sector allocations include notable weights in MSFT ($15.1M), NVDA ($13.2M), and AAPL ($11.2M). This structure suggests a strategy balancing broad market capture with targeted, high-conviction technology bets.
Total AUM
$862.0M
QoQ Performance
+48.0%
Positions
368
Top 10 Concentration
24.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI4.1%
IVV2.3%
BAR2.2%
SPDW1.9%
BND1.9%
MSFT1.8%
NVDA1.5%
VO1.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other70.9%
Technology11.8%
ETF4.6%
Consumer3.9%
Financial3.3%
Healthcare2.5%
Industrial0.9%
Energy0.6%
๐ช Exited Positionssold since Q3 2025
+281 more exited positions
Changes from Q3 2025
NEW9 new positions
โ171 increased
โ20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024