§ 13F · FUND PROFILE
Advyzon Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $451.7T (13F)Positions · 433Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$63.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 101K | $33.8T | 3.9% | +11% |
| 2 | BAR | GRANITESHARES GOLD TR | 452K | $19.2T | 2.2% | +55% |
| 3 | IVV | ISHARES TR | 24K | $16.4T | 1.9% | +387% |
| 4 | SPDW | SPDR INDEX SHS FDS | 346K | $15.4T | 1.8% | +7% |
| 5 | BND | VANGUARD BD INDEX FDS | 202K | $14.9T | 1.7% | — |
| 6 | VO | VANGUARD INDEX FDS | 42K | $12.1T | 1.4% | — |
| 7 | USDU | WISDOMTREE TR | 404K | $10.4T | 1.2% | +308% |
| 8 | DYNF | BLACKROCK ETF TRUST | 159K | $9.7T | 1.1% | +665% |
| 9 | MSFT | MICROSOFT CORP | 19K | $9.3T | 1.1% | +168% |
| 10 | IVE | ISHARES TR | 44K | $9.3T | 1.1% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADVYZON SIGNAL
AC read
Advyzon Investment Management, LLC is a Other fund managing $451660.0 trillion in assets. The fund runs a broad portfolio of 433 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed