ADVYZON INVESTMENT MANAGEMENT, LLC

Filed: 11/10/2025ACC: 0002011872-25-000008

📋 What this filing means

ADVYZON INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 477 equity positions with a total reported market value of $582.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

477

Positions

$582.55M

Total AUM (reported)

8.58M

Total Shares

Allocation by class

COM$133.14M22.9%

TOTAL STK MKT$31.50M5.4%

SHS BEN INT$17.47M3.0%

TOTAL BND MRKT$15.74M2.7%

PORTFOLIO DEVLPD$14.64M2.5%

STRIVE 1000 GRWT$14.01M2.4%

CL A$13.70M2.4%

Portfolio Concentration

Top 3$61.88M10.6%

4–10$81.37M14.0%

11–25$91.24M15.7%

Rest$348.06M59.7%

Top 3 weight

10.6%

Top 10 weight

24.6%

Voting Authority Distribution

Total shares with voting rights: 8.58M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.58M

% of voting shares100.0%

Investment Discretion (by position count)

Sole364

Shared0

Other113

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings477

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares95.99K

TypeSH

Market value$31.50M

5.41%

Sole

0.00

Shared

0.00

None

95.99K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares211.64K

TypeSH

Market value$15.74M

2.70%

Sole

0.00

Shared

0.00

None

211.64K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares342.21K

TypeSH

Market value$14.64M

2.51%

Sole

0.00

Shared

0.00

None

342.21K

EA SERIES TRUST

OTR

STRIVE 1000 GRWT

Shares280.65K

TypeSH

Market value$14.01M

2.40%

Sole

0.00

Shared

0.00

None

280.65K

EA SERIES TRUST

OTR

STRIVE 1000 VALU

Shares417.01K

TypeSH

Market value$13.49M

2.32%

Sole

0.00

Shared

0.00

None

417.01K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares40.24K

TypeSH

Market value$11.82M

2.03%

Sole

0.00

Shared

0.00

None

40.24K

GRANITESHARES GOLD TR

OTR

SHS BEN INT

Shares291.55K

TypeSH

Market value$11.10M

1.90%

Sole

0.00

Shared

0.00

None

291.55K

MICROSOFT CORP

SOLE

COM

Shares21.23K

TypeSH

Market value$11.00M

1.89%

Sole

0.00

Shared

0.00

None

21.23K

NVIDIA CORPORATION

SOLE

COM

Shares54.15K

TypeSH

Market value$10.10M

1.73%

Sole

0.00

Shared

0.00

None

54.15K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares210.52K

TypeSH

Market value$9.85M

1.69%

Sole

0.00

Shared

0.00

None

210.52K

VANECK ETF TRUST

SOLE

SEMICONDUCTR ETF

Shares22.80K

TypeSH

Market value$7.44M

1.28%

Sole

0.00

Shared

0.00

None

22.80K

APPLE INC

SOLE

COM

Shares27.11K

TypeSH

Market value$6.90M

1.19%

Sole

0.00

Shared

0.00

None

27.11K

META PLATFORMS INC

SOLE

CL A

Shares9.31K

TypeSH

Market value$6.84M

1.17%

Sole

0.00

Shared

0.00

None

9.31K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares24.18K

TypeSH

Market value$6.81M

1.17%

Sole

0.00

Shared

0.00

None

24.18K

EA SERIES TRUST

OTR

STRIVE ENHANCED

Shares327.46K

TypeSH

Market value$6.64M

1.14%

Sole

0.00

Shared

0.00

None

327.46K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares9.79K

TypeSH

Market value$6.55M

1.12%

Sole

0.00

Shared

0.00

None

9.79K

BROADCOM INC

SOLE

COM

Shares19.50K

TypeSH

Market value$6.43M

1.10%

Sole

0.00

Shared

0.00

None

19.50K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares86.82K

TypeSH

Market value$6.32M

1.08%

Sole

0.00

Shared

0.00

None

86.82K

AMAZON COM INC

SOLE

COM

Shares27.39K

TypeSH

Market value$6.01M

1.03%

Sole

0.00

Shared

0.00

None

27.39K

VANGUARD INDEX FDS

OTR

S&P 500 ETF SHS

Shares9.54K

TypeSH

Market value$5.84M

1.00%

Sole

0.00

Shared

0.00

None

9.54K

ISHARES BITCOIN TRUST ETF

OTR

SHS BEN INT

Shares85.97K

TypeSH

Market value$5.59M

0.96%

Sole

0.00

Shared

0.00

None

85.97K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares29.54K

TypeSH

Market value$5.51M

0.95%

Sole

0.00

Shared

0.00

None

29.54K

SPDR GOLD TR

SOLE

GOLD SHS

Shares13.88K

TypeSH

Market value$4.93M

0.85%

Sole

0.00

Shared

0.00

None

13.88K

PROSHARES TR

OTR

ULTRAPRO QQQ

Shares45.68K

TypeSH

Market value$4.72M

0.81%

Sole

0.00

Shared

0.00

None

45.68K

FIRST TR EXCHANGE TRADED FD

SOLE

RBA INDL ETF

Shares48.52K

TypeSH

Market value$4.69M

0.81%

Sole

0.00

Shared

0.00

None

48.52K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	95.99K	SH	$31.50M 5.41%	95.99K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	211.64K	SH	$15.74M 2.70%	211.64K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	342.21K	SH	$14.64M 2.51%	342.21K
EA SERIES TRUSTOTR	STRIVE 1000 GRWT	280.65K	SH	$14.01M 2.40%	280.65K
EA SERIES TRUSTOTR	STRIVE 1000 VALU	417.01K	SH	$13.49M 2.32%	417.01K
VANGUARD INDEX FDSSOLE	MID CAP ETF	40.24K	SH	$11.82M 2.03%	40.24K
GRANITESHARES GOLD TROTR	SHS BEN INT	291.55K	SH	$11.10M 1.90%	291.55K
MICROSOFT CORPSOLE	COM	21.23K	SH	$11.00M 1.89%	21.23K
NVIDIA CORPORATIONSOLE	COM	54.15K	SH	$10.10M 1.73%	54.15K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	210.52K	SH	$9.85M 1.69%	210.52K
VANECK ETF TRUSTSOLE	SEMICONDUCTR ETF	22.80K	SH	$7.44M 1.28%	22.80K
APPLE INCSOLE	COM	27.11K	SH	$6.90M 1.19%	27.11K
META PLATFORMS INCSOLE	CL A	9.31K	SH	$6.84M 1.17%	9.31K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	24.18K	SH	$6.81M 1.17%	24.18K
EA SERIES TRUSTOTR	STRIVE ENHANCED	327.46K	SH	$6.64M 1.14%	327.46K
ISHARES TRSOLE	CORE S&P500 ETF	9.79K	SH	$6.55M 1.12%	9.79K
BROADCOM INCSOLE	COM	19.50K	SH	$6.43M 1.10%	19.50K
ISHARES GOLD TRSOLE	ISHARES NEW	86.82K	SH	$6.32M 1.08%	86.82K
AMAZON COM INCSOLE	COM	27.39K	SH	$6.01M 1.03%	27.39K
VANGUARD INDEX FDSOTR	S&P 500 ETF SHS	9.54K	SH	$5.84M 1.00%	9.54K
ISHARES BITCOIN TRUST ETFOTR	SHS BEN INT	85.97K	SH	$5.59M 0.96%	85.97K
VANGUARD INDEX FDSSOLE	VALUE ETF	29.54K	SH	$5.51M 0.95%	29.54K
SPDR GOLD TRSOLE	GOLD SHS	13.88K	SH	$4.93M 0.85%	13.88K
PROSHARES TROTR	ULTRAPRO QQQ	45.68K	SH	$4.72M 0.81%	45.68K
FIRST TR EXCHANGE TRADED FDSOLE	RBA INDL ETF	48.52K	SH	$4.69M 0.81%	48.52K

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