Advyzon Investment Management, LLC

Q4 2025 13F Detailed Holdings

Location
Lisle, IL
Holdings as of
12/31/2025
Value ($000)
$862,043
Num holdings
707
Date filed
2/13/2026
Form type
13F-HR
Prev filing
11/10/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Ausdal Financial Partners, Inc.
2 Equita Financial Network, Inc.
3 UPTICK PARTNERS, LLC
4 Clear Creek Financial Management, LLC
5 Axis Wealth Partners, LLC
6 Gutierrez Wealth Advisory, LLC
7 Pacific Sage Partners, LLC
8 VICTORY FINANCIAL GROUP, LLC
9 Indivisible Partners