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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002011872

Advyzon Investment Management, LLC

LISLE, IL · File #028-24707

Latest AUM
$862.0M
Positions
707
Top-10 Concentration
40.0%
Filings
5

Sector Allocation

Technology
8.7%$75.2M
Financials
8.5%$73.4M
Healthcare
3.1%$27.2M
Industrials
2.1%$18.2M
Energy
0.9%$8.0M
Materials
0.7%$6.0M
Utilities
0.4%$3.2M
Real Estate
0.1%$661,382

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908769100,797$33.8M8.98%
2GRANITESHARES GOLD TRBAR451,967$19.2M5.11%
3ISHARES TR46428720023,948$16.4M4.36%
4SPDR INDEX SHS FDS78463X889345,850$15.4M4.08%
5VANGUARD BD INDEX FDS921937835201,750$14.9M3.97%
6VANGUARD INDEX FDS92290862941,844$12.1M3.23%
7WISDOMTREE TRWT404,396$10.4M2.77%
8BLACKROCK ETF TRUSTBLK159,065$9.7M2.57%
9MICROSOFT CORPMSFT19,270$9.3M2.48%
10ISHARES TR46428740843,944$9.3M2.48%
11SPDR INDEX SHS FDS78463X509191,054$8.9M2.38%
12ISHARES TR46428730967,133$8.3M2.20%
13ISHARES INC46434G103117,082$7.9M2.09%
14NVIDIA CORPORATIONNVDA40,567$7.6M2.01%
15EA SERIES TRUST02072L615146,667$7.5M1.98%
16EA SERIES TRUST02072L599223,066$7.5M1.98%
17SELECT SECTOR SPDR TR81369Y506166,593$7.4M1.98%
18META PLATFORMS INCMETA11,061$7.3M1.94%
19VANGUARD INDEX FDS92290836311,379$7.1M1.90%
20ISHARES TR46428887797,078$6.9M1.84%