Institutions / IAM Advisory, LLC
IAM Advisory, LLC
CIK 1825292 · Institution · as of Dec 31, 2025
Portfolio value
$450.02M
Positions
104
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 104 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Dividend Value | $62.27M | 13.8% |
| WisdomTree Tr | $59.19M | 13.2% |
| ProShares Tr | $40.24M | 8.9% |
| American Centy ETF Tr | $33.74M | 7.5% |
| Capital Grp Fixed Incm ETF T | $28.47M | 6.3% |
| Capital Group Growth ETF | $28.02M | 6.2% |
| American Centy ETF Tr | $15.62M | 3.5% |
| Capital Grp Fixed Incm ETF T | $14.49M | 3.2% |
| John Hancock Exchange Traded | $12.97M | 2.9% |
| VanEck ETF Trust | $9.78M | 2.2% |
| American Centy ETF Tr | $7.84M | 1.7% |
| First Tr Exchange Traded Fd | $7.44M | 1.7% |
| Broadcom Inc. | $6.22M | 1.4% |
| Apple Inc. | $6.16M | 1.4% |
| ELI LILLY & Co | $5.12M | 1.1% |
| Select Sector SPDR Tr | $5.03M | 1.1% |
| NVIDIA Corp | $4.20M | 0.9% |
| Microsoft Corp | $3.99M | 0.9% |
| Global X Artificial Intelligence & Technology ETF | $3.97M | 0.9% |
| VanEck ETF Trust | $3.80M | 0.8% |
| Alphabet Inc. | $3.30M | 0.7% |
| McKesson Corp | $3.05M | 0.7% |
| Advanced Micro Devices Inc | $2.80M | 0.6% |
| Select Sector SPDR Tr | $2.75M | 0.6% |
| L3HARRIS Technologies, Inc. /De | $2.54M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.