IAM Advisory, LLC 13F Holdings
CIK 0001825292 · EASTON, PA
As of Sep 30, 2025, IAM Advisory, LLC reported 102 positions worth $444.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 801,369 | $71.3M | 16.03% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 673,207 | $69.4M | 15.60% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 407,626 | $32.2M | 7.23% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 1,220,665 | $27.7M | 6.24% |
| JOHN HANCOCK MULTIFACTOR LARGE CAP ETF | JHML | — | 324,953 | $25.5M | 5.73% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 483,264 | $20.3M | 4.57% |
| AMERICAN CENTY ETF TR | QGRO | — | 137,642 |