IAM Advisory, LLC
Q4 2025 13F Holdings
- Locationeaston, PA
- Num holdings
104
- Value ($000)
$450,025
- Date Filed01/07/2026
- Form type13F-HR
- CIK0001825292
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $62.27M | 14 % | 1,426,848 | ||
WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $59.19M | 13 % | 661,828 | ||
PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $40.24M | 9 % | 386,667 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $33.74M | 8 % | 409,906 | ||
CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $28.47M | 6 % | 1,257,483 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $28.02M | 6 % | 630,083 | ||
AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | $15.62M | 4 % | 136,402 | ||
CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 14020Y409 | $14.49M | 3 % | 557,082 | ||
JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 47804J107 | $12.97M | 3 % | 162,451 | ||
VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $9.78M | 2 % | 27,153 |
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