IAM Advisory, LLC

Institutional manager (13F) · CIK 1825292

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $417M

#	Issuer	Value	Shares
1	CAPITAL GROUP DIVIDEND VALUE	$62M	1,454,394
2	WISDOMTREE TR	$58M	663,745
3	PROSHARES TR	$41M	383,198
4	AMERICAN CENTY ETF TR	$34M	398,663
5	CAPITAL GRP FIXED INCM ETF T	$28M	1,274,871
6	CAPITAL GROUP GROWTH ETF	$25M	618,177
7	CAPITAL GRP FIXED INCM ETF T	$15M	568,019
8	AMERICAN CENTY ETF TR	$14M	134,640
9	JOHN HANCOCK EXCHANGE TRADED	$13M	161,529
10	VANECK ETF TRUST	$10M	25,145
11	AMERICAN CENTY ETF TR	$8M	75,848
12	FIRST TR EXCHANGE-TRADED FD	$6M	102,844
13	APPLE INC	$6M	22,852
14	BROADCOM INC	$5M	17,336
15	SPDR SERIES TRUST	$5M	73,035
16	ELI LILLY & CO	$4M	4,651
17	AMPLIFY ETF TR	$4M	99,512
18	VANECK ETF TRUST	$4M	41,444
19	ALPHABET INC	$4M	12,828
20	NVIDIA CORPORATION	$4M	20,799
21	GLOBAL X FDS	$4M	77,166
22	MICROSOFT CORP	$3M	8,524
23	MCKESSON CORP	$3M	3,628
24	L3HARRIS TECHNOLOGIES INC	$3M	8,544
25	MERCK & CO INC	$3M	23,237
26	NORTHROP GRUMMAN CORP	$3M	4,027
27	ADVANCED MICRO DEVICES INC	$3M	13,181
28	MOTOROLA SOLUTIONS INC	$3M	6,121
29	LOCKHEED MARTIN CORP	$3M	4,371
30	WASTE MGMT INC DEL	$3M	11,327
31	AMGEN INC	$3M	7,392
32	SELECT SECTOR SPDR TR	$3M	23,094
33	NOVARTIS AG	$3M	16,567
34	HONEYWELL INTL INC	$2M	10,906
35	PIMCO ETF TR	$2M	42,185
36	AMAZON COM INC	$2M	10,234
37	BRISTOL-MYERS SQUIBB CO	$2M	32,159
38	PNC FINL SVCS GROUP INC	$2M	9,369
39	PACER FDS TR	$2M	28,974
40	SANDISK CORP	$2M	2,782
41	TEMA ETF TRUST	$2M	51,603
42	PIMCO ETF TR	$2M	34,481
43	GE VERNOVA INC	$2M	1,993
44	ISHARES TR	$2M	6,863
45	SELECT SECTOR SPDR TR	$2M	12,587
46	ADVANCED ENERGY INDS	$2M	5,164
47	VANGUARD WELLINGTON FD	$2M	8,119
48	GILEAD SCIENCES INC	$2M	11,042
49	VERTIV HOLDINGS CO	$2M	6,134
50	PALANTIR TECHNOLOGIES INC	$2M	10,417

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.