IAM Advisory, LLC
Q3 2025 13F Holdings
- Locationeaston, PA
- Num holdings
102
- Value ($000)
$444,696
- Date Filed 10/20/2025
- Form type13F-HR
- CIK 0001825292
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $71.29M | 16 % | 801,369 | ||
N PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $69.39M | 16 % | 673,207 | ||
A AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $32.16M | 7 % | 407,626 | ||
C CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $27.73M | 6 % | 1,220,665 | ||
J JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 47804J107 | $25.47M | 6 % | 324,953 | ||
C CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $20.31M | 5 % | 483,264 | ||
Q AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | $15.75M | 4 % | 137,642 | ||
C CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $15.25M | 3 % | 347,305 | ||
C CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 14020Y409 | $14.09M | 3 % | 542,187 | ||
S VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $9.11M | 2 % | 27,922 |
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