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IAM Advisory, LLC

Q1 2026 13F Holdings

  • Location
    easton, PA
  • Num holdings

    95

  • Value ($000)

    $446,322

  • Date Filed
    04/10/2026
  • Form type
    13F-HR
  • CIK
    0001825292
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$61.87M
14 %

1,454,394

D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$58.3M
13 %

663,745

N
NOBL

PROSHARES TR

S&P 500 DV ARIST
74348A467
$40.62M
9 %

383,198

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$33.82M
8 %

398,663

C
CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
14020Y102
$28.48M
6 %

1,274,871

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$24.84M
6 %

618,177

C
CGSD

CAPITAL GRP FIXED INCM ETF T

SHORT DURATION
14020Y409
$14.65M
3 %

568,019

Q
QGRO

AMERICAN CENTY ETF TR

US QUALITY GROW
025072307
$14.14M
3 %

134,640

J
JHML

JOHN HANCOCK EXCHANGE TRADED

MLTFCTR LRG CAP
47804J107
$12.64M
3 %

161,529

S
SMH

VANECK ETF TRUST

SEMICONDUCTR ETF
92189F676
$9.64M
2 %

25,145

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