IAM Advisory, LLC
Q2 2026 13F Holdings
- Locationeaston, PA
- Num holdings
107
- Value ($000)
$513,234
- Date Filed 07/14/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | 14020W106 | $72.14M | 14 % | 1,463,839 | ||
WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $63.93M | 13 % | 668,549 | ||
PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $43.57M | 9 % | 775,768 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $35.54M | 7 % | 398,427 | ||
CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | 14020G101 | $29.16M | 6 % | 617,766 | ||
CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $28.98M | 6 % | 1,300,230 | ||
AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | $15.66M | 3 % | 132,680 | ||
VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $15.45M | 3 % | 23,557 | ||
CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 14020Y409 | $14.92M | 3 % | 579,852 | ||
JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 47804J107 | $14.33M | 3 % | 160,632 |
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