Iam Advisory, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $427 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $61.2M, Wisdomtree Tr Us Quality Divid with a value of $58.8M, Proshares S&P 500 Dividend Ari with a value of $39.8M, American Centy ETF Tr Avantis with a value of $32.9M, and Capital Group Core Plus Income with a value of $28.5M.
Examining the 13F form we can see an increase of $578K in the current position value, from $427M to 427M.
Below you can find more details about Iam Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$427 Million
ETFs: $339 Million
Technology: $31.4 Million
Industrials: $19.9 Million
Healthcare: $18.6 Million
Communication Services: $5.99 Million
Financial Services: $4.26 Million
Consumer Cyclical: $3.91 Million
Utilities: $1.73 Million
Other: $2.77 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
