What does IAM Advisory, LLC hold?

IAM Advisory, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include WT. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1825292.

What is IAM Advisory, LLC's AUM?

IAM Advisory, LLC reported approximately $513.2M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source IAM Advisory, LLC's holdings?

All IAM Advisory, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1825292. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is IAM Advisory, LLC's 13F data updated on 13F Pro?

IAM Advisory, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

IAM Advisory, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1825292

Institutional-grade research for retail investors

Sector Allocation

Other65.0%$333.5M
Financials13.8%$70.6M
Technology12.2%$62.8M
Healthcare3.5%$18.0M
Industrials2.4%$12.4M
Consumer Staples0.8%$4.3M
Utilities0.8%$4.1M
Materials0.7%$3.3M
Consumer Discretionary0.6%$3.1M
Energy0.2%$1.2M

AUM History

13fpro.ai/research/fund/iam-advisory-llc-1825292

Conviction and streaks

Diversifying · top 10 = 65.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold14.1% weight · held 7 quarters

$WTConviction hold12.5% weight · held 10 quarters

$Conviction hold8.5% weight · held 10 quarters

$Conviction hold6.9% weight · held 10 quarters

$Conviction hold5.7% weight · held 10 quarters

$Accumulating+25% shares · 9 quarters running

$MRKAccumulating+38% shares · 9 quarters running

$NVSAccumulating+21% shares · 9 quarters running

$PMAccumulating+7% shares · 9 quarters running

$MOAccumulating+15% shares · 7 quarters running

$LLYTrimming-26% shares · 9 quarters running

$AVGOTrimming-24% shares · 7 quarters running

$Trimming-21% shares · 5 quarters running

$Trimming-93% shares · 5 quarters running

$Trimming-51% shares · 4 quarters running

Largest positions — Q2 2026

CAPITAL
$72.1M
WT
$63.9M
PROSHARES
$43.6M
AMERICAN
$35.5M
CAPITAL
$29.2M
CAPITAL
$29.0M
AMERICAN
$15.7M
VANECK
$15.5M
CAPITAL
$14.9M
JOHN
$14.3M
AMERICAN
$9.9M
FIRST
$9.6M
AMD
$7.5M
AAPL
$6.6M
AVGO
$6.5M
SNDK
$6.2M
SPDR
$5.8M
LLY
$5.6M
GLOBAL
$5.3M
GOOG
$4.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/iam-advisory-llc-1825292

IAM Advisory, LLC 13F holdings — Q2 2026

$513.2M portfolio (+15.0% QoQ) · 107 holdings · Q2 2026 13F · top 10 are 65% of the stock portfolio

1
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$72.1M
14.1% of stocks
+0.6%This quarter—Since filed—Held
AIQuality—Est. buy—
2
WisdomTree, Inc.
$WT
$63.9M
12.5% of stocks
+0.7%This quarter+7.4%Since filed10+ qtrsHeld
AIQuality61.4#790Est. buyEstimated buy price is Pro: unlock with a free trial
3
PROSHARES TR - S&P 500 DV ARIST
$43.6M
8.5% of stocks
+102%This quarter—Since filed—Held
AIQuality—Est. buy—
4
AMERICAN CENTY ETF TR - INTL EQT ETF
$35.5M
6.9% of stocks
-0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
5
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
$29.2M
5.7% of stocks
-0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM
$29.0M
5.7% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
AMERICAN CENTY ETF TR - US QUALITY GROW
$15.7M
3.0% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANECK ETF TRUST - SEMICONDUCTR ETF
$15.5M
3.0% of stocks
-6%This quarter—Since filed—Held
AIQuality—Est. buy—
9
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION
$14.9M
2.9% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
10
JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP
$14.3M
2.8% of stocks
-0.6%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT	$72.1M	14.1%	+0.6%	—	—	—	—
2	WisdomTree, Inc.$WT	$63.9M	12.5%	+0.7%	+7.4%	10+ qtrs	61.4#790	Estimated buy price is Pro: unlock with a free trial
3	PROSHARES TR - S&P 500 DV ARIST	$43.6M	8.5%	+102%	—	—	—	—
4	AMERICAN CENTY ETF TR - INTL EQT ETF	$35.5M	6.9%	-0.1%	—	—	—	—
5	CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT	$29.2M	5.7%	-0.1%	—	—	—	—
6	CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM	$29.0M	5.7%	+2%	—	—	—	—
7	AMERICAN CENTY ETF TR - US QUALITY GROW	$15.7M	3.0%	-1%	—	—	—	—
8	VANECK ETF TRUST - SEMICONDUCTR ETF	$15.5M	3.0%	-6%	—	—	—	—
9	CAPITAL GRP FIXED INCM ETF T - SHORT DURATION	$14.9M	2.9%	+2%	—	—	—	—
10	JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP	$14.3M	2.8%	-0.6%	—	—	—	—

All holdings — IAM Advisory, LLC (Q2 2026)

Sort

107 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	AMERICAN CENTY ETF TR - US SML CP VALUetf/fund	—	$9.9M	1.9%	80K	+5%	—	—	13F
12	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETFetf/fund	—	$9.6M	1.9%	107K	+4%	—	—	13F
13	$AMD	ADVANCED MICRO DEVICES INC	Technology	$7.5M	1.4%	13K	-3%	10+ qtrs	79.8	13F
14	$AAPL	Apple Inc.	Technology	$6.6M	1.3%	23K	+0.2%	10+ qtrs	75.7	13F
15	$AVGO	Broadcom Inc.	Technology	$6.5M	1.3%	17K	-1%	10+ qtrsTrimmed 8 qtrs in a row	84.5	13F
16	$SNDK	Sandisk Corp	Technology	$6.2M	1.2%	2,748	-1%	2 qtrs	87.6	13F
17	—	SPDR SERIES TRUST - ST STR SP REGBNKetf/fund	—	$5.8M	1.1%	78K	+7%	—	—	13F
18	$LLY	ELI LILLY & Co	Healthcare	$5.6M	1.1%	4,638	-0.3%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	—	GLOBAL X FDS - ARTIFICIAL ETFetf/fund	—	$5.3M	1.0%	80K	+4%	—	—	13F
20	$GOOG	Alphabet Inc.	Technology	$4.6M	0.9%	13K	+0.5%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	—	AMPLIFY ETF TR - CWP INTL ENHANCEetf/fund	—	$4.4M	0.8%	104K	+4%	—	—	13F
22	$NVDA	NVIDIA CORP	Technology	$4.2M	0.8%	21K	+0.9%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$PANW	Palo Alto Networks Inc	Technology	$3.3M	0.6%	9,700	+2%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
24	$MSFT	MICROSOFT CORP	Technology	$3.3M	0.6%	8,822	+3%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
25	—	SPDR SERIES TRUST - ST STR SP BIOTetf/fund	—	$3.0M	0.6%	19K	+978%	—	—	13F
26	$MRK	Merck & Co., Inc.	Healthcare	$3.0M	0.6%	24K	+1%
27	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$2.9M	0.6%	38K	-7%
28	$AMGN	AMGEN INC	Healthcare	$2.7M	0.5%	7,484	+1%
29	$MCK	MCKESSON CORP	Consumer Staples	$2.7M	0.5%	3,579	-1%
30	$NVS	NOVARTIS AG	Healthcare	$2.6M	0.5%	17K	+0.4%
31	$WM	WASTE MANAGEMENT INC	Utilities	$2.6M	0.5%	11K	+1%
32	$MSI	Motorola Solutions, Inc.	Technology	$2.6M	0.5%	6,151	+0.5%
33	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$2.5M	0.5%	13K	+4%
34	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	Technology	$2.5M	0.5%	8,575	+0.4%
35	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.5M	0.5%	10K	+2%
36	$GEV	GE Vernova Inc.	Industrials	$2.4M	0.5%	2,031	+2%
37	$BE	Bloom Energy Corp	Technology	$2.4M	0.5%	7,795	+2%
38	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$2.3M	0.4%	9,231	-1%
39	$LMT	LOCKHEED MARTIN CORP	Industrials	$2.3M	0.4%	4,421	+1%
40	—	TEMA ETF TRUST - ELECTRIFICATION	—	$2.3M	0.4%	54K	+4%
41	$STRL	STERLING INFRASTRUCTURE, INC.	Industrials	$2.2M	0.4%	2,675	+0.3%
42	—	PIMCO ETF TR - INTER MUN BD ACT	—	$2.2M	0.4%	43K	+1%
43	—	ISHARES TR - RUSSELL 2000 ETF	—	$2.2M	0.4%	7,261	+6%
44	$VRT	Vertiv Holdings Co	Technology	$2.1M	0.4%	6,190	+0.9%
45	$NOC	NORTHROP GRUMMAN CORP /DE/	Technology	$2.1M	0.4%	4,056	+0.7%
46	—	VANGUARD WELLINGTON FD - US MOMENTUM	—	$2.0M	0.4%	7,927	-2%
47	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$1.9M	0.4%	33K	+3%
48	$AEIS	ADVANCED ENERGY INDUSTRIES INC	Technology	$1.9M	0.4%	5,106	-1%
49	$AMAT	APPLIED MATERIALS INC /DE	Technology	$1.9M	0.4%	2,631	New
50	—	PACER FDS TR - US CASH COWS 100	—	$1.8M	0.3%	29K	-0.7%
51	—	PIMCO ETF TR - SHTRM MUN BD ACT	—	$1.8M	0.3%	35K	+0.8%
52	$HWM	Howmet Aerospace Inc.	Materials	$1.7M	0.3%	6,507	+3%
53	$RDDT	Reddit, Inc.	Technology	$1.7M	0.3%	9,768	New
54	$GE	GENERAL ELECTRIC CO	Industrials	$1.6M	0.3%	4,290	+3%
55	$GILD	GILEAD SCIENCES, INC.	Healthcare	$1.4M	0.3%	11K	+3%
56	—	ISHARES TR - SHRT NAT MUN ETF	—	$1.3M	0.3%	12K	+0.6%
57	$RSG	REPUBLIC SERVICES, INC.	Utilities	$1.3M	0.3%	6,154	+4%
58	$PLTR	Palantir Technologies Inc.	Technology	$1.3M	0.2%	11K	+3%
59	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$1.2M	0.2%	5,337	-51%
60	$HONA	Honeywell Aerospace Inc.	Industrials	$1.2M	0.2%	5,337	New
61	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.1M	0.2%	2,225	—
62	$NVT	nVent Electric plc	Industrials	$1.0M	0.2%	6,180	New
63	—	VANGUARD MUN BD FDS - INTERMEDIATE TRM	—	$1.0M	0.2%	10K	+1%
64	$IVZ	Invesco Ltd.	Financials	$919K	0.2%	45K	+4%
65	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$917K	0.2%	16K	+5%
66	$IAG	IAMGOLD CORP	Materials	$824K	0.2%	52K	+10%
67	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$819K	0.2%	3,658	+0.3%
68	$TT	Trane Technologies plc	Technology	$775K	0.1%	1,578	+0.3%
69	$MRVL	Marvell Technology, Inc.	Technology	$748K	0.1%	2,511	New
70	$PM	Philip Morris International Inc.	Consumer Staples	$710K	0.1%	3,923	+0.2%
71	$XOM.R34088	EXXON MOBIL CORP	Energy	$623K	0.1%	4,560	+1%
72	$GLD	SPDR GOLD TRUST	Financials	$614K	0.1%	1,666	—
73	$MCD	MCDONALDS CORP	Consumer Discretionary	$591K	0.1%	2,185	-18%
74	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$586K	0.1%	3,164	+52%
75	—	SELECT SECTOR SPDR TR - ST STR MATER ETF	—	$578K	0.1%	11K	+36%
76	—	INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF	—	$516K	0.1%	3,065	—
77	$IVZ	Invesco Ltd.	Financials	$426K	0.1%	5,689	+2%
78	$IVZ	Invesco Ltd.	Financials	$424K	0.1%	2,403	+0.1%
79	—	AMPLIFY ETF TR - CWP ENHANCED DIV	—	$418K	0.1%	9,140	+1%
80	$JNJ	JOHNSON & JOHNSON	Healthcare	$390K	0.1%	1,535	+1%
81	—	PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF	—	$390K	0.1%	7,323	—
82	$ABBV	AbbVie Inc.	Healthcare	$351K	0.1%	1,394	+4%
83	$MO	ALTRIA GROUP, INC.	Consumer Staples	$324K	0.1%	4,506	+0.3%
84	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$317K	0.1%	1,340	+0.4%
85	—	TIDAL TRUST II - ROUNDHILL GENER	—	$304K	0.1%	3,085	New
86	$BKR	Baker Hughes Co	Energy	$303K	0.1%	5,462	+0.2%
87	—	ENTREPRENEURSHARES SERIES TR - ERSH PRI PUB ETF	—	$276K	0.1%	13K	New
88	$RTX	RTX Corp	Industrials	$265K	0.1%	1,395	+2%
89	$ECL	ECOLAB INC.	Materials	$261K	0.1%	936	+5%
90	$KO	COCA COLA CO	Consumer Staples	$259K	0.1%	3,191	+5%
91	$PG	PROCTER & GAMBLE Co	Consumer Staples	$257K	0.1%	1,750	+5%
92	$CVX	CHEVRON CORP	Energy	$253K	0.1%	1,526	+4%
93	$FCX	FREEPORT-MCMORAN INC	Materials	$252K	0.1%	4,002	+4%
94	$ETN	Eaton Corp plc	Industrials	$249K	0.1%	584	New
95	$GLW	CORNING INC /NY	Materials	$245K	0.1%	961	New
96	—	ETF SER SOLUTIONS - DEFIA QUANT ETF	—	$242K	0.1%	1,463	New
97	$SIGI	SELECTIVE INSURANCE GROUP INC	Financials	$236K	0.1%	2,435	New
98	—	VANECK ETF TRUST - RARE EAR STR ETF	—	$235K	0.1%	2,655	—
99	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$229K	0.0%	333	New
100	$WT	WisdomTree, Inc.	Financials	$222K	0.0%	1,278	+0.6%
101	$TROW	PRICE T ROWE GROUP INC	Financials	$218K	0.0%	1,914	New
102	$PPL	PPL Corp	Utilities	$217K	0.0%	5,963	+0.5%
103	—	ISHARES TR - MSCI USA VALUE	—	$212K	0.0%	1,063	New
104	—	TIDAL TRUST I - FUND GRAN US ETF	—	$205K	0.0%	7,399	New
105	—	ISHARES INC - MSCI CDA ETF	—	$202K	0.0%	3,511	New
106	—	VANGUARD INDEX FDS - SM CP VAL ETF	—	$202K	0.0%	833	New
107	$IVZ	Invesco Ltd.	Financials	$200K	0.0%	3,268	New

What changed in Q2 2026

Against the previous quarter's 13F: 17 new, 67 added to, 17 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (17)

$AMATAPPLIED MATERIALS INC /DE$1.9M
first bought this quarter
$RDDTReddit, Inc.$1.7M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.2M
first bought this quarter
$NVTnVent Electric plc$1.0M
first bought this quarter
$MRVLMarvell Technology, Inc.$748K
first bought this quarter
TIDAL TRUST II - ROUNDHILL GENER$304K
first bought this quarter

+11 more in the Excel export

Added to (67)

PROSHARES TR - S&P 500 DV ARIST+102%
now $43.6M
SPDR SERIES TRUST - ST STR SP BIOT+978%
now $3.0M
CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM+2%
now $29.0M
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT+0.6%
now $72.1M
AMERICAN CENTY ETF TR - US SML CP VALU+5%
now $9.9M
$WTWisdomTree, Inc.+0.7%
now $63.9M · held 10+ qtrs

+61 more in the Excel export

Trimmed (17)

$HONHONEYWELL INTERNATIONAL INC-51%
now $1.2M · held 10+ qtrs
VANECK ETF TRUST - SEMICONDUCTR ETF-6%
now $15.5M
AMERICAN CENTY ETF TR - US QUALITY GROW-1%
now $15.7M
VANECK ETF TRUST - GOLD MINERS ETF-7%
now $2.9M
$AMDADVANCED MICRO DEVICES INC-3%
now $7.5M · held 10+ qtrs
$MCDMCDONALDS CORP-18%
now $591K · held 10+ qtrs

+11 more in the Excel export

Sold out (6)

SELECT SECTOR SPDR TRwas $2.6M
$VSTVistra Corp.was $1.5M
held 8 qtrs
$METAMeta Platforms, Inc.was $1.1M
held 9+ qtrs
$LDOSLeidos Holdings, Inc.was $1.1M
held 2 qtrs
$ANETArista Networks, Inc.was $928K
PROSHARES TR IIwas $449K

Holdings by quarter

Every 13F IAM Advisory, LLC has filed, 22 earlier quarters. Pick one to see what it held then.

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Is it too late to follow IAM Advisory?

Q2 2026 13F filed with the SEC on Jul 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of IAM Advisory's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+3.7%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 22% over the last 4

Top 10 weight

65%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

86%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

IAM Advisory, LLC disclosed 107 positions worth $513.2M in its Form 13F-HR for Q2 2026, followed by $WT. During the quarter the fund opened 17 new positions and exited 6 — including a new stake in $AMAT. The portfolio is most concentrated in Other (65.0% of disclosed assets). All figures are sourced directly from IAM Advisory, LLC’s Form 13F-HR filing with the SEC under CIK 1825292.

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AI-Powered Hedge Fund Analysis: IAM Advisory, LLC

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Every holding in IAM Advisory, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.