IAM Advisory, LLC - Portfolio overview

IAM Advisory, LLC has 120 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 13.21%
2. DGRW - WISDOMTREE TR, 12.45%
3. NOBL - PROSHARES TR, 8.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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