13F Insight
DOSSIER · 13F-HR · Q2 2026

IAM Advisory, LLC

$513M in tracked AUM across 107 positions as of Q2 2026.

IA
CIK 0001825292 · last filed Jun 30, 2026
Total AUM
$513M
as of Q2 2026
Holdings
107
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

IAM Advisory, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGDV
CAPITAL GROUP DIVIDEND VALUE
$72M1.5M14.1%02
DGRW
WISDOMTREE TR
$64M669K12.5%03
NOBL
PROSHARES TR
$44M776K8.5%04
AVDE
AMERICAN CENTY ETF TR
$36M398K6.9%05
CGGR
CAPITAL GROUP GROWTH ETF
$29M618K5.7%06
CGCP
CAPITAL GRP FIXED INCM ETF T
$29M1.3M5.6%07
QGRO
AMERICAN CENTY ETF TR
$16M133K3.1%08
SMH
VANECK ETF TRUST
$15M24K3.0%09
CGSD
CAPITAL GRP FIXED INCM ETF T
$15M580K2.9%10
JHML
JOHN HANCOCK EXCHANGE TRADED
$14M161K2.8%

Filing history

2026Q2Jun 30
$513M▲ 15.0%
107 positionsView →2026Q1Mar 31
$446M▼ 0.8%
95 positionsView →2025Q4Dec 31
$450M▲ 36.3%
104 positionsView →2025Q3Sep 30
$330M▼ 20.8%
57 positionsView →2025Q2Jun 30
$417M▲ 8.2%
97 positionsLocked2025Q1Mar 31
$385M▼ 2.4%
100 positionsLocked2024Q4Dec 31
$395M▼ 0.3%
101 positionsLocked2024Q3Sep 30
$396M▲ 7.3%
102 positionsLocked2024Q2Jun 30
$369M▲ 1.1%
98 positionsLocked2024Q1Mar 31
$365M▲ 14.6%
101 positionsLocked2023Q4Dec 31
$318M▲ 11.2%
98 positionsLocked2023Q3Sep 30
$286M▼ 2.3%
94 positionsLocked
Showing 12 of 22