What does IAM Advisory, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

IAM Advisory, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

CAPITAL GROUP DIVIDEND VALUE

$62M1.5M13.9%

WISDOMTREE TR

$58M664K13.1%

PROSHARES TR

$41M383K9.1%

AMERICAN CENTY ETF TR

$34M399K7.6%

CAPITAL GRP FIXED INCM ETF T

$28M1.3M6.4%

CAPITAL GROUP GROWTH ETF

$25M618K5.6%

CAPITAL GRP FIXED INCM ETF T

$15M568K3.3%

AMERICAN CENTY ETF TR

$14M135K3.2%

JOHN HANCOCK EXCHANGE TRADED

$13M162K2.8%

VANECK ETF TRUST

$10M25K2.2%

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