Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IAM Advisory, LLC (CIK 1825292) reported $446.3M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGDV ($61.9M, 13.86%), DGRW ($58.3M, 13.06%), NOBL ($40.6M, 9.10%), AVDE ($33.8M, 7.58%), CGCP ($28.5M, 6.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $61.9M | 13.86% | 1.5M | Added |
| 2 | DGRW | WISDOMTREE TR | $58.3M | 13.06% | 663,745 | Added |
| 3 | NOBL | PROSHARES TR | $40.6M | 9.10% | 383,198 | Trimmed |
| 4 | AVDE | AMERICAN CENTY ETF TR | $33.8M | 7.58% | 398,663 | Trimmed |
| 5 | CGCP | CAPITAL GRP FIXED INCM ETF T | $28.5M | 6.38% | 1.3M | Added |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | $24.8M | 5.57% | 618,177 | Trimmed |
| 7 | CGSD | CAPITAL GRP FIXED INCM ETF T | $14.6M | 3.28% | 568,019 | Added |
| 8 | QGRO | AMERICAN CENTY ETF TR | $14.1M | 3.17% | 134,640 | Trimmed |
| 9 | JHML | JOHN HANCOCK EXCHANGE TRADED | $12.6M | 2.83% | 161,529 | Trimmed |
| 10 | SMH | VANECK ETF TRUST | $9.6M | 2.16% | 25,145 | Trimmed |
| 11 | AVUV | AMERICAN CENTY ETF TR | $8.4M | 1.88% | 75,848 | Trimmed |
| 12 | CIBR | FIRST TR EXCHANGE-TRADED FD | $6.4M | 1.44% | 102,844 | Trimmed |
| 13 | AAPL | APPLE INC | $5.8M | 1.30% | 22,852 | Added |
| 14 | AVGO | BROADCOM INC | $5.4M | 1.20% | 17,336 | Trimmed |
| 15 | KRE | SPDR SERIES TRUST | $4.8M | 1.07% | 73,035 | New |
| 16 | LLY | ELI LILLY & CO | $4.3M | 0.96% | 4,651 | Trimmed |
| 17 | IDVO | AMPLIFY ETF TR | $4.0M | 0.90% | 99,512 | New |
| 18 | GDX | VANECK ETF TRUST | $3.8M | 0.85% | 41,444 | Trimmed |
| 19 | GOOG | ALPHABET INC | $3.7M | 0.82% | 12,828 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $3.6M | 0.81% | 20,799 | Trimmed |
| 21 | AIQ | GLOBAL X FDS | $3.6M | 0.81% | 77,166 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $3.2M | 0.71% | 8,524 | Added |
| 23 | MCK | MCKESSON CORP | $3.1M | 0.70% | 3,628 | Trimmed |
| 24 | LHX | L3HARRIS TECHNOLOGIES INC | $2.9M | 0.66% | 8,544 | Trimmed |
| 25 | MRK | MERCK & CO INC | $2.8M | 0.63% | 23,237 | Added |
Source: SEC Form 13F filings · as of 2026-03-31