§ 13F · FUND PROFILE
IAM Advisory, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $416.6T (13F)Positions · 97Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$450.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.43M | $62.3T | 13.8% | NEW |
| 2 | DGRW | WISDOMTREE TR | 662K | $59.2T | 13.2% | NEW |
| 3 | NOBL | PROSHARES TR | 387K | $40.2T | 8.9% | NEW |
| 4 | AVDE | AMERICAN CENTY ETF TR | 410K | $33.7T | 7.5% | NEW |
| 5 | CGCP | CAPITAL GRP FIXED INCM ETF T | 1.26M | $28.5T | 6.3% | NEW |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | 630K | $28.0T | 6.2% | NEW |
| 7 | QGRO | AMERICAN CENTY ETF TR | 136K | $15.6T | 3.5% | NEW |
| 8 | CGSD | CAPITAL GRP FIXED INCM ETF T | 557K | $14.5T | 3.2% | NEW |
| 9 | JHML | JOHN HANCOCK EXCHANGE TRADED | 162K | $13.0T | 2.9% | NEW |
| 10 | SMH | VANECK ETF TRUST | 27K | $9.8T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IAM SIGNAL
AC read
IAM Advisory, LLC is a Other fund managing $416589.9 trillion in assets. The fund runs a portfolio of 97 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed