Iam Advisory, LLC Portfolio Holdings

Iam Advisory, LLC

$427 Million
Q3 2025

Iam Advisory, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $427 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $71.3M, Proshares S&P 500 Dividend Ari with a value of $69.4M, American Centy ETF Tr Avantis with a value of $32.2M, Capital Group Core Plus Income with a value of $27.7M, and John Hancock Multifactor Large with a value of $25.5M.

Examining the 13F form we can see an increase of $26.6M in the current position value, from $400M to 427M.

Below you can find more details about Iam Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $427 Million

ETFs: $338 Million

Technology: $31 Million

Industrials: $18.7 Million

Healthcare: $15.3 Million

Communication Services: $7.41 Million

Financial Services: $7.2 Million

Consumer Cyclical: $3.81 Million

Utilities: $2.2 Million

Other: $2.73 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
Wedbush Ser Tr	-	$0 0.0% of portfolio	-	Q3 2025 New
UTES Virtus Reaves Utilities ETF	-	$0 0.0% of portfolio	-	Q3 2025 Added 0.27%

Summary

Portfolio
No. of Stocks 102
Current Value $427 Million
Prior Value $400 Million
Filing
Period Q3 2025
Filing Date October 20, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 11 stocks
Additional Purchases 59 stocks
Sold out of 0 stocks
Reduced holdings in 29 stocks

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