IAM Advisory, LLC: 13F holdings
CIK 18252922026Q2
| Positions | 107 |
|---|
| Reported value | $513.2m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 107 (+12 vs prior quarter) |
|---|
| Reported value | $513.2m (+15.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CGDV CAPITAL GROUP DIVIDEND VALUE | 1,463,839 | $72.1m | 14.1% |
| DGRW WISDOMTREE TR | 668,549 | $63.9m | 12.5% |
| NOBL PROSHARES TR | 775,768 | $43.6m | 8.5% |
| AVDE AMERICAN CENTY ETF TR | 398,427 | $35.5m | 6.9% |
| CGGR CAPITAL GROUP GROWTH ETF | 617,766 | $29.2m | 5.7% |
| CGCP CAPITAL GRP FIXED INCM ETF T | 1,300,230 | $29.0m | 5.6% |
| IWF AMERICAN CENTY ETF TR | 132,680 | $15.7m | 3.1% |
| SMH VANECK ETF TRUST | 23,557 | $15.5m | 3.0% |
| CGSD CAPITAL GRP FIXED INCM ETF T | 579,852 | $14.9m | 2.9% |
| SPYM JOHN HANCOCK EXCHANGE TRADED | 160,632 | $14.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1825292")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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