account_balance
Investment manager · 13F filer · SEC CIK 1825292
IAM Advisory, LLC
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Reported value$513Mas of Jun 30, 2026
Positions107 18 new, 6 sold out
Top 10 weight65.0%CGDV alone is 14%
FiledJul 1414 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CGDVCapital Group Dividend Value
14.1%
DGRWWisdomtree Tr
12.5%
NOBLProshares Tr
8.5%
AVDEAmerican Centy ETF Tr
6.9%
CGGRCapital Group Growth ETF
5.7%
CGCPCapital GRP Fixed Incm ETF T
5.6%
QGROAmerican Centy ETF Tr
3.1%
SMHVaneck ETF Trust
3.0%Trimmed −6%
CGSDCapital GRP Fixed Incm ETF T
2.9%+2%
JHMLJohn Hancock Exchange Traded
2.8%
AVUVAmerican Centy ETF Tr
1.9%+5%
CIBRFirst Tr Exchange-Traded Fd
1.9%
CGDVCapital Group Dividend Value
14.1%
DGRWWisdomtree Tr
12.5%
NOBLProshares Tr
8.5%
AVDEAmerican Centy ETF Tr
6.9%
CGGRCapital Group Growth ETF
5.7%
CGCPCapital GRP Fixed Incm ETF T
5.6%
QGRO3.1%
SMH3.0%
CGSD
JHML
AVUV
CIBR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGDV Capital Group Dividend Value 14.1% Held
DGRW Wisdomtree Tr 12.5% Held
NOBL Proshares Tr 8.5% Held
AVDE American Centy ETF Tr 6.9% Held
CGGR Capital Group Growth ETF 5.7% Held
CGCP Capital GRP Fixed Incm ETF T 5.6% Held
QGRO American Centy ETF Tr 3.1% Held
SMH Vaneck ETF Trust 3.0% Trimmed −6%
CGSD Capital GRP Fixed Incm ETF T 2.9% Added +2%
JHML John Hancock Exchange Traded 2.8% Held
AVUV American Centy ETF Tr 1.9% Added +5%
CIBR First Tr Exchange-Traded Fd 1.9% Added +4%
What changed
Biggest moves since Mar 31, 2026
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