SEC Form 13F

IAM Advisory, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$513,233,811
Positions107

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$72,138,0061,463,839
WISDOMTREE TRDGRWUS QTLY DIV GRT$63,926,672668,549
PROSHARES TRNOBLS&P 500 DV ARIST$43,567,108775,768
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$35,539,668398,427
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$29,158,552617,766
CAPITAL GRP FIXED INCM ETF TCGCPCORE PLUS INCM$28,982,1171,300,230
AMERICAN CENTY ETF TRQGROUS QUALITY GROW$15,662,889132,680
VANECK ETF TRUSTSMHSEMICONDUCTR ETF$15,450,93923,557
CAPITAL GRP FIXED INCM ETF TCGSDSHORT DURATION$14,919,603579,852
JOHN HANCOCK EXCHANGE TRADEDJHMLMLTFCTR LRG CAP$14,325,153160,632

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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