Iam Advisory, LLC - Q12026 Holdings

Iam Advisory, LLC holds 95 stocks with a total portfolio value of $ 446.32M as of Q12026. In Q12026, Iam Advisory, LLC added 10 new positions, increased stakes in 37 stocks, reduced 46 holdings, and fully exited 19 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 13.86% of the total portfolio.