Iam Advisory, LLC - Q42025 Holdings

Iam Advisory, LLC holds 104 stocks with a total portfolio value of $ 450.02M as of Q42025. In Q42025, Iam Advisory, LLC added 13 new positions, increased stakes in 49 stocks, reduced 35 holdings, and fully exited 11 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 13.84% of the total portfolio.