IAM Advisory, LLC - Portfolio Stock Holdings
IAM Advisory, LLC disclosed 112 stock positions in a recent SEC 13F filing. $510,857,258 of stock holdings were filed, with the largest holdings including CGDV, DGRW, and NOBL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $699,412,946 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
112Est. Stock Holding Value:
$510,857,258Top Stock Holdings By Sector
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Portfolio Stock Holdings - IAM Advisory, LLC
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