IAM Advisory, LLC - Portfolio Stock Holdings

IAM Advisory, LLC disclosed 114 stock positions in a recent SEC 13F filing. $444,949,017 of stock holdings were filed, with the largest holdings including CGDV, DGRW, and NOBL. This filing represented positions held on March 31, 2026, and was filed on April 10, 2026.

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.