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Portfolio (Quarterly) Guide ↗

IAM Advisory, LLC

· CIK 0001825292
13F Portfolio $513M AUM 107 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 54 Added 13 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 XLC SELECT SECTOR SPDR TR 23,094 $2.6M 0.57% SOLD
2 HON HONEYWELL INTL INC Industrials 10,906 $2.5M 0.55% SOLD
3 VST VISTRA CORP Utilities 9,936 $1.5M 0.34% SOLD
4 META META PLATFORMS INC Communication Services 1,900 $1.1M 0.24% SOLD
5 LEIDOS HOLDINGS INC 6,978 $1.1M 0.24% SOLD
6 ANET ARISTA NETWORKS INC Technology 7,562 $928K 0.21% SOLD
7 UGL PROSHARES TR II Financial Services 7,309 $449K 0.10% SOLD
Sector Allocation
Technology 42.0%
Industrials 24.4%
Healthcare 19.6%
Financial Services 3.2%
Consumer Cyclical 2.9%
Utilities 2.5%
Communication Services 1.6%
Consumer Defensive 1.5%
Basic Materials 1.3%
Energy 1.1%