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Portfolio (Quarterly) Guide ↗

IAM Advisory, LLC

· CIK 0001825292
13F Portfolio $446.3B AUM 95 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 29 Added 43 Reduced 19 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 6,863.0 $1.7M 0.38% -101.0 -1.4% $248.02 +10.5%
22 XLK SELECT SECTOR SPDR TR 12,587.0 $1.7M 0.38% -150.0 -1.2% $132.90 +30.9%
23 VFMO VANGUARD WELLINGTON FD 8,119.0 $1.6M 0.36% -157.0 -1.9% $197.11 +12.6%
24 VRT VERTIV HOLDINGS CO Industrials 6,134.0 $1.5M 0.34% -88.0 -1.4% $250.60 +30.9%
25 PLTR PALANTIR TECHNOLOGIES INC Technology 10,417.0 $1.5M 0.34% -1K -10.5% $146.28 -8.0%
26 BERKSHIRE HATHAWAY INC DEL 2,225.0 $1.1M 0.24% -56.0 -2.5% $479.20
27 BKLN INVESCO EXCH TRADED FD TR II 43,205.0 $882K 0.20% -2K -4.0% $20.41 +0.5%
28 JEPI J P MORGAN EXCHANGE TRADED F 15,446.0 $876K 0.20% -686.0 -4.2% $56.68 -0.8%
29 XOM EXXON MOBIL CORP Energy 4,511.0 $765K 0.17% -64.0 -1.4% $169.68 -4.5%
30 UGL PROSHARES TR II Financial Services 7,309.0 $449K 0.10% -149.0 -2.0% $61.46 -8.8%
31 XLB SELECT SECTOR SPDR TR 8,367.0 $418K 0.09% -583.0 -6.5% $49.97 -1.4%
32 SPLV INVESCO EXCH TRADED FD TR II 5,569.0 $407K 0.09% -278.0 -4.8% $73.14 +0.7%
33 DIVO AMPLIFY ETF TR 9,044.0 $406K 0.09% -410.0 -4.3% $44.85 +1.8%
34 JNJ JOHNSON & JOHNSON Healthcare 1,515.0 $370K 0.08% -36.0 -2.3% $244.46 -6.0%
35 XLI SELECT SECTOR SPDR TR 2,087.0 $337K 0.08% -174.0 -7.7% $161.69 +5.0%
36 BKR BAKER HUGHES COMPANY Energy 5,453.0 $333K 0.07% -266.0 -4.7% $61.05 +8.5%
37 CVX CHEVRON CORPORATION Energy 1,461.0 $302K 0.07% -100.0 -6.4% $206.97 -5.2%
38 ABBV ABBVIE INC Healthcare 1,336.0 $291K 0.07% -16.0 -1.2% $217.46 -1.2%
39 RTX RTX CORPORATION Industrials 1,366.0 $264K 0.06% -14.0 -1.0% $192.90 -8.5%
40 ECL ECOLAB INC Basic Materials 894.0 $238K 0.05% -19.0 -2.1% $266.01 -7.6%
Page 2 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.4%
Industrials 27.2%
Healthcare 21.8%
Communication Services 5.3%
Utilities 3.9%
Financial Services 3.5%
Consumer Cyclical 3.3%
Consumer Defensive 1.6%
Energy 1.6%
Basic Materials 1.5%