IAM Advisory, LLC Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$450.0M

Holdings

104

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (104 positions)

#StockSharesValue% PortfolioType
101
MDTMEDTRONIC PLC
2,142$205K0.05%
102
IVESWEDBUSH SER TR
6,456$204K0.05%
103
ORCLORACLE CORP
1,030$200K0.04%
104
NXDRNEXTDOOR HOLDINGS INC
12,200$25K0.01%
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