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Holly Jinks

Iam Advisory, Llc

Assets Managed
$513.234M
Holdings
107
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15%(2Q avg: 7.09%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Iam Advisory, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Iam Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 513.234M in assets, with a quarterly growth rate of 15% and a 2-quarter average growth rate of 7.09%. The portfolio is managed by Holly Jinks, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGDV
Cap Group Dividend Value
Recent Activity
Increased 0.65%
14.06%
$72.138M
1.464M shares@ $49.29 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 0.73%
12.46%
$63.927M
668,549 shares@ $95.63 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Increased 102.45%
8.49%
$43.567M
775,768 shares@ $56.16 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -0.05%
6.93%
$35.54M
398,427 shares@ $89.2 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Decreased -0.06%
5.69%
$29.159M
617,766 shares@ $47.2 avg price
CGCP
Cap Group Core Plus Income
Recent Activity
Increased 1.99%
5.65%
$28.982M
1.3M shares@ $22.29 avg price
QGRO
American Century Us Quality
Recent Activity
Decreased -1.45%
3.06%
$15.663M
132,680 shares@ $118.06 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Decreased -6.31%
3.02%
$15.451M
23,557 shares@ $655.9 avg price
CGSD
Cap Group Short Duration
Recent Activity
Increased 2.09%
2.91%
$14.92M
579,852 shares@ $25.74 avg price
JHML
John Hancock Multi Fact Lrg
Recent Activity
Decreased -0.55%
2.8%
$14.325M
160,632 shares@ $89.18 avg price

1-10 of 107