IAM Advisory, LLC
•CIK: 1825292•Filing: Q4 2025
**IAM Advisory, LLC** manages $450M across a diversified portfolio of 104 positions. The fund exhibits significant concentration in technology and growth sectors, evidenced by top holdings including CGDV at $62.3M and DGRW at $59.2M. Further allocations are notable in NOBL ($40.2M) and AVDE ($33.7M), suggesting a focused, high-conviction approach to market opportunities. This structure indicates a strategy prioritizing established, large-cap growth names.
Total AUM
$450.0M
QoQ Performance
+1.2%
Positions
88
Top 10 Concentration
67.7%
Latest Filing
Q4 2025
Top Holdings Allocation
CGDV
DGRW
NOBL
AVDE
CGCP
CGGR
CGDV13.8%
DGRW13.2%
NOBL8.9%
AVDE7.5%
CGCP6.3%
CGGR6.2%
QGRO3.5%
CGSD3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.7%
Technology6.2%
Healthcare3.1%
Industrial1.3%
Consumer0.7%
Communication0.3%
Financial0.3%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW13 new positions
↑49 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023