# EDGAR Filing Document

**Accession Number:** 0001825292
**File Stem:** 0001951757-26-000576
**Filing Date:** 2026-4
**Character Count:** 13147
**Document Hash:** 26073d1512add7c20a1a6572c41061e2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000576.hdr.sgml**: 20260410

**ACCESSION NUMBER**: 0001951757-26-000576

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260410

**DATE AS OF CHANGE**: 20260410

**EFFECTIVENESS DATE**: 20260410

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** IAM Advisory, LLC
- **CENTRAL INDEX KEY:** 0001825292

**ORGANIZATION NAME:**
- **EIN:** 842539707
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20596
- **FILM NUMBER:** 26855111

**BUSINESS ADDRESS:**
- **STREET 1:** 137 NORTH SECOND STREET
- **CITY:** EASTON
- **STATE:** PA
- **ZIP:** 18042
- **BUSINESS PHONE:** 610-258-3269

**MAIL ADDRESS:**
- **STREET 1:** 137 NORTH SECOND STREET
- **CITY:** EASTON
- **STATE:** PA
- **ZIP:** 18042

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** IAM Advisory LLC<br>**Address:** 137 NORTH SECOND STREET<br>EASTON, PA 18042

**Form 13F File Number:** 028-20596

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Holly Jinks<br>**Title:** Chief Compliance Officer<br>**Phone:** (610) 258-3269

**Signature, Place, and Date of Signing:**

Holly Jinks  Easton, PA  04-10-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 95

**Form 13F Information Table Value Total:** $446321762

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 2131473 | 10234 | SH |  | SOLE |  | 0 | 0 | 10234 |
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 |  | 201357 | 1270 | SH |  | SOLE |  | 0 | 0 | 1270 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 1672806 | 12587 | SH |  | SOLE |  | 0 | 0 | 12587 |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 47804J107 |  | 12642912 | 161529 | SH |  | SOLE |  | 0 | 0 | 161529 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 370357 | 1515 | SH |  | SOLE |  | 0 | 0 | 1515 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 2602936 | 11327 | SH |  | SOLE |  | 0 | 0 | 11327 |
| ADVANCED ENERGY INDS | COM | 007973100 |  | 1666614 | 5164 | SH |  | SOLE |  | 0 | 0 | 5164 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 240667 | 1666 | SH |  | SOLE |  | 0 | 0 | 1666 |
| COCA COLA CO | COM | 191216100 |  | 230747 | 3034 | SH |  | SOLE |  | 0 | 0 | 3034 |
| PROSHARES TR II | ULTRA GOLD | 74347W601 |  | 449211 | 7309 | SH |  | SOLE |  | 0 | 0 | 7309 |
| MERCK  CO INC | COM | 58933Y105 |  | 2795174 | 23237 | SH |  | SOLE |  | 0 | 0 | 23237 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 1320515 | 12399 | SH |  | SOLE |  | 0 | 0 | 12399 |
| MCKESSON CORP | COM | 58155Q103 |  | 3139504 | 3628 | SH |  | SOLE |  | 0 | 0 | 3628 |
| VISTRA CORP | COM | 92840M102 |  | 1493640 | 9936 | SH |  | SOLE |  | 0 | 0 | 9936 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 1449262 | 6289 | SH |  | SOLE |  | 0 | 0 | 6289 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 1812614 | 28974 | SH |  | SOLE |  | 0 | 0 | 28974 |
| HONEYWELL INTL INC | COM | 438516106 |  | 2465077 | 10906 | SH |  | SOLE |  | 0 | 0 | 10906 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 656138 | 1574 | SH |  | SOLE |  | 0 | 0 | 1574 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 405631 | 9044 | SH |  | SOLE |  | 0 | 0 | 9044 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 740834 | 3646 | SH |  | SOLE |  | 0 | 0 | 3646 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 716863 | 1666 | SH |  | SOLE |  | 0 | 0 | 1666 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1066220 | 2225 | SH |  | SOLE |  | 0 | 0 | 2225 |
| VANGUARD WELLINGTON FD | US MOMENTUM | 921935508 |  | 1600315 | 8119 | SH |  | SOLE |  | 0 | 0 | 8119 |
| MICROSOFT CORP | COM | 594918104 |  | 3155145 | 8524 | SH |  | SOLE |  | 0 | 0 | 8524 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 2560206 | 23094 | SH |  | SOLE |  | 0 | 0 | 23094 |
| BLOOM ENERGY CORP | COM CL A | 093712107 |  | 1036257 | 7648 | SH |  | SOLE |  | 0 | 0 | 7648 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 1739584 | 34481 | SH |  | SOLE |  | 0 | 0 | 34481 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 2201622 | 42185 | SH |  | SOLE |  | 0 | 0 | 42185 |
| AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 |  | 14141263 | 134640 | SH |  | SOLE |  | 0 | 0 | 134640 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 3601341 | 77166 | SH |  | SOLE |  | 0 | 0 | 77166 |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 14020Y409 |  | 14649200 | 568019 | SH |  | SOLE |  | 0 | 0 | 568019 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 3803285 | 41444 | SH |  | SOLE |  | 0 | 0 | 41444 |
| ELI LILLY  CO | COM | 532457108 |  | 4277719 | 4651 | SH |  | SOLE |  | 0 | 0 | 4651 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 8378980 | 75848 | SH |  | SOLE |  | 0 | 0 | 75848 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 1085267 | 6978 | SH |  | SOLE |  | 0 | 0 | 6978 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 33822601 | 398663 | SH |  | SOLE |  | 0 | 0 | 398663 |
| PPL CORP | COM | 69351T106 |  | 226749 | 5936 | SH |  | SOLE |  | 0 | 0 | 5936 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1702130 | 6863 | SH |  | SOLE |  | 0 | 0 | 6863 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 |  | 881816 | 43205 | SH |  | SOLE |  | 0 | 0 | 43205 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 1537159 | 6134 | SH |  | SOLE |  | 0 | 0 | 6134 |
| FREEPORT MCMORAN INC | CL B | 35671D857 |  | 225399 | 3835 | SH |  | SOLE |  | 0 | 0 | 3835 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 407295 | 5569 | SH |  | SOLE |  | 0 | 0 | 5569 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 875501 | 15446 | SH |  | SOLE |  | 0 | 0 | 15446 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 1086596 | 2668 | SH |  | SOLE |  | 0 | 0 | 2668 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 397803 | 2401 | SH |  | SOLE |  | 0 | 0 | 2401 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1523799 | 10417 | SH |  | SOLE |  | 0 | 0 | 10417 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 2948807 | 8544 | SH |  | SOLE |  | 0 | 0 | 8544 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 9640674 | 25145 | SH |  | SOLE |  | 0 | 0 | 25145 |
| IAMGOLD CORP | COM | 450913108 |  | 886667 | 47113 | SH |  | SOLE |  | 0 | 0 | 47113 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1086902 | 1900 | SH |  | SOLE |  | 0 | 0 | 1900 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 24844545 | 618177 | SH |  | SOLE |  | 0 | 0 | 618177 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 61869927 | 1454394 | SH |  | SOLE |  | 0 | 0 | 1454394 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 28480627 | 1274871 | SH |  | SOLE |  | 0 | 0 | 1274871 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1517268 | 9464 | SH |  | SOLE |  | 0 | 0 | 9464 |
| BROADCOM INC | COM | 11135F101 |  | 5365525 | 17336 | SH |  | SOLE |  | 0 | 0 | 17336 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 2530647 | 16567 | SH |  | SOLE |  | 0 | 0 | 16567 |
| AMPLIFY ETF TR | CWP INTL ENHANCE | 032108722 |  | 4027271 | 99512 | SH |  | SOLE |  | 0 | 0 | 99512 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3627330 | 20799 | SH |  | SOLE |  | 0 | 0 | 20799 |
| ABBVIE INC | COM | 00287Y109 |  | 290525 | 1336 | SH |  | SOLE |  | 0 | 0 | 1336 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A870 |  | 226494 | 1773 | SH |  | SOLE |  | 0 | 0 | 1773 |
| MCDONALDS CORP | COM | 580135101 |  | 829510 | 2669 | SH |  | SOLE |  | 0 | 0 | 2669 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 2681411 | 13181 | SH |  | SOLE |  | 0 | 0 | 13181 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 58303367 | 663745 | SH |  | SOLE |  | 0 | 0 | 663745 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 46137V746 |  | 385924 | 3065 | SH |  | SOLE |  | 0 | 0 | 3065 |
| VANECK ETF TRUST | RARE EARTH AND S | 92189H805 |  | 233624 | 2655 | SH |  | SOLE |  | 0 | 0 | 2655 |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | 922907738 |  | 1002551 | 10032 | SH |  | SOLE |  | 0 | 0 | 10032 |
| GE VERNOVA INC | COM | 36828A101 |  | 1739282 | 1993 | SH |  | SOLE |  | 0 | 0 | 1993 |
| SELECT SECTOR SPDR TR | STATE STREET MAT | 81369Y100 |  | 418098 | 8367 | SH |  | SOLE |  | 0 | 0 | 8367 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1185123 | 4176 | SH |  | SOLE |  | 0 | 0 | 4176 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 2656156 | 6121 | SH |  | SOLE |  | 0 | 0 | 6121 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A698 |  | 4758241 | 73035 | SH |  | SOLE |  | 0 | 0 | 73035 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 337454 | 2087 | SH |  | SOLE |  | 0 | 0 | 2087 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 40622848 | 383198 | SH |  | SOLE |  | 0 | 0 | 383198 |
| ECOLAB INC | COM | 278865100 |  | 237809 | 894 | SH |  | SOLE |  | 0 | 0 | 894 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 2747593 | 4027 | SH |  | SOLE |  | 0 | 0 | 4027 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 1299970 | 5935 | SH |  | SOLE |  | 0 | 0 | 5935 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 2641860 | 4371 | SH |  | SOLE |  | 0 | 0 | 4371 |
| TEMA ETF TRUST | ELECTRIFICATION | 87975E834 |  | 1766890 | 51603 | SH |  | SOLE |  | 0 | 0 | 51603 |
| SANDISK CORP | COM | 80004C200 |  | 1767516 | 2782 | SH |  | SOLE |  | 0 | 0 | 2782 |
| CHEVRON CORPORATION | COM | 166764100 |  | 302384 | 1461 | SH |  | SOLE |  | 0 | 0 | 1461 |
| RTX CORPORATION | COM | 75513E101 |  | 263506 | 1366 | SH |  | SOLE |  | 0 | 0 | 1366 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 1538881 | 11042 | SH |  | SOLE |  | 0 | 0 | 11042 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 332907 | 5453 | SH |  | SOLE |  | 0 | 0 | 5453 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3679732 | 12828 | SH |  | SOLE |  | 0 | 0 | 12828 |
| AMGEN INC | COM | 031162100 |  | 2600705 | 7392 | SH |  | SOLE |  | 0 | 0 | 7392 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 928462 | 7562 | SH |  | SOLE |  | 0 | 0 | 7562 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 286981 | 1334 | SH |  | SOLE |  | 0 | 0 | 1334 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 |  | 387021 | 7323 | SH |  | SOLE |  | 0 | 0 | 7323 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 647561 | 3917 | SH |  | SOLE |  | 0 | 0 | 3917 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 1949639 | 9369 | SH |  | SOLE |  | 0 | 0 | 9369 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 1950415 | 32159 | SH |  | SOLE |  | 0 | 0 | 32159 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 296360 | 4491 | SH |  | SOLE |  | 0 | 0 | 4491 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 765410 | 4511 | SH |  | SOLE |  | 0 | 0 | 4511 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 6446283 | 102844 | SH |  | SOLE |  | 0 | 0 | 102844 |
| APPLE INC | COM | 037833100 |  | 5799495 | 22852 | SH |  | SOLE |  | 0 | 0 | 22852 |

---