# EDGAR Filing Document

**Accession Number:** 0001825292
**File Stem:** 0001951757-25-000585
**Filing Date:** 2025-7
**Character Count:** 13256
**Document Hash:** 00093fa47bbdcc51f2363f9b18f27052
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-000585.hdr.sgml**: 20250708

**ACCESSION NUMBER**: 0001951757-25-000585

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250708

**DATE AS OF CHANGE**: 20250708

**EFFECTIVENESS DATE**: 20250708

**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:** 251111508

**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:** 06-30-2025

**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  07-08-2025<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:** 97

**Form 13F Information Table Value Total:** $416589859

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 228284 | 1678 | SH |  | SOLE |  | 0 | 0 | 1678 |
| ABBVIE INC | COM | 00287Y109 |  | 272257 | 1467 | SH |  | SOLE |  | 0 | 0 | 1467 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1924732 | 13564 | SH |  | SOLE |  | 0 | 0 | 13564 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1868877 | 10535 | SH |  | SOLE |  | 0 | 0 | 10535 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 231685 | 3952 | SH |  | SOLE |  | 0 | 0 | 3952 |
| AMAZON COM INC | COM | 023135106 |  | 2223448 | 10135 | SH |  | SOLE |  | 0 | 0 | 10135 |
| AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 |  | 14979188 | 137273 | SH |  | SOLE |  | 0 | 0 | 137273 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 6911560 | 75868 | SH |  | SOLE |  | 0 | 0 | 75868 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 29872145 | 403623 | SH |  | SOLE |  | 0 | 0 | 403623 |
| AMGEN INC | COM | 031162100 |  | 2036432 | 7294 | SH |  | SOLE |  | 0 | 0 | 7294 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 541275 | 12721 | SH |  | SOLE |  | 0 | 0 | 12721 |
| APPLE INC | COM | 037833100 |  | 4705303 | 22934 | SH |  | SOLE |  | 0 | 0 | 22934 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 749728 | 7328 | SH |  | SOLE |  | 0 | 0 | 7328 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 |  | 736827 | 4556 | SH |  | SOLE |  | 0 | 0 | 4556 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 1105076 | 3583 | SH |  | SOLE |  | 0 | 0 | 3583 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 234444 | 6115 | SH |  | SOLE |  | 0 | 0 | 6115 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1308179 | 2693 | SH |  | SOLE |  | 0 | 0 | 2693 |
| BLACKSTONE INC | COM | 09260D107 |  | 817858 | 5468 | SH |  | SOLE |  | 0 | 0 | 5468 |
| BROADCOM INC | COM | 11135F101 |  | 5615992 | 20374 | SH |  | SOLE |  | 0 | 0 | 20374 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 18936302 | 479521 | SH |  | SOLE |  | 0 | 0 | 479521 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 14058195 | 345835 | SH |  | SOLE |  | 0 | 0 | 345835 |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 14020Y409 |  | 13588080 | 523928 | SH |  | SOLE |  | 0 | 0 | 523928 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 27016418 | 1200730 | SH |  | SOLE |  | 0 | 0 | 1200730 |
| COCA COLA CO | COM | 191216100 |  | 223403 | 3158 | SH |  | SOLE |  | 0 | 0 | 3158 |
| EATON CORP PLC | SHS | G29183103 |  | 693518 | 1943 | SH |  | SOLE |  | 0 | 0 | 1943 |
| ECOLAB INC | COM | 278865100 |  | 275598 | 1023 | SH |  | SOLE |  | 0 | 0 | 1023 |
| ELI LILLY  CO | COM | 532457108 |  | 3903823 | 5008 | SH |  | SOLE |  | 0 | 0 | 5008 |
| ETFIS SER TR I | VIRTUS REAVES UT | 26923G806 |  | 227769 | 3013 | SH |  | SOLE |  | 0 | 0 | 3013 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 498905 | 4628 | SH |  | SOLE |  | 0 | 0 | 4628 |
| FIRST BK WILLIAMSTOWN NEW JE | COM | 31931U102 |  | 1284231 | 83014 | SH |  | SOLE |  | 0 | 0 | 83014 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 8137139 | 107663 | SH |  | SOLE |  | 0 | 0 | 107663 |
| FISERV INC | COM | 337738108 |  | 228960 | 1328 | SH |  | SOLE |  | 0 | 0 | 1328 |
| GE VERNOVA INC | COM | 36828A101 |  | 1049582 | 1984 | SH |  | SOLE |  | 0 | 0 | 1984 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 3531388 | 80828 | SH |  | SOLE |  | 0 | 0 | 80828 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 317307 | 3740 | SH |  | SOLE |  | 0 | 0 | 3740 |
| HONEYWELL INTL INC | COM | 438516106 |  | 2415107 | 10371 | SH |  | SOLE |  | 0 | 0 | 10371 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 1212797 | 6516 | SH |  | SOLE |  | 0 | 0 | 6516 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 321353 | 1090 | SH |  | SOLE |  | 0 | 0 | 1090 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 |  | 792149 | 37866 | SH |  | SOLE |  | 0 | 0 | 37866 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 359719 | 4940 | SH |  | SOLE |  | 0 | 0 | 4940 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 264603 | 1456 | SH |  | SOLE |  | 0 | 0 | 1456 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 339045 | 2393 | SH |  | SOLE |  | 0 | 0 | 2393 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 46137V746 |  | 362228 | 3084 | SH |  | SOLE |  | 0 | 0 | 3084 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 1674649 | 15748 | SH |  | SOLE |  | 0 | 0 | 15748 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1389025 | 6437 | SH |  | SOLE |  | 0 | 0 | 6437 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 1677781 | 15322 | SH |  | SOLE |  | 0 | 0 | 15322 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 233186 | 2609 | SH |  | SOLE |  | 0 | 0 | 2609 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 910410 | 16014 | SH |  | SOLE |  | 0 | 0 | 16014 |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 47804J107 |  | 23857152 | 325238 | SH |  | SOLE |  | 0 | 0 | 325238 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 231533 | 1516 | SH |  | SOLE |  | 0 | 0 | 1516 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 2186118 | 8715 | SH |  | SOLE |  | 0 | 0 | 8715 |
| LIVEONE INC | COM | 53814X102 |  | 9059 | 12000 | SH |  | SOLE |  | 0 | 0 | 12000 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1965966 | 4245 | SH |  | SOLE |  | 0 | 0 | 4245 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 1880421 | 8601 | SH |  | SOLE |  | 0 | 0 | 8601 |
| MCDONALDS CORP | COM | 580135101 |  | 766378 | 2623 | SH |  | SOLE |  | 0 | 0 | 2623 |
| MCKESSON CORP | COM | 58155Q103 |  | 2854152 | 3895 | SH |  | SOLE |  | 0 | 0 | 3895 |
| MERCK  CO INC | COM | 58933Y105 |  | 1485718 | 18769 | SH |  | SOLE |  | 0 | 0 | 18769 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1361108 | 1844 | SH |  | SOLE |  | 0 | 0 | 1844 |
| MICROSOFT CORP | COM | 594918104 |  | 4197745 | 8439 | SH |  | SOLE |  | 0 | 0 | 8439 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 2521224 | 5996 | SH |  | SOLE |  | 0 | 0 | 5996 |
| NETFLIX INC | COM | 64110L106 |  | 2270020 | 1695 | SH |  | SOLE |  | 0 | 0 | 1695 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 2005428 | 4011 | SH |  | SOLE |  | 0 | 0 | 4011 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 1924197 | 15901 | SH |  | SOLE |  | 0 | 0 | 15901 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3586399 | 22700 | SH |  | SOLE |  | 0 | 0 | 22700 |
| ORACLE CORP | COM | 68389X105 |  | 288617 | 1320 | SH |  | SOLE |  | 0 | 0 | 1320 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 648756 | 7198 | SH |  | SOLE |  | 0 | 0 | 7198 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 1702768 | 30903 | SH |  | SOLE |  | 0 | 0 | 30903 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1411798 | 10356 | SH |  | SOLE |  | 0 | 0 | 10356 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1956154 | 9559 | SH |  | SOLE |  | 0 | 0 | 9559 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 235337 | 4729 | SH |  | SOLE |  | 0 | 0 | 4729 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 673226 | 3696 | SH |  | SOLE |  | 0 | 0 | 3696 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 1618181 | 32254 | SH |  | SOLE |  | 0 | 0 | 32254 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 2214238 | 43112 | SH |  | SOLE |  | 0 | 0 | 43112 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 1847511 | 9910 | SH |  | SOLE |  | 0 | 0 | 9910 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 269043 | 1689 | SH |  | SOLE |  | 0 | 0 | 1689 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 66419000 | 659573 | SH |  | SOLE |  | 0 | 0 | 659573 |
| PROSHARES TR II | ULTRA GOLD | 74347W601 |  | 276864 | 7988 | SH |  | SOLE |  | 0 | 0 | 7988 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 1224734 | 4966 | SH |  | SOLE |  | 0 | 0 | 4966 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 1631921 | 6444 | SH |  | SOLE |  | 0 | 0 | 6444 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 2606510 | 24016 | SH |  | SOLE |  | 0 | 0 | 24016 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 4751049 | 90721 | SH |  | SOLE |  | 0 | 0 | 90721 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 328627 | 3742 | SH |  | SOLE |  | 0 | 0 | 3742 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 307736 | 2086 | SH |  | SOLE |  | 0 | 0 | 2086 |
| SERVICENOW INC | COM | 81762P102 |  | 1040931 | 1012 | SH |  | SOLE |  | 0 | 0 | 1012 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 507847 | 1666 | SH |  | SOLE |  | 0 | 0 | 1666 |
| T-MOBILE US INC | COM | 872590104 |  | 1363437 | 5722 | SH |  | SOLE |  | 0 | 0 | 5722 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 684050 | 1564 | SH |  | SOLE |  | 0 | 0 | 1564 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1192848 | 3824 | SH |  | SOLE |  | 0 | 0 | 3824 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 2585756 | 49669 | SH |  | SOLE |  | 0 | 0 | 49669 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 8246865 | 29571 | SH |  | SOLE |  | 0 | 0 | 29571 |
| VANECK ETF TRUST | BDC INCOME ETF | 92189F411 |  | 245232 | 15063 | SH |  | SOLE |  | 0 | 0 | 15063 |
| VANGUARD WELLINGTON FD | US MOMENTUM | 921935508 |  | 1433657 | 8310 | SH |  | SOLE |  | 0 | 0 | 8310 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 754363 | 5875 | SH |  | SOLE |  | 0 | 0 | 5875 |
| VISTRA CORP | COM | 92840M102 |  | 1967940 | 10154 | SH |  | SOLE |  | 0 | 0 | 10154 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 2539528 | 11098 | SH |  | SOLE |  | 0 | 0 | 11098 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 66610784 | 795448 | SH |  | SOLE |  | 0 | 0 | 795448 |
| ZOETIS INC | CL A | 98978V103 |  | 1615973 | 10362 | SH |  | SOLE |  | 0 | 0 | 10362 |

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