Institutions / Iams Wealth Management, LLC
Iams Wealth Management, LLC
CIK 1998182 · Institution · as of Dec 31, 2025
Portfolio value
$277.04M
Positions
187
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 187 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $14.98M | 5.4% |
| SPDR S&P 500 ETF Tr | $12.84M | 4.6% |
| SPDR Series Trust | $7.01M | 2.5% |
| Microsoft Corp | $6.84M | 2.5% |
| First Tr Exchange-Traded Fd | $5.78M | 2.1% |
| First Tr Exchng Traded Fd VI | $5.53M | 2.0% |
| First Tr Exchange Traded Fd | $5.24M | 1.9% |
| NVIDIA Corp | $5.15M | 1.9% |
| Apple Inc. | $4.91M | 1.8% |
| Amazon.com Inc | $4.24M | 1.5% |
| United Parcel Service Inc | $4.17M | 1.5% |
| VanEck ETF Trust | $4.10M | 1.5% |
| First Tr Exchng Traded Fd VI | $3.82M | 1.4% |
| Meta Platforms Inc | $3.69M | 1.3% |
| First Tr Exchange Traded Fd | $3.69M | 1.3% |
| JPMorgan Chase & Co | $3.37M | 1.2% |
| Vanguard Whitehall Fds | $3.37M | 1.2% |
| Alphabet Inc. | $3.20M | 1.2% |
| Gilead Sciences, Inc. | $3.03M | 1.1% |
| First Tr Exchng Traded Fd VI | $3.00M | 1.1% |
| Novo-Nordisk a S | $2.90M | 1.0% |
| First Tr Exchange-Traded Fd | $2.87M | 1.0% |
| Warren E. Buffett | $2.80M | 1.0% |
| First Tr Exchange-Traded Fd | $2.78M | 1.0% |
| Broadcom Inc. | $2.75M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.