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CIK: 0001998182
Total reported value
$332.2M
$332.2M
184 檔
14.2%
The Q3 2025 SEC filing reveals that Iams Wealth Management, LLC held a total portfolio value of $332.2M, covering 184 public equity positions.
Iams Wealth Management, LLC executed strategic sector rebalancing during Q3 2025, establishing 14 new positions while fully exiting 9 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.95% | +0.39% | -3.06% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.97% | -0.74% | +4.98% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.29% | -0.83% | +17.85% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.25% | -23.56% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.35% | +0.01% | +67.42% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.07% | -0.17% | +13.89% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.83% | +0.03% | +9.05% | |
| 8 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.62% | -0.04% | -2.26% | |
| 9 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.56% | +0.03% | -2.19% | |
| 10 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.51% | -0.45% | +7.74% | |
| 11 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.45% | -0.27% | +17.47% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.11% | +268.01% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | — | -5.19% | |
| 14 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.26% | +0.25% | -1.55% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.22% | — | +14.96% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-Other | 1.22% | +0.33% | -2.19% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | +0.01% | -14.42% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.07% | +60.71% | |
| 19 | FTA | First Trust L C Val Alp | ETF-Other | 1.15% | -0.05% | -2.45% | |
| 20 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.13% | -0.08% | +8.03% | |
| 21 | AFLG | First Trust Active Factor La | ETF-Other | 1.12% | -0.08% | -1.70% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.05% | +32.55% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-Other | 1.11% | -0.08% | -0.52% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.10% | — | +34.42% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.04% | +0.04% | -20.42% | |
| 26 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.04% | -0.10% | -15.00% | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 1.03% | -0.04% | -3.03% | |
| 28 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.01% | -0.23% | +18.80% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 1.01% | -0.84% | EXIT | |
| 30 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.97% | +0.19% | -0.80% | |
| 31 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.94% | +0.14% | +16.72% | |
| 32 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.94% | +0.79% | +22.98% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | +0.04% | -2.18% | |
| 34 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.88% | — | +26.87% | |
| 35 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.86% | -0.10% | +68.39% | |
| 36 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.85% | -0.45% | EXIT | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.84% | -0.02% | +7.59% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.83% | — | +41.66% | |
| 39 | SHEL | Shell Plc-adr | Stock-Energy | 0.83% | -0.25% | -1.42% | |
| 40 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.83% | — | +1.32% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.08% | +14.41% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.81% | -0.26% | +16.93% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.16% | +42.28% | |
| 44 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.74% | -0.03% | +0.58% | |
| 45 | USB | US Bancorp | Stock-Financials | 0.73% | -0.21% | -4.37% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.72% | -0.25% | +7.10% | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.72% | -0.25% | EXIT | |
| 48 | XLSR | Ss US Sector Rotation | ETF-Other | 0.69% | -0.40% | -4.42% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | — | +51.79% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | -0.01% | -8.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +13.89% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +268.01% | Add |
| 3 | AAPL | Apple Inc | +0.7% | +67.42% | Add |
| 4 | TSLA | Tesla Inc | +0.6% | -20.42% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +4.98% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.5% | +60.71% | Add |
| 7 | RDVY | First Trust Rising Dividend | +0.5% | -2.19% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | +42.28% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -3.06% | Trim |
| 10 | ANGL | Vaneck Fallen Angel High Yld | +0.3% | +26.87% | Add |
| 11 | MSFT | Microsoft CORP | +0.3% | -23.56% | Trim |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +136.95% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | -14.42% | Trim |
| 14 | FTGS | First Trust Grwth Strgth ETF | +0.1% | -2.26% | Trim |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +17.85% | Add |
| 16 | MCHP | Microchip Technology Inc | -0.4% | -9.47% | Trim |
| 17 | CVX | Chevron CORP | -0.4% | +11.00% | Trim |
| 18 | LMBS | First Trust Low Duration Opp | -0.4% | +0.58% | Trim |
| 19 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | -0.4% | +16.72% | Trim |
| 20 | IVE | Ishares S&p 500 Value ETF | -0.5% | -23.96% | Trim |
| 21 | FVD | First Trust Value Line Dvd | -0.5% | -0.52% | Trim |
| 22 | IVW | Ishares S&p 500 Growth ETF | -0.5% | -25.42% | Trim |
| 23 | CSCO | Cisco Systems Inc | -0.5% | +14.90% | Trim |
| 24 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.5% | +0.98% | Trim |
| 25 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | -0.5% | +68.39% | Trim |
| 26 | UPS | United Parcel Service-cl B | -0.6% | +7.74% | Add |
| 27 | AMGN | Amgen Inc | -1% | -46.49% | Trim |
| 28 | FTSM | First Trust Enh Short Mat Fd | — | NEW | New buy |
| 29 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 30 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 31 | WM | Waste Management Inc | — | NEW | New buy |
| 32 | WMT | Walmart Inc | — | NEW | New buy |
| 33 | BKLN | Invesco Senior Loan ETF | — | NEW | New buy |
| 34 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 35 | VOOG | Vanguard S&p 500 Growth ETF | — | NEW | New buy |
| 36 | VOOV | Vanguard S&p 500 Value ETF | — | NEW | New buy |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | — | EXIT | Sold out |
| 38 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 39 | FALN | Ishares Fallen Angels ETF | — | EXIT | Sold out |
| 40 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 41 | HYLB | Xtrackers Usd High Yield Cor | — | NEW | New buy |
| 42 | ET | Energy Transfer LP | — | EXIT | Sold out |
| 43 | SMH | Vaneck Semiconductor ETF | — | EXIT | Sold out |
| 44 | SPMO | Invesco S&p 500 Momentum ETF | — | NEW | New buy |
| 45 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | Sold out |
| 46 | VRIG | Invesco Variable Rate Invest | — | NEW | New buy |
| 47 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 48 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 49 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 50 | IWX | Ishares Russell Top 200 Valu | — | EXIT | Sold out |
According to official SEC Form 13F filings, Iams Wealth Management, LLC reported a total U.S. public equity portfolio value of $332.2M across 184 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, BIL) accounted for 14.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
FTSM
市值: $1.8M
Top Position Liquidated / Trimmed
TMUS
前期市值: $1.7M
During Q3 2025, Iams Wealth Management, LLC's top holdings by market value included QQQ (6.0%)、SPY (5.0%)、BIL (3.3%). The largest single position, QQQ, represented 6.0% of total portfolio value.
In Q3 2025, Iams Wealth Management, LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 12 positions, trimming 15 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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