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CIK: 0001998182
Total reported value
$341.9M
$341.9M
184 檔
13.8%
The Q3 2025 SEC filing reveals that Iams Wealth Management, LLC held a total portfolio value of $341.9M, covering 184 public equity positions.
In Q3 2025, Iams Wealth Management, LLC displayed an active expansion posture, initiating 55 new positions and adding to 57 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.95% | -0.40% | -3.06% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.97% | -0.01% | +4.98% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.29% | -0.23% | +17.85% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | +0.63% | -23.56% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.35% | +1.00% | +67.42% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.07% | +0.35% | +13.89% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.83% | -0.37% | +9.05% | |
| 8 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.62% | -0.08% | -2.26% | |
| 9 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.56% | -0.33% | -2.19% | |
| 10 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.51% | -0.15% | +7.74% | |
| 11 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.45% | -0.05% | +17.47% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.01% | +268.01% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | -0.14% | -5.19% | |
| 14 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.26% | -1.29% | -1.55% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.22% | +0.13% | +14.96% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-Other | 1.22% | +0.08% | -2.19% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | +0.05% | -14.42% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | +0.31% | +60.71% | |
| 19 | FTA | First Trust L C Val Alp | ETF-Other | 1.15% | -0.08% | -2.45% | |
| 20 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.13% | -0.01% | +8.03% | |
| 21 | AFLG | First Trust Active Factor La | ETF-Other | 1.12% | -0.17% | -1.70% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | -0.10% | +32.55% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-Other | 1.11% | -0.28% | -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% | -0.10% | -20.42% | |
| 26 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.04% | -0.04% | -15.00% | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 1.03% | -0.16% | -3.03% | |
| 28 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.01% | -0.13% | +18.80% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 1.01% | — | +12.05% | |
| 30 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.97% | -0.41% | -0.80% | |
| 31 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.94% | -0.05% | +16.72% | |
| 32 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.94% | -1.28% | +22.98% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | -0.14% | -2.18% | |
| 34 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.88% | -1.12% | EXIT | |
| 35 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.86% | -0.20% | +68.39% | |
| 36 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.85% | — | -4.80% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.84% | -0.10% | +7.59% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.83% | — | +41.66% | |
| 39 | SHEL | Shell Plc-adr | Stock-Energy | 0.83% | — | -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% | -0.06% | +16.93% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.15% | +42.28% | |
| 44 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.74% | -0.06% | +0.58% | |
| 45 | USB | US Bancorp | Stock-Financials | 0.73% | +0.13% | -4.37% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.72% | -0.16% | +7.10% | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.72% | +0.22% | NEW | |
| 48 | XLSR | Ss US Sector Rotation | ETF-Other | 0.69% | -0.01% | -4.42% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.04% | +51.79% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | -0.11% | -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 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +82.62% | Add |
| 15 | CLOI | Vaneck Clo ETF | +0.1% | +68.94% | Add |
| 16 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +31.52% | Add |
| 17 | MAGS | Roundhill Magnificent Seven | +0.1% | +5.45% | Add |
| 18 | BWXT | Bwx Technologies Inc | +0.1% | -18.08% | Trim |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +70.22% | Add |
| 20 | VTIP | Vanguard Short-term Tips | +0.1% | +69.96% | Add |
| 21 | UCON | First Trust Smith Unconstrai | +0.1% | +69.60% | Add |
| 22 | FTGS | First Trust Grwth Strgth ETF | +0.1% | -2.26% | Trim |
| 23 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.1% | +17.47% | Add |
| 24 | GLD | Spdr Gold Shares | +0.1% | +3.77% | Add |
| 25 | EVRG | Evergy Inc | +0.1% | +33.61% | Add |
| 26 | LOW | Lowe's Cos Inc | +0.1% | +13.01% | Add |
| 27 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +48.81% | Add |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +17.85% | Add |
| 29 | HODL | Vaneck Bitcoin ETF | 0% | — | Add |
| 30 | MO | Altria Group Inc | 0% | +27.61% | Add |
| 31 | JHMM | John Hancock Multi Fact Mid | 0% | +19.35% | Add |
| 32 | JHSC | John Hancock Multi Small Cap | 0% | +18.20% | Add |
| 33 | FTCB | Ft Core Investment Grade ETF | 0% | -1.55% | Add |
| 34 | DIS | Walt Disney Co/the | 0% | +10.73% | Add |
| 35 | FIXD | First Trust Smith Opportunis | 0% | +22.98% | Add |
| 36 | XLSR | Ss US Sector Rotation | 0% | -4.42% | Trim |
| 37 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Add |
| 38 | CTAS | Cintas CORP | 0% | +23.68% | Add |
| 39 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | 0% | +88.49% | Add |
| 40 | XLI | Ss Industrial Select Sector | 0% | +1.63% | Add |
| 41 | SRLN | Ss Blackstone Sr Loan ETF | 0% | +1.78% | Add |
| 42 | JPM | Jpmorgan Chase & Co | — | -5.19% | Trim |
| 43 | QTEC | First Trust Nasdq 100 Tech I | — | -0.80% | Trim |
| 44 | SCI | Service CORP International | — | +14.15% | Add |
| 45 | FBT | First Trust Nyse Arca Biotec | — | -2.87% | Add |
| 46 | BUFG | Ft Vest Buffered Allocation | — | — | Unchanged |
| 47 | SYK | Stryker CORP | — | +19.22% | Add |
| 48 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | +2.36% | Add |
| 49 | DFAC | Dimensional US Core Equity 2 | — | — | Unchanged |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | +8.88% | Add |
According to official SEC Form 13F filings, Iams Wealth Management, LLC reported a total U.S. public equity portfolio value of $341.9M 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 13.8% 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 198 total portfolio adjustments, initiating 55 new buys, adding to 57 positions, trimming 58 holdings, and fully liquidating 28 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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