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CIK: 0001998182
Total reported value
$332.2M
$332.2M
187 檔
14.3%
During the Q4 2025 filing period, Iams Wealth Management, LLC (CIK: 0001998182) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $332.2M across 187 reported positions.
In Q4 2025, Iams Wealth Management, LLC displayed an active expansion posture, initiating 14 new positions and adding to 21 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 | 5.41% | +0.39% | -1.32% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.64% | -0.74% | +1.23% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.53% | -0.83% | -14.14% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.25% | +22.33% | |
| 5 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 2.09% | +0.25% | +85.25% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.00% | +0.03% | +18.31% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 1.89% | +0.33% | +66.69% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | -0.17% | -0.35% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.77% | +0.01% | -21.72% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | +0.05% | +44.79% | |
| 11 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.51% | -0.45% | -6.40% | |
| 12 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.48% | — | +89.75% | |
| 13 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.38% | +0.14% | +58.08% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.07% | +40.72% | |
| 15 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.33% | +0.03% | -3.41% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | — | +2.22% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.22% | -0.01% | — | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.11% | -24.72% | |
| 19 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.09% | -0.08% | -2.45% | |
| 20 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.08% | -0.10% | +36.50% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.05% | — | +15.60% | |
| 22 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.04% | -0.04% | -27.82% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.10% | +83.48% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-Other | 1.00% | -0.08% | +0.91% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.01% | -12.07% | |
| 26 | AFLG | First Trust Active Factor La | ETF-Other | 0.99% | -0.08% | -2.84% | |
| 27 | FTA | First Trust L C Val Alp | ETF-Other | 0.99% | -0.05% | -8.20% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.93% | -0.04% | -9.68% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | — | -12.07% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.90% | -0.84% | EXIT | |
| 31 | JHMB | John Hancock Mortgage-backed | ETF-Other | 0.90% | -0.05% | — | |
| 32 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.89% | -0.23% | +17.71% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | +0.16% | +2.35% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.88% | -0.10% | -2.12% | |
| 35 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.86% | -0.13% | — | |
| 36 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.86% | +0.56% | +49.57% | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.86% | -0.25% | EXIT | |
| 38 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.83% | +0.19% | -4.84% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | +0.04% | +17.70% | |
| 40 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.79% | — | +90.67% | |
| 41 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | +0.74% | +124.23% | |
| 42 | FEMB | First Trust Emerging Markets | ETF-Emerging Markets | 0.75% | -0.11% | — | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.73% | -0.02% | +3.29% | |
| 44 | SHEL | Shell Plc-adr | Stock-Energy | 0.73% | -0.25% | -4.72% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.72% | -0.08% | -4.00% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.72% | -0.26% | +2.85% | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.71% | — | -20.36% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.70% | — | -14.04% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.69% | -0.21% | -4.83% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.68% | -0.25% | +5.42% |
According to official SEC Form 13F filings, Iams Wealth Management, LLC reported a total U.S. public equity portfolio value of $332.2M across 187 disclosed positions in Q4 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 14.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
VWOB
市值: $3.4M
Top Position Liquidated / Trimmed
CLOI
前期市值: $1.1M
During Q4 2025, Iams Wealth Management, LLC's top holdings by market value included QQQ (5.4%)、SPY (4.6%)、BIL (2.5%). The largest single position, QQQ, represented 5.4% of total portfolio value.
In Q4 2025, Iams Wealth Management, LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 21 positions, trimming 8 holdings, and fully liquidating 7 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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