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CIK: 0001998182
Total reported value
$332.2M
$332.2M
186 檔
14.5%
At the close of Q1 2026, Iams Wealth Management, LLC disclosed equity holdings valued at approximately $332.2M, spread across 186 reported holdings.
Iams Wealth Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 16 new positions while fully exiting 17 holdings and trimming 75 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.08% | +0.39% | +3.62% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.22% | -0.74% | -1.24% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.95% | -0.83% | +20.65% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.37% | +0.03% | +24.51% | |
| 5 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 2.22% | +0.25% | +11.88% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -0.25% | +18.60% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.07% | -0.17% | +23.56% | |
| 8 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.84% | +0.14% | +39.99% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 1.80% | +0.33% | +0.45% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.01% | +4.29% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.05% | +21.12% | |
| 12 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.40% | -0.45% | -2.95% | |
| 13 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.28% | +0.03% | +2.56% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.10% | +36.96% | |
| 15 | AFLG | First Trust Active Factor La | ETF-Other | 1.27% | -0.08% | +34.77% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | — | +17.07% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.21% | -0.01% | +6.07% | |
| 18 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.14% | -0.52% | — | |
| 19 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.12% | — | -20.01% | |
| 20 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.11% | -0.10% | +7.28% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.07% | -1.86% | |
| 22 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.06% | +0.74% | +52.53% | |
| 23 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.04% | -0.08% | -13.27% | |
| 24 | JHMB | John Hancock Mortgage-backed | ETF-Other | 1.02% | -0.05% | +18.86% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.01% | +14.34% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.16% | +21.12% | |
| 27 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.95% | +0.17% | +90.49% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.95% | -0.14% | — | |
| 29 | FVD | First Trust Value Line Dvd | ETF-Other | 0.94% | -0.08% | -4.80% | |
| 30 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.94% | -0.04% | -2.71% | |
| 31 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.92% | -0.13% | +11.45% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.91% | -0.04% | +18.58% | |
| 33 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.90% | +0.23% | +59.56% | |
| 34 | FTA | First Trust L C Val Alp | ETF-Other | 0.88% | -0.05% | -13.47% | |
| 35 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.87% | -0.23% | +20.26% | |
| 36 | JHMD | John Hancock Mf Dev Intl ETF | ETF-Other | 0.86% | +0.01% | +54.10% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.84% | -0.84% | EXIT | |
| 38 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.82% | — | +8.88% | |
| 39 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.81% | -0.10% | -18.53% | |
| 40 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.80% | +0.19% | +6.71% | |
| 41 | SHEL | Shell Plc-adr | Stock-Energy | 0.80% | -0.25% | -9.99% | |
| 42 | FEMB | First Trust Emerging Markets | ETF-Emerging Markets | 0.80% | -0.11% | +13.74% | |
| 43 | COP | Conocophillips | Stock-Energy | 0.80% | -0.25% | -13.90% | |
| 44 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.76% | +0.33% | +34.21% | |
| 45 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.72% | +0.79% | +57.57% | |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.70% | -0.11% | — | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | — | -22.57% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.08% | -4.69% | |
| 49 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.67% | -0.27% | +2.93% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.66% | -0.26% | -0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.5% | +39.99% | Add |
| 2 | JHMM | John Hancock Multi Fact Mid | +0.5% | +90.49% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +20.65% | Add |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.4% | +24.51% | Add |
| 5 | WMT | Walmart Inc | +0.4% | +100.40% | Add |
| 6 | COST | Costco Wholesale CORP | +0.3% | +122.01% | Add |
| 7 | VOOV | Vanguard S&p 500 Value ETF | +0.3% | +59.56% | Add |
| 8 | JHMD | John Hancock Mf Dev Intl ETF | +0.3% | +54.10% | Add |
| 9 | AFLG | First Trust Active Factor La | +0.3% | +34.77% | Add |
| 10 | VOOG | Vanguard S&p 500 Growth ETF | +0.3% | +52.53% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +36.96% | Add |
| 12 | FIXD | First Trust Smith Opportunis | +0.2% | +57.57% | Add |
| 13 | NVDA | Nvidia CORP | +0.2% | +23.56% | Add |
| 14 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | +125.14% | Add |
| 15 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +34.21% | Add |
| 16 | FTCB | Ft Core Investment Grade ETF | +0.1% | +11.88% | Add |
| 17 | JHMB | John Hancock Mortgage-backed | +0.1% | +18.86% | Add |
| 18 | COP | Conocophillips | +0.1% | -13.90% | Trim |
| 19 | GE | General Electric | +0.1% | +165.04% | Add |
| 20 | FEM | First Trust Emerging Markets | +0.1% | +37.57% | Add |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | +136.95% | Add |
| 22 | PM | Philip Morris International | +0.1% | +40.34% | Add |
| 23 | IBM | Intl Business Machines CORP | +0.1% | +126.49% | Add |
| 24 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +33.72% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | +21.12% | Add |
| 26 | ABBV | Abbvie Inc | +0.1% | +72.43% | Add |
| 27 | FDL | First Trust Morn Dvd Lead In | +0.1% | +34.45% | Add |
| 28 | UAL | United Airlines Holdings Inc | +0.1% | +101.56% | Add |
| 29 | HWM | Howmet Aerospace Inc | +0.1% | +42.45% | Add |
| 30 | V | Visa Inc-class A Shares | +0.1% | +82.21% | Add |
| 31 | HLT | Hilton Worldwide Holdings In | +0.1% | +52.95% | Add |
| 32 | SHEL | Shell Plc-adr | +0.1% | -9.99% | Trim |
| 33 | ORLY | O'reilly Automotive Inc | +0.1% | +63.17% | Add |
| 34 | TJX | Tjx Companies Inc | +0.1% | +51.33% | Add |
| 35 | TRV | Travelers Cos Inc/the | +0.1% | +60.71% | Add |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | +21.12% | Add |
| 37 | VPLS | Vanguard Core-plus Bond ETF | +0.1% | +11.45% | Add |
| 38 | CVX | Chevron CORP | +0.1% | -15.25% | Trim |
| 39 | VOO | Vanguard S&p 500 ETF | +0.1% | +18.86% | Add |
| 40 | FEMB | First Trust Emerging Markets | +0.1% | +13.74% | Add |
| 41 | CSCO | Cisco Systems Inc | +0.1% | +18.55% | Add |
| 42 | CEG | Constellation Energy | +0.1% | +83.20% | Add |
| 43 | XOM | Exxon Mobil CORP | +0.1% | +22.12% | Add |
| 44 | JPM | Jpmorgan Chase & Co | 0% | +17.07% | Add |
| 45 | GLD | Spdr Gold Shares | 0% | +19.50% | Add |
| 46 | JNJ | Johnson & Johnson | 0% | +0.38% | Add |
| 47 | FIIG | Ft Intermed Dur Ig CORP ETF | 0% | +13.66% | Add |
| 48 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | 0% | +7.28% | Add |
| 49 | LGOV | First Tr Long Duration O-etf | 0% | +8.88% | Add |
| 50 | VCIT | Vanguard Int-term Corporate | 0% | +11.84% | Add |
According to official SEC Form 13F filings, Iams Wealth Management, LLC reported a total U.S. public equity portfolio value of $332.2M across 186 disclosed positions in Q1 2026.
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 14.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $3.3M
Top Position Liquidated / Trimmed
NVO
前期市值: $2.9M
During Q1 2026, Iams Wealth Management, LLC's top holdings by market value included QQQ (5.1%)、SPY (4.2%)、BIL (3.0%). The largest single position, QQQ, represented 5.1% of total portfolio value.
In Q1 2026, Iams Wealth Management, LLC made 191 total portfolio adjustments, initiating 16 new buys, adding to 83 positions, trimming 75 holdings, and fully liquidating 17 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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