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CIK: 0001998182
Total reported value
$341.9M
$341.9M
190 檔
15.5%
According to the latest 13F quarterly dataset, Iams Wealth Management, LLC managed an equity portfolio of $341.9M at the end of Q2 2026, spanning 190 distinct U.S. exchange-listed positions.
In Q2 2026, Iams Wealth Management, LLC displayed an active expansion posture, initiating 21 new positions and adding to 114 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 | 5.47% | -0.40% | -2.41% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.48% | -0.01% | -16.86% | |
| 3 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 2.47% | -1.29% | +29.09% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.40% | -0.37% | +8.48% | |
| 5 | ACYN | Ft Lad Autocall Bar Inc ETF | ETF-Other | 2.18% | +3.12% | — | |
| 6 | RDVY | First Trust Rising Dividend | ETF-Other | 2.13% | +0.08% | +15.42% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.12% | -0.23% | -16.79% | |
| 8 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.98% | -0.05% | +12.35% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | +0.63% | +1.54% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | +0.35% | -7.51% | |
| 11 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.80% | +0.09% | +867.69% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.67% | +1.00% | +1.63% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | -0.10% | +3.91% | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.51% | -1.28% | +142.36% | |
| 15 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.31% | -0.33% | -3.02% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | -0.14% | +4.73% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.20% | -0.67% | +12.23% | |
| 18 | AFLG | First Trust Active Factor La | ETF-Other | 1.19% | -0.17% | -3.34% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.56% | +1.95% | |
| 20 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.13% | -0.55% | +34.58% | |
| 21 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.12% | -1.12% | EXIT | |
| 22 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.12% | -0.23% | +21.99% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.15% | +10.01% | |
| 24 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.09% | -0.55% | +15.18% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | +0.31% | +10.45% | |
| 26 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.01% | -0.20% | -1.11% | |
| 27 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.99% | -0.41% | -7.91% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.05% | -4.70% | |
| 29 | JHMB | John Hancock Mortgage-backed | ETF-Other | 0.97% | +0.03% | +10.60% | |
| 30 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.96% | -0.01% | +17.66% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.95% | -0.15% | -28.51% | |
| 32 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.90% | -0.08% | +2.27% | |
| 33 | JHMD | John Hancock Mf Dev Intl ETF | ETF-Other | 0.87% | — | +12.03% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.87% | -0.16% | +7.07% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-Other | 0.86% | -0.28% | +2.98% | |
| 36 | FTA | First Trust L C Val Alp | ETF-Other | 0.83% | -0.08% | +4.45% | |
| 37 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.82% | -0.64% | +17.04% | |
| 38 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.81% | +0.29% | -2.66% | |
| 39 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.79% | -0.79% | EXIT | |
| 40 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.71% | -0.04% | +19.76% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.70% | +0.51% | +32.05% | |
| 42 | FEMB | First Trust Emerging Markets | ETF-Emerging Markets | 0.69% | -0.69% | EXIT | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.14% | +15.19% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | +0.13% | +13.82% | |
| 45 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.66% | +0.03% | +555.10% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.04% | +0.62% | |
| 47 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.64% | -0.13% | -19.81% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.10% | +25.94% | |
| 49 | Q | Qnity Electronics Inc | Stock-Tech | 0.63% | -0.07% | +14.64% | |
| 50 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.62% | -0.11% | -34.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACYN | Ft Lad Autocall Bar Inc ETF | +2.2% | NEW | New buy |
| 2 | FIXD | First Trust Smith Opportunis | +0.8% | +142.36% | Add |
| 3 | VOOG | Vanguard S&p 500 Growth ETF | +0.7% | +867.69% | Add |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | +0.6% | +555.10% | Add |
| 5 | AMD | Advanced Micro Devices | +0.5% | NEW | New buy |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -2.41% | Trim |
| 7 | ✓ | +0.4% | NEW | New buy | |
| 8 | ✓ | +0.4% | NEW | New buy | |
| 9 | ✓ | +0.4% | NEW | New buy | |
| 10 | RDVY | First Trust Rising Dividend | +0.3% | +15.42% | Add |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | +0.3% | +15.18% | Add |
| 12 | FTCB | Ft Core Investment Grade ETF | +0.3% | +29.09% | Add |
| 13 | TXN | Texas Instruments Inc | +0.3% | NEW | New buy |
| 14 | VOOV | Vanguard S&p 500 Value ETF | +0.2% | +34.58% | Add |
| 15 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +32.05% | Add |
| 16 | LRCX | Lam Research CORP | +0.2% | +18.51% | Add |
| 17 | XYL | Xylem Inc | +0.2% | NEW | New buy |
| 18 | CSCO | Cisco Systems Inc | +0.2% | +15.33% | Add |
| 19 | JNJ | Johnson & Johnson | +0.2% | +82.87% | Add |
| 20 | QTEC | First Trust Nasdq 100 Tech I | +0.2% | -7.91% | Trim |
| 21 | NTES | Netease Inc-adr | +0.2% | +84.32% | Add |
| 22 | XLK | Ss Technology Select Sector | +0.2% | NEW | New buy |
| 23 | Q | Qnity Electronics Inc | +0.2% | +14.64% | Add |
| 24 | JHMM | John Hancock Multi Fact Mid | +0.2% | +21.99% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.2% | +10.01% | Add |
| 26 | ADI | Analog Devices Inc | +0.2% | +29.06% | Add |
| 27 | CME | Cme Group Inc | +0.2% | NEW | New buy |
| 28 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.1% | +12.35% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +20.68% | Add |
| 30 | AMAT | Applied Materials Inc | +0.1% | -18.12% | Trim |
| 31 | UNH | Unitedhealth Group Inc | +0.1% | +9.31% | Add |
| 32 | UAL | United Airlines Holdings Inc | +0.1% | +16.45% | Add |
| 33 | GE | General Electric | +0.1% | +26.18% | Add |
| 34 | PM | Philip Morris International | +0.1% | +28.62% | Add |
| 35 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 36 | BUFZ | Ft Vest Laddered Moderate Bu | +0.1% | NEW | New buy |
| 37 | ✓ | +0.1% | NEW | New buy | |
| 38 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 39 | XLI | Ss Industrial Select Sector | +0.1% | +29.79% | Add |
| 40 | PFG | Principal Financial Group | +0.1% | NEW | New buy |
| 41 | FDEC | Ft Vest U.s. Equity Buffer E | +0.1% | NEW | New buy |
| 42 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | New buy |
| 43 | BUFT | Ft Vest Buffered Allocation | +0.1% | NEW | New buy |
| 44 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 45 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | New buy |
| 46 | GD | General Dynamics CORP | +0.1% | NEW | New buy |
| 47 | AMZN | Amazon.com Inc | +0.1% | +3.91% | Add |
| 48 | RF | Regions Financial CORP | +0.1% | +30.29% | Add |
| 49 | HMC | Honda Motor Co Ltd-spons Adr | +0.1% | +39.86% | Add |
| 50 | BBNX | Beta Bionics Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Iams Wealth Management, LLC reported a total U.S. public equity portfolio value of $341.9M across 190 disclosed positions in Q2 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, FTCB) accounted for 15.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
ACYN
市值: $7.2M
Top Position Liquidated / Trimmed
HON
前期市值: $2.4M
During Q2 2026, Iams Wealth Management, LLC's top holdings by market value included QQQ (5.5%)、SPY (3.5%)、FTCB (2.5%). The largest single position, QQQ, represented 5.5% of total portfolio value.
In Q2 2026, Iams Wealth Management, LLC made 198 total portfolio adjustments, initiating 21 new buys, adding to 114 positions, trimming 46 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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