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Iams Wealth Management

Latest statistics and disclosures from Iams Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, SPY, FTCB, BUFR, ACYN, and represent 15.99% of Iams Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ACYN (+$7.2M), VOOG (+$5.4M), FIXD, XLG, FTCB, AMD, DD, HON, HONA, VOOV.
Started 21 new stock positions in URI, DD, ACYN, BUFZ, VWO, VIG, GD, BBNX, HON, PFG. XYL, EFA, TSM, TXN, AMD, FDEC, CME, HONA, First Tr Exchange-traded, XLK, BUFT.
Reduced shares in these 10 stocks: Honeywell International, SPY, BIL, Dupont De Nemours, XLSR, UPS, SPDW, AZN, FISR, SPEM.
Sold out of its positions in Dupont De Nemours, FTSM, Honeywell International, EMHY, IWB, MU, GWX, SPTL, SPMD, SRLN. CERY, EMHC, SPSM, FISR, SCHD, TMUS, ASML.
Iams Wealth Management was a net buyer of stock by $25M.
Iams Wealth Management has $332M in assets under management (AUM), dropping by 15.79%.
Central Index Key (CIK): 0001998182

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Portfolio Holdings for Iams Wealth Management

Iams Wealth Management holds 190 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.5	$18M	-2%	25k	736.50	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.5	$12M	-16%	16k	746.81	View chart
First Tr Exchange-traded Core Investment (FTCB)	2.5	$8.2M	+29%	393k	20.86	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	2.4	$8.0M	+8%	218k	36.53	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	2.2	$7.2M	NEW	349k	20.79	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.1	$7.1M	+15%	88k	81.06	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	2.1	$7.1M	-16%	77k	91.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	2.0	$6.6M	+12%	168k	39.27	View chart
Microsoft Corporation (MSFT)	1.9	$6.4M		17k	373.06	View chart
NVIDIA Corporation (NVDA)	1.9	$6.3M	-7%	32k	200.10	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.8	$6.0M	+867%	72k	82.62	View chart
Apple (AAPL)	1.7	$5.5M		19k	289.40	View chart
Amazon (AMZN)	1.7	$5.5M	+3%	23k	238.34	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.5	$5.0M	+142%	115k	43.61	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.3	$4.4M	-3%	38k	114.88	View chart
JPMorgan Chase & Co. (JPM)	1.3	$4.2M	+4%	13k	327.38	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.2	$4.0M	+12%	59k	67.24	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	1.2	$4.0M	-3%	91k	43.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$3.9M		7.8k	500.39	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.1	$3.7M	+34%	17k	219.24	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.1	$3.7M	+13%	127k	29.24	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.1	$3.7M	+21%	50k	74.96	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$3.7M	+10%	11k	353.38	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.1	$3.6M	+15%	22k	161.55	View chart
Meta Platforms Cl A (META)	1.0	$3.4M	+10%	6.1k	563.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	1.0	$3.4M		113k	29.72	View chart
First Tr Exchange-traded SHS (QTEC)	1.0	$3.3M	-7%	9.8k	334.69	View chart
Broadcom (AVGO)	1.0	$3.3M	-4%	8.7k	377.80	View chart
John Hancock Exchange Traded Mortgage Backed (JHMB)	1.0	$3.2M	+10%	147k	21.95	View chart
Gilead Sciences (GILD)	1.0	$3.2M	+17%	25k	126.35	View chart
United Parcel Svcs CL B (UPS)	0.9	$3.1M	-28%	29k	107.50	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.9	$3.0M	+2%	81k	37.00	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.9	$2.9M	+12%	65k	44.41	View chart
Wells Fargo & Company (WFC)	0.9	$2.9M	+7%	35k	82.65	View chart
First Tr Exchange-traded SHS (FVD)	0.9	$2.8M	+2%	59k	48.18	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.8	$2.8M	+4%	29k	96.80	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.8	$2.7M	+17%	128k	21.40	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.8	$2.7M	-2%	101k	26.52	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.8	$2.6M		34k	77.58	View chart
L3harris Technologies (LHX)	0.7	$2.4M	+19%	8.1k	290.69	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$2.3M	+32%	7.6k	303.00	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.7	$2.3M		78k	29.22	View chart
Home Depot (HD)	0.7	$2.3M	+15%	6.4k	352.74	View chart
Procter & Gamble Company (PG)	0.7	$2.3M	+13%	15k	146.66	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.7	$2.2M	+555%	36k	61.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.1M		3.1k	687.43	View chart
Arthur J. Gallagher & Co. (AJG)	0.6	$2.1M	-19%	9.2k	229.62	View chart
Abbott Laboratories (ABT)	0.6	$2.1M	+25%	23k	90.75	View chart
Qnity Electronics Common Stock (Q)	0.6	$2.1M	+14%	13k	163.32	View chart
Astrazeneca Ord (AZN)	0.6	$2.1M	-34%	11k	189.62	View chart
PNC Financial Services (PNC)	0.6	$2.1M	+4%	8.4k	246.30	View chart
Wal-Mart Stores (WMT)	0.6	$2.0M	+17%	18k	113.27	View chart
McDonald's Corporation (MCD)	0.6	$2.0M	+17%	7.3k	270.39	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$1.9M	-2%	39k	50.49	View chart
Cisco Systems (CSCO)	0.6	$1.9M	+15%	16k	117.47	View chart
Analog Devices (ADI)	0.6	$1.9M	+29%	4.7k	397.34	View chart
Shell Spon Ads (SHEL)	0.6	$1.8M	-3%	24k	77.55	View chart
ConocoPhillips (COP)	0.5	$1.8M		18k	103.96	View chart
Bank of America Corporation (BAC)	0.5	$1.8M	-3%	32k	56.98	View chart
Johnson & Johnson (JNJ)	0.5	$1.7M	+82%	6.8k	254.03	View chart
Chevron Corporation (CVX)	0.5	$1.6M	+15%	9.8k	165.77	View chart
Tesla Motors (TSLA)	0.5	$1.6M	+10%	3.8k	420.60	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$1.6M	-2%	6.1k	264.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.6M	+20%	4.5k	357.43	View chart
Advanced Micro Devices (AMD)	0.5	$1.5M	NEW	2.6k	580.91	View chart
First Tr Exchange-traded Inter Grade Etf (FIIG)	0.4	$1.5M	+5%	72k	20.71	View chart
Us Bancorp Com New (USB)	0.4	$1.4M	-32%	24k	60.41	View chart
Philip Morris International (PM)	0.4	$1.4M	+28%	7.9k	180.96	View chart
Lam Research Corp Com New (LRCX)	0.4	$1.4M	+18%	3.1k	433.33	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$1.4M	+3%	15k	93.93	View chart
Netease Sponsored Ads (NTES)	0.4	$1.3M	+84%	11k	128.14	View chart
Waste Management (WM)	0.4	$1.3M	+10%	5.9k	222.91	View chart
Comcast Corp Cl A (CMCSA)	0.4	$1.3M	-18%	54k	24.55	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.4	$1.3M	-31%	13k	99.39	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$1.3M		16k	82.65	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.4	$1.3M	+12%	50k	25.60	View chart
Pepsi (PEP)	0.4	$1.3M	+16%	9.4k	135.43	View chart
Evergy (EVRG)	0.4	$1.3M	+16%	15k	86.44	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.4	$1.3M	+7%	4.4k	283.83	View chart
Dupont De Nemours Common Stock (DD)	0.4	$1.2M	NEW	9.2k	135.64	View chart
Microchip Technology (MCHP)	0.4	$1.2M	-19%	14k	91.21	View chart
Honeywell International (HON)	0.4	$1.2M	NEW	5.5k	223.90	View chart
Te Connectivity Ord Shs (TEL)	0.4	$1.2M	+5%	6.1k	201.61	View chart
Honeywell Aerospace (HONA)	0.4	$1.2M	NEW	5.5k	221.08	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.4	$1.2M		4.9k	247.89	View chart
Sempra Energy (SRE)	0.4	$1.2M	+21%	13k	92.72	View chart
UnitedHealth (UNH)	0.3	$1.1M	+9%	2.7k	415.69	View chart
Service Corporation International (SCI)	0.3	$1.1M	+9%	15k	75.97	View chart
Applied Materials (AMAT)	0.3	$1.1M	-18%	1.6k	723.00	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.1M	+2%	22k	50.50	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.3	$1.1M		34k	31.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.1M		4.7k	227.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.1M		7.7k	137.55	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.3	$1.0M	+2%	11k	94.69	View chart
Costco Wholesale Corporation (COST)	0.3	$1.0M	-28%	1.1k	935.92	View chart
Equinix (EQIX)	0.3	$1.0M	-12%	986.00	1043.53	View chart
Hldgs (UAL)	0.3	$1.0M	+16%	7.5k	135.99	View chart
Lowe's Companies (LOW)	0.3	$992k	+35%	4.5k	220.54	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.3	$988k	+3%	52k	18.86	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.3	$981k	-9%	11k	88.62	View chart
Roper Industries (ROP)	0.3	$961k	+15%	2.8k	338.43	View chart
Ge Aerospace Com New (GE)	0.3	$947k	+26%	2.5k	373.74	View chart
Stryker Corporation (SYK)	0.3	$947k	+31%	3.0k	314.89	View chart
Cintas Corporation (CTAS)	0.3	$940k	+27%	5.5k	170.12	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$925k	-3%	16k	58.20	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.3	$893k		18k	50.12	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$885k		18k	49.78	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$883k	+29%	4.8k	185.27	View chart
Bwx Technologies (BWXT)	0.3	$879k	+6%	4.5k	194.68	View chart
Visa Com Cl A (V)	0.3	$871k	+23%	2.5k	343.14	View chart
Howmet Aerospace (HWM)	0.3	$856k	+18%	3.2k	268.87	View chart
Eastman Chemical Company (EMN)	0.3	$852k		13k	66.99	View chart
Abbvie (ABBV)	0.3	$837k	+16%	3.3k	251.73	View chart
Texas Instruments Incorporated (TXN)	0.2	$817k	NEW	2.7k	298.07	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$816k	-3%	6.9k	117.48	View chart
International Business Machines (IBM)	0.2	$791k	+11%	2.8k	281.24	View chart
Travelers Companies (TRV)	0.2	$780k	+23%	2.4k	330.25	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.2	$763k		26k	29.32	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.2	$754k	+22%	7.0k	107.16	View chart
Hilton Worldwide Holdings (HLT)	0.2	$743k	+22%	2.2k	330.48	View chart
Regions Financial Corporation (RF)	0.2	$735k	+30%	24k	30.20	View chart
Raytheon Technologies Corp (RTX)	0.2	$734k	+20%	3.9k	189.79	View chart
O'reilly Automotive (ORLY)	0.2	$712k	+23%	7.7k	92.09	View chart
Altria (MO)	0.2	$711k	+35%	9.9k	71.96	View chart
Xylem (XYL)	0.2	$695k	NEW	5.9k	118.21	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.2	$695k	-8%	17k	41.33	View chart
TJX Companies (TJX)	0.2	$687k	+18%	4.5k	151.54	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.2	$684k		12k	57.05	View chart
Walt Disney Company (DIS)	0.2	$676k	+27%	7.0k	96.27	View chart
Verizon Communications (VZ)	0.2	$670k	+40%	16k	42.34	View chart
Amgen (AMGN)	0.2	$648k	+16%	1.8k	362.43	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$637k	NEW	3.3k	190.57	View chart
Southern Company (SO)	0.2	$627k	+41%	6.6k	95.73	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$616k	+22%	14k	45.35	View chart
Lockheed Martin Corporation (LMT)	0.2	$606k	+40%	1.2k	509.66	View chart
Constellation Energy (CEG)	0.2	$605k	+28%	2.4k	248.40	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.2	$598k	+2%	7.8k	76.33	View chart
Honda Motor Adr Ech Cnv In 3 (HMC)	0.2	$594k	+39%	22k	27.11	View chart
Qualcomm (QCOM)	0.2	$566k	-36%	3.1k	184.79	View chart
Edison International (EIX)	0.2	$559k	+47%	7.5k	74.45	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$557k	+11%	7.6k	73.81	View chart
Public Service Enterprise (PEG)	0.2	$546k	+46%	6.7k	81.17	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$542k	-3%	9.2k	58.98	View chart
Cme (CME)	0.2	$524k	NEW	2.4k	220.83	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.2	$517k	+6%	8.0k	64.30	View chart
Hasbro (HAS)	0.2	$500k	+44%	6.1k	82.60	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.2	$500k	+15%	4.1k	122.40	View chart
Citizens Financial (CFG)	0.1	$497k	+38%	7.1k	70.08	View chart
At&t (T)	0.1	$464k	+51%	22k	20.70	View chart
Toyota Motor Corp Ads (TM)	0.1	$462k	+54%	2.7k	168.42	View chart
Listed Fds Tr Rela St Mana Etf (RSMV)	0.1	$446k	-5%	15k	30.07	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$428k		9.6k	44.36	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$427k	-4%	14k	31.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$418k		4.3k	96.58	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$397k	-39%	8.2k	48.66	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$391k	-9%	8.0k	48.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$376k		502.00	748.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$364k	-33%	988.00	368.38	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$331k	-79%	5.1k	64.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$318k		859.00	370.33	View chart
Main Street Capital Corporation (MAIN)	0.1	$317k		6.1k	51.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$307k		1.3k	243.08	View chart
Constellation Brands Cl A (STZ)	0.1	$292k	+20%	2.1k	139.19	View chart
Exxon Mobil Corporation (XOM)	0.1	$285k	-4%	2.1k	136.74	View chart
First Tr Exchange-traded Inter Govt Etf (MGOV)	0.1	$275k	-3%	14k	20.19	View chart
United Rentals (URI)	0.1	$270k	NEW	238.00	1132.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$265k	NEW	9.5k	27.93	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$265k		22k	12.03	View chart
First Tr Exchange-traded Vest Lad Aut Etf	0.1	$261k	NEW	13k	20.54	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$258k	+5%	6.3k	40.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$256k	+505%	3.0k	86.16	View chart
Pimco Access Income Fund Shs Benfin Int (PAXS)	0.1	$251k		17k	14.55	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$249k	-83%	4.9k	50.40	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$248k	-77%	4.8k	51.79	View chart
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)	0.1	$245k	-15%	2.4k	100.74	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$243k	+5%	4.5k	53.47	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$228k	-6%	14k	16.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$226k	NEW	3.8k	59.69	View chart
Principal Financial (PFG)	0.1	$215k	NEW	2.0k	107.78	View chart
First Tr Exchange Traded S&p Intl Divid (FID)	0.1	$214k	-2%	10k	21.46	View chart
BlackRock Floating Rate Income Trust (BGT)	0.1	$213k		20k	10.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$210k	NEW	3.9k	54.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$210k	NEW	2.0k	103.93	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.1	$206k	NEW	8.0k	25.89	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$204k	NEW	428.00	477.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$202k	NEW	854.00	236.91	View chart
General Dynamics Corporation (GD)	0.1	$201k	NEW	568.00	354.24	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.1	$187k		20k	9.37	View chart
Beta Bionics (BBNX)	0.0	$157k	NEW	10k	15.67	View chart
Pimco High Income Com Shs (PHK)	0.0	$140k		30k	4.66	View chart

Past Filings by Iams Wealth Management

SEC 13F filings are viewable for Iams Wealth Management going back to 2022

Iams Wealth Management 2026 Q2 filed July 16, 2026
Iams Wealth Management 2026 Q1 filed April 15, 2026
Iams Wealth Management 2025 Q4 filed Jan. 26, 2026
Iams Wealth Management 2025 Q3 filed Oct. 15, 2025
Iams Wealth Management 2025 Q2 filed July 14, 2025
Iams Wealth Management 2025 Q1 filed April 10, 2025
Iams Wealth Management 2024 Q4 filed Jan. 23, 2025
Iams Wealth Management 2024 Q3 filed Oct. 11, 2024
Iams Wealth Management 2024 Q2 filed Aug. 5, 2024
Iams Wealth Management 2024 Q1 filed April 18, 2024
Iams Wealth Management 2023 Q4 filed Feb. 7, 2024
Iams Wealth Management 2023 Q3 filed Nov. 15, 2023
Iams Wealth Management 2023 Q1 filed Oct. 30, 2023
Iams Wealth Management 2023 Q2 filed Oct. 30, 2023
Iams Wealth Management 2022 Q4 filed Oct. 27, 2023

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