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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 ACYN, QQQ, SPY, AAPL, First Tr Exchange-traded, and represent 19.09% of Iams Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ACYN (+$11M), First Tr Exchange-traded (+$8.6M), XCEM, HYZD, AAPL, BOND, TSM, PLTR, JHHY, QQQM.
Started 32 new stock positions in ETR, NEAR, BMY, JDVL, IYZ, DYNF, PLTR, XCEM, CIBR, FXR.
Reduced shares in these 10 stocks: FIXD, ANGL, FTCB, VPLS, FEMB, VWOB, LGOV, VOOV, BRK.B, SPMO.
Sold out of its positions in T, AMAT, BGT, STZ, CEG, EMN, EVV, XOM, FBT, MGOV.
Iams Wealth Management was a net buyer of stock by $9.6M.
Iams Wealth Management has $342M in assets under management (AUM), dropping by 2.93%.
Central Index Key (CIK): 0001998182

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Portfolio Holdings for Iams Wealth Management

Iams Wealth Management holds 184 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange-traded Vest Laddered (ACYN)	5.3	$18M	+149%	869k	20.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.1	$17M	-5%	23k	739.80	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.5	$12M		16k	762.74	View chart
Apple (AAPL)	2.7	$9.1M	+43%	27k	333.05	View chart
First Tr Exchange-traded Vest Lad Aut Etf	2.6	$8.8M	+3279%	429k	20.58	View chart
Microsoft Corporation (MSFT)	2.5	$8.7M		17k	512.96	View chart
NVIDIA Corporation (NVDA)	2.3	$7.7M	+7%	34k	228.39	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.2	$7.6M	+10%	97k	78.29	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	2.0	$6.9M	-15%	185k	37.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	1.9	$6.6M	-2%	163k	40.52	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.9	$6.5M	+4%	76k	85.48	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.9	$6.5M	-8%	70k	91.64	View chart
Amazon (AMZN)	1.6	$5.3M	-7%	21k	249.15	View chart
Meta Platforms Cl A (META)	1.3	$4.6M	+4%	6.3k	725.40	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$4.3M	+20%	13k	340.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.2	$4.1M	+77%	14k	304.66	View chart
First Tr Exchange-traded Core Investment (FTCB)	1.2	$4.0M	-47%	205k	19.74	View chart
JPMorgan Chase & Co. (JPM)	1.1	$3.8M	-9%	12k	330.88	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.1	$3.8M	+46%	148k	25.39	View chart
Broadcom (AVGO)	1.0	$3.6M	+17%	10k	351.26	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	1.0	$3.5M	-13%	79k	44.15	View chart
John Hancock Exchange Traded Mortgage Backed (JHMB)	1.0	$3.4M	+11%	164k	20.79	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.0	$3.4M	-21%	30k	112.82	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	1.0	$3.3M	NEW	65k	51.41	View chart
Gilead Sciences (GILD)	1.0	$3.3M	-13%	22k	149.06	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.9	$3.0M	-14%	43k	71.50	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.9	$3.0M	+2%	67k	44.35	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.8	$2.8M	NEW	126k	22.37	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.8	$2.8M	-8%	74k	37.92	View chart
Procter & Gamble Company (PG)	0.8	$2.8M	+23%	19k	145.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.8	$2.8M	-19%	91k	30.37	View chart
United Parcel Svcs CL B (UPS)	0.8	$2.7M		29k	93.44	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.8	$2.7M	NEW	31k	86.99	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$2.7M	+1263%	5.8k	456.19	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.7	$2.6M	-6%	27k	95.31	View chart
Wells Fargo & Company (WFC)	0.7	$2.4M	-13%	30k	80.06	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.7	$2.4M	+3%	37k	63.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.3M	+6%	3.3k	701.47	View chart
L3harris Technologies (LHX)	0.7	$2.3M	+20%	9.7k	236.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.1M	-45%	4.2k	497.95	View chart
Palantir Technologies Cl A (PLTR)	0.6	$2.0M	NEW	11k	187.05	View chart
Chevron Corporation (CVX)	0.6	$2.0M		9.9k	204.26	View chart
First Tr Exchange-traded SHS (FVD)	0.6	$2.0M	-27%	43k	46.91	View chart
First Tr Exchange-traded SHS (QTEC)	0.6	$2.0M	-38%	6.0k	329.73	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.6	$2.0M	-47%	8.9k	220.37	View chart
Qnity Electronics Common Stock (Q)	0.6	$1.9M	+20%	15k	125.76	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$1.9M		38k	50.47	View chart
Us Bancorp Com New (USB)	0.6	$1.9M	+38%	33k	57.76	View chart
Shell Spon Ads (SHEL)	0.6	$1.9M	-16%	20k	95.06	View chart
Cisco Systems (CSCO)	0.5	$1.9M	+7%	18k	107.64	View chart
Analog Devices (ADI)	0.5	$1.9M		4.7k	396.84	View chart
Home Depot (HD)	0.5	$1.9M		6.5k	284.54	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$1.8M	-45%	12k	151.59	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$1.8M	+35%	20k	93.86	View chart
PNC Financial Services (PNC)	0.5	$1.8M	-2%	8.1k	222.31	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.5	$1.8M	-51%	29k	63.13	View chart
John Hancock Exchange Traded High Yield Etf (JHHY)	0.5	$1.8M	NEW	73k	24.68	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.5	$1.8M	+189%	32k	56.32	View chart
Abbott Laboratories (ABT)	0.5	$1.8M	-21%	18k	98.84	View chart
Astrazeneca Ord (AZN)	0.5	$1.8M		11k	161.47	View chart
McDonald's Corporation (MCD)	0.5	$1.8M	+4%	7.6k	231.03	View chart
Arthur J. Gallagher & Co. (AJG)	0.5	$1.7M	-17%	7.6k	228.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.7M	+9%	4.9k	344.12	View chart
Philip Morris International (PM)	0.5	$1.6M	+9%	8.6k	190.84	View chart
Eli Lilly & Co. (LLY)	0.5	$1.6M	NEW	1.4k	1157.08	View chart
Bristol Myers Squibb (BMY)	0.5	$1.6M	NEW	25k	62.40	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.4	$1.5M	NEW	15k	103.09	View chart
Honeywell International (HON)	0.4	$1.5M	+29%	7.1k	211.00	View chart
Johnson & Johnson (JNJ)	0.4	$1.5M	-16%	5.6k	264.81	View chart
John Hancock Exchange Traded Disc Valu Se Etf (JDVL)	0.4	$1.5M	NEW	47k	31.25	View chart
Bank of America Corporation (BAC)	0.4	$1.5M	-14%	27k	54.43	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.4	$1.5M	-16%	5.1k	288.45	View chart
First Tr Exchange-traded Bloomberg Ai Etf (FAI)	0.4	$1.4M	NEW	26k	56.68	View chart
Tesla Motors (TSLA)	0.4	$1.3M		3.8k	354.81	View chart
Microchip Technology (MCHP)	0.4	$1.3M	+27%	17k	77.78	View chart
ConocoPhillips (COP)	0.4	$1.3M	-39%	11k	125.17	View chart
Wal-Mart Stores (WMT)	0.4	$1.3M	-27%	13k	103.93	View chart
Evergy (EVRG)	0.4	$1.3M	+11%	16k	78.45	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.4	$1.3M	NEW	51k	24.71	View chart
Netease Sponsored Ads (NTES)	0.4	$1.2M	-2%	10k	121.16	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.4	$1.2M	-2%	49k	25.35	View chart
Sempra Energy (SRE)	0.4	$1.2M	+22%	16k	77.97	View chart
Dupont De Nemours Common Stock (DD)	0.4	$1.2M	+2%	9.4k	129.92	View chart
Te Connectivity Ord Shs (TEL)	0.4	$1.2M	-5%	5.7k	211.08	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.4	$1.2M	-9%	12k	99.34	View chart
Comcast Corp Cl A (CMCSA)	0.3	$1.2M		54k	21.76	View chart
Service Corporation International (SCI)	0.3	$1.2M	+3%	15k	76.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.1M	+2%	7.9k	142.26	View chart
Waste Management (WM)	0.3	$1.1M	-7%	5.5k	203.98	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.1M	+2%	22k	48.14	View chart
First Tr Exchange-traded Inter Grade Etf (FIIG)	0.3	$1.1M	-24%	54k	19.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.1M	-2%	4.6k	228.28	View chart
Lowe's Companies (LOW)	0.3	$993k	+19%	5.4k	184.37	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.3	$978k	NEW	34k	28.84	View chart
Visa Com Cl A (V)	0.3	$977k	+7%	2.7k	359.40	View chart
Stryker Corporation (SYK)	0.3	$973k	+17%	3.5k	275.45	View chart
UnitedHealth (UNH)	0.3	$963k	-4%	2.6k	367.16	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$962k	NEW	14k	69.26	View chart
Bwx Technologies (BWXT)	0.3	$955k	+54%	7.0k	137.02	View chart
Equinix (EQIX)	0.3	$955k	-4%	942.00	1013.65	View chart
Cintas Corporation (CTAS)	0.3	$943k	-12%	4.8k	195.09	View chart
United Rentals (URI)	0.3	$931k	+290%	930.00	1000.78	View chart
Verizon Communications (VZ)	0.3	$913k	+25%	20k	45.87	View chart
Roper Industries (ROP)	0.3	$907k	-8%	2.6k	349.49	View chart
Phillips 66 (PSX)	0.3	$880k	NEW	3.4k	255.31	View chart
Howmet Aerospace (HWM)	0.3	$878k	+21%	3.9k	226.19	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.3	$876k	-14%	9.3k	93.69	View chart
Palo Alto Networks (PANW)	0.2	$850k	NEW	2.1k	397.31	View chart
Honeywell Aerospace (HONA)	0.2	$847k		5.5k	154.97	View chart
Ge Aerospace Com New (GE)	0.2	$845k	+6%	2.7k	312.30	View chart
Hilton Worldwide Holdings (HLT)	0.2	$841k	+17%	2.6k	318.14	View chart
TJX Companies (TJX)	0.2	$831k	+38%	6.3k	132.33	View chart
Abbvie (ABBV)	0.2	$830k	-4%	3.2k	261.74	View chart
Coca-Cola Company (KO)	0.2	$817k	NEW	9.5k	86.08	View chart
Altria (MO)	0.2	$815k	+22%	12k	67.34	View chart
Hldgs (UAL)	0.2	$811k	-2%	7.3k	110.95	View chart
Travelers Companies (TRV)	0.2	$803k	-4%	2.3k	356.70	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$800k	-12%	14k	57.56	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.2	$795k	NEW	19k	41.18	View chart
Lockheed Martin Corporation (LMT)	0.2	$794k	+31%	1.6k	509.49	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.2	$790k		26k	29.90	View chart
Regions Financial Corporation (RF)	0.2	$784k	+19%	29k	26.88	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$775k	-83%	19k	41.27	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.2	$769k	-29%	24k	32.21	View chart
Advanced Micro Devices (AMD)	0.2	$764k	-52%	1.2k	611.76	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$761k	NEW	13k	59.51	View chart
Walt Disney Company (DIS)	0.2	$761k	+3%	7.3k	104.93	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.2	$744k	-22%	41k	18.38	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$736k	NEW	4.4k	169.04	View chart
Raytheon Technologies Corp (RTX)	0.2	$713k		3.8k	185.71	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$704k	-18%	15k	48.46	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$704k	NEW	14k	50.39	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.2	$703k	NEW	14k	49.86	View chart
Hasbro (HAS)	0.2	$699k	+31%	8.0k	87.69	View chart
Citizens Financial (CFG)	0.2	$681k	+50%	11k	63.77	View chart
Edison International (EIX)	0.2	$677k	+67%	13k	53.73	View chart
Ryman Hospitality Pptys (RHP)	0.2	$664k	NEW	5.6k	119.53	View chart
Amgen (AMGN)	0.2	$646k	-14%	1.5k	421.75	View chart
Qualcomm (QCOM)	0.2	$641k	+13%	3.5k	184.04	View chart
Toyota Motor Corp Ads (TM)	0.2	$640k	+27%	3.5k	183.10	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$638k	-2%	3.3k	195.75	View chart
Costco Wholesale Corporation (COST)	0.2	$638k	-36%	700.00	911.03	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.2	$621k	NEW	7.6k	81.46	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$606k	-75%	31k	19.59	View chart
Mastercard Incorporated Cl A (MA)	0.2	$590k	NEW	1.1k	551.47	View chart
Kroger (KR)	0.2	$581k	NEW	9.9k	58.62	View chart
Xylem (XYL)	0.2	$558k	-6%	5.5k	101.27	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.2	$555k	+3%	4.2k	130.74	View chart
Cme (CME)	0.2	$546k	-12%	2.1k	261.98	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.2	$537k	-6%	7.5k	71.69	View chart
Entergy Corporation (ETR)	0.2	$535k	NEW	5.4k	99.27	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.1	$510k	-16%	6.5k	78.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$434k	+3%	4.5k	96.88	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$429k		9.6k	44.45	View chart
Listed Fds Tr Rela St Mana Etf (RSMV)	0.1	$424k		15k	28.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$422k	+55%	15k	28.54	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$399k	-40%	7.1k	56.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$384k	+2%	1.0k	380.84	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$362k		8.0k	45.45	View chart
Exxonmobil Holdings Corp Com Shs	0.1	$360k	NEW	2.2k	162.81	View chart
Main Street Capital Corporation (MAIN)	0.1	$336k		6.1k	55.05	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$324k		14k	23.62	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$323k		860.00	375.04	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$314k	-7%	4.7k	66.42	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$307k	-23%	6.2k	49.11	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$306k	+23%	5.6k	54.51	View chart
Caterpillar (CAT)	0.1	$298k	NEW	367.00	810.79	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$294k		1.3k	231.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$288k	-25%	376.00	765.85	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$278k	NEW	6.2k	44.57	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$261k	-2%	2.9k	90.13	View chart
Eaton Corp SHS (ETN)	0.1	$240k	NEW	559.00	429.71	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$234k	-70%	1.4k	167.12	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$232k	-6%	4.6k	50.22	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$231k	-6%	4.5k	51.77	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$230k	NEW	7.5k	30.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$229k	+2%	3.9k	59.31	View chart
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)	0.1	$217k	-11%	2.2k	100.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$216k		3.9k	56.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$215k	NEW	2.8k	78.10	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$214k	-13%	5.5k	39.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$210k		2.0k	103.94	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$202k	-74%	1.8k	110.97	View chart
Beta Bionics (BBNX)	0.1	$190k		10k	18.98	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 Q3 filed Oct. 15, 2026
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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