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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, BIL, BUFR, FTCB, and represent 16.85% of Iams Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AZN, PYLD, JAAA, BUFQ, BIL, BUFR, JHMM, TEL, NVDA, SBAR.
Started 16 new stock positions in PYLD, JHSC, QCOM, SGVT, AZN, LRCX, TEL, SBAR, EIX, LMT. SLV, MU, AMAT, TMUS, ASML, JAAA.
Reduced shares in these 10 stocks: NVO, AstraZeneca, , XLG, GOOGL, BKLN, FTSM, UCON, INTC, AMGN.
Sold out of its positions in ARES, AstraZeneca, COF, HYLB, UCON, INTC, BKLN, VLUE, KR, EL. LLY, NVO, PLTR, TIPX, TSM, VIG, ACN.
Iams Wealth Management was a net buyer of stock by $13M.
Iams Wealth Management has $287M in assets under management (AUM), dropping by 3.55%.
Central Index Key (CIK): 0001998182

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Portfolio Holdings for Iams Wealth Management

Iams Wealth Management holds 186 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.1	$15M	+3%	25k	577.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.2	$12M		19k	650.43	View chart
Spdr Series Trust State Street Spd (BIL)	3.0	$8.5M	+20%	93k	91.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.4	$6.8M	+24%	201k	33.77	View chart
First Tr Exchange-traded Core Investment (FTCB)	2.2	$6.4M	+11%	305k	20.96	View chart
Microsoft Corporation (MSFT)	2.2	$6.2M	+18%	17k	370.20	View chart
NVIDIA Corporation (NVDA)	2.1	$5.9M	+23%	34k	174.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.8	$5.3M	+39%	149k	35.32	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.8	$5.2M		76k	68.28	View chart
Apple (AAPL)	1.7	$4.8M	+4%	19k	253.83	View chart
Amazon (AMZN)	1.6	$4.6M	+21%	22k	208.27	View chart
United Parcel Svcs CL B (UPS)	1.4	$4.0M	-2%	41k	98.39	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.3	$3.7M	+2%	39k	93.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$3.7M	+36%	7.6k	479.20	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	1.3	$3.6M	+34%	94k	38.58	View chart
JPMorgan Chase & Co. (JPM)	1.3	$3.6M	+17%	12k	294.24	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.2	$3.5M	+6%	53k	65.69	View chart
Astrazeneca Ord (AZN)	1.1	$3.3M	NEW	17k	197.22	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.1	$3.2M	-20%	112k	28.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	1.1	$3.2M	+7%	114k	28.00	View chart
Meta Platforms Cl A (META)	1.1	$3.1M		5.5k	572.20	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.1	$3.1M	+52%	7.5k	407.76	View chart
Gilead Sciences (GILD)	1.0	$3.0M	-13%	21k	139.39	View chart
John Hancock Exchange Traded Mortgage Backed (JHMB)	1.0	$2.9M	+18%	133k	22.01	View chart
Broadcom (AVGO)	1.0	$2.8M	+14%	9.1k	309.56	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$2.7M	+21%	9.5k	286.89	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.0	$2.7M	+90%	41k	67.12	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.9	$2.7M	NEW	104k	26.20	View chart
First Tr Exchange-traded SHS (FVD)	0.9	$2.7M	-4%	57k	47.03	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.9	$2.7M	-2%	79k	34.05	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.9	$2.6M	+11%	34k	77.59	View chart
Wells Fargo & Company (WFC)	0.9	$2.6M	+18%	33k	79.62	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.9	$2.6M	+59%	13k	203.80	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.9	$2.5M	-13%	27k	92.35	View chart
Arthur J. Gallagher & Co. (AJG)	0.9	$2.5M	+20%	12k	216.63	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.9	$2.5M	+54%	58k	42.37	View chart
Honeywell International (HON)	0.8	$2.4M	-16%	11k	226.08	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.8	$2.4M	+8%	109k	21.57	View chart
L3harris Technologies (LHX)	0.8	$2.3M	-18%	6.8k	345.26	View chart
First Tr Exchange-traded SHS (QTEC)	0.8	$2.3M	+6%	11k	215.98	View chart
Shell Spon Ads (SHEL)	0.8	$2.3M	-9%	25k	93.01	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.8	$2.3M	+13%	80k	28.74	View chart
ConocoPhillips (COP)	0.8	$2.3M	-13%	17k	132.02	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.8	$2.2M	+34%	19k	112.12	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.7	$2.1M	+57%	48k	43.59	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$2.0M	NEW	40k	50.37	View chart
Procter & Gamble Company (PG)	0.7	$2.0M	-22%	14k	144.47	View chart
McDonald's Corporation (MCD)	0.7	$1.9M	-4%	6.2k	310.87	View chart
Spdr Series Trust State Street Spd (BILS)	0.7	$1.9M	+2%	19k	99.45	View chart
Comcast Corp Cl A (CMCSA)	0.7	$1.9M		66k	28.71	View chart
Abbott Laboratories (ABT)	0.7	$1.9M	+13%	18k	102.69	View chart
Wal-Mart Stores (WMT)	0.7	$1.9M	+100%	15k	124.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.8M	+18%	3.1k	598.04	View chart
Us Bancorp Com New (USB)	0.6	$1.8M		35k	52.01	View chart
Home Depot (HD)	0.6	$1.8M	-14%	5.6k	329.05	View chart
Chevron Corporation (CVX)	0.6	$1.8M	-15%	8.5k	206.96	View chart
PNC Financial Services (PNC)	0.6	$1.7M	+6%	8.0k	208.17	View chart
Bank of America Corporation (BAC)	0.6	$1.6M	+13%	33k	48.75	View chart
Costco Wholesale Corporation (COST)	0.5	$1.5M	+122%	1.5k	996.71	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$1.5M	+16%	6.2k	234.03	View chart
Ssga Active Tr State Street Us (XLSR)	0.5	$1.4M		25k	57.74	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.5	$1.4M	+13%	68k	20.75	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$1.4M	+33%	5.8k	237.64	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.5	$1.3M	-3%	29k	45.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$1.3M	+11%	16k	82.75	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$1.3M	-9%	14k	92.77	View chart
Tesla Motors (TSLA)	0.5	$1.3M	+21%	3.5k	371.75	View chart
Qnity Electronics Common Stock (Q)	0.4	$1.3M	-29%	11k	115.40	View chart
Dupont De Nemours (DD)	0.4	$1.3M	-15%	28k	45.80	View chart
Pepsi (PEP)	0.4	$1.3M	-10%	8.1k	155.34	View chart
Waste Management (WM)	0.4	$1.2M	-5%	5.4k	229.83	View chart
Te Connectivity Ord Shs (TEL)	0.4	$1.2M	NEW	5.7k	209.02	View chart
Analog Devices (ADI)	0.4	$1.2M	-21%	3.6k	318.25	View chart
Service Corporation International (SCI)	0.4	$1.1M	+3%	14k	82.51	View chart
Equinix (EQIX)	0.4	$1.1M	-19%	1.1k	981.67	View chart
Cisco Systems (CSCO)	0.4	$1.1M	+18%	14k	77.60	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.4	$1.1M	NEW	45k	24.54	View chart
Microchip Technology (MCHP)	0.4	$1.1M	-12%	17k	64.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.1M	-63%	3.7k	287.59	View chart
Spdr Series Trust State Street Spd (XAR)	0.4	$1.0M	+125%	4.1k	254.01	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$1.0M	-2%	21k	48.71	View chart
Sempra Energy (SRE)	0.4	$1.0M		11k	97.19	View chart
Evergy (EVRG)	0.4	$1.0M	-2%	13k	81.93	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.4	$1.0M	+37%	34k	29.95	View chart
Philip Morris International (PM)	0.4	$1.0M	+40%	6.1k	165.39	View chart
Ssga Active Tr State Street Fix (FISR)	0.4	$1.0M	-5%	39k	25.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$994k		4.7k	211.15	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$988k	-2%	21k	46.91	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$966k	-7%	17k	58.54	View chart
Eastman Chemical Company (EMN)	0.3	$963k	-12%	13k	76.33	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.3	$962k	+3%	4.8k	200.82	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.3	$958k	-4%	51k	18.94	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.3	$932k	-35%	11k	86.94	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.3	$928k	-36%	12k	76.17	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.3	$911k	-8%	18k	50.62	View chart
Johnson & Johnson (JNJ)	0.3	$907k		3.7k	244.64	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$871k	-4%	18k	49.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$871k	-22%	7.7k	113.12	View chart
Roper Industries (ROP)	0.3	$869k	+40%	2.5k	353.88	View chart
Bwx Technologies (BWXT)	0.3	$868k	-2%	4.2k	204.52	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$854k	-5%	7.2k	118.62	View chart
Lowe's Companies (LOW)	0.3	$787k	-9%	3.3k	236.41	View chart
Stryker Corporation (SYK)	0.3	$749k		2.3k	328.71	View chart
Cintas Corporation (CTAS)	0.3	$732k		4.3k	169.17	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$723k	-69%	12k	59.78	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.2	$692k		26k	26.86	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$682k	+34%	13k	50.80	View chart
UnitedHealth (UNH)	0.2	$680k	+136%	2.5k	270.61	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.2	$662k	+24%	18k	36.17	View chart
Applied Materials (AMAT)	0.2	$647k	NEW	1.9k	341.81	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.2	$646k	-2%	12k	54.61	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$643k	+19%	1.5k	430.29	View chart
Netease Sponsored Ads (NTES)	0.2	$640k	+27%	5.7k	111.94	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$634k	-3%	5.7k	110.89	View chart
Abbvie (ABBV)	0.2	$623k	+72%	2.9k	217.52	View chart
Raytheon Technologies Corp (RTX)	0.2	$619k	-10%	3.2k	193.02	View chart
Visa Com Cl A (V)	0.2	$619k	+82%	2.0k	302.28	View chart
Qualcomm (QCOM)	0.2	$619k	NEW	4.8k	128.78	View chart
Howmet Aerospace (HWM)	0.2	$618k	+42%	2.7k	230.47	View chart
TJX Companies (TJX)	0.2	$611k	+51%	3.8k	159.77	View chart
International Business Machines (IBM)	0.2	$610k	+126%	2.5k	242.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$601k		20k	30.68	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$594k	+6%	3.7k	161.84	View chart
Hldgs (UAL)	0.2	$594k	+101%	6.5k	92.07	View chart
O'reilly Automotive (ORLY)	0.2	$578k	+63%	6.3k	92.31	View chart
Ge Aerospace Com New (GE)	0.2	$570k	+165%	2.0k	283.77	View chart
Metropcs Communications (TMUS)	0.2	$568k	NEW	2.7k	210.03	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$567k	-5%	9.5k	59.56	View chart
Lam Research Corp Com New (LRCX)	0.2	$567k	NEW	2.7k	213.66	View chart
Verizon Communications (VZ)	0.2	$564k		11k	50.20	View chart
Hilton Worldwide Holdings (HLT)	0.2	$560k	+52%	1.8k	304.09	View chart
Travelers Companies (TRV)	0.2	$556k	+60%	1.9k	291.77	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$554k	-3%	12k	48.33	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.2	$552k	-11%	7.6k	72.60	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$552k	NEW	418.00	1320.82	View chart
Amgen (AMGN)	0.2	$539k	-64%	1.5k	352.11	View chart
Walt Disney Company (DIS)	0.2	$532k	+9%	5.5k	96.40	View chart
Constellation Energy (CEG)	0.2	$530k	+83%	1.9k	279.27	View chart
Lockheed Martin Corporation (LMT)	0.2	$511k	NEW	845.00	604.93	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$509k	+15%	11k	45.89	View chart
Regions Financial Corporation (RF)	0.2	$488k	+25%	19k	26.12	View chart
Micron Technology (MU)	0.2	$483k	NEW	1.4k	337.84	View chart
Altria (MO)	0.2	$479k	+6%	7.3k	66.00	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.2	$478k	-20%	14k	33.75	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$477k		6.8k	70.36	View chart
Southern Company (SO)	0.2	$448k	+9%	4.6k	96.53	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.2	$439k	-7%	7.6k	57.94	View chart
At&t (T)	0.1	$428k	+8%	15k	28.99	View chart
Listed Fds Tr Relative Strengt (RSMV)	0.1	$415k	-16%	16k	26.47	View chart
Hasbro (HAS)	0.1	$392k	+15%	4.2k	93.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$389k	-8%	4.3k	90.53	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$388k	-40%	3.5k	109.77	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$383k	NEW	8.9k	42.89	View chart
Honda Motor Adr Ech Cnv In 3 (HMC)	0.1	$381k	+50%	16k	24.31	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.1	$380k	-5%	11k	35.24	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$375k		9.6k	38.86	View chart
Edison International (EIX)	0.1	$373k	NEW	5.1k	73.18	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$371k	-6%	14k	26.30	View chart
Public Service Enterprise (PEG)	0.1	$370k	+23%	4.6k	80.97	View chart
Exxon Mobil Corporation (XOM)	0.1	$370k	+22%	2.2k	169.71	View chart
Toyota Motor Corp Ads (TM)	0.1	$365k	+32%	1.8k	206.09	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$331k	-2%	5.6k	59.23	View chart
Main Street Capital Corporation (MAIN)	0.1	$323k		6.1k	52.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$323k		494.00	653.21	View chart
Citizens Financial (CFG)	0.1	$307k	+27%	5.1k	59.98	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$300k	-86%	5.5k	54.55	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$295k	NEW	4.3k	68.14	View chart
Schwab Strategic Tr Government Money (SGVT)	0.1	$289k	NEW	2.9k	100.72	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.1	$289k	-10%	7.3k	39.38	View chart
First Tr Exchange-traded Intermediate Gov (MGOV)	0.1	$287k	-71%	14k	20.28	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$281k		15k	19.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$278k		1.3k	217.33	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$276k	-4%	6.5k	42.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$275k		856.00	321.28	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$265k		22k	12.06	View chart
Constellation Brands Cl A (STZ)	0.1	$260k	-13%	1.7k	150.08	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$260k	+7%	6.5k	40.15	View chart
Pimco Access Income Fund Shs Benfin Int (PAXS)	0.1	$249k		17k	14.41	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$243k	-33%	6.0k	40.58	View chart
Spdr Series Trust State Street Spd (EMHC)	0.1	$243k	-3%	9.8k	24.80	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$240k	-2%	672.00	356.62	View chart
First Tr Exchange Traded S&p Intl Divid (FID)	0.1	$215k	-2%	10k	20.95	View chart
BlackRock Floating Rate Income Trust (BGT)	0.1	$215k		20k	10.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$214k		490.00	437.19	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.1	$189k		20k	9.45	View chart
Pimco High Income Com Shs (PHK)	0.0	$139k		30k	4.63	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 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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