Iams Wealth Management, LLC Portfolio Holdings

Iams Wealth Management, LLC

  • $277 Billion
  • Q4 2025

Iams Wealth Management, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $277 Billion distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $15B, Spdr S&P 500 ETF Trust with a value of $12.8B, Spdr Bloomberg 1 3 Month T Bil with a value of $7.01B, Microsoft Corp with a value of $6.84B, and First Tr Exchange Traded Fd with a value of $5.78B.

Examining the 13F form we can see an increase of $27.8B in the current position value, from $249B to 277B.

Iams Wealth Management, LLC is based out at Omaha, NE

Below you can find more details about Iams Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $277 Billion
ETFs: $134 Billion
Technology: $27.1 Billion
Financial Services: $19.8 Billion
Healthcare: $14.4 Billion
Industrials: $14.4 Billion
Consumer Cyclical: $13.7 Billion
Communication Services: $13.3 Billion
Consumer Defensive: $7.22 Billion
Other: $11.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15 Billion 5.41% of portfolio
24,385
Q4 2025 Reduced 1.32%
$0
$12.8 Billion 4.64% of portfolio
18,830
Q4 2025 Added 1.23%
$0
$7.01 Billion 2.53% of portfolio
76,666
Q4 2025 Reduced 14.14%
$3.78T
$6.84 Billion 2.47% of portfolio
14,142
Q4 2025 Added 22.33%
First Tr Exchange Traded Fd
-
$5.78 Billion 2.09% of portfolio
-
Q4 2025 Added 85.25%
$0
$5.53 Billion 2.0% of portfolio
161,516
Q4 2025 Added 18.31%
$0
$5.24 Billion 1.89% of portfolio
75,457
Q4 2025 Added 66.69%
$465B
$5.15 Billion 1.86% of portfolio
27,591
Q4 2025 Reduced 0.35%
$4.3T
$4.91 Billion 1.77% of portfolio
18,041
Q4 2025 Reduced 21.72%
$2.39T
$4.24 Billion 1.53% of portfolio
18,355
Q4 2025 Added 44.79%
$68.7B
$4.17 Billion 1.51% of portfolio
42,088
Q4 2025 Reduced 6.4%
$0
$4.1 Billion 1.48% of portfolio
139,646
Q4 2025 Added 89.75%
$0
$3.82 Billion 1.38% of portfolio
106,632
Q4 2025 Added 58.08%
$0
$3.69 Billion 1.33% of portfolio
38,097
Q4 2025 Reduced 3.41%
$1.37T
$3.69 Billion 1.33% of portfolio
5,595
Q4 2025 Added 40.72%
$881B
$3.37 Billion 1.22% of portfolio
10,462
Q4 2025 Added 2.22%
$1.65T
$3.2 Billion 1.15% of portfolio
10,212
Q4 2025 Reduced 24.72%
$156B
$3.03 Billion 1.09% of portfolio
24,681
Q4 2025 Reduced 2.45%
$0
$3 Billion 1.08% of portfolio
106,257
Q4 2025 Added 36.5%
$109B
$2.9 Billion 1.05% of portfolio
56,963
Q4 2025 Added 15.6%
-
$2.87 Billion 1.04% of portfolio
-
Q4 2025 Reduced 27.82%
$662B
$2.8 Billion 1.01% of portfolio
5,565
Q4 2025 Added 83.48%
$0
$2.78 Billion 1.0% of portfolio
60,243
Q4 2025 Added 0.91%
$0
$2.73 Billion 0.99% of portfolio
31,690
Q4 2025 Reduced 8.2%
$139B
$2.75 Billion 0.99% of portfolio
7,951
Q4 2025 Reduced 12.07%
-
$2.73 Billion 0.99% of portfolio
-
Q4 2025 Reduced 2.84%
$317B
$2.57 Billion 0.93% of portfolio
27,574
Q4 2025 Reduced 9.68%
$0
$2.48 Billion 0.9% of portfolio
112,136
Q4 2025 New
$346B
$2.5 Billion 0.9% of portfolio
17,462
Q4 2025 Reduced 12.07%
$132B
$2.49 Billion 0.9% of portfolio
12,761
Q4 2025 Added 7.18%
$54.4B
$2.47 Billion 0.89% of portfolio
9,557
Q4 2025 Added 17.71%
$1.74T
$2.46 Billion 0.89% of portfolio
7,852
Q4 2025 Added 2.35%
$55.4B
$2.44 Billion 0.88% of portfolio
8,300
Q4 2025 Reduced 2.12%
Vanguard Malvern Fds
-
$2.38 Billion 0.86% of portfolio
-
Q4 2025 New
$0
$2.38 Billion 0.86% of portfolio
40,117
Q4 2025 Added 49.57%
$0
$2.37 Billion 0.86% of portfolio
39,588
Q4 2025 Added 33.03%
$0
$2.3 Billion 0.83% of portfolio
10,005
Q4 2025 Reduced 4.84%
$367B
$2.26 Billion 0.81% of portfolio
6,557
Q4 2025 Added 17.7%
$0
$2.18 Billion 0.79% of portfolio
4,904
Q4 2025 Added 124.23%
$0
$2.19 Billion 0.79% of portfolio
100,328
Q4 2025 Added 90.67%
$0
$2.09 Billion 0.75% of portfolio
69,968
Q4 2025 New
$228B
$2.02 Billion 0.73% of portfolio
16,158
Q4 2025 Added 3.29%
$270B
$2.02 Billion 0.73% of portfolio
27,429
Q4 2025 Reduced 4.72%
$224B
$1.99 Billion 0.72% of portfolio
6,501
Q4 2025 Reduced 4.0%
$120B
$1.99 Billion 0.72% of portfolio
66,424
Q4 2025 Added 2.85%
$277B
$1.96 Billion 0.71% of portfolio
21,371
Q4 2025 Reduced 20.36%
$152B
$1.94 Billion 0.7% of portfolio
7,214
Q4 2025 Reduced 14.04%
$67.6B
$1.91 Billion 0.69% of portfolio
35,804
Q4 2025 Reduced 4.83%
$0
$1.87 Billion 0.68% of portfolio
89,128
Q4 2025 Added 79.55%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $277 Billion
  • Prior Value $249 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 27 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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