Iams Wealth Management, LLC Portfolio Holdings

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025

Iams Wealth Management, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $249 Billion distributed in 184 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 $14.8B, Spdr S&P 500 ETF Trust with a value of $12.4B, Spdr Bloomberg 1 3 Month T Bil with a value of $8.19B, Microsoft Corp with a value of $5.99B, and Apple Inc. with a value of $5.87B.

Examining the 13F form we can see an increase of $31.4B in the current position value, from $218B to 249B.

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 $249 Billion
ETFs: $118 Billion
Technology: $26.7 Billion
Financial Services: $17.3 Billion
Industrials: $14.1 Billion
Healthcare: $12.1 Billion
Consumer Cyclical: $12.1 Billion
Communication Services: $11.2 Billion
Consumer Defensive: $8.74 Billion
Other: $12.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$5.99 Billion 2.4% of portfolio
11,561
Q3 2025 Reduced 23.56%
$4.3T
$5.87 Billion 2.35% of portfolio
23,046
Q3 2025 Added 67.42%
$465B
$5.17 Billion 2.07% of portfolio
27,689
Q3 2025 Added 13.89%
-
$4.04 Billion 1.62% of portfolio
-
Q3 2025 Reduced 2.26%
$68.7B
$3.76 Billion 1.51% of portfolio
44,966
Q3 2025 Added 7.74%
$1.65T
$3.3 Billion 1.32% of portfolio
13,565
Q3 2025 Added 268.01%
$881B
$3.23 Billion 1.3% of portfolio
10,235
Q3 2025 Reduced 5.19%
$346B
$3.05 Billion 1.22% of portfolio
19,858
Q3 2025 Added 14.96%
$139B
$2.98 Billion 1.2% of portfolio
9,042
Q3 2025 Reduced 14.42%
$1.37T
$2.92 Billion 1.17% of portfolio
3,976
Q3 2025 Added 60.71%
$156B
$2.81 Billion 1.13% of portfolio
25,301
Q3 2025 Added 8.03%
$2.39T
$2.78 Billion 1.12% of portfolio
12,677
Q3 2025 Added 32.55%
-
$2.79 Billion 1.12% of portfolio
-
Q3 2025 Reduced 1.7%
$109B
$2.73 Billion 1.1% of portfolio
49,278
Q3 2025 Added 34.42%
$1.29T
$2.6 Billion 1.04% of portfolio
5,850
Q3 2025 Reduced 20.42%
$55.4B
$2.59 Billion 1.04% of portfolio
8,480
Q3 2025 Reduced 15.0%
$132B
$2.51 Billion 1.01% of portfolio
11,906
Q3 2025 Added 12.05%
$54.4B
$2.52 Billion 1.01% of portfolio
8,119
Q3 2025 Added 18.8%
$367B
$2.26 Billion 0.91% of portfolio
5,571
Q3 2025 Reduced 2.18%
$19.9B
$2.12 Billion 0.85% of portfolio
27,156
Q3 2025 Reduced 4.8%
$228B
$2.1 Billion 0.84% of portfolio
15,643
Q3 2025 Added 7.59%
$152B
$2.07 Billion 0.83% of portfolio
8,392
Q3 2025 Added 41.66%
$224B
$2.06 Billion 0.83% of portfolio
6,772
Q3 2025 Added 14.41%
$270B
$2.06 Billion 0.83% of portfolio
28,787
Q3 2025 Reduced 1.42%
$277B
$2.06 Billion 0.83% of portfolio
26,836
Q3 2025 Added 1.32%
$120B
$2.03 Billion 0.81% of portfolio
64,585
Q3 2025 Added 16.93%
$1.74T
$1.87 Billion 0.75% of portfolio
7,672
Q3 2025 Added 42.28%
$67.6B
$1.82 Billion 0.73% of portfolio
37,623
Q3 2025 Reduced 4.37%
$113B
$1.8 Billion 0.72% of portfolio
19,054
Q3 2025 Added 7.1%
$413B
$1.55 Billion 0.62% of portfolio
30,041
Q3 2025 Reduced 8.11%
$662B
$1.52 Billion 0.61% of portfolio
3,033
Q3 2025 Added 136.95%
$303B
$1.4 Billion 0.56% of portfolio
9,011
Q3 2025 Added 11.0%
$204B
$1.36 Billion 0.55% of portfolio
9,689
Q3 2025 Added 5.05%
$85.9B
$1.29 Billion 0.52% of portfolio
5,840
Q3 2025 New
$118B
$1.28 Billion 0.52% of portfolio
5,223
Q3 2025 Reduced 13.88%
$74.3B
$1.31 Billion 0.52% of portfolio
6,504
Q3 2025 Reduced 13.13%
$279B
$1.17 Billion 0.47% of portfolio
11,334
Q3 2025 Added 56.01%
$29.5B
$1.16 Billion 0.46% of portfolio
17,989
Q3 2025 Reduced 9.47%
$71.5B
$1.1 Billion 0.44% of portfolio
1,401
Q3 2025 Added 22.25%
$12.6B
$1.01 Billion 0.4% of portfolio
12,109
Q3 2025 Added 14.15%
$28.9B
$925 Million 0.37% of portfolio
10,276
Q3 2025 Reduced 0.66%
$17.6B
$912 Million 0.37% of portfolio
11,998
Q3 2025 Added 33.61%
$7.23B
$888 Million 0.36% of portfolio
14,083
Q3 2025 Added 14.61%
$16.3B
$836 Million 0.34% of portfolio
4,534
Q3 2025 Reduced 18.08%
$522B
$800 Million 0.32% of portfolio
4,312
Q3 2025 Reduced 0.92%
$140B
$786 Million 0.32% of portfolio
3,127
Q3 2025 Added 13.01%
$1.46T
$799 Million 0.32% of portfolio
2,860
Q3 2025 Added 25.22%
$19B
$711 Million 0.29% of portfolio
3,463
Q3 2025 Added 23.68%
$258B
$698 Million 0.28% of portfolio
4,168
Q3 2025 Reduced 11.54%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $249 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 28 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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