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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.8 Billion 5.95% of portfolio
24,712
Q3 2025 Reduced 3.06%
$0
$12.4 Billion 4.97% of portfolio
18,602
Q3 2025 Added 4.98%
$0
$8.19 Billion 3.29% of portfolio
89,293
Q3 2025 Added 17.85%
$0
$4.56 Billion 1.83% of portfolio
136,523
Q3 2025 Added 9.05%
$0
$3.89 Billion 1.56% of portfolio
39,442
Q3 2025 Reduced 2.19%
$0
$3.61 Billion 1.45% of portfolio
36,226
Q3 2025 Added 17.47%
$0
$3.04 Billion 1.22% of portfolio
45,269
Q3 2025 Reduced 2.19%
$0
$2.88 Billion 1.15% of portfolio
34,521
Q3 2025 Reduced 2.45%
$0
$2.76 Billion 1.11% of portfolio
59,699
Q3 2025 Reduced 0.52%
$0
$2.41 Billion 0.97% of portfolio
10,514
Q3 2025 Reduced 0.8%
$0
$2.34 Billion 0.94% of portfolio
52,693
Q3 2025 Added 22.98%
$0
$2.35 Billion 0.94% of portfolio
67,454
Q3 2025 Added 16.72%
$0
$2.19 Billion 0.88% of portfolio
73,594
Q3 2025 Added 26.87%
$0
$2.15 Billion 0.86% of portfolio
77,845
Q3 2025 Added 68.39%
$0
$1.85 Billion 0.74% of portfolio
37,073
Q3 2025 Added 0.58%
$0
$1.78 Billion 0.72% of portfolio
29,758
Q3 2025 New
$0
$1.56 Billion 0.63% of portfolio
2,550
Q3 2025 Added 51.79%
$0
$1.54 Billion 0.62% of portfolio
26,822
Q3 2025 Added 31.52%
$0
$1.52 Billion 0.61% of portfolio
16,222
Q3 2025 Reduced 2.48%
$0
$1.52 Billion 0.61% of portfolio
5,418
Q3 2025 Reduced 1.79%
$0
$1.45 Billion 0.58% of portfolio
19,197
Q3 2025 Reduced 6.84%
$0
$1.45 Billion 0.58% of portfolio
75,250
Q3 2025 Reduced 1.15%
$0
$1.25 Billion 0.5% of portfolio
35,073
Q3 2025 Reduced 2.13%
$0
$1.25 Billion 0.5% of portfolio
10,351
Q3 2025 Reduced 25.42%
$0
$1.19 Billion 0.48% of portfolio
24,082
Q3 2025 Added 0.98%
$0
$1.16 Billion 0.47% of portfolio
24,772
Q3 2025 Added 20.71%
$0
$1.14 Billion 0.46% of portfolio
52,620
Q3 2025 Added 6.2%
$0
$1.09 Billion 0.44% of portfolio
25,471
Q3 2025 Added 46.51%
$0
$1.07 Billion 0.43% of portfolio
20,241
Q3 2025 Added 68.94%
$0
$1.04 Billion 0.42% of portfolio
49,639
Q3 2025 Added 76.61%
$0
$1.03 Billion 0.41% of portfolio
5,728
Q3 2025 Reduced 2.87%
$0
$1.01 Billion 0.4% of portfolio
20,653
Q3 2025 Reduced 9.03%
$0
$960 Million 0.39% of portfolio
16,315
Q3 2025 Added 10.13%
$0
$941 Million 0.38% of portfolio
4,555
Q3 2025 Reduced 23.96%
$0
$953 Million 0.38% of portfolio
2,187
Q3 2025 Added 7.58%
$0
$924 Million 0.37% of portfolio
4,633
Q3 2025 Added 21.89%
$0
$786 Million 0.32% of portfolio
16,967
Q3 2025 Added 82.62%
$0
$770 Million 0.31% of portfolio
29,548
Q3 2025 Reduced 48.29%
$0
$773 Million 0.31% of portfolio
20,841
Q3 2025 Reduced 8.21%
$0
$733 Million 0.29% of portfolio
27,043
Q3 2025 Reduced 6.88%
$0
$725 Million 0.29% of portfolio
5,986
Q3 2025 Reduced 24.5%
$0
$717 Million 0.29% of portfolio
28,447
Q3 2025 Added 69.6%
$0
$694 Million 0.28% of portfolio
25,776
Q3 2023 New
$0
$698 Million 0.28% of portfolio
13,627
Q3 2025 Reduced 5.73%
$0
$669 Million 0.27% of portfolio
6,936
Q3 2025 Added 8.95%
$0
$649 Million 0.26% of portfolio
8,121
Q3 2025 Added 70.22%
$0
$657 Million 0.26% of portfolio
5,548
Q3 2025 Reduced 22.23%
$0
$636 Million 0.26% of portfolio
10,599
Q3 2025 Added 8.66%
$0
$651 Million 0.26% of portfolio
12,854
Q3 2025 Added 69.96%

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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