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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$6.84 Billion 2.47% of portfolio
14,142
Q4 2025 Added 22.33%
$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%
$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%
$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%
$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%
$346B
$2.5 Billion 0.9% of portfolio
17,462
Q4 2025 Reduced 12.07%
$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%
$367B
$2.26 Billion 0.81% of portfolio
6,557
Q4 2025 Added 17.7%
$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%
$113B
$1.88 Billion 0.68% of portfolio
20,086
Q4 2025 Added 5.42%
$413B
$1.59 Billion 0.57% of portfolio
28,823
Q4 2025 Reduced 4.05%
$74.3B
$1.58 Billion 0.57% of portfolio
7,562
Q4 2025 Added 16.27%
$303B
$1.52 Billion 0.55% of portfolio
9,993
Q4 2025 Added 10.9%
$183B
$1.42 Billion 0.51% of portfolio
4,329
Q4 2025 Added 148.94%
$19.9B
$1.32 Billion 0.48% of portfolio
32,906
Q4 2025 Added 21.17%
$204B
$1.31 Billion 0.47% of portfolio
9,136
Q4 2025 Reduced 5.71%
$1.29T
$1.29 Billion 0.47% of portfolio
2,874
Q4 2025 Reduced 50.87%
$118B
$1.25 Billion 0.45% of portfolio
4,599
Q4 2025 Reduced 11.95%
$85.9B
$1.26 Billion 0.45% of portfolio
5,721
Q4 2025 Reduced 2.04%
$29.5B
$1.23 Billion 0.44% of portfolio
19,256
Q4 2025 Added 7.04%
$143B
$1.14 Billion 0.41% of portfolio
30,790
Q4 2025 New
$71.5B
$1.08 Billion 0.39% of portfolio
1,408
Q4 2025 Added 0.5%
$12.6B
$1.03 Billion 0.37% of portfolio
13,189
Q4 2025 Added 8.92%
$28.9B
$930 Million 0.34% of portfolio
10,534
Q4 2025 Added 2.51%
$17.6B
$931 Million 0.34% of portfolio
12,845
Q4 2025 Added 7.06%
$319B
$919 Million 0.33% of portfolio
11,925
Q4 2025 Added 120.63%
$7.23B
$921 Million 0.33% of portfolio
14,429
Q4 2025 Added 2.46%
$140B
$891 Million 0.32% of portfolio
3,694
Q4 2025 Added 18.13%
$279B
$835 Million 0.3% of portfolio
7,492
Q4 2025 Reduced 33.9%
$19B
$824 Million 0.3% of portfolio
4,382
Q4 2025 Added 26.54%
$136B
$808 Million 0.29% of portfolio
2,298
Q4 2025 Added 25.16%

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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