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
$113B
$1.88 Billion 0.68% of portfolio
20,086
Q4 2025 Added 5.42%
$0
$1.86 Billion 0.67% of portfolio
18,709
Q4 2025 Reduced 48.35%
$0
$1.72 Billion 0.62% of portfolio
14,444
Q4 2025 Added 141.3%
$0
$1.63 Billion 0.59% of portfolio
7,946
Q4 2025 Added 71.51%
$0
$1.63 Billion 0.59% of portfolio
2,593
Q4 2025 Added 1.69%
$413B
$1.59 Billion 0.57% of portfolio
28,823
Q4 2025 Reduced 4.05%
$0
$1.57 Billion 0.57% of portfolio
37,890
Q4 2025 New
$74.3B
$1.58 Billion 0.57% of portfolio
7,562
Q4 2025 Added 16.27%
$0
$1.56 Billion 0.56% of portfolio
25,108
Q4 2025 Reduced 12.61%
$303B
$1.52 Billion 0.55% of portfolio
9,993
Q4 2025 Added 10.9%
$0
$1.44 Billion 0.52% of portfolio
5,365
Q4 2025 Reduced 0.98%
$0
$1.43 Billion 0.52% of portfolio
15,469
Q4 2025 Reduced 4.64%
$183B
$1.42 Billion 0.51% of portfolio
4,329
Q4 2025 Added 148.94%
$0
$1.4 Billion 0.5% of portfolio
21,337
Q4 2025 Added 189.94%
$0
$1.35 Billion 0.49% of portfolio
30,292
Q4 2025 Added 18.93%
$19.9B
$1.32 Billion 0.48% of portfolio
32,906
Q4 2025 Added 21.17%
$0
$1.33 Billion 0.48% of portfolio
16,684
Q4 2025 Reduced 13.09%
$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%
Qnity Electronics Inc
-
$1.3 Billion 0.47% of portfolio
-
Q4 2025 New
$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%
$0
$1.25 Billion 0.45% of portfolio
49,520
Q4 2025 Added 74.08%
First Tr Exchange Traded Fd
-
$1.26 Billion 0.45% of portfolio
-
Q4 2025 Reduced 6.28%
$29.5B
$1.23 Billion 0.44% of portfolio
19,256
Q4 2025 Added 7.04%
$0
$1.22 Billion 0.44% of portfolio
9,912
Q4 2025 Reduced 4.24%
$0
$1.19 Billion 0.43% of portfolio
14,153
Q4 2025 New
$143B
$1.14 Billion 0.41% of portfolio
30,790
Q4 2025 New
$0
$1.09 Billion 0.39% of portfolio
4,321
Q4 2025 New
$0
$1.07 Billion 0.39% of portfolio
41,207
Q4 2025 Added 39.46%
$0
$1.08 Billion 0.39% of portfolio
21,967
Q4 2025 Reduced 8.78%
$71.5B
$1.08 Billion 0.39% of portfolio
1,408
Q4 2025 Added 0.5%
$0
$1.05 Billion 0.38% of portfolio
17,820
Q4 2025 Added 9.22%
$0
$1.01 Billion 0.37% of portfolio
21,623
Q4 2025 Reduced 12.71%
$12.6B
$1.03 Billion 0.37% of portfolio
13,189
Q4 2025 Added 8.92%
$0
$1.02 Billion 0.37% of portfolio
53,207
Q4 2025 Reduced 29.29%
First Tr Exchange Traded Fd
-
$1.02 Billion 0.37% of portfolio
-
Q4 2025 New
$0
$992 Million 0.36% of portfolio
4,677
Q4 2025 Added 2.68%
$0
$960 Million 0.35% of portfolio
4,647
Q4 2025 Reduced 18.87%
Solstice Advanced Matls Inc
-
$933 Million 0.34% of portfolio
-
Q4 2025 New
$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%
$0
$912 Million 0.33% of portfolio
7,641
Q4 2025 Added 40.51%
$0
$911 Million 0.33% of portfolio
18,231
Q4 2025 Reduced 50.82%
$319B
$919 Million 0.33% of portfolio
11,925
Q4 2025 Added 120.63%
$0
$921 Million 0.33% of portfolio
19,565
Q4 2025 Reduced 5.27%
$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%

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
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email