Iams Wealth Management, LLC Portfolio Holdings

Iams Wealth Management, LLC

  • $218 Billion
  • Q2 2025

Iams Wealth Management, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 168 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 $14.1B, Spdr S&P 500 ETF Trust with a value of $10.9B, Microsoft Corp with a value of $7.52B, Spdr Bloomberg 1 3 Month T Bil with a value of $6.95B, and United Parcel Service Inc with a value of $4.21B.

Examining the 13F form we can see an decrease of $509M in the current position value, from $218B to 218B.

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 $218 Billion
ETFs: $105 Billion
Technology: $22.8 Billion
Financial Services: $15.1 Billion
Industrials: $12.1 Billion
Healthcare: $11.6 Billion
Consumer Cyclical: $9.73 Billion
Communication Services: $7.97 Billion
Consumer Defensive: $6.61 Billion
Other: $10.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.1 Billion 6.46% of portfolio
25,491
Q2 2025 Reduced 2.36%
$0
$10.9 Billion 5.03% of portfolio
17,720
Q2 2025 Added 2.6%
$3.75T
$7.52 Billion 3.45% of portfolio
15,124
Q2 2025 Added 22.39%
$0
$6.95 Billion 3.19% of portfolio
75,769
Q2 2025 Reduced 2.06%
$73B
$4.21 Billion 1.93% of portfolio
41,737
Q2 2025 Added 1.9%
$0
$3.98 Billion 1.83% of portfolio
125,190
Q2 2025 Reduced 27.16%
-
$3.94 Billion 1.81% of portfolio
-
Q2 2025 Added 0.69%
$409B
$3.84 Billion 1.76% of portfolio
24,312
Q2 2025 Added 10.43%
$0
$3.64 Billion 1.67% of portfolio
40,324
Q2 2025 Reduced 15.59%
First Tr Exchange Traded Fd
-
$3.14 Billion 1.44% of portfolio
-
Q2 2025 Added 15.3%
$847B
$3.13 Billion 1.44% of portfolio
10,795
Q2 2025 Reduced 6.77%
$0
$3.07 Billion 1.41% of portfolio
30,838
Q2 2025 Added 0.98%
$112B
$2.91 Billion 1.34% of portfolio
10,566
Q2 2025 Reduced 15.33%
$0
$2.9 Billion 1.33% of portfolio
46,284
Q2 2025 Added 79.29%
$3.35T
$2.82 Billion 1.3% of portfolio
13,765
Q2 2025 Reduced 14.53%
$0
$2.78 Billion 1.28% of portfolio
35,387
Q2 2025 Added 5.15%
$0
$2.68 Billion 1.23% of portfolio
60,011
Q2 2025 Reduced 22.57%
-
$2.66 Billion 1.22% of portfolio
-
Q2 2025 Reduced 10.87%
$140B
$2.6 Billion 1.19% of portfolio
23,421
Q2 2025 Reduced 3.14%
$317B
$2.52 Billion 1.16% of portfolio
31,483
Q2 2025 Reduced 7.43%
$156B
$2.53 Billion 1.16% of portfolio
36,661
Q2 2025 Reduced 0.76%
$50.2B
$2.5 Billion 1.15% of portfolio
9,977
Q2 2025 Reduced 13.15%
$160B
$2.47 Billion 1.14% of portfolio
10,626
Q2 2025 Reduced 8.61%
$1T
$2.34 Billion 1.07% of portfolio
7,351
Q2 2025 Added 105.68%
$0
$2.26 Billion 1.04% of portfolio
10,599
Q2 2025 Reduced 12.77%
$66.3B
$2.19 Billion 1.0% of portfolio
6,834
Q2 2025 Reduced 4.31%
$379B
$2.09 Billion 0.96% of portfolio
5,695
Q2 2025 Reduced 7.08%
$2.3T
$2.1 Billion 0.96% of portfolio
9,564
Q2 2025 Reduced 27.01%
$256B
$2.06 Billion 0.94% of portfolio
29,203
Q2 2025 Added 1.13%
$231B
$1.98 Billion 0.91% of portfolio
14,540
Q2 2025 Reduced 12.36%
$37.5B
$1.96 Billion 0.9% of portfolio
28,524
Q2 2025 Reduced 5.01%
$157B
$1.97 Billion 0.9% of portfolio
55,235
Q2 2025 Reduced 0.41%
$0
$1.92 Billion 0.88% of portfolio
57,789
Q2 2025 Reduced 42.14%
$0
$1.88 Billion 0.86% of portfolio
42,846
Q2 2025 Reduced 7.22%
$222B
$1.85 Billion 0.85% of portfolio
26,486
Q2 2025 Reduced 6.29%
$1.62T
$1.83 Billion 0.84% of portfolio
2,474
Q2 2025 Added 3.43%
$0
$1.82 Billion 0.83% of portfolio
36,861
Q2 2025 Reduced 26.24%
$69.9B
$1.78 Billion 0.82% of portfolio
39,344
Q2 2025 Reduced 4.13%
$176B
$1.77 Billion 0.81% of portfolio
5,924
Q2 2025 Reduced 8.97%
$562B
$1.75 Billion 0.8% of portfolio
1,309
Q2 2025 New
$222B
$1.73 Billion 0.79% of portfolio
5,919
Q2 2025 Reduced 8.92%
$0
$1.7 Billion 0.78% of portfolio
58,007
Q2 2025 Added 31.35%
$0
$1.65 Billion 0.76% of portfolio
30,058
Q2 2025 Added 3.42%
$120B
$1.6 Billion 0.73% of portfolio
17,791
Q2 2025 Reduced 15.37%
$378B
$1.55 Billion 0.71% of portfolio
32,694
Q2 2025 Reduced 5.55%
$0
$1.53 Billion 0.7% of portfolio
13,879
Q2 2025 Reduced 41.25%
$0
$1.51 Billion 0.69% of portfolio
16,634
Q2 2025 Reduced 9.57%
$0
$1.49 Billion 0.68% of portfolio
5,517
Q2 2025 Reduced 9.69%
$0
$1.48 Billion 0.68% of portfolio
57,138
Q2 2025 Added 40.84%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $218 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 34 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 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