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.