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.
