Iams Wealth Management, LLC Portfolio Holdings

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025

Iams Wealth Management, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $249 Billion distributed in 184 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 $14.8B, Spdr S&P 500 ETF Trust with a value of $12.4B, Spdr Bloomberg 1 3 Month T Bil with a value of $8.19B, Microsoft Corp with a value of $5.99B, and Apple Inc. with a value of $5.87B.

Examining the 13F form we can see an increase of $31.4B in the current position value, from $218B to 249B.

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 $249 Billion
ETFs: $118 Billion
Technology: $26.7 Billion
Financial Services: $17.3 Billion
Industrials: $14.1 Billion
Healthcare: $12.1 Billion
Consumer Cyclical: $12.1 Billion
Communication Services: $11.2 Billion
Consumer Defensive: $8.74 Billion
Other: $12.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$429B
$1.55 Billion 0.62% of portfolio
30,041
Q3 2025 Reduced 8.11%
$0
$1.52 Billion 0.61% of portfolio
16,222
Q3 2025 Reduced 2.48%
$621B
$1.52 Billion 0.61% of portfolio
3,033
Q3 2025 Added 136.95%
$0
$1.52 Billion 0.61% of portfolio
5,418
Q3 2025 Reduced 1.79%
$0
$1.45 Billion 0.58% of portfolio
19,197
Q3 2025 Reduced 6.84%
$0
$1.45 Billion 0.58% of portfolio
75,250
Q3 2025 Reduced 1.15%
$309B
$1.4 Billion 0.56% of portfolio
9,011
Q3 2025 Added 11.0%
$201B
$1.36 Billion 0.55% of portfolio
9,689
Q3 2025 Added 5.05%
First Tr Exchange Traded Fd
-
$1.35 Billion 0.54% of portfolio
-
Q3 2025 Reduced 1.52%
$82B
$1.29 Billion 0.52% of portfolio
5,840
Q3 2025 New
$120B
$1.28 Billion 0.52% of portfolio
5,223
Q3 2025 Reduced 13.88%
$73.8B
$1.31 Billion 0.52% of portfolio
6,504
Q3 2025 Reduced 13.13%
$0
$1.25 Billion 0.5% of portfolio
35,073
Q3 2025 Reduced 2.13%
$0
$1.25 Billion 0.5% of portfolio
10,351
Q3 2025 Reduced 25.42%
$0
$1.19 Billion 0.48% of portfolio
24,082
Q3 2025 Added 0.98%
$0
$1.16 Billion 0.47% of portfolio
24,772
Q3 2025 Added 20.71%
$34.5B
$1.16 Billion 0.46% of portfolio
17,989
Q3 2025 Reduced 9.47%
$0
$1.14 Billion 0.46% of portfolio
52,620
Q3 2025 Added 6.2%
$77.1B
$1.1 Billion 0.44% of portfolio
1,401
Q3 2025 Added 22.25%
$0
$1.09 Billion 0.44% of portfolio
25,471
Q3 2025 Added 46.51%
$0
$1.07 Billion 0.43% of portfolio
20,241
Q3 2025 Added 68.94%
$0
$1.04 Billion 0.42% of portfolio
49,639
Q3 2025 Added 76.61%
Valued Advisers Tr
-
$1.01 Billion 0.41% of portfolio
-
Q3 2025 Added 57.68%
$0
$1.03 Billion 0.41% of portfolio
5,728
Q3 2025 Reduced 2.87%
$0
$1.01 Billion 0.4% of portfolio
20,653
Q3 2025 Reduced 9.03%
$13.2B
$1.01 Billion 0.4% of portfolio
12,109
Q3 2025 Added 14.15%
$0
$960 Million 0.39% of portfolio
16,315
Q3 2025 Added 10.13%
$0
$941 Million 0.38% of portfolio
4,555
Q3 2025 Reduced 23.96%
$0
$953 Million 0.38% of portfolio
2,187
Q3 2025 Added 7.58%
$0
$924 Million 0.37% of portfolio
4,633
Q3 2025 Added 21.89%
$28.9B
$925 Million 0.37% of portfolio
10,276
Q3 2025 Reduced 0.66%
$17.6B
$912 Million 0.37% of portfolio
11,998
Q3 2025 Added 33.61%
$7.14B
$888 Million 0.36% of portfolio
14,083
Q3 2025 Added 14.61%
$19.5B
$836 Million 0.34% of portfolio
4,534
Q3 2025 Reduced 18.08%
$494B
$800 Million 0.32% of portfolio
4,312
Q3 2025 Reduced 0.92%
$148B
$786 Million 0.32% of portfolio
3,127
Q3 2025 Added 13.01%
$0
$786 Million 0.32% of portfolio
16,967
Q3 2025 Added 82.62%
$1.56T
$799 Million 0.32% of portfolio
2,860
Q3 2025 Added 25.22%
$0
$770 Million 0.31% of portfolio
29,548
Q3 2025 Reduced 48.29%
$0
$773 Million 0.31% of portfolio
20,841
Q3 2025 Reduced 8.21%
$18.6B
$711 Million 0.29% of portfolio
3,463
Q3 2025 Added 23.68%
$0
$733 Million 0.29% of portfolio
27,043
Q3 2025 Reduced 6.88%
$0
$725 Million 0.29% of portfolio
5,986
Q3 2025 Reduced 24.5%
$0
$717 Million 0.29% of portfolio
28,447
Q3 2025 Added 69.6%
$0
$694 Million 0.28% of portfolio
25,776
Q3 2023 New
$0
$698 Million 0.28% of portfolio
13,627
Q3 2025 Reduced 5.73%
$262B
$698 Million 0.28% of portfolio
4,168
Q3 2025 Reduced 11.54%
$135B
$679 Million 0.27% of portfolio
1,836
Q3 2025 Added 19.22%
$0
$669 Million 0.27% of portfolio
6,936
Q3 2025 Added 8.95%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $249 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 28 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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