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
$0
$14.8 Billion 5.95% of portfolio
24,712
Q3 2025 Reduced 3.06%
$0
$12.4 Billion 4.97% of portfolio
18,602
Q3 2025 Added 4.98%
$0
$8.19 Billion 3.29% of portfolio
89,293
Q3 2025 Added 17.85%
$3.86T
$5.99 Billion 2.4% of portfolio
11,561
Q3 2025 Reduced 23.56%
$4.35T
$5.87 Billion 2.35% of portfolio
23,046
Q3 2025 Added 67.42%
$505B
$5.17 Billion 2.07% of portfolio
27,689
Q3 2025 Added 13.89%
$0
$4.56 Billion 1.83% of portfolio
136,523
Q3 2025 Added 9.05%
-
$4.04 Billion 1.62% of portfolio
-
Q3 2025 Reduced 2.26%
$0
$3.89 Billion 1.56% of portfolio
39,442
Q3 2025 Reduced 2.19%
$70.3B
$3.76 Billion 1.51% of portfolio
44,966
Q3 2025 Added 7.74%
$0
$3.61 Billion 1.45% of portfolio
36,226
Q3 2025 Added 17.47%
$1.68T
$3.3 Billion 1.32% of portfolio
13,565
Q3 2025 Added 268.01%
$913B
$3.23 Billion 1.3% of portfolio
10,235
Q3 2025 Reduced 5.19%
First Tr Exchange Traded Fd
-
$3.13 Billion 1.26% of portfolio
-
Q3 2025 Reduced 1.55%
$0
$3.04 Billion 1.22% of portfolio
45,269
Q3 2025 Reduced 2.19%
$356B
$3.05 Billion 1.22% of portfolio
19,858
Q3 2025 Added 14.96%
$1.46T
$2.92 Billion 1.17% of portfolio
3,976
Q3 2025 Added 60.71%
$0
$2.88 Billion 1.15% of portfolio
34,521
Q3 2025 Reduced 2.45%
$150B
$2.81 Billion 1.13% of portfolio
25,301
Q3 2025 Added 8.03%
$2.49T
$2.78 Billion 1.12% of portfolio
12,677
Q3 2025 Added 32.55%
-
$2.79 Billion 1.12% of portfolio
-
Q3 2025 Reduced 1.7%
$0
$2.76 Billion 1.11% of portfolio
59,699
Q3 2025 Reduced 0.52%
$112B
$2.73 Billion 1.1% of portfolio
49,278
Q3 2025 Added 34.42%
$1.44T
$2.6 Billion 1.04% of portfolio
5,850
Q3 2025 Reduced 20.42%
$55.3B
$2.59 Billion 1.04% of portfolio
8,480
Q3 2025 Reduced 15.0%
$330B
$2.56 Billion 1.03% of portfolio
30,530
Q3 2025 Reduced 3.03%
$135B
$2.51 Billion 1.01% of portfolio
11,906
Q3 2025 Added 12.05%
$52.5B
$2.52 Billion 1.01% of portfolio
8,119
Q3 2025 Added 18.8%
$0
$2.41 Billion 0.97% of portfolio
10,514
Q3 2025 Reduced 0.8%
$0
$2.34 Billion 0.94% of portfolio
52,693
Q3 2025 Added 22.98%
$0
$2.35 Billion 0.94% of portfolio
67,454
Q3 2025 Added 16.72%
$389B
$2.26 Billion 0.91% of portfolio
5,571
Q3 2025 Reduced 2.18%
$0
$2.19 Billion 0.88% of portfolio
73,594
Q3 2025 Added 26.87%
$0
$2.15 Billion 0.86% of portfolio
77,845
Q3 2025 Added 68.39%
$40.9B
$2.12 Billion 0.85% of portfolio
27,156
Q3 2025 Reduced 4.8%
$216B
$2.1 Billion 0.84% of portfolio
15,643
Q3 2025 Added 7.59%
$158B
$2.07 Billion 0.83% of portfolio
8,392
Q3 2025 Added 41.66%
$220B
$2.06 Billion 0.83% of portfolio
6,772
Q3 2025 Added 14.41%
$267B
$2.06 Billion 0.83% of portfolio
28,787
Q3 2025 Reduced 1.42%
$255B
$2.06 Billion 0.83% of portfolio
26,836
Q3 2025 Added 1.32%
$123B
$2.03 Billion 0.81% of portfolio
64,585
Q3 2025 Added 16.93%
$1.72T
$1.87 Billion 0.75% of portfolio
7,672
Q3 2025 Added 42.28%
$0
$1.85 Billion 0.74% of portfolio
37,073
Q3 2025 Added 0.58%
$69.4B
$1.82 Billion 0.73% of portfolio
37,623
Q3 2025 Reduced 4.37%
$113B
$1.8 Billion 0.72% of portfolio
19,054
Q3 2025 Added 7.1%
$0
$1.78 Billion 0.72% of portfolio
29,758
Q3 2025 New
$0
$1.71 Billion 0.69% of portfolio
28,730
Q3 2025 Reduced 4.42%
$0
$1.56 Billion 0.63% of portfolio
2,550
Q3 2025 Added 51.79%
$0
$1.54 Billion 0.62% of portfolio
26,822
Q3 2025 Added 31.52%

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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