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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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