IAMS WEALTH MANAGEMENT, LLC

Name: IAMS WEALTH MANAGEMENT, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001998182 · OMAHA, NE · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗

IAMS WEALTH MANAGEMENT, LLC reported 190 positions worth $332.2M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: QQQ (5.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$332.2M

2026 Q2

Positions

190

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

26.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 190 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	QQQ	INVESCO QQQ TR	SH	$18.2M	5.47%	24,659	—	—
▸ 2	SPY	STATE STR SPDR S&P 500 ETF T	SH	$11.5M	3.48%	15,461	—	—
▸ 3	FTCB	FIRST TR EXCHANGE-TRADED FD	SH	$8.2M	2.47%	393,102	—	—
▸ 4	BUFR	FIRST TR EXCHNG TRADED FD VI	SH	$8.0M	2.40%	218,155	—	—
▸ 5	ACYN	FIRST TR EXCHANGE-TRADED FD	SH	$7.2M	2.18%	348,601	—	—
▸ 6	RDVY	FIRST TR EXCHANGE TRADED FD	SH	$7.1M	2.13%	87,485	—	—
▸ 7	BIL	SPDR SERIES TRUST	SH	$7.1M	2.12%	76,972	—	—
▸ 8	BUFQ	FIRST TR EXCHNG TRADED FD VI	SH	$6.6M	1.98%	167,711	—	—
▸ 9	MSFT	MICROSOFT CORP	SH	$6.4M	1.91%	17,031	—	—
▸ 10	NVDA	NVIDIA CORPORATION	SH	$6.3M	1.90%	31,531	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does IAMS WEALTH MANAGEMENT, LLC hold as of Q2 2026?

IAMS WEALTH MANAGEMENT, LLC reported 190 positions worth $332.2M in its Q2 2026 13F filing. Largest positions: QQQ (5.5%), SPY (3.5%), FTCB (2.5%), BUFR (2.4%) and ACYN (2.2%).

What did IAMS WEALTH MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did IAMS WEALTH MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.