IAMS WEALTH MANAGEMENT, LLC

Est. AUM

$286.9M

13F long equity, this entity only

Positions

186

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TR	UNIT SER 1	$14.6M	25267	5.08%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.1M	18597	4.22%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$8.5M	92499	2.96%	SOLE
4	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$6.8M	201100	2.37%	SOLE
5	FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$6.4M	304512	2.23%	SOLE
6	MICROSOFT CORP	COM	$6.2M	16773	2.16%	SOLE
7	NVIDIA CORPORATION	COM	$5.9M	34091	2.07%	SOLE
8	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$5.3M	149275	1.84%	SOLE
9	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.2M	75797	1.80%	SOLE
10	APPLE INC	COM	$4.8M	18815	1.66%	SOLE
11	AMAZON COM INC	COM	$4.6M	22231	1.61%	SOLE
12	UNITED PARCEL SVCS INC	CL B	$4.0M	40847	1.40%	SOLE
13	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.7M	39072	1.28%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.7M	7622	1.27%	SOLE
15	FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$3.6M	94189	1.27%	SOLE
16	JPMORGAN CHASE & CO	COM	$3.6M	12248	1.26%	SOLE
17	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$3.5M	52952	1.21%	SOLE
18	ASTRAZENECA PLC	ORD	$3.3M	16578	1.14%	SOLE
19	VANECK ETF TRUST	FALLEN ANGEL HG	$3.2M	111709	1.12%	SOLE
20	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$3.2M	113996	1.11%	SOLE
21	META PLATFORMS INC	CL A	$3.1M	5491	1.10%	SOLE
22	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$3.0M	7480	1.06%	SOLE
23	GILEAD SCIENCES INC	COM	$3.0M	21406	1.04%	SOLE
24	JOHN HANCOCK EXCHANGE TRADED	MORTGAGE BACKED	$2.9M	133286	1.02%	SOLE
25	BROADCOM INC	COM	$2.8M	9091	0.98%	SOLE
26	ALPHABET INC	CAP STK CL C	$2.7M	9510	0.95%	SOLE
27	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$2.7M	40644	0.95%	SOLE
28	PIMCO ETF TR	MULTISECTOR BD	$2.7M	104014	0.95%	SOLE
29	FIRST TR EXCHANGE-TRADED FD	SHS	$2.7M	57354	0.94%	SOLE
30	FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$2.7M	78998	0.94%	SOLE
31	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$2.6M	33953	0.92%	SOLE
32	WELLS FARGO & CO	COM	$2.6M	32698	0.91%	SOLE
33	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$2.6M	12679	0.90%	SOLE
34	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$2.5M	27421	0.88%	SOLE
35	GALLAGHER ARTHUR J & CO	COM	$2.5M	11493	0.87%	SOLE
36	JOHN HANCOCK EXCHANGE TRADED	MULTI INTL ETF	$2.5M	58389	0.86%	SOLE
37	HONEYWELL INTL INC	COM	$2.4M	10609	0.84%	SOLE
38	FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$2.4M	109242	0.82%	SOLE
39	L3HARRIS TECHNOLOGIES INC	COM	$2.3M	6762	0.81%	SOLE
40	FIRST TR EXCHANGE-TRADED FD	SHS	$2.3M	10676	0.80%	SOLE
41	SHELL PLC	SPON ADS	$2.3M	24690	0.80%	SOLE
42	FIRST TR EXCH TRADED FD III	EME MRK BD ETF	$2.3M	79583	0.80%	SOLE
43	CONOCOPHILLIPS	COM	$2.3M	17294	0.80%	SOLE
44	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$2.2M	19385	0.76%	SOLE
45	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$2.1M	47451	0.72%	SOLE
46	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.0M	39623	0.70%	SOLE
47	PROCTER & GAMBLE CO	COM	$2.0M	13520	0.68%	SOLE
48	MCDONALDS CORP	COM	$1.9M	6196	0.67%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	19258	0.67%	SOLE
50	COMCAST CORP NEW	CL A	$1.9M	66375	0.66%	SOLE

1–50 of 186

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.