IAMS WEALTH MANAGEMENT, LLC: 13F holdings
CIK 19981822026Q2
| Positions | 190 |
|---|
| Reported value | $332.2m |
|---|
| Filed | 2026-07-16 |
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Change since last quarter
| Positions | 190 (+4 vs prior quarter) |
|---|
| Reported value | $332.2m (+15.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 24,659 | $18.2m | 5.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 15,461 | $11.5m | 3.5% |
| FTCB FIRST TR EXCHANGE-TRADED FD | 393,102 | $8.2m | 2.5% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 218,155 | $8.0m | 2.4% |
| FIRST TR EXCHANGE-TRADED FD | 348,601 | $7.2m | 2.2% |
| RDVY FIRST TR EXCHANGE TRADED FD | 87,485 | $7.1m | 2.1% |
| BIL SPDR SERIES TRUST | 76,972 | $7.1m | 2.1% |
| FDP FIRST TR EXCHNG TRADED FD VI | 167,711 | $6.6m | 2.0% |
| MSFT MICROSOFT CORP | 17,031 | $6.4m | 1.9% |
| NVDA NVIDIA CORPORATION | 31,531 | $6.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1998182")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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