IAMS WEALTH MANAGEMENT, LLC

CIK

1998182

Location

OMAHA, NE

Portfolio Value

Small $331,190,621

Diversification

Diversified

Filing Date

Global Rank

#4,926 / 8,794 ▼ 263 · as of Jun 2026

Top Industry

Semiconductors 10.6%

Period ended 3 months ago

Filed Jul 16, 2026 · 3mo

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

137 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.6%

+0.8 pts

Top 5

29.0%

+2.3 pts

Top 10

42.9%

+1.2 pts

HHI

267

Diversified+21

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	54.9%	$181,763,873	36
Technology	11.2%	$37,114,733	17
Financial Services	8.8%	$29,296,850	20
Consumer Cyclical	5.2%	$17,172,150	12
Industrials	5.0%	$16,399,546	15
Communication Services	4.0%	$13,184,618	7
Healthcare	3.9%	$12,784,910	9
Consumer Defensive	2.7%	$9,003,810	7
Energy	1.7%	$5,570,173	4
Utilities	1.4%	$4,791,633	6
Basic Materials	0.9%	$3,080,529	3
Real Estate	0.3%	$1,027,796	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+359,129	544,556	$21,197,516
AFGR	First Trust Active Factor Large Cap Growth ETF	+120,199	751,986	$28,318,448
CAAA	First Trust AAA CMBS ETF	+101,456	704,442	$15,923,496
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+69,287	89,446	$9,720,663
ABI	VictoryShares Pioneer Asset-Based Income ETF	+30,503	35,998	$2,204,157
JDVI	John Hancock Disciplined Value International Select ETF	+29,214	270,457	$10,247,281
AFK	VanEck Africa Index ETF	+15,503	127,212	$3,719,678
AIRR	First Trust RBA American Industrial Renaissance ETF	+8,719	152,170	$12,353,365
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+8,255	28,731	$2,889,305
T	At&T Inc.	+7,657	22,408	$463,845
VIGI	Vanguard International Dividend Appreciation ETF	+6,476	59,428	$3,995,938
HMC	Honda Motor Co Ltd	+6,245	21,914	$594,088
AGGH	Simplify Aggregate Bond ETF	+5,748	50,377	$1,289,651
RF	Regions Financial Corp	+5,661	24,352	$735,430
NTES	NetEase, Inc.	+4,818	10,532	$1,349,570
IVZ	Invesco Ltd.	+4,794	29,957	$5,918,364
ABT	Abbott Laboratories	+4,742	23,021	$2,088,925
VZ	Verizon Communications Inc	+4,584	15,826	$670,072
GILD	Gilead Sciences, Inc.	+3,780	25,186	$3,181,999
JNJ	Johnson & Johnson	+3,071	6,777	$1,721,154
WMT	Walmart Inc.	+2,702	17,716	$2,006,514
MO	Altria Group, Inc.	+2,614	9,876	$710,578
VB	Vanguard Morningstar Small-Cap ETF	+2,486	8,191	$3,010,377
EIX	Edison International	+2,409	7,509	$559,045
WFC	Wells Fargo & Company/Mn	+2,311	35,009	$2,893,143
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−65,130	5,097	$330,591
—		−53,545	90,225	$8,370,797
CWI	State Street SPDR MSCI ACWI ex-US ETF	−47,116	9,728	$496,846
FNDA	Schwab Fundamental U.S. Small Company ETF	−20,035	2,432	$244,999
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−19,389	4,422	$1,254,919
DD	DuPont de Nemours, Inc.	−18,693	9,205	$1,248,566
CMCSA	Comcast Corp	−12,536	53,839	$1,321,747
UPS	United Parcel Service Inc	−11,645	29,202	$3,139,215
USB	US Bancorp De	−11,616	23,747	$1,434,318
AZN	Astrazeneca PLC	−5,693	10,885	$2,064,013
HON	Honeywell International Inc	−5,136	5,473	$1,225,404
MCHP	Microchip Technology Inc	−3,345	13,522	$1,233,206
SPY	Spdr S&P 500 ETF Trust	−3,136	15,461	$11,545,810
BILZ	PIMCO Ultra Short Government Active ETF	−2,765	101,249	$2,685,123
NVDA	Nvidia Corp	−2,560	31,531	$6,309,037
AJG	Arthur J. Gallagher & Co.	−2,277	9,216	$2,115,717
QCOM	Qualcomm Inc/De	−1,741	3,065	$566,381
SOLS	Solstice Advanced Materials Inc.	−1,119	11,066	$980,447
BNDW	Vanguard Total World Bond ETF	−1,098	40,760	$2,762,796
JA	Janus Henderson AA-A CLO ETF	−1,096	38,527	$1,945,228
BAC	Bank Of America Corp /De/	−1,065	31,516	$1,795,781
HODL	VanEck Bitcoin ETF	−948	13,714	$227,789
SHEL	Shell plc	−945	23,745	$1,841,187
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	−684	13,492	$426,617
QQQ	Invesco Qqq Trust, Series 1	−608	24,659	$18,158,887
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	2,601	$1,510,946
HONA	Honeywell Aerospace Inc.	5,464	$1,207,981
TXN	Texas Instruments Inc	2,741	$817,009
XYL	Xylem Inc.	5,880	$695,074
CME	Cme Group Inc.	2,373	$524,029
URI	United Rentals, Inc.	238	$269,627
VEU	Vanguard FTSE All-World Ex-US ETF	3,782	$225,747
PFG	Principal Financial Group Inc	1,993	$214,805
TSM	Taiwan Semiconductor Manufacturing Co Ltd	428	$204,399
VIG	Vanguard Dividend Appreciation ETF	854	$202,073
GD	General Dynamics Corp	568	$201,208
BBNX	Beta Bionics, Inc.	10,000	$156,700
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
TMUS	T-Mobile US, Inc.	2,702	$567,501
ASML	Asml Holding NV	418	$552,106
MU	Micron Technology Inc	1,430	$483,111
BKF	iShares MSCI BIC ETF	7,331	$288,694
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

137 tracked positions · $331,190,621 total · filing declares 190 positions · $332,182,265 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 137 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	751,986	+120,199	$28,318,448	+30.8%	8.55%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	544,556	+359,129	$21,197,516	+75.3%	6.40%
QQQ	Invesco Qqq Trust, Series 1	Reduced	24,659	-608	$18,158,887	+24.5%	5.48%
CAAA	First Trust AAA CMBS ETF	Added	704,442	+101,456	$15,923,496	+11.6%	4.81%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	152,170	+8,719	$12,353,365	+27.2%	3.73%
SPY	Spdr S&P 500 ETF Trust	Reduced	15,461	-3,136	$11,545,810	−4.5%	3.49%
JDVI	John Hancock Disciplined Value International Select ETF	Added	270,457	+29,214	$10,247,281	+20.3%	3.09%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	89,446	+69,287	$9,720,663	+214.4%	2.94%
		Reduced	90,225	-53,545	$8,370,797	−27.6%	2.53%
MSFT	Microsoft Corp Technology	Added	17,031	+258	$6,352,903	+2.3%	1.92%
NVDA	Nvidia Corp Technology	Reduced	31,531	-2,560	$6,309,037	+6.1%	1.90%
IVZ	Invesco Ltd. Financial Services	Added	29,957	+4,794	$5,918,364	+66.9%	1.79%
AAPL	Apple Inc. Technology	Added	19,121	+306	$5,532,852	+15.9%	1.67%
AMZN	Amazon Com Inc Consumer Cyclical	Added	23,100	+869	$5,505,654	+18.9%	1.66%
GOOGL	Alphabet Inc. Communication Services	Added	14,914	+1,715	$5,287,549	+39.6%	1.60%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,827	+579	$4,198,661	+16.5%	1.27%
VIGI	Vanguard International Dividend Appreciation ETF	Added	59,428	+6,476	$3,995,938	+14.9%	1.21%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	26,213	+1,145	$3,949,885	—	1.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,771	+149	$3,888,530	+6.5%	1.17%
AFK	VanEck Africa Index ETF	Added	127,212	+15,503	$3,719,678	+15.9%	1.12%
META	Meta Platforms, Inc. Communication Services	Added	6,065	+574	$3,416,353	+8.7%	1.03%
FCA	First Trust China AlphaDEX Fund	Added	64,818	+677	$3,409,195	+8.3%	1.03%
AVGO	Broadcom Inc. Technology	Reduced	8,664	-427	$3,272,826	+16.3%	0.99%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Added	32,723	+1,764	$3,272,059	+12.0%	0.99%
GILD	Gilead Sciences, Inc. Healthcare	Added	25,186	+3,780	$3,181,999	+6.7%	0.96%
UPS	United Parcel Service Inc Industrials	Reduced	29,202	-11,645	$3,139,215	−21.9%	0.95%
VB	Vanguard Morningstar Small-Cap ETF	Added	8,191	+2,486	$3,010,377	+23.9%	0.91%
WFC	Wells Fargo & Company/Mn Financial Services	Added	35,009	+2,311	$2,893,143	+11.1%	0.87%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	28,731	+8,255	$2,889,305	+66.4%	0.87%
FCAL	First Trust California Municipal High income ETF	Reduced	85,875	-492	$2,845,979	+3.0%	0.86%
BNDW	Vanguard Total World Bond ETF	Reduced	40,760	-1,098	$2,762,796	−2.8%	0.83%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	101,249	-2,765	$2,685,123	−1.5%	0.81%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Reduced	33,652	-301	$2,610,587	−0.9%	0.79%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	8,098	+1,336	$2,353,197	+0.8%	0.71%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,431	+848	$2,268,085	+23.5%	0.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	15,388	+1,868	$2,256,496	+15.6%	0.68%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	35,998	+30,503	$2,204,157	+635.3%	0.67%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	9,216	-2,277	$2,115,717	−15.0%	0.64%
ABT	Abbott Laboratories Healthcare	Added	23,021	+4,742	$2,088,925	+11.3%	0.63%
Q	Qnity Electronics, Inc. Technology	Added	12,765	+1,630	$2,084,652	+62.3%	0.63%
AZN	Astrazeneca PLC Healthcare	Reduced	10,885	-5,693	$2,064,013	−36.9%	0.62%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	8,358	+335	$2,057,906	+23.3%	0.62%
WMT	Walmart Inc. Consumer Defensive	Added	17,716	+2,702	$2,006,514	+7.5%	0.61%
MCD	Mcdonalds Corp Consumer Cyclical	Added	7,281	+1,085	$1,968,127	+2.2%	0.59%
JA	Janus Henderson AA-A CLO ETF	Reduced	38,527	-1,096	$1,945,228	−2.5%	0.59%
CSCO	Cisco Systems, Inc. Technology	Added	16,304	+2,167	$1,915,067	+74.6%	0.58%
ADI	Analog Devices Inc Technology	Added	4,681	+1,054	$1,859,152	+61.1%	0.56%
SHEL	Shell plc Energy	Reduced	23,745	-945	$1,841,187	−19.8%	0.56%
COP	Conocophillips Energy	Added	17,502	+208	$1,819,507	−20.3%	0.55%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	31,516	-1,065	$1,795,781	+13.1%	0.54%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.