IAMS WEALTH MANAGEMENT, LLC

CIK

1998182

Location

OMAHA, NE

Portfolio Value

Small $151,172,593

Diversification

Diversified

Filing Date

Global Rank

#4,485 / 8,232 ▲ 303

Top Industry

Semiconductors 9.8%

3Y Alpha vs SPY

-6.6%

Period ended 2 months ago

Filed Apr 15, 2026 · 59d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.5%

SPY

+76.5%

Annualised alpha

-6.5%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

98 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.6%

−0.5 pts

Top 5

28.8%

−1.3 pts

Top 10

41.5%

−1.3 pts

HHI

291

Diversified−25

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.8%	$29,909,853	16
Unclassified	18.5%	$27,897,094	5
Financial Services	13.8%	$20,794,502	17
Industrials	9.6%	$14,498,061	11
Consumer Cyclical	9.6%	$14,483,300	12
Healthcare	7.7%	$11,626,181	8
Communication Services	5.8%	$8,838,832	8
Consumer Defensive	5.5%	$8,369,413	7
Energy	4.4%	$6,701,242	4
Utilities	2.5%	$3,780,044	6
Basic Materials	2.1%	$3,168,361	3
Real Estate	0.7%	$1,105,710	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+7,522	15,014	$1,865,939
NVDA	Nvidia Corp	+6,500	34,091	$5,945,470
HMC	Honda Motor Co Ltd	+5,270	15,669	$380,913
WFC	Wells Fargo & Company/Mn	+5,124	32,698	$2,603,087
AMZN	Amazon Com Inc	+3,876	22,231	$4,630,050
RF	Regions Financial Corp	+3,854	18,691	$488,208
BAC	Bank Of America Corp /De/	+3,758	32,581	$1,588,323
UAL	United Airlines Holdings, Inc.	+3,252	6,454	$594,219
MSFT	Microsoft Corp	+2,631	16,773	$6,208,861
ORLY	O Reilly Automotive Inc	+2,424	6,261	$577,952
CSCO	Cisco Systems, Inc.	+2,212	14,137	$1,096,889
ABT	Abbott Laboratories	+2,121	18,279	$1,876,704
BRK-B	Berkshire Hathaway Inc	+2,057	7,622	$3,652,462
AJG	Arthur J. Gallagher & Co.	+1,936	11,493	$2,489,153
JPM	Jpmorgan Chase & Co	+1,786	12,248	$3,602,871
PM	Philip Morris International Inc.	+1,757	6,112	$1,010,558
UNH	Unitedhealth Group Inc	+1,453	2,514	$680,263
IBM	International Business Machines Corp	+1,404	2,514	$609,368
TJX	Tjx Companies Inc /De/	+1,297	3,824	$610,692
GE	General Electric Co	+1,251	2,009	$570,093
NTES	NetEase, Inc.	+1,215	5,714	$639,625
ABBV	AbbVie Inc.	+1,203	2,864	$622,891
AVGO	Broadcom Inc.	+1,140	9,091	$2,813,755
T	At&T Inc.	+1,102	14,751	$427,631
CFG	Citizens Financial Group Inc/Ri	+1,100	5,114	$306,686
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SOLS	Solstice Advanced Materials Inc.	−7,018	12,185	$928,009
GOOGL	Alphabet Inc.	−6,523	3,689	$1,060,808
DD	DuPont de Nemours, Inc.	−5,008	27,898	$1,277,728
Q	Qnity Electronics, Inc.	−4,754	11,135	$1,284,756
PG	PROCTER & GAMBLE Co	−3,942	13,520	$1,952,828
GILD	Gilead Sciences, Inc.	−3,275	21,406	$2,983,354
AMGN	Amgen Inc	−2,797	1,532	$539,034
COP	Conocophillips	−2,792	17,294	$2,282,808
SHEL	Shell plc	−2,739	24,690	$2,296,170
MCHP	Microchip Technology Inc	−2,389	16,867	$1,089,776
HON	Honeywell International Inc	−2,152	10,609	$2,397,952
EMN	Eastman Chemical Co	−1,816	12,613	$962,624
LHX	L3harris Technologies, Inc. /De/	−1,538	6,762	$2,333,904
CVX	Chevron Corp	−1,524	8,469	$1,752,236
UPS	United Parcel Service Inc	−1,241	40,847	$4,018,527
PEP	Pepsico Inc	−1,002	8,134	$1,263,128
HD	Home Depot, Inc.	−974	5,583	$1,836,192
ADI	Analog Devices Inc	−972	3,627	$1,153,893
USB	US Bancorp De	−441	35,363	$1,839,229
RTX	RTX Corp	−369	3,208	$618,823
LOW	Lowes Companies Inc	−365	3,329	$786,576
EVRG	Evergy, Inc.	−347	12,498	$1,023,836
WM	Waste Management Inc	−338	5,383	$1,236,959
MCD	Mcdonalds Corp	−305	6,196	$1,925,654
EQIX	Equinix Inc	−280	1,128	$1,105,710
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	16,578	$3,269,513
TEL	TE Connectivity plc	5,717	$1,194,967
AMAT	Applied Materials Inc /De	1,893	$647,008
QCOM	Qualcomm Inc/De	4,806	$618,916
TMUS	T-Mobile US, Inc.	2,702	$567,501
LRCX	Lam Research Corp	2,653	$566,839
ASML	Asml Holding NV	418	$552,106
LMT	Lockheed Martin Corp	845	$510,709
MU	Micron Technology Inc	1,430	$483,111
EIX	Edison International	5,100	$373,218
SLV	iShares Silver Trust	4,328	$294,909
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	56,963	$2,898,277
ACN	Accenture plc	7,214	$1,935,516
INTC	Intel Corp	30,790	$1,136,151
LLY	ELI LILLY & Co	702	$754,425
PLTR	Palantir Technologies Inc.	2,093	$372,030
COF	Capital One Financial Corp	1,449	$351,179
ARES	Ares Management Corp	2,074	$335,220
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,082	$328,808
KR	Kroger Co	4,875	$304,590
EL	Estee Lauder Companies Inc	2,839	$297,300
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

98 positions · $151,172,593 total · as of Mar 31, 2026

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

Showing 1–50 of 98 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	25,267	+882	$14,583,607	−2.6%	9.65%
SPY	Spdr S&P 500 ETF Trust	Reduced	18,597	-233	$12,094,372	−5.8%	8.00%
MSFT	Microsoft Corp Technology	Added	16,773	+2,631	$6,208,861	−9.2%	4.11%
NVDA	Nvidia Corp Technology	Added	34,091	+6,500	$5,945,470	+15.5%	3.93%
AAPL	Apple Inc. Technology	Added	18,815	+774	$4,775,058	−2.6%	3.16%
AMZN	Amazon Com Inc Consumer Cyclical	Added	22,231	+3,876	$4,630,050	+9.3%	3.06%
UPS	United Parcel Service Inc Industrials	Reduced	40,847	-1,241	$4,018,527	−3.7%	2.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,622	+2,057	$3,652,462	+30.6%	2.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,248	+1,786	$3,602,871	+6.9%	2.38%
AZN	Astrazeneca PLC Healthcare	NEW	16,578	NEW	$3,269,513	NEW	2.16%
META	Meta Platforms, Inc. Communication Services	Reduced	5,491	-104	$3,141,565	−14.9%	2.08%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	21,406	-3,275	$2,983,354	−1.5%	1.97%
AVGO	Broadcom Inc. Technology	Added	9,091	+1,140	$2,813,755	+2.2%	1.86%
WFC	Wells Fargo & Company/Mn Financial Services	Added	32,698	+5,124	$2,603,087	+1.3%	1.72%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	11,493	+1,936	$2,489,153	+0.6%	1.65%
HON	Honeywell International Inc Industrials	Reduced	10,609	-2,152	$2,397,952	−3.7%	1.59%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	6,762	-1,538	$2,333,904	−4.2%	1.54%
SHEL	Shell plc Energy	Reduced	24,690	-2,739	$2,296,170	+13.9%	1.52%
COP	Conocophillips Energy	Reduced	17,294	-2,792	$2,282,808	+21.4%	1.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	13,520	-3,942	$1,952,828	−22.0%	1.29%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,196	-305	$1,925,654	−3.1%	1.27%
CMCSA	Comcast Corp Communication Services	Reduced	66,375	-49	$1,905,626	+2.4%	1.26%
ABT	Abbott Laboratories Healthcare	Added	18,279	+2,121	$1,876,704	−7.3%	1.24%
WMT	Walmart Inc. Consumer Defensive	Added	15,014	+7,522	$1,865,939	+123.6%	1.23%
USB	US Bancorp De Financial Services	Reduced	35,363	-441	$1,839,229	−3.7%	1.22%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,583	-974	$1,836,192	−18.6%	1.21%
CVX	Chevron Corp Energy	Reduced	8,469	-1,524	$1,752,236	+15.0%	1.16%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	8,023	+461	$1,669,506	+5.8%	1.10%
BAC	Bank Of America Corp /De/ Financial Services	Added	32,581	+3,758	$1,588,323	+0.2%	1.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,543	+848	$1,537,491	+156.5%	1.02%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,483	+609	$1,294,805	+0.2%	0.86%
Q	Qnity Electronics, Inc. Technology	Reduced	11,135	-4,754	$1,284,756	−1.0%	0.85%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	27,898	-5,008	$1,277,728	−3.4%	0.85%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,134	-1,002	$1,263,128	−3.7%	0.84%
WM	Waste Management Inc Industrials	Reduced	5,383	-338	$1,236,959	−1.6%	0.82%
TEL	TE Connectivity plc Technology	NEW	5,717	NEW	$1,194,967	NEW	0.79%
ADI	Analog Devices Inc Technology	Reduced	3,627	-972	$1,153,893	−7.5%	0.76%
SCI	Service Corp International Consumer Cyclical	Added	13,628	+439	$1,124,446	+9.3%	0.74%
EQIX	Equinix Inc Real Estate	Reduced	1,128	-280	$1,105,710	+2.5%	0.73%
CSCO	Cisco Systems, Inc. Technology	Added	14,137	+2,212	$1,096,889	+19.4%	0.73%
MCHP	Microchip Technology Inc Technology	Reduced	16,867	-2,389	$1,089,776	−11.2%	0.72%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,689	-6,523	$1,060,808	−66.8%	0.70%
SRE	Sempra Utilities	Added	10,645	+111	$1,034,374	+11.2%	0.68%
EVRG	Evergy, Inc. Utilities	Reduced	12,498	-347	$1,023,836	+10.0%	0.68%
PM	Philip Morris International Inc. Consumer Defensive	Added	6,112	+1,757	$1,010,558	+44.7%	0.67%
EMN	Eastman Chemical Co Basic Materials	Reduced	12,613	-1,816	$962,624	+4.5%	0.64%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Reduced	12,185	-7,018	$928,009	−0.5%	0.61%
JNJ	Johnson & Johnson Healthcare	Added	3,706	+14	$905,894	+18.6%	0.60%
ROP	Roper Technologies Inc Technology	Added	2,456	+704	$869,080	+11.4%	0.57%
BWXT	BWX Technologies, Inc. Industrials	Reduced	4,243	-114	$867,651	+15.2%	0.57%