IAMS WEALTH MANAGEMENT, LLC

CIK 0001998182 • 7 13F filings • Apr 10, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $218.3M155 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.2M	1.0%	16,590 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$2.0M	0.9%	6,508 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.5%	7,437 SH
ALPHABET INC	CAP STK CL C	$823K	0.4%	5,268 SH
ALTRIA GROUP INC	COM	$209K	0.1%	3,485 SH
AMAZON COM INC	COM	$2.5M	1.1%	13,104 SH
AMGEN INC	COM	$2.6M	1.2%	8,450 SH
ANALOG DEVICES INC	COM	$1.3M	0.6%	6,381 SH
APPLE INC	COM	$3.6M	1.6%	16,105 SH
ASTRAZENECA PLC	SPONSORED ADR	$2.1M	1.0%	28,263 SH
BANK AMERICA CORP	COM	$1.4M	0.7%	34,614 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$741K	0.3%	1,391 SH
BLACKROCK CORE BD TR	SHS BEN INT	$217K	0.1%	20,000 SH
BLACKROCK FLOATING RATE INC	COM	$248K	0.1%	20,000 SH
BROADCOM INC	COM	$2.1M	1.0%	12,479 SH
BWX TECHNOLOGIES INC	COM	$596K	0.3%	6,043 SH
CHEVRON CORP NEW	COM	$2.0M	0.9%	11,862 SH
CINTAS CORP	COM	$620K	0.3%	3,018 SH
CISCO SYS INC	COM	$1.5M	0.7%	23,644 SH
COMCAST CORP NEW	CL A	$2.0M	0.9%	55,465 SH
CONOCOPHILLIPS	COM	$2.2M	1.0%	21,023 SH
CONSTELLATION BRANDS INC	CL A	$415K	0.2%	2,259 SH
DIAGEO PLC	SPON ADR NEW	$655K	0.3%	6,249 SH
DIGITAL RLTY TR INC	COM	$315K	0.1%	2,200 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$318K	0.1%	9,646 SH
DISNEY WALT CO	COM	$397K	0.2%	4,018 SH
DUPONT DE NEMOURS INC	COM	$2.2M	1.0%	30,027 SH
EASTMAN CHEM CO	COM	$1.0M	0.5%	11,752 SH
EATON VANCE LTD DURATION INC	COM	$200K	0.1%	20,000 SH
ELI LILLY & CO	COM	$304K	0.1%	368 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$744K	0.3%	40,000 SH
EQUINIX INC	COM	$1.1M	0.5%	1,376 SH
EVERGY INC	COM	$692K	0.3%	10,032 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$626K	0.3%	9,764 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$220K	0.1%	4,368 SH
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$219K	0.1%	11,045 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$1.3M	0.6%	22,675 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$663K	0.3%	29,000 SH
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$634K	0.3%	15,526 SH
FIRST TR EXCH TRD ALPHDX FD	JAPAN ALPHADEX	$569K	0.3%	10,384 SH
FIRST TR EXCHANGE TRAD FD VI	ALT ABSLT STRG	$623K	0.3%	21,554 SH
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$227K	0.1%	2,191 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.6M	0.8%	18,395 SH
FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$2.7M	1.2%	129,437 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$1.4M	0.6%	6,109 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$390K	0.2%	9,497 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.5M	1.1%	49,975 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$2.2M	1.0%	43,246 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$3.4M	1.6%	114,315 SH
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	$1.4M	0.6%	67,770 SH
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE GOV	$564K	0.3%	27,847 SH
FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	$1.4M	0.7%	76,082 SH
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$1.7M	0.8%	78,288 SH
FIRST TR EXCHANGE-TRADED FD	MNGD FUTRS STRGY	$1.1M	0.5%	23,767 SH
FIRST TR EXCHANGE-TRADED FD	NASD TECH DIV	$3.5M	1.6%	47,773 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ BK ETF	$1.1M	0.5%	37,243 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$902K	0.4%	5,301 SH
FIRST TR EXCHANGE-TRADED FD	RISNG DIVD ACHIV	$1.5M	0.7%	25,815 SH
FIRST TR EXCHANGE-TRADED FD	S&P INTL DIVID	$217K	0.1%	12,561 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$209K	0.1%	4,586 SH
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$2.8M	1.3%	82,105 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$11.1M	5.1%	392,228 SH
FIRST TR EXCHNG TRADED FD VI	TCW OPPORTUNIS	$2.0M	0.9%	46,180 SH
FIRST TR EXCHNG TRADED FD VI	TCW UNCONSTRAI	$484K	0.2%	19,544 SH
FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	$613K	0.3%	25,776 SH
FIRST TR LRG CP VL ALPHADEX	COM SHS	$2.6M	1.2%	33,654 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$544K	0.2%	12,523 SH
FIRST TR NASDAQ 100 TECH IND	SHS	$2.1M	1.0%	12,151 SH
FIRST TR VALUE LINE DIVID IN	SHS	$3.5M	1.6%	77,500 SH
GALLAGHER ARTHUR J & CO	COM	$2.5M	1.1%	7,142 SH
GILEAD SCIENCES INC	COM	$2.7M	1.2%	24,180 SH
HESS CORP	COM	$335K	0.2%	2,099 SH
HOME DEPOT INC	COM	$2.2M	1.0%	6,129 SH
HONEYWELL INTL INC	COM	$2.5M	1.1%	11,627 SH
INTERCONTINENTAL EXCHANGE IN	COM	$552K	0.3%	3,200 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$379K	0.2%	3,792 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$1.1M	0.5%	24,297 SH
INVESCO QQQ TR	UNIT SER 1	$12.2M	5.6%	26,108 SH
ISHARES INC	JP MRGN EM HI BD	$414K	0.2%	10,833 SH
ISHARES TR	1 3 YR TREAS BD	$854K	0.4%	10,317 SH
ISHARES TR	10-20 YR TRS ETF	$383K	0.2%	3,690 SH
ISHARES TR	20 YR TR BD ETF	$694K	0.3%	7,622 SH
ISHARES TR	3 7 YR TREAS BD	$580K	0.3%	4,908 SH
ISHARES TR	7-10 YR TRSY BD	$604K	0.3%	6,332 SH
ISHARES TR	CORE MSCI EAFE	$230K	0.1%	3,034 SH
ISHARES TR	CORE S&P500 ETF	$777K	0.4%	1,382 SH
ISHARES TR	CORE US AGGBD ET	$373K	0.2%	3,770 SH
ISHARES TR	FALN ANGLS USD	$843K	0.4%	31,481 SH
ISHARES TR	RUS TP200 VL ETF	$581K	0.3%	7,064 SH
ISHARES TR	S&P 500 GRWT ETF	$2.2M	1.0%	23,625 SH
ISHARES TR	S&P 500 VAL ETF	$1.8M	0.8%	9,638 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$359K	0.2%	6,257 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTR SML	$352K	0.2%	9,447 SH
JOHNSON & JOHNSON	COM	$826K	0.4%	4,980 SH
JPMORGAN CHASE & CO.	COM	$2.8M	1.3%	11,579 SH
KINDER MORGAN INC DEL	COM	$217K	0.1%	7,600 SH
L3HARRIS TECHNOLOGIES INC	COM	$2.4M	1.1%	11,488 SH
LISTED FD TR	ROUNDHILL MAGNIF	$266K	0.1%	5,799 SH
LOWES COS INC	COM	$596K	0.3%	2,555 SH
MAIN STR CAP CORP	COM	$498K	0.2%	8,800 SH
MCDONALDS CORP	COM	$2.0M	0.9%	6,499 SH
META PLATFORMS INC	CL A	$1.4M	0.6%	2,392 SH
MICROCHIP TECHNOLOGY INC.	COM	$1.8M	0.8%	36,423 SH
MICROSOFT CORP	COM	$4.6M	2.1%	12,357 SH
NOVO-NORDISK A S	ADR	$2.6M	1.2%	36,940 SH
NVIDIA CORPORATION	COM	$2.4M	1.1%	22,016 SH
PEPSICO INC	COM	$1.4M	0.6%	9,080 SH
PIMCO CORPORATE & INCOME OPP	COM	$318K	0.1%	22,000 SH
PIMCO HIGH INCOME FD	COM SHS	$147K	0.1%	30,000 SH
PNC FINL SVCS GROUP INC	COM	$1.3M	0.6%	7,617 SH
PROCTER AND GAMBLE CO	COM	$3.1M	1.4%	18,110 SH
ROPER TECHNOLOGIES INC	COM	$591K	0.3%	1,002 SH
RTX CORPORATION	COM	$663K	0.3%	5,007 SH
SALESFORCE INC	COM	$493K	0.2%	1,836 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$429K	0.2%	15,351 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$682K	0.3%	7,069 SH
SELECT SECTOR SPDR TR	ENERGY	$599K	0.3%	6,408 SH
SELECT SECTOR SPDR TR	INDL	$417K	0.2%	3,181 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$286K	0.1%	3,633 SH
SEMPRA	COM	$824K	0.4%	11,540 SH
SERVICE CORP INTL	COM	$878K	0.4%	10,944 SH
SHELL PLC	SPON ADS	$2.1M	1.0%	28,878 SH
SPDR GOLD TR	GOLD SHS	$308K	0.1%	1,069 SH
SPDR INDEX SHS FDS	PORTFLO EURP ETF	$298K	0.1%	6,772 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.5M	0.7%	40,005 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.2M	0.5%	29,601 SH
SPDR INDEX SHS FDS	S&P INTL SMLCP	$256K	0.1%	7,999 SH
SPDR S&P 500 ETF TR	TR UNIT	$9.7M	4.4%	17,271 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$7.1M	3.3%	77,361 SH
SPDR SER TR	BLOOMBERG 3-12 M	$3.0M	1.4%	30,539 SH
SPDR SER TR	BLOOMBERG EMG MK	$220K	0.1%	9,120 SH
SPDR SER TR	BLOOMBERG ENHNCD	$469K	0.2%	16,919 SH
SPDR SER TR	PORTFOLIO LN COR	$318K	0.1%	14,092 SH
SPDR SER TR	PORTFOLIO S&P400	$317K	0.1%	6,189 SH
SPDR SER TR	PORTFOLIO S&P600	$208K	0.1%	5,113 SH
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$206K	0.1%	5,009 SH
SSGA ACTIVE TR	SPDR SSGA FXD	$1.0M	0.5%	40,569 SH
SSGA ACTIVE TR	SPDR SSGA US SCT	$1.5M	0.7%	29,064 SH
STRYKER CORPORATION	COM	$599K	0.3%	1,609 SH
T-MOBILE US INC	COM	$1.7M	0.8%	6,428 SH
TESLA INC	COM	$926K	0.4%	3,574 SH
UNITED PARCEL SERVICE INC	CL B	$4.5M	2.1%	40,960 SH
UNITEDHEALTH GROUP INC	COM	$845K	0.4%	1,614 SH
US BANCORP DEL	COM NEW	$1.7M	0.8%	41,041 SH
VALUED ADVISERS TR	REGAN FLTG RATE	$1.3M	0.6%	50,185 SH
VANECK BITCOIN ETF	SH BEN INT	$376K	0.2%	16,149 SH
VANECK ETF TRUST	CLO ETF	$686K	0.3%	12,986 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$1.3M	0.6%	44,162 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$440K	0.2%	5,000 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$728K	0.3%	3,443 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$412K	0.2%	8,261 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$409K	0.2%	5,187 SH
VISA INC	COM CL A	$622K	0.3%	1,774 SH
WELLS FARGO CO NEW	COM	$2.4M	1.1%	34,011 SH
WISDOMTREE TR	FLOATNG RAT TREA	$411K	0.2%	8,161 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001998182-26-000005	—	View
Jan 26, 2026	Q4 2025	13F-HR	0001998182-26-000001	$277.0M	View
Oct 15, 2025	Q3 2025