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: $217.8M164 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.0M	0.9%	14,540 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$1.8M	0.8%	5,924 SH	New
ALPHABET INC	CAP STK CL A	$650K	0.3%Prev: 0.4%	3,686 SH	Decreased-3 SH
ALPHABET INC	CAP STK CL C	$957K	0.4%Prev: 1.0%	5,392 SH	Decreased-4,118 SH
ALTRIA GROUP INC	COM	$245K	0.1%Prev: 0.2%	4,176 SH	Decreased-3,086 SH
AMAZON COM INC	COM	$2.1M	1.0%Prev: 1.6%	9,564 SH	Decreased-12,667 SH
AMGEN INC	COM	$908K	0.4%Prev: 0.2%	3,250 SH	Increased+1,718 SH
ANALOG DEVICES INC	COM	$1.4M	0.7%Prev: 0.4%	6,065 SH	Increased+2,438 SH
APPLE INC	COM	$2.8M	1.3%Prev: 1.7%	13,765 SH	Decreased-5,050 SH
ASTRAZENECA PLC	SPONSORED ADR	$1.9M	0.8%	26,486 SH	New
BANK AMERICA CORP	COM	$1.5M	0.7%Prev: 0.6%	32,694 SH	Decreased+113 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$622K	0.3%Prev: 1.3%	1,280 SH	Decreased-6,342 SH
BLACKROCK CORE BD TR	SHS BEN INT	$194K	0.1%	20,000 SH	New
BLACKROCK FLOATING RATE INC	COM	$250K	0.1%Prev: 0.1%	20,000 SH	Increased
BROADCOM INC	COM	$2.9M	1.3%Prev: 1.0%	10,566 SH	Increased+1,475 SH
BWX TECHNOLOGIES INC	COM	$797K	0.4%Prev: 0.3%	5,535 SH	Decreased+1,292 SH
CHEVRON CORP NEW	COM	$1.2M	0.5%	8,118 SH	New
CINTAS CORP	COM	$624K	0.3%Prev: 0.3%	2,800 SH	Decreased-1,524 SH
CISCO SYS INC	COM	$326K	0.1%Prev: 0.4%	4,704 SH	Decreased-9,433 SH
COMCAST CORP NEW	CL A	$2.0M	0.9%Prev: 0.7%	55,235 SH	Increased-11,140 SH
CONOCOPHILLIPS	COM	$1.6M	0.7%Prev: 0.8%	17,791 SH	Decreased+497 SH
CONSTELLATION BRANDS INC	CL A	$349K	0.2%Prev: 0.1%	2,143 SH	Increased+408 SH
CONSTELLATION ENERGY CORP	COM	$235K	0.1%Prev: 0.2%	729 SH	Decreased-1,169 SH
COSTCO WHSL CORP NEW	COM	$354K	0.2%	358 SH	New
DBX ETF TR	XTRACK USD HIGH	$838K	0.4%	22,706 SH	New
DIAGEO PLC	SPON ADR NEW	$543K	0.2%	5,383 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$346K	0.2%Prev: 0.1%	9,646 SH	Decreased
DISNEY WALT CO	COM	$482K	0.2%Prev: 0.2%	3,888 SH	Decreased-1,629 SH
DUPONT DE NEMOURS INC	COM	$2.0M	0.9%Prev: 0.4%	28,524 SH	Increased+626 SH
EASTMAN CHEM CO	COM	$918K	0.4%Prev: 0.3%	12,288 SH	Decreased-325 SH
EATON VANCE LIMITED DURATION	COM	$205K	0.1%Prev: 0.1%	20,000 SH	Increased
EQUINIX INC	COM	$912K	0.4%Prev: 0.4%	1,146 SH	Decreased+18 SH
EVERGY INC	COM	$619K	0.3%Prev: 0.4%	8,980 SH	Decreased-3,518 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$574K	0.3%Prev: 0.2%	8,658 SH	Increased+1,874 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$1.4M	0.7%Prev: 0.3%	20,606 SH	Increased+9,889 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$713K	0.3%Prev: 0.4%	29,042 SH	Decreased-4,948 SH
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$691K	0.3%Prev: 0.2%	14,455 SH	Increased+2,627 SH
FIRST TR EXCH TRD ALPHDX FD	JAPAN ALPHADEX	$624K	0.3%Prev: 0.2%	10,440 SH	Increased+2,834 SH
FIRST TR EXCHANGE TRAD FD VI	ALT ABSLT STRG	$545K	0.3%Prev: 0.2%	19,638 SH	Increased+5,462 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.6M	1.7%Prev: 1.3%	40,324 SH	Decreased+1,252 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ BK ETF	$1.2M	0.5%Prev: 0.2%	35,836 SH	Increased+17,534 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.9M	1.3%Prev: 1.8%	46,284 SH	Decreased-29,513 SH
FIRST TR EXCHANGE TRADED FD	S&P INTL DIVID	$209K	0.1%Prev: 0.1%	10,882 SH	Decreased+602 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$2.8M	1.3%Prev: 0.9%	35,387 SH	Increased+7,966 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.5M	0.7%Prev: 0.5%	16,634 SH	Increased+2,667 SH
FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$3.1M	1.4%Prev: 2.2%	149,236 SH	Decreased-155,276 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$1.5M	0.7%Prev: 0.5%	5,517 SH	Increased-709 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$400K	0.2%Prev: 0.1%	9,573 SH	Increased+3,576 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.8M	0.8%Prev: 0.3%	36,861 SH	Increased+19,378 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.2M	0.5%Prev: 0.4%	23,848 SH	Increased+2,441 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$3.9M	1.8%Prev: 0.9%	115,100 SH	Increased+36,102 SH
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	$1.4M	0.6%Prev: 0.5%	64,372 SH	Decreased-3,155 SH
FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	$1.5M	0.7%Prev: 0.3%	76,126 SH	Increased+25,560 SH
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$1.1M	0.5%Prev: 0.8%	49,550 SH	Decreased-59,692 SH
FIRST TR EXCHANGE-TRADED FD	MNGD FUTRS STRGY	$1.0M	0.5%Prev: 0.3%	22,704 SH	Increased+4,707 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$951K	0.4%Prev: 0.3%	5,897 SH	Decreased+1,106 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$5.5M	2.5%Prev: 2.0%	82,947 SH	Decreased+1,502 SH
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$2.7M	1.2%Prev: 1.3%	73,177 SH	Decreased-21,012 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$7.1M	3.3%Prev: 5.3%	229,209 SH	Decreased-235,162 SH
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$1.9M	0.9%Prev: 0.7%	42,846 SH	Decreased-4,605 SH
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$417K	0.2%	16,773 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	$658K	0.3%Prev: 0.2%	25,776 SH	Decreased
GALLAGHER ARTHUR J & CO	COM	$2.2M	1.0%Prev: 0.9%	6,834 SH	Decreased-4,659 SH
GILEAD SCIENCES INC	COM	$2.6M	1.2%Prev: 1.0%	23,421 SH	Decreased+2,015 SH
HESS CORP	COM	$291K	0.1%	2,099 SH	New
HOME DEPOT INC	COM	$2.1M	1.0%Prev: 0.6%	5,695 SH	Increased+112 SH
HONEYWELL INTL INC	COM	$2.5M	1.1%Prev: 0.8%	10,626 SH	Increased+17 SH
HOWMET AEROSPACE INC	COM	$213K	0.1%Prev: 0.2%	1,144 SH	Decreased-1,537 SH
INVESCO ACTIVELY MANAGED EXC	VAR RATE INVT	$378K	0.2%	15,099 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$892K	0.4%Prev: 0.8%	7,928 SH	Decreased-11,457 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$588K	0.3%	28,106 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$368K	0.2%	3,416 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$1.1M	0.5%Prev: 0.1%	20,394 SH	Increased+14,899 SH
INVESCO QQQ TR	UNIT SER 1	$14.1M	6.5%Prev: 5.1%	25,491 SH	Decreased+224 SH
ISHARES TR	10-20 YR TRS ETF	$284K	0.1%	2,796 SH	New
ISHARES TR	3 7 YR TREAS BD	$598K	0.3%Prev: 0.3%	5,025 SH	Decreased-2,177 SH
ISHARES TR	7-10 YR TRSY BD	$610K	0.3%	6,366 SH	New
ISHARES TR	CORE MSCI EAFE	$253K	0.1%Prev: 0.1%	3,034 SH	Decreased-1,260 SH
ISHARES TR	RUS 1000 ETF	$529K	0.2%Prev: 0.1%	1,559 SH	Increased+887 SH
ISHARES TR	S&P 500 GRWT ETF	$1.5M	0.7%Prev: 0.3%	13,879 SH	Increased+6,182 SH
ISHARES TR	S&P 500 VAL ETF	$1.2M	0.5%Prev: 0.3%	5,990 SH	Increased+1,281 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$203K	0.1%	3,380 SH	New
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$377K	0.2%Prev: 1.0%	6,166 SH	Decreased-34,478 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTR SML	$370K	0.2%Prev: 0.1%	9,462 SH	Decreased+538 SH
JOHNSON & JOHNSON	COM	$665K	0.3%Prev: 0.3%	4,352 SH	Decreased+646 SH
JPMORGAN CHASE & CO.	COM	$3.1M	1.4%	10,795 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$2.5M	1.1%Prev: 0.8%	9,977 SH	Increased+3,215 SH
LAUDER ESTEE COS INC	CL A	$226K	0.1%	2,801 SH	New
LISTED FDS TR	RELATIVE STRENGT	$1.2M	0.6%Prev: 0.1%	49,391 SH	Increased+33,732 SH
LISTED FDS TR	ROUNDHILL MAGNIF	$407K	0.2%Prev: 0.2%	7,335 SH	Decreased-233 SH
LOWES COS INC	COM	$614K	0.3%Prev: 0.3%	2,767 SH	Decreased-562 SH
MAIN STR CAP CORP	COM	$361K	0.2%Prev: 0.1%	6,100 SH	Increased
MCDONALDS CORP	COM	$1.7M	0.8%Prev: 0.7%	5,919 SH	Decreased-277 SH
META PLATFORMS INC	CL A	$1.8M	0.8%Prev: 1.1%	2,474 SH	Decreased-3,017 SH
MICROCHIP TECHNOLOGY INC.	COM	$1.4M	0.6%Prev: 0.4%	19,870 SH	Increased+3,003 SH
MICROSOFT CORP	COM	$7.5M	3.5%Prev: 2.2%	15,124 SH	Increased-1,649 SH
NETFLIX INC	COM	$1.8M	0.8%	1,309 SH	New
NOVO-NORDISK A S	ADR	$2.5M	1.2%	36,661 SH	New
NVIDIA CORPORATION	COM	$3.8M	1.8%Prev: 2.1%	24,312 SH	Decreased-9,779 SH
PACER FDS TR	US LRG CP CASH	$235K	0.1%	6,701 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$231K	0.1%	1,695 SH	New
PEPSICO INC	COM	$1.2M	0.6%Prev: 0.4%	9,223 SH	Decreased+1,089 SH
PHILIP MORRIS INTL INC	COM	$210K	0.1%Prev: 0.4%	1,151 SH	Decreased-4,961 SH
PIMCO CORPORATE & INCOME OPP	COM	$308K	0.1%Prev: 0.1%	22,145 SH	Increased+145 SH
PIMCO HIGH INCOME FD	COM SHS	$144K	0.1%Prev: 0.0%	30,000 SH	Increased
PNC FINL SVCS GROUP INC	COM	$1.4M	0.6%Prev: 0.6%	7,487 SH	Decreased-536 SH
PROCTER AND GAMBLE CO	COM	$2.8M	1.3%	17,274 SH	New
REGIONS FINANCIAL CORP NEW	COM	$267K	0.1%Prev: 0.2%	11,363 SH	Decreased-7,328 SH
ROPER TECHNOLOGIES INC	COM	$541K	0.2%Prev: 0.3%	954 SH	Decreased-1,502 SH
RTX CORPORATION	COM	$688K	0.3%Prev: 0.2%	4,712 SH	Increased+1,504 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$774K	0.4%	7,134 SH	New
SELECT SECTOR SPDR TR	ENERGY	$202K	0.1%	2,385 SH	New
SELECT SECTOR SPDR TR	INDL	$463K	0.2%	3,135 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$288K	0.1%	3,525 SH	New
SEMPRA	COM	$784K	0.4%Prev: 0.4%	10,344 SH	Decreased-301 SH
SERVICE CORP INTL	COM	$864K	0.4%Prev: 0.4%	10,608 SH	Decreased-3,020 SH
SHELL PLC	SPON ADS	$2.1M	0.9%Prev: 0.8%	29,203 SH	Decreased+4,513 SH
SOUTHERN CO	COM	$202K	0.1%Prev: 0.2%	2,201 SH	Decreased-2,444 SH
SPDR GOLD TR	GOLD SHS	$421K	0.2%Prev: 0.2%	1,381 SH	Decreased-114 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$704K	0.3%	17,385 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$877K	0.4%	20,522 SH	New
SPDR INDEX SHS FDS	S&P INTL SMLCP	$291K	0.1%	7,825 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$10.9M	5.0%	17,720 SH	New
SPDR SERIES TRUST	BLOOMBERG 1 10 Y	$200K	0.1%	10,450 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$7.0M	3.2%	75,769 SH	New
SPDR SERIES TRUST	BLOOMBERG 3-12 M	$3.1M	1.4%	30,838 SH	New
SPDR SERIES TRUST	BLOOMBERG EMG MK	$253K	0.1%	10,285 SH	New
SPDR SERIES TRUST	BLOOMBERG ENHNCD	$279K	0.1%	10,264 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$336K	0.2%	3,451 SH	New
SPDR SERIES TRUST	DJ REIT ETF	$330K	0.2%	3,418 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$632K	0.3%	24,698 SH	New
SPDR SERIES TRUST	PORTFOLIO LN COR	$407K	0.2%	18,024 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$351K	0.2%	6,449 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$396K	0.2%	9,291 SH	New
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$236K	0.1%	5,669 SH	New
SSGA ACTIVE TR	SPDR SSGA FXD	$1.5M	0.7%	57,138 SH	New
SSGA ACTIVE TR	SPDR SSGA US SCT	$1.7M	0.8%	30,058 SH	New
STRYKER CORPORATION	COM	$609K	0.3%Prev: 0.3%	1,540 SH	Decreased-738 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$517K	0.2%	2,284 SH	New
TESLA INC	COM	$2.3M	1.1%Prev: 0.5%	7,351 SH	Increased+3,868 SH
UNITED PARCEL SERVICE INC	CL B	$4.2M	1.9%	41,737 SH	New
UNITEDHEALTH GROUP INC	COM	$511K	0.2%Prev: 0.2%	1,637 SH	Decreased-877 SH
US BANCORP DEL	COM NEW	$1.8M	0.8%	39,344 SH	New
VALUED ADVISERS TR	REGAN FLTG RATE	$642K	0.3%	25,173 SH	New
VANECK BITCOIN ETF	SH BEN INT	$499K	0.2%Prev: 0.1%	16,364 SH	Increased+1,702 SH
VANECK ETF TRUST	CLO ETF	$634K	0.3%	11,981 SH	New
VANECK ETF TRUST	EMERGING MRKT HI	$426K	0.2%	21,506 SH	New
VANECK ETF TRUST	FALLEN ANGEL HG	$1.7M	0.8%Prev: 1.1%	58,007 SH	Decreased-53,702 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$479K	0.2%	5,105 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$806K	0.4%Prev: 1.1%	2,033 SH	Decreased-5,447 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$717K	0.3%Prev: 0.9%	3,801 SH	Decreased-8,878 SH
VANGUARD INDEX FDS	GROWTH ETF	$219K	0.1%Prev: 0.1%	498 SH	Increased+8 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$954K	0.4%Prev: 0.6%	1,680 SH	Decreased-1,402 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$380K	0.2%	7,563 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$583K	0.3%Prev: 0.2%	9,754 SH	Increased+227 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$228K	0.1%	4,056 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$871K	0.4%Prev: 0.3%	14,814 SH	Decreased-1,688 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$379K	0.2%	4,771 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$486K	0.2%	2,376 SH	New
VANGUARD WORLD FD	MEGA CAP VAL ETF	$538K	0.2%	4,102 SH	New
VERIZON COMMUNICATIONS INC	COM	$328K	0.2%Prev: 0.2%	7,591 SH	Decreased-3,651 SH
VISA INC	COM CL A	$214K	0.1%Prev: 0.2%	603 SH	Decreased-1,445 SH
WALMART INC	COM	$710K	0.3%Prev: 0.7%	7,265 SH	Decreased-7,749 SH
WELLS FARGO CO NEW	COM	$2.5M	1.2%	31,483 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.9M
ABBVIE INC — $623K
APPLIED MATLS INC — $647K
ASML HLDG NV — $552K
ASTRAZENECA PLC — $3.3M
AT&T INC — $428K
CHEVRON CORPORATION — $1.8M
CITIZENS FINL GROUP INC — $307K
COSTCO WHOLESALE CORPORATION — $1.5M
EDISON INTL — $373K
EXXON MOBIL CORP — $370K
FIRST TR EXCH TRADED FD III — $2.3M
FIRST TR EXCHANGE-TRADED FD — $723K
FIRST TR EXCHANGE-TRADED FD — $388K
FIRST TR EXCHANGE-TRADED FD — $287K
GE AEROSPACE — $570K
HASBRO INC — $392K
HILTON WORLDWIDE HLDGS INC — $560K
HONDA MOTOR CO LTD — $381K
INTERNATIONAL BUSINESS MACHS — $610K
… and 48 more

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