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: $249.3M180 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.1M	0.8%	15,643 SH	New
ABBVIE INC	COM	$404K	0.2%Prev: 0.3%	1,745 SH	Decreased-1,579 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$2.1M	0.8%	8,392 SH	New
ALPHABET INC	CAP STK CL A	$3.3M	1.3%Prev: 0.5%	13,565 SH	Increased+9,113 SH
ALPHABET INC	CAP STK CL C	$1.9M	0.7%Prev: 1.1%	7,672 SH	Decreased-2,790 SH
ALTRIA GROUP INC	COM	$352K	0.1%Prev: 0.2%	5,329 SH	Decreased-4,547 SH
AMAZON COM INC	COM	$2.8M	1.1%Prev: 1.7%	12,677 SH	Decreased-10,423 SH
AMGEN INC	COM	$491K	0.2%Prev: 0.2%	1,739 SH	Decreased-48 SH
ANALOG DEVICES INC	COM	$1.3M	0.5%Prev: 0.6%	5,223 SH	Decreased+542 SH
APPLE INC	COM	$5.9M	2.4%Prev: 1.7%	23,046 SH	Increased+3,925 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$241K	0.1%	1,505 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$2.1M	0.8%	26,836 SH	New
AT&T INC	COM	$234K	0.1%Prev: 0.1%	8,284 SH	Decreased-14,124 SH
BANK AMERICA CORP	COM	$1.5M	0.6%	30,041 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.6%Prev: 1.2%	3,033 SH	Decreased-4,738 SH
BLACKROCK FLOATING RATE INC	COM	$243K	0.1%Prev: 0.1%	20,000 SH	Increased
BLACKROCK INC	COM	$262K	0.1%	225 SH	New
BROADCOM INC	COM	$3.0M	1.2%Prev: 1.0%	9,042 SH	Decreased+378 SH
BWX TECHNOLOGIES INC	COM	$836K	0.3%Prev: 0.3%	4,534 SH	Decreased+17 SH
CHEVRON CORP NEW	COM	$1.4M	0.6%	9,011 SH	New
CINTAS CORP	COM	$711K	0.3%Prev: 0.3%	3,463 SH	Decreased-2,062 SH
CISCO SYS INC	COM	$370K	0.1%Prev: 0.6%	5,405 SH	Decreased-10,899 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$240K	0.1%	5,937 SH	New
COMCAST CORP NEW	CL A	$2.0M	0.8%Prev: 0.4%	64,585 SH	Increased+10,746 SH
CONOCOPHILLIPS	COM	$1.8M	0.7%Prev: 0.5%	19,054 SH	Decreased+1,552 SH
CONSTELLATION BRANDS INC	CL A	$211K	0.1%Prev: 0.1%	1,563 SH	Decreased-536 SH
CONSTELLATION ENERGY CORP	COM	$285K	0.1%Prev: 0.2%	865 SH	Decreased-1,572 SH
COSTCO WHSL CORP NEW	COM	$563K	0.2%	608 SH	New
DBX ETF TR	XTRACK USD HIGH	$773K	0.3%	20,841 SH	New
DIAGEO PLC	SPON ADR NEW	$656K	0.3%	6,874 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$372K	0.1%	9,646 SH	New
DISNEY WALT CO	COM	$493K	0.2%Prev: 0.2%	4,305 SH	Decreased-2,713 SH
DUPONT DE NEMOURS INC	COM	$2.1M	0.8%	27,156 SH	New
EASTMAN CHEM CO	COM	$888K	0.4%Prev: 0.3%	14,083 SH	Increased+1,370 SH
EATON VANCE LIMITED DURATION	COM	$203K	0.1%Prev: 0.1%	20,000 SH	Increased
ECOLAB INC	COM	$252K	0.1%	921 SH	New
EQUIFAX INC	COM	$250K	0.1%	974 SH	New
EQUINIX INC	COM	$1.1M	0.4%Prev: 0.3%	1,401 SH	Increased+415 SH
EVERGY INC	COM	$912K	0.4%Prev: 0.4%	11,998 SH	Decreased-2,563 SH
EVERSOURCE ENERGY	COM	$237K	0.1%	3,333 SH	New
EXXON MOBIL CORP	COM	$228K	0.1%Prev: 0.1%	2,021 SH	Decreased-65 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$537K	0.2%Prev: 0.2%	7,671 SH	Decreased+118 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$1.4M	0.6%Prev: 0.3%	19,197 SH	Increased+8,222 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$733K	0.3%Prev: 0.3%	27,043 SH	Decreased-6,981 SH
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$698K	0.3%Prev: 0.2%	13,627 SH	Increased+1,639 SH
FIRST TR EXCH TRD ALPHDX FD	JAPAN ALPHADEX	$634K	0.3%Prev: 0.2%	9,723 SH	Increased+1,892 SH
FIRST TR EXCHANGE TRAD FD VI	ALT ABSLT STRG	$535K	0.2%Prev: 0.1%	17,559 SH	Increased+4,067 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.9M	1.6%Prev: 1.3%	39,442 SH	Decreased+1,551 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ BK ETF	$1.2M	0.5%Prev: 0.2%	35,073 SH	Increased+18,268 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$3.0M	1.2%Prev: 2.1%	45,269 SH	Decreased-42,216 SH
FIRST TR EXCHANGE TRADED FD	S&P INTL DIVID	$218K	0.1%Prev: 0.1%	11,084 SH	Increased+1,095 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$2.9M	1.2%Prev: 0.8%	34,521 SH	Increased+5,879 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.5M	0.6%Prev: 0.4%	16,222 SH	Increased+1,721 SH
FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$3.1M	1.3%Prev: 2.5%	146,928 SH	Decreased-246,174 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$1.5M	0.6%Prev: 0.5%	5,418 SH	Decreased-635 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$1.8M	0.7%	29,758 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$424K	0.2%Prev: 0.1%	10,080 SH	Increased+3,743 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.8M	0.7%Prev: 0.3%	37,073 SH	Increased+19,302 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.2M	0.5%Prev: 0.3%	24,082 SH	Increased+2,241 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$4.0M	1.6%Prev: 0.9%	112,496 SH	Increased+31,703 SH
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	$1.3M	0.5%	63,395 SH	New
FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	$1.4M	0.6%	75,250 SH	New
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$1.1M	0.5%Prev: 0.8%	52,620 SH	Decreased-75,241 SH
FIRST TR EXCHANGE-TRADED FD	MNGD FUTRS STRGY	$1.0M	0.4%Prev: 0.3%	20,653 SH	Increased+2,834 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$1.0M	0.4%Prev: 0.4%	5,728 SH	Decreased+878 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$5.7M	2.3%Prev: 2.0%	82,886 SH	Decreased+5,830 SH
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$2.8M	1.1%Prev: 1.2%	71,935 SH	Decreased-19,106 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$9.1M	3.6%	281,822 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$2.3M	0.9%Prev: 1.5%	52,693 SH	Decreased-62,309 SH
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$717K	0.3%	28,447 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	$694K	0.3%Prev: 0.3%	25,776 SH	Decreased-8,207 SH
FISERV INC	COM	$215K	0.1%	1,665 SH	New
GALLAGHER ARTHUR J & CO	COM	$2.5M	1.0%Prev: 0.6%	8,119 SH	Increased-1,097 SH
GILEAD SCIENCES INC	COM	$2.8M	1.1%Prev: 1.0%	25,301 SH	Decreased+115 SH
HILTON WORLDWIDE HLDGS INC	COM	$239K	0.1%Prev: 0.2%	923 SH	Decreased-1,324 SH
HOME DEPOT INC	COM	$2.3M	0.9%Prev: 0.7%	5,571 SH	Decreased-860 SH
HONEYWELL INTL INC	COM	$2.5M	1.0%Prev: 0.4%	11,906 SH	Increased+6,433 SH
HOWMET AEROSPACE INC	COM	$311K	0.1%Prev: 0.3%	1,585 SH	Decreased-1,598 SH
INTERNATIONAL BUSINESS MACHS	COM	$246K	0.1%Prev: 0.2%	870 SH	Decreased-1,941 SH
INVESCO ACTIVELY MANAGED EXC	VAR RATE INVT	$643K	0.3%	25,628 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$725K	0.3%Prev: 1.1%	5,986 SH	Decreased-16,341 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.0M	0.4%	49,639 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$1.5M	0.6%Prev: 0.7%	26,822 SH	Decreased-9,176 SH
INVESCO QQQ TR	UNIT SER 1	$14.8M	6.0%Prev: 5.5%	24,712 SH	Decreased+53 SH
ISHARES TR	10-20 YR TRS ETF	$317K	0.1%	3,080 SH	New
ISHARES TR	3 7 YR TREAS BD	$650K	0.3%Prev: 0.2%	5,438 SH	Decreased-1,506 SH
ISHARES TR	7-10 YR TRSY BD	$669K	0.3%	6,936 SH	New
ISHARES TR	CORE MSCI EAFE	$394K	0.2%Prev: 0.1%	4,515 SH	Decreased+189 SH
ISHARES TR	CORE S&P500 ETF	$334K	0.1%Prev: 0.1%	499 SH	Decreased-3 SH
ISHARES TR	RUS 1000 ETF	$310K	0.1%	848 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.2M	0.5%Prev: 0.3%	10,351 SH	Increased+2,646 SH
ISHARES TR	S&P 500 VAL ETF	$941K	0.4%Prev: 0.3%	4,555 SH	Decreased-163 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$476K	0.2%Prev: 1.1%	7,359 SH	Decreased-42,221 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTR SML	$468K	0.2%Prev: 0.1%	11,184 SH	Increased+3,139 SH
JOHNSON & JOHNSON	COM	$800K	0.3%Prev: 0.5%	4,312 SH	Decreased-2,465 SH
JPMORGAN CHASE & CO.	COM	$3.2M	1.3%	10,235 SH	New
KELLANOVA	COM	$218K	0.1%	2,653 SH	New
KROGER CO	COM	$203K	0.1%	3,017 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$2.6M	1.0%Prev: 0.7%	8,480 SH	Increased+382 SH
LAUDER ESTEE COS INC	CL A	$233K	0.1%	2,639 SH	New
LISTED FDS TR	RELATIVE STRENGT	$373K	0.1%	14,016 SH	New
LISTED FDS TR	ROUNDHILL MAGNIF	$502K	0.2%	7,735 SH	New
LOWES COS INC	COM	$786K	0.3%Prev: 0.3%	3,127 SH	Decreased-1,369 SH
MAIN STR CAP CORP	COM	$388K	0.2%Prev: 0.1%	6,100 SH	Increased
MCDONALDS CORP	COM	$2.1M	0.8%Prev: 0.6%	6,772 SH	Increased-509 SH
META PLATFORMS INC	CL A	$2.9M	1.2%Prev: 1.0%	3,976 SH	Decreased-2,089 SH
MICROCHIP TECHNOLOGY INC.	COM	$1.2M	0.5%Prev: 0.4%	17,989 SH	Decreased+4,467 SH
MICROSOFT CORP	COM	$6.0M	2.4%Prev: 1.9%	11,561 SH	Decreased-5,470 SH
NOVO-NORDISK A S	ADR	$2.7M	1.1%	49,278 SH	New
NVIDIA CORPORATION	COM	$5.2M	2.1%Prev: 1.9%	27,689 SH	Decreased-3,842 SH
PALANTIR TECHNOLOGIES INC	CL A	$355K	0.1%	1,945 SH	New
PEPSICO INC	COM	$1.4M	0.5%Prev: 0.4%	9,689 SH	Increased+252 SH
PHILIP MORRIS INTL INC	COM	$519K	0.2%Prev: 0.4%	3,201 SH	Decreased-4,660 SH
PIMCO ACCESS INCOME FUND	SHS BENFIN INT	$281K	0.1%Prev: 0.1%	17,250 SH	Increased
PIMCO CORPORATE & INCOME OPP	COM	$318K	0.1%Prev: 0.1%	22,000 SH	Increased
PIMCO HIGH INCOME FD	COM SHS	$150K	0.1%Prev: 0.0%	30,000 SH	Increased
PNC FINL SVCS GROUP INC	COM	$1.3M	0.5%Prev: 0.6%	6,504 SH	Decreased-1,854 SH
PROCTER AND GAMBLE CO	COM	$3.1M	1.2%	19,858 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$209K	0.1%	2,510 SH	New
REGIONS FINANCIAL CORP NEW	COM	$325K	0.1%Prev: 0.2%	12,342 SH	Decreased-12,010 SH
ROPER TECHNOLOGIES INC	COM	$660K	0.3%Prev: 0.3%	1,324 SH	Decreased-1,516 SH
RTX CORPORATION	COM	$698K	0.3%Prev: 0.2%	4,168 SH	Decreased+303 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$534K	0.2%	19,554 SH	New
SELECT SECTOR SPDR TR	COMMUNICATION	$657K	0.3%	5,548 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$509K	0.2%	9,446 SH	New
SELECT SECTOR SPDR TR	INDL	$492K	0.2%	3,186 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$335K	0.1%	3,838 SH	New
SEMPRA	COM	$925K	0.4%Prev: 0.4%	10,276 SH	Decreased-2,627 SH
SERVICE CORP INTL	COM	$1.0M	0.4%Prev: 0.3%	12,109 SH	Decreased-2,755 SH
SHELL PLC	SPON ADS	$2.1M	0.8%Prev: 0.6%	28,787 SH	Increased+5,042 SH
SOUTHERN CO	COM	$290K	0.1%Prev: 0.2%	3,057 SH	Decreased-3,495 SH
SPDR GOLD TR	GOLD SHS	$509K	0.2%Prev: 0.1%	1,433 SH	Increased+445 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.1M	0.4%	25,471 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.2M	0.5%	24,772 SH	New
SPDR INDEX SHS FDS	S&P INTL SMLCP	$297K	0.1%	7,400 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$12.4M	5.0%	18,602 SH	New
SPDR SERIES TRUST	AEROSPACE DEF	$439K	0.2%	1,867 SH	New
SPDR SERIES TRUST	BLOOMBERG 1 10 Y	$198K	0.1%	10,269 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$8.2M	3.3%	89,293 SH	New
SPDR SERIES TRUST	BLOOMBERG 3-12 M	$3.6M	1.4%	36,226 SH	New
SPDR SERIES TRUST	BLOOMBERG EMG MK	$255K	0.1%	10,113 SH	New
SPDR SERIES TRUST	BLOOMBERG ENHNCD	$554K	0.2%	19,347 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$454K	0.2%	4,632 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$378K	0.2%	6,601 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$786K	0.3%	16,967 SH	New
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$240K	0.1%	5,770 SH	New
SSGA ACTIVE TR	SPDR SSGA FXD	$770K	0.3%	29,548 SH	New
SSGA ACTIVE TR	SPDR SSGA US SCT	$1.7M	0.7%	28,730 SH	New
STRYKER CORPORATION	COM	$679K	0.3%Prev: 0.3%	1,836 SH	Decreased-1,170 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$799K	0.3%	2,860 SH	New
TESLA INC	COM	$2.6M	1.0%Prev: 0.5%	5,850 SH	Increased+2,014 SH
TEXAS INSTRS INC	COM	$203K	0.1%Prev: 0.2%	1,102 SH	Decreased-1,639 SH
TJX COS INC NEW	COM	$322K	0.1%Prev: 0.2%	2,224 SH	Decreased-2,306 SH
TRAVELERS COMPANIES INC	COM	$263K	0.1%Prev: 0.2%	943 SH	Decreased-1,419 SH
TYSON FOODS INC	CL A	$200K	0.1%	3,690 SH	New
UNITED AIRLS HLDGS INC	COM	$270K	0.1%Prev: 0.3%	2,793 SH	Decreased-4,723 SH
UNITED PARCEL SERVICE INC	CL B	$3.8M	1.5%	44,966 SH	New
UNITED RENTALS INC	COM	$227K	0.1%Prev: 0.1%	238 SH	Decreased
US BANCORP DEL	COM NEW	$1.8M	0.7%	37,623 SH	New
VALUED ADVISERS TR	REGAN FLTG RATE	$1.0M	0.4%	39,694 SH	New
VANECK BITCOIN ETF	SH BEN INT	$530K	0.2%Prev: 0.1%	16,364 SH	Increased+2,650 SH
VANECK ETF TRUST	CLO ETF	$1.1M	0.4%	20,241 SH	New
VANECK ETF TRUST	EMERGING MRKT HI	$395K	0.2%	19,706 SH	New
VANECK ETF TRUST	FALLEN ANGEL HG	$2.2M	0.9%Prev: 1.1%	73,594 SH	Decreased-53,618 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$953K	0.4%Prev: 1.8%	2,187 SH	Decreased-70,196 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$924K	0.4%Prev: 1.1%	4,633 SH	Decreased-12,430 SH
VANGUARD INDEX FDS	GROWTH ETF	$246K	0.1%Prev: 0.1%	512 SH	Decreased-2,455 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	0.6%Prev: 0.6%	2,550 SH	Decreased-551 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$651K	0.3%	12,854 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$636K	0.3%Prev: 0.2%	10,599 SH	Increased+1,413 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$255K	0.1%	4,483 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$960K	0.4%Prev: 0.3%	16,315 SH	Increased+422 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$649K	0.3%	8,121 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$585K	0.2%Prev: 0.1%	2,711 SH	Increased+1,857 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$474K	0.2%	3,444 SH	New
VERIZON COMMUNICATIONS INC	COM	$389K	0.2%Prev: 0.2%	8,843 SH	Decreased-6,983 SH
VISA INC	COM CL A	$347K	0.1%Prev: 0.3%	1,016 SH	Decreased-1,522 SH
WALMART INC	COM	$1.2M	0.5%Prev: 0.6%	11,334 SH	Decreased-6,382 SH
WASTE MGMT INC DEL	COM	$1.3M	0.5%Prev: 0.4%	5,840 SH	Decreased-103 SH
WELLS FARGO CO NEW	COM	$2.6M	1.0%	30,530 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $2.1M
ADVANCED MICRO DEVICES INC — $1.5M
APPLIED MATLS INC — $1.1M
ASTRAZENECA PLC — $2.1M
BANK OF AMER CORP — $1.8M
BETA BIONICS INC — $157K
CHEVRON CORPORATION — $1.6M
CITIZENS FINL GROUP INC — $497K
CME GROUP INC — $524K
COSTCO WHOLESALE CORPORATION — $1.0M
DIMENSIONAL ETF TRUST — $428K
DUPONT DE NEMOURS INC — $1.2M
EDISON INTL — $559K
FIRST TR EXCH TRADED FD III — $2.3M
FIRST TR EXCHANGE-TRADED FD — $500K
FIRST TR EXCHANGE-TRADED FD — $275K
FIRST TR EXCHANGE-TRADED FD — $1.5M
FIRST TR EXCHANGE-TRADED FD — $988K
FIRST TR EXCHANGE-TRADED FD — $261K
FIRST TR EXCHANGE-TRADED FD — $7.2M
… and 57 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