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: $286.9M174 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.9M	0.7%	18,279 SH	New
ABBVIE INC	COM	$623K	0.2%	2,864 SH	New
ALPHABET INC	CAP STK CL A	$1.1M	0.4%Prev: 0.5%	3,689 SH	Decreased-3,748 SH
ALPHABET INC	CAP STK CL C	$2.7M	1.0%Prev: 0.4%	9,510 SH	Increased+4,242 SH
ALTRIA GROUP INC	COM	$479K	0.2%Prev: 0.1%	7,262 SH	Increased+3,777 SH
AMAZON COM INC	COM	$4.6M	1.6%Prev: 1.1%	22,231 SH	Increased+9,127 SH
AMGEN INC	COM	$539K	0.2%Prev: 1.2%	1,532 SH	Decreased-6,918 SH
ANALOG DEVICES INC	COM	$1.2M	0.4%Prev: 0.6%	3,627 SH	Decreased-2,754 SH
APPLE INC	COM	$4.8M	1.7%Prev: 1.6%	18,815 SH	Increased+2,710 SH
APPLIED MATLS INC	COM	$647K	0.2%	1,893 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$552K	0.2%	418 SH	New
ASTRAZENECA PLC	ORD	$3.3M	1.1%	16,578 SH	New
AT&T INC	COM	$428K	0.1%	14,751 SH	New
BANK AMERICA CORP	COM	$1.6M	0.6%Prev: 0.7%	32,581 SH	Increased-2,033 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.7M	1.3%Prev: 0.3%	7,622 SH	Increased+6,231 SH
BLACKROCK FLOATING RATE INC	COM	$215K	0.1%Prev: 0.1%	20,000 SH	Decreased
BROADCOM INC	COM	$2.8M	1.0%Prev: 1.0%	9,091 SH	Increased-3,388 SH
BWX TECHNOLOGIES INC	COM	$868K	0.3%Prev: 0.3%	4,243 SH	Increased-1,800 SH
CHEVRON CORPORATION	COM	$1.8M	0.6%	8,469 SH	New
CINTAS CORP	COM	$732K	0.3%Prev: 0.3%	4,324 SH	Increased+1,306 SH
CISCO SYS INC	COM	$1.1M	0.4%Prev: 0.7%	14,137 SH	Decreased-9,507 SH
CITIZENS FINL GROUP INC	COM	$307K	0.1%	5,114 SH	New
COMCAST CORP NEW	CL A	$1.9M	0.7%Prev: 0.9%	66,375 SH	Decreased+10,910 SH
CONOCOPHILLIPS	COM	$2.3M	0.8%Prev: 1.0%	17,294 SH	Increased-3,729 SH
CONSTELLATION BRANDS INC	CL A	$260K	0.1%Prev: 0.2%	1,735 SH	Decreased-524 SH
CONSTELLATION ENERGY CORP	COM	$530K	0.2%	1,898 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.5M	0.5%	1,543 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$375K	0.1%Prev: 0.1%	9,646 SH	Increased
DISNEY WALT CO	COM	$532K	0.2%Prev: 0.2%	5,517 SH	Increased+1,499 SH
DUPONT DE NEMOURS INC	COM	$1.3M	0.4%Prev: 1.0%	27,898 SH	Decreased-2,129 SH
EASTMAN CHEM CO	COM	$963K	0.3%Prev: 0.5%	12,613 SH	Decreased+861 SH
EATON VANCE LIMITED DURATION	COM	$189K	0.1%	20,000 SH	New
EDISON INTL	COM	$373K	0.1%	5,100 SH	New
EQUINIX INC	COM	$1.1M	0.4%Prev: 0.5%	1,128 SH	Decreased-248 SH
EVERGY INC	COM	$1.0M	0.4%Prev: 0.3%	12,498 SH	Increased+2,466 SH
EXXON MOBIL CORP	COM	$370K	0.1%	2,181 SH	New
FIRST TR EXCH TRADED FD III	EME MRK BD ETF	$2.3M	0.8%	79,583 SH	New
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$477K	0.2%Prev: 0.3%	6,784 SH	Decreased-2,980 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$932K	0.3%Prev: 0.6%	10,717 SH	Decreased-11,958 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$1.0M	0.4%Prev: 0.3%	33,990 SH	Increased+4,990 SH
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$646K	0.2%Prev: 0.3%	11,828 SH	Increased-3,698 SH
FIRST TR EXCH TRD ALPHDX FD	JAPAN ALPHADEX	$552K	0.2%Prev: 0.3%	7,606 SH	Decreased-2,778 SH
FIRST TR EXCHANGE TRAD FD VI	ALT ABSLT STRG	$478K	0.2%Prev: 0.3%	14,176 SH	Decreased-7,378 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.7M	1.3%	39,072 SH	New
FIRST TR EXCHANGE TRADED FD	NASDAQ BK ETF	$662K	0.2%	18,302 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.2M	1.8%	75,797 SH	New
FIRST TR EXCHANGE TRADED FD	S&P INTL DIVID	$215K	0.1%	10,280 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$2.5M	0.9%	27,421 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.3M	0.5%Prev: 0.8%	13,967 SH	Decreased-4,428 SH
FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$6.4M	2.2%Prev: 1.2%	304,512 SH	Increased+175,075 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$1.5M	0.5%Prev: 0.6%	6,226 SH	Increased+117 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$723K	0.3%	12,098 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$243K	0.1%Prev: 0.2%	5,997 SH	Decreased-3,500 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$871K	0.3%Prev: 1.1%	17,483 SH	Decreased-32,492 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.0M	0.4%Prev: 1.0%	21,407 SH	Decreased-21,839 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$2.7M	0.9%Prev: 1.6%	78,998 SH	Decreased-35,317 SH
FIRST TR EXCHANGE-TRADED FD	HLTH CARE ALPH	$388K	0.1%	3,538 SH	New
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	$1.4M	0.5%Prev: 0.6%	67,527 SH	Decreased-243 SH
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE GOV	$287K	0.1%Prev: 0.3%	14,154 SH	Decreased-13,693 SH
FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	$958K	0.3%Prev: 0.7%	50,566 SH	Decreased-25,516 SH
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$2.4M	0.8%Prev: 0.8%	109,242 SH	Increased+30,954 SH
FIRST TR EXCHANGE-TRADED FD	MNGD FUTRS STRGY	$911K	0.3%Prev: 0.5%	17,997 SH	Decreased-5,770 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$962K	0.3%Prev: 0.4%	4,791 SH	Increased-510 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$5.7M	2.0%	81,445 SH	New
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$3.6M	1.3%Prev: 1.3%	94,189 SH	Increased+12,084 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$15.3M	5.3%Prev: 5.1%	464,371 SH	Increased+72,143 SH
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$2.1M	0.7%	47,451 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	$692K	0.2%Prev: 0.3%	25,776 SH	Increased
GALLAGHER ARTHUR J & CO	COM	$2.5M	0.9%Prev: 1.1%	11,493 SH	Increased+4,351 SH
GE AEROSPACE	COM NEW	$570K	0.2%	2,009 SH	New
GILEAD SCIENCES INC	COM	$3.0M	1.0%Prev: 1.2%	21,406 SH	Increased-2,774 SH
HASBRO INC	COM	$392K	0.1%	4,183 SH	New
HILTON WORLDWIDE HLDGS INC	COM	$560K	0.2%	1,840 SH	New
HOME DEPOT INC	COM	$1.8M	0.6%Prev: 1.0%	5,583 SH	Decreased-546 SH
HONDA MOTOR CO LTD	ADR ECH CNV IN 3	$381K	0.1%	15,669 SH	New
HONEYWELL INTL INC	COM	$2.4M	0.8%Prev: 1.1%	10,609 SH	Decreased-1,018 SH
HOWMET AEROSPACE INC	COM	$618K	0.2%	2,681 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$610K	0.2%	2,514 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.4M	0.5%	5,778 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$2.2M	0.8%	19,385 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$300K	0.1%Prev: 0.5%	5,495 SH	Decreased-18,802 SH
INVESCO QQQ TR	UNIT SER 1	$14.6M	5.1%Prev: 5.6%	25,267 SH	Increased-841 SH
ISHARES INC	JP MRGN EM HI BD	$289K	0.1%Prev: 0.2%	7,331 SH	Decreased-3,502 SH
ISHARES SILVER TR	ISHARES	$295K	0.1%	4,328 SH	New
ISHARES TR	3 7 YR TREAS BD	$854K	0.3%Prev: 0.3%	7,202 SH	Increased+2,294 SH
ISHARES TR	CORE MSCI EAFE	$389K	0.1%Prev: 0.1%	4,294 SH	Increased+1,260 SH
ISHARES TR	CORE S&P500 ETF	$323K	0.1%Prev: 0.4%	494 SH	Decreased-888 SH
ISHARES TR	RUS 1000 ETF	$240K	0.1%	672 SH	New
ISHARES TR	S&P 500 GRWT ETF	$871K	0.3%Prev: 1.0%	7,697 SH	Decreased-15,928 SH
ISHARES TR	S&P 500 VAL ETF	$994K	0.3%Prev: 0.8%	4,709 SH	Decreased-4,929 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.0M	0.7%	39,623 SH	New
JOHN HANCOCK EXCHANGE TRADED	MORTGAGE BACKED	$2.9M	1.0%	133,286 SH	New
JOHN HANCOCK EXCHANGE TRADED	MULTI INTL ETF	$2.5M	0.9%	58,389 SH	New
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$2.7M	1.0%Prev: 0.2%	40,644 SH	Increased+34,387 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTR SML	$383K	0.1%Prev: 0.2%	8,924 SH	Increased-523 SH
JOHNSON & JOHNSON	COM	$907K	0.3%Prev: 0.4%	3,706 SH	Increased-1,274 SH
JPMORGAN CHASE & CO	COM	$3.6M	1.3%	12,248 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$2.3M	0.8%Prev: 1.1%	6,762 SH	Decreased-4,726 SH
LAM RESEARCH CORP	COM NEW	$567K	0.2%	2,653 SH	New
LISTED FDS TR	RELATIVE STRENGT	$415K	0.1%	15,659 SH	New
LISTED FDS TR	ROUNDHILL MAGNIF	$438K	0.2%	7,568 SH	New
LOCKHEED MARTIN CORP	COM	$511K	0.2%	845 SH	New
LOWES COS INC	COM	$787K	0.3%Prev: 0.3%	3,329 SH	Increased+774 SH
MAIN STR CAP CORP	COM	$323K	0.1%Prev: 0.2%	6,100 SH	Decreased-2,700 SH
MCDONALDS CORP	COM	$1.9M	0.7%Prev: 0.9%	6,196 SH	Decreased-303 SH
META PLATFORMS INC	CL A	$3.1M	1.1%Prev: 0.6%	5,491 SH	Increased+3,099 SH
MICROCHIP TECHNOLOGY INC.	COM	$1.1M	0.4%Prev: 0.8%	16,867 SH	Decreased-19,556 SH
MICRON TECHNOLOGY INC	COM	$483K	0.2%	1,430 SH	New
MICROSOFT CORP	COM	$6.2M	2.2%Prev: 2.1%	16,773 SH	Increased+4,416 SH
NETEASE COM INC	SPONSORED ADS	$640K	0.2%	5,714 SH	New
NVIDIA CORPORATION	COM	$5.9M	2.1%Prev: 1.1%	34,091 SH	Increased+12,075 SH
OREILLY AUTOMOTIVE INC	COM	$578K	0.2%	6,261 SH	New
PEPSICO INC	COM	$1.3M	0.4%Prev: 0.6%	8,134 SH	Decreased-946 SH
PHILIP MORRIS INTL INC	COM	$1.0M	0.4%	6,112 SH	New
PIMCO ACCESS INCOME FUND	SHS BENFIN INT	$249K	0.1%	17,250 SH	New
PIMCO CORPORATE & INCOME OPP	COM	$265K	0.1%Prev: 0.1%	22,000 SH	Decreased
PIMCO ETF TR	MULTISECTOR BD	$2.7M	0.9%	104,014 SH	New
PIMCO HIGH INCOME FD	COM SHS	$139K	0.0%Prev: 0.1%	30,000 SH	Decreased
PNC FINL SVCS GROUP INC	COM	$1.7M	0.6%Prev: 0.6%	8,023 SH	Increased+406 SH
PROCTER & GAMBLE CO	COM	$2.0M	0.7%	13,520 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$370K	0.1%	4,574 SH	New
QNITY ELECTRONICS INC	COMMON STOCK	$1.3M	0.4%	11,135 SH	New
QUALCOMM INC	COM	$619K	0.2%	4,806 SH	New
REGIONS FINANCIAL CORP NEW	COM	$488K	0.2%	18,691 SH	New
ROPER TECHNOLOGIES INC	COM	$869K	0.3%Prev: 0.3%	2,456 SH	Increased+1,454 SH
RTX CORPORATION	COM	$619K	0.2%Prev: 0.3%	3,208 SH	Decreased-1,799 SH
SCHWAB STRATEGIC TR	GOVERNMENT MONEY	$289K	0.1%	2,867 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$601K	0.2%Prev: 0.2%	19,600 SH	Increased+4,249 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$634K	0.2%	5,718 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$594K	0.2%	3,672 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$509K	0.2%	11,086 SH	New
SEMPRA	COM	$1.0M	0.4%Prev: 0.4%	10,645 SH	Increased-895 SH
SERVICE CORP INTL	COM	$1.1M	0.4%Prev: 0.4%	13,628 SH	Increased+2,684 SH
SHELL PLC	SPON ADS	$2.3M	0.8%Prev: 1.0%	24,690 SH	Increased-4,188 SH
SIMPLIFY EXCHANGE TRADED FUN	BARRIER INCOME	$1.1M	0.4%	44,629 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$928K	0.3%	12,185 SH	New
SOUTHERN CO	COM	$448K	0.2%	4,645 SH	New
SPDR GOLD TR	GOLD SHS	$643K	0.2%Prev: 0.1%	1,495 SH	Increased+426 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$2.6M	0.9%	56,844 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$12.9M	4.5%	156,800 SH	New
SPDR SERIES TRUST	STATE STRET SPDR	$380K	0.1%	10,781 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$259K	0.1%	6,463 SH	New
SSGA ACTIVE TR	STATE STREET FIX	$1.0M	0.4%	39,070 SH	New
SSGA ACTIVE TR	STATE STREET US	$1.4M	0.5%	24,694 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.1M	4.2%	18,597 SH	New
STRYKER CORPORATION	COM	$749K	0.3%Prev: 0.3%	2,278 SH	Increased+669 SH
T-MOBILE US INC	COM	$568K	0.2%Prev: 0.8%	2,702 SH	Decreased-3,726 SH
TE CONNECTIVITY PLC	ORD SHS	$1.2M	0.4%	5,717 SH	New
TESLA INC	COM	$1.3M	0.5%Prev: 0.4%	3,483 SH	Increased-91 SH
TJX COS INC NEW	COM	$611K	0.2%	3,824 SH	New
TOYOTA MOTOR CORP	ADS	$365K	0.1%	1,771 SH	New
TRAVELERS COMPANIES INC	COM	$556K	0.2%	1,906 SH	New
UNITED AIRLS HLDGS INC	COM	$594K	0.2%	6,454 SH	New
UNITED PARCEL SVCS INC	CL B	$4.0M	1.4%	40,847 SH	New
UNITEDHEALTH GROUP INC	COM	$680K	0.2%Prev: 0.4%	2,514 SH	Decreased+900 SH
US BANCORP	COM NEW	$1.8M	0.6%	35,363 SH	New
VANECK BITCOIN ETF	SH BEN INT	$281K	0.1%Prev: 0.2%	14,662 SH	Decreased-1,487 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$3.2M	1.1%Prev: 0.6%	111,709 SH	Increased+67,547 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$3.1M	1.1%	7,480 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$2.6M	0.9%	12,679 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$214K	0.1%	490 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	0.6%	3,082 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$278K	0.1%	1,277 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$275K	0.1%	856 SH	New
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$2.6M	0.9%	33,953 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.3M	0.5%	15,829 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$567K	0.2%	9,527 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$966K	0.3%	16,502 SH	New
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$3.5M	1.2%	52,952 SH	New
VERIZON COMMUNICATIONS INC	COM	$564K	0.2%	11,242 SH	New
VISA INC	COM CL A	$619K	0.2%Prev: 0.3%	2,048 SH	Decreased+274 SH
WALMART INC	COM	$1.9M	0.7%	15,014 SH	New
WASTE MGMT INC DEL	COM	$1.2M	0.4%	5,383 SH	New
WELLS FARGO & CO	COM	$2.6M	0.9%	32,698 SH	New

Sold (vs prior filing)

ABBOTT LABS — $2.2M
ACCENTURE PLC IRELAND — $2.0M
ASTRAZENECA PLC — $2.1M
BLACKROCK CORE BD TR — $217K
CHEVRON CORP NEW — $2.0M
DIAGEO PLC — $655K
DIGITAL RLTY TR INC — $315K
EATON VANCE LTD DURATION INC — $200K
ELI LILLY & CO — $304K
ENERGY TRANSFER L P — $744K
FIRST TR EXCH TRADED FD III — $220K
FIRST TR EXCH TRADED FD III — $219K
FIRST TR EXCHANGE TRADED FD — $227K
FIRST TR EXCHANGE-TRADED FD — $3.5M
FIRST TR EXCHANGE-TRADED FD — $1.1M
FIRST TR EXCHANGE-TRADED FD — $1.5M
FIRST TR EXCHANGE-TRADED FD — $217K
FIRST TR EXCHANGE-TRADED FD — $209K
FIRST TR EXCHNG TRADED FD VI — $2.0M
FIRST TR EXCHNG TRADED FD VI — $484K
… and 49 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