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: $332.2M187 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$2.1M	0.6%	23,021 SH	New
ABBVIE INC	COM	$837K	0.3%	3,324 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.5M	0.5%	2,601 SH	New
ALPHABET INC	CAP STK CL A	$1.6M	0.5%Prev: 0.3%	4,452 SH	Increased+766 SH
ALPHABET INC	CAP STK CL C	$3.7M	1.1%Prev: 0.4%	10,462 SH	Increased+5,070 SH
ALTRIA GROUP INC	COM	$711K	0.2%Prev: 0.1%	9,876 SH	Increased+5,700 SH
AMAZON COM INC	COM	$5.5M	1.7%Prev: 1.0%	23,100 SH	Increased+13,536 SH
AMGEN INC	COM	$648K	0.2%Prev: 0.4%	1,787 SH	Decreased-1,463 SH
ANALOG DEVICES INC	COM	$1.9M	0.6%Prev: 0.7%	4,681 SH	Increased-1,384 SH
APPLE INC	COM	$5.5M	1.7%Prev: 1.3%	19,121 SH	Increased+5,356 SH
APPLIED MATLS INC	COM	$1.1M	0.3%	1,550 SH	New
ASTRAZENECA PLC	ORD	$2.1M	0.6%	10,885 SH	New
AT&T INC	COM	$464K	0.1%	22,408 SH	New
BANK OF AMER CORP	COM	$1.8M	0.5%	31,516 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.9M	1.2%Prev: 0.3%	7,771 SH	Increased+6,491 SH
BETA BIONICS INC	COM	$157K	0.0%	10,000 SH	New
BLACKROCK FLOATING RATE INC	COM	$213K	0.1%Prev: 0.1%	20,000 SH	Decreased
BROADCOM INC	COM	$3.3M	1.0%Prev: 1.3%	8,664 SH	Increased-1,902 SH
BWX TECHNOLOGIES INC	COM	$879K	0.3%Prev: 0.4%	4,517 SH	Increased-1,018 SH
CHEVRON CORPORATION	COM	$1.6M	0.5%	9,799 SH	New
CINTAS CORP	COM	$940K	0.3%Prev: 0.3%	5,525 SH	Increased+2,725 SH
CISCO SYS INC	COM	$1.9M	0.6%Prev: 0.1%	16,304 SH	Increased+11,600 SH
CITIZENS FINL GROUP INC	COM	$497K	0.1%	7,095 SH	New
CME GROUP INC	COM	$524K	0.2%	2,373 SH	New
COMCAST CORP NEW	CL A	$1.3M	0.4%Prev: 0.9%	53,839 SH	Decreased-1,396 SH
CONOCOPHILLIPS	COM	$1.8M	0.5%Prev: 0.7%	17,502 SH	Increased-289 SH
CONSTELLATION BRANDS INC	CL A	$292K	0.1%Prev: 0.2%	2,099 SH	Decreased-44 SH
CONSTELLATION ENERGY CORP	COM	$605K	0.2%Prev: 0.1%	2,437 SH	Increased+1,708 SH
COSTCO WHOLESALE CORPORATION	COM	$1.0M	0.3%	1,110 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$428K	0.1%	9,646 SH	New
DISNEY WALT CO	COM	$676K	0.2%Prev: 0.2%	7,018 SH	Increased+3,130 SH
DUPONT DE NEMOURS INC	COMMON STOCK	$1.2M	0.4%	9,205 SH	New
EASTMAN CHEM CO	COM	$852K	0.3%Prev: 0.4%	12,713 SH	Decreased+425 SH
EATON VANCE LIMITED DURATION	COM	$187K	0.1%Prev: 0.1%	20,000 SH	Decreased
EDISON INTL	COM	$559K	0.2%	7,509 SH	New
EQUINIX INC	COM	$1.0M	0.3%Prev: 0.4%	986 SH	Increased-160 SH
EVERGY INC	COM	$1.3M	0.4%Prev: 0.3%	14,561 SH	Increased+5,581 SH
EXXON MOBIL CORP	COM	$285K	0.1%	2,086 SH	New
FIRST TR EXCH TRADED FD III	EME MRK BD ETF	$2.3M	0.7%	78,322 SH	New
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$557K	0.2%Prev: 0.3%	7,553 SH	Decreased-1,105 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$1.0M	0.3%Prev: 0.7%	10,975 SH	Decreased-9,631 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$1.1M	0.3%Prev: 0.3%	34,024 SH	Increased+4,982 SH
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$684K	0.2%Prev: 0.3%	11,988 SH	Decreased-2,467 SH
FIRST TR EXCH TRD ALPHDX FD	JAPAN ALPHADEX	$598K	0.2%Prev: 0.3%	7,831 SH	Decreased-2,609 SH
FIRST TR EXCHANGE TRAD FD VI	ALT ABSLT STRG	$427K	0.1%Prev: 0.3%	13,492 SH	Decreased-6,146 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$4.4M	1.3%Prev: 1.7%	37,891 SH	Increased-2,433 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ BK ETF	$695K	0.2%Prev: 0.5%	16,805 SH	Decreased-19,031 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$7.1M	2.1%Prev: 1.3%	87,485 SH	Increased+41,201 SH
FIRST TR EXCHANGE TRADED FD	S&P INTL DIVID	$214K	0.1%Prev: 0.1%	9,989 SH	Increased-893 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$2.8M	0.8%Prev: 1.3%	28,642 SH	Decreased-6,745 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.4M	0.4%Prev: 0.7%	14,501 SH	Decreased-2,133 SH
FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$8.2M	2.5%Prev: 1.4%	393,102 SH	Increased+243,866 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$1.6M	0.5%Prev: 0.7%	6,053 SH	Increased+536 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$258K	0.1%Prev: 0.2%	6,337 SH	Decreased-3,236 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$885K	0.3%Prev: 0.8%	17,771 SH	Decreased-19,090 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.1M	0.3%Prev: 0.5%	21,841 SH	Decreased-2,007 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$3.0M	0.9%Prev: 1.8%	80,793 SH	Decreased-34,307 SH
FIRST TR EXCHANGE-TRADED FD	HLTH CARE ALPH	$500K	0.2%	4,081 SH	New
FIRST TR EXCHANGE-TRADED FD	INTER GOVT ETF	$275K	0.1%	13,629 SH	New
FIRST TR EXCHANGE-TRADED FD	INTER GRADE ETF	$1.5M	0.4%	71,489 SH	New
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$2.7M	0.8%Prev: 0.5%	127,861 SH	Increased+78,311 SH
FIRST TR EXCHANGE-TRADED FD	LTD DUR INVT ETF	$988K	0.3%	52,412 SH	New
FIRST TR EXCHANGE-TRADED FD	MNGD FUTRS STRGY	$893K	0.3%Prev: 0.5%	17,819 SH	Decreased-4,885 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$1.2M	0.4%Prev: 0.4%	4,850 SH	Increased-1,047 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$6.5M	2.0%Prev: 2.5%	77,056 SH	Increased-5,891 SH
FIRST TR EXCHANGE-TRADED FD	VEST LAD AUT ETF	$261K	0.1%	12,702 SH	New
FIRST TR EXCHANGE-TRADED FD	VEST LADDERED	$7.2M	2.2%	348,601 SH	New
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$4.0M	1.2%Prev: 1.2%	91,041 SH	Increased+17,864 SH
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$8.0M	2.4%	218,155 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST DEEP ETF	$3.4M	1.0%	112,730 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LAD	$265K	0.1%	9,501 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD ETF	$6.6M	2.0%	167,711 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$210K	0.1%	3,863 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$5.0M	1.5%Prev: 0.9%	115,002 SH	Increased+72,156 SH
FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	$969K	0.3%Prev: 0.3%	33,983 SH	Increased+8,207 SH
GALLAGHER ARTHUR J & CO	COM	$2.1M	0.6%Prev: 1.0%	9,216 SH	Decreased+2,382 SH
GE AEROSPACE	COM NEW	$947K	0.3%	2,535 SH	New
GENERAL DYNAMICS CORP	COM	$201K	0.1%	568 SH	New
GILEAD SCIENCES INC	COM	$3.2M	1.0%Prev: 1.2%	25,186 SH	Increased+1,765 SH
HASBRO INC	COM	$500K	0.2%	6,055 SH	New
HILTON WORLDWIDE HLDGS INC	COM	$743K	0.2%	2,247 SH	New
HOME DEPOT INC	COM	$2.3M	0.7%Prev: 1.0%	6,431 SH	Increased+736 SH
HONDA MOTOR CO LTD	ADR ECH CNV IN 3	$594K	0.2%	21,914 SH	New
HONEYWELL AEROSPACE INC	COM	$1.2M	0.4%	5,464 SH	New
HONEYWELL INTL INC	COM	$1.2M	0.4%Prev: 1.1%	5,473 SH	Decreased-5,153 SH
HOWMET AEROSPACE INC	COM	$856K	0.3%Prev: 0.1%	3,183 SH	Increased+2,039 SH
INTERNATIONAL BUSINESS MACHS	COM	$791K	0.2%	2,811 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.3M	0.7%	7,630 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$3.6M	1.1%Prev: 0.4%	22,327 SH	Increased+14,399 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$2.2M	0.7%Prev: 0.5%	35,998 SH	Increased+15,604 SH
INVESCO QQQ TR	UNIT SER 1	$18.2M	5.5%Prev: 6.5%	24,659 SH	Increased-832 SH
ISHARES SILVER TR	ISHARES	$243K	0.1%	4,547 SH	New
ISHARES TR	3 7 YR TREAS BD	$816K	0.2%Prev: 0.3%	6,944 SH	Increased+1,919 SH
ISHARES TR	CORE MSCI EAFE	$418K	0.1%Prev: 0.1%	4,326 SH	Increased+1,292 SH
ISHARES TR	CORE S&P500 ETF	$376K	0.1%	502 SH	New
ISHARES TR	MSCI EAFE ETF	$210K	0.1%	2,018 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.1M	0.3%Prev: 0.7%	7,705 SH	Decreased-6,174 SH
ISHARES TR	S&P 500 VAL ETF	$1.1M	0.3%Prev: 0.5%	4,718 SH	Decreased-1,272 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.9M	0.6%	38,527 SH	New
JOHN HANCOCK EXCHANGE TRADED	MORTGAGE BACKED	$3.2M	1.0%	147,419 SH	New
JOHN HANCOCK EXCHANGE TRADED	MULTI INTL ETF	$2.9M	0.9%	65,413 SH	New
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$3.7M	1.1%Prev: 0.2%	49,580 SH	Increased+43,414 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTR SML	$391K	0.1%Prev: 0.2%	8,045 SH	Increased-1,417 SH
JOHNSON & JOHNSON	COM	$1.7M	0.5%Prev: 0.3%	6,777 SH	Increased+2,425 SH
JPMORGAN CHASE & CO	COM	$4.2M	1.3%	12,827 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$2.4M	0.7%Prev: 1.1%	8,098 SH	Decreased-1,879 SH
LAM RESEARCH CORP	COM NEW	$1.4M	0.4%	3,144 SH	New
LISTED FDS TR	RELA ST MANA ETF	$446K	0.1%	14,823 SH	New
LISTED FDS TR	ROUN MA SEVE ETF	$517K	0.2%	8,045 SH	New
LOCKHEED MARTIN CORP	COM	$606K	0.2%	1,189 SH	New
LOWES COS INC	COM	$992K	0.3%Prev: 0.3%	4,496 SH	Increased+1,729 SH
MAIN STR CAP CORP	COM	$316K	0.1%Prev: 0.2%	6,100 SH	Decreased
MCDONALDS CORP	COM	$2.0M	0.6%Prev: 0.8%	7,281 SH	Increased+1,362 SH
META PLATFORMS INC	CL A	$3.4M	1.0%Prev: 0.8%	6,065 SH	Increased+3,591 SH
MICROCHIP TECHNOLOGY INC.	COM	$1.2M	0.4%Prev: 0.6%	13,522 SH	Decreased-6,348 SH
MICROSOFT CORP	COM	$6.4M	1.9%Prev: 3.5%	17,031 SH	Decreased+1,907 SH
NETEASE COM INC	SPONSORED ADS	$1.3M	0.4%	10,532 SH	New
NVIDIA CORPORATION	COM	$6.3M	1.9%Prev: 1.8%	31,531 SH	Increased+7,219 SH
OREILLY AUTOMOTIVE INC	COM	$711K	0.2%	7,726 SH	New
PEPSICO INC	COM	$1.3M	0.4%Prev: 0.6%	9,437 SH	Increased+214 SH
PHILIP MORRIS INTL INC	COM	$1.4M	0.4%Prev: 0.1%	7,861 SH	Increased+6,710 SH
PIMCO ACCESS INCOME FUND	SHS BENFIN INT	$251K	0.1%	17,250 SH	New
PIMCO CORPORATE & INCOME OPP	COM	$265K	0.1%Prev: 0.1%	22,000 SH	Decreased-145 SH
PIMCO ETF TR	MULTISECTOR BD	$2.7M	0.8%	101,249 SH	New
PIMCO HIGH INCOME FD	COM SHS	$140K	0.0%Prev: 0.1%	30,000 SH	Decreased
PNC FINL SVCS GROUP INC	COM	$2.1M	0.6%Prev: 0.6%	8,358 SH	Increased+871 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$215K	0.1%	1,993 SH	New
PROCTER & GAMBLE CO	COM	$2.3M	0.7%	15,388 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$546K	0.2%	6,721 SH	New
QNITY ELECTRONICS INC	COMMON STOCK	$2.1M	0.6%	12,765 SH	New
QUALCOMM INC	COM	$566K	0.2%	3,065 SH	New
REGIONS FINANCIAL CORP NEW	COM	$735K	0.2%Prev: 0.1%	24,352 SH	Increased+12,989 SH
ROPER TECHNOLOGIES INC	COM	$961K	0.3%Prev: 0.2%	2,840 SH	Increased+1,886 SH
RTX CORPORATION	COM	$734K	0.2%Prev: 0.3%	3,865 SH	Increased-847 SH
SCHWAB STRATEGIC TR	GOVT MONE MA ETF	$245K	0.1%	2,432 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$883K	0.3%	4,766 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$753K	0.2%	7,031 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$637K	0.2%	3,344 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$616K	0.2%	13,590 SH	New
SEMPRA	COM	$1.2M	0.4%Prev: 0.4%	12,903 SH	Increased+2,559 SH
SERVICE CORP INTL	COM	$1.1M	0.3%Prev: 0.4%	14,864 SH	Increased+4,256 SH
SHELL PLC	SPON ADS	$1.8M	0.6%Prev: 0.9%	23,745 SH	Decreased-5,458 SH
SIMPLIFY EXCHANGE TRADED FUN	BARRIER INCOME	$1.3M	0.4%	50,377 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$981K	0.3%	11,066 SH	New
SOUTHERN CO	COM	$627K	0.2%Prev: 0.1%	6,552 SH	Increased+4,351 SH
SPDR GOLD TR	GOLD SHS	$364K	0.1%Prev: 0.2%	988 SH	Decreased-393 SH
SPDR INDEX SHS FDS	ST PORT MARK ETF	$248K	0.1%	4,787 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$249K	0.1%	4,941 SH	New
SPDR SERIES TRUST	ST STR BL 12 ETF	$1.3M	0.4%	13,253 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$7.1M	2.1%	76,972 SH	New
SPDR SERIES TRUST	ST STR SP AERO	$1.3M	0.4%	4,422 SH	New
SSGA ACTIVE TR	STATE STREET US	$331K	0.1%	5,097 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.5M	3.5%	15,461 SH	New
STRYKER CORPORATION	COM	$947K	0.3%Prev: 0.3%	3,006 SH	Increased+1,466 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$204K	0.1%	428 SH	New
TE CONNECTIVITY PLC	ORD SHS	$1.2M	0.4%	6,060 SH	New
TESLA INC	COM	$1.6M	0.5%Prev: 1.1%	3,836 SH	Decreased-3,515 SH
TEXAS INSTRS INC	COM	$817K	0.2%	2,741 SH	New
TJX COS INC NEW	COM	$686K	0.2%	4,530 SH	New
TOYOTA MOTOR CORP	ADS	$462K	0.1%	2,743 SH	New
TRAVELERS COMPANIES INC	COM	$780K	0.2%	2,362 SH	New
UNITED AIRLS HLDGS INC	COM	$1.0M	0.3%	7,516 SH	New
UNITED PARCEL SVCS INC	CL B	$3.1M	0.9%	29,202 SH	New
UNITED RENTALS INC	COM	$270K	0.1%	238 SH	New
UNITEDHEALTH GROUP INC	COM	$1.1M	0.3%Prev: 0.2%	2,748 SH	Increased+1,111 SH
US BANCORP	COM NEW	$1.4M	0.4%	23,747 SH	New
VANECK BITCOIN ETF	SH BEN INT	$228K	0.1%Prev: 0.2%	13,714 SH	Decreased-2,650 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$3.7M	1.1%Prev: 0.8%	127,212 SH	Increased+69,205 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$6.0M	1.8%Prev: 0.4%	72,383 SH	Increased+70,350 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$3.7M	1.1%Prev: 0.3%	17,063 SH	Increased+13,262 SH
VANGUARD INDEX FDS	GROWTH ETF	$256K	0.1%Prev: 0.1%	2,967 SH	Increased+2,469 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.1M	0.6%Prev: 0.4%	3,101 SH	Increased+1,421 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$307K	0.1%	1,264 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$318K	0.1%	859 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$226K	0.1%	3,782 SH	New
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$2.6M	0.8%	33,652 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.3M	0.4%	15,681 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$542K	0.2%Prev: 0.3%	9,186 SH	Decreased-568 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$925K	0.3%Prev: 0.4%	15,893 SH	Increased+1,079 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$202K	0.1%Prev: 0.2%	854 SH	Decreased-1,522 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$4.0M	1.2%	59,428 SH	New
VERIZON COMMUNICATIONS INC	COM	$670K	0.2%Prev: 0.2%	15,826 SH	Increased+8,235 SH
VISA INC	COM CL A	$871K	0.3%Prev: 0.1%	2,538 SH	Increased+1,935 SH
WALMART INC	COM	$2.0M	0.6%Prev: 0.3%	17,716 SH	Increased+10,451 SH
WASTE MGMT INC DEL	COM	$1.3M	0.4%	5,943 SH	New
WELLS FARGO & CO	COM	$2.9M	0.9%	35,009 SH	New
XYLEM INC	COM	$695K	0.2%	5,880 SH	New

Sold (vs prior filing)

ABBOTT LABS — $2.0M
ACCENTURE PLC IRELAND — $1.8M
ASTRAZENECA PLC — $1.9M
BANK AMERICA CORP — $1.5M
BLACKROCK CORE BD TR — $194K
CHEVRON CORP NEW — $1.2M
COSTCO WHSL CORP NEW — $354K
DBX ETF TR — $838K
DIAGEO PLC — $543K
DIMENSIONAL ETF TRUST — $346K
DUPONT DE NEMOURS INC — $2.0M
FIRST TR EXCHANGE-TRADED FD — $1.4M
FIRST TR EXCHANGE-TRADED FD — $1.5M
FIRST TR EXCHNG TRADED FD VI — $7.1M
FIRST TR EXCHNG TRADED FD VI — $417K
HESS CORP — $291K
INVESCO ACTIVELY MANAGED EXC — $378K
INVESCO EXCH TRADED FD TR II — $588K
INVESCO EXCHANGE TRADED FD T — $368K
ISHARES TR — $284K
… and 46 more

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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