Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IAMS WEALTH MANAGEMENT, LLC (CIK 1998182) reported $332.2M across 190 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($18.2M, 5.47%), SPY ($11.5M, 3.48%), FTCB ($8.2M, 2.47%), BUFR ($8.0M, 2.40%), ACYN ($7.2M, 2.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $18.2M | 5.47% | 24,659 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $11.5M | 3.48% | 15,461 | Trimmed |
| 3 | FTCB | FIRST TR EXCHANGE-TRADED FD | $8.2M | 2.47% | 393,102 | Added |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | $8.0M | 2.40% | 218,155 | Added |
| 5 | ACYN | FIRST TR EXCHANGE-TRADED FD | $7.2M | 2.18% | 348,601 | New |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | $7.1M | 2.13% | 87,485 | Added |
| 7 | BIL | SPDR SERIES TRUST | $7.1M | 2.12% | 76,972 | Trimmed |
| 8 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $6.6M | 1.98% | 167,711 | Added |
| 9 | MSFT | MICROSOFT CORP | $6.4M | 1.91% | 17,031 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $6.3M | 1.90% | 31,531 | Trimmed |
| 11 | VOOG | VANGUARD ADMIRAL FDS INC | $6.0M | 1.80% | 72,383 | Added |
| 12 | AAPL | APPLE INC | $5.5M | 1.67% | 19,121 | Added |
| 13 | AMZN | AMAZON COM INC | $5.5M | 1.66% | 23,100 | Added |
| 14 | FIXD | FIRST TR EXCHNG TRADED FD VI | $5.0M | 1.51% | 115,002 | Added |
| 15 | TDIV | FIRST TR EXCHANGE TRADED FD | $4.4M | 1.31% | 37,891 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $4.2M | 1.26% | 12,827 | Added |
| 17 | VWOB | VANGUARD WHITEHALL FDS | $4.0M | 1.20% | 59,428 | Added |
| 18 | AFLG | FIRST TR EXCHNG TRADED FD VI | $4.0M | 1.19% | 91,041 | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.9M | 1.17% | 7,771 | Added |
| 20 | VOOV | VANGUARD ADMIRAL FDS INC | $3.7M | 1.13% | 17,063 | Added |
| 21 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $3.7M | 1.12% | 49,580 | Added |
| 22 | ANGL | VANECK ETF TRUST | $3.7M | 1.12% | 127,212 | Added |
| 23 | GOOG | ALPHABET INC | $3.7M | 1.11% | 10,462 | Added |
| 24 | SPMO | INVESCO EXCH TRADED FD TR II | $3.6M | 1.09% | 22,327 | Added |
| 25 | META | META PLATFORMS INC | $3.4M | 1.03% | 6,065 | Added |
Source: SEC Form 13F filings · as of 2026-06-30