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 $286.9M across 184 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($14.6M, 5.08%), SPY ($12.1M, 4.22%), BIL ($8.5M, 2.95%), BUFR ($6.8M, 2.37%), FTCB ($6.4M, 2.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $14.6M | 5.08% | 25,267 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $12.1M | 4.22% | 18,597 | Trimmed |
| 3 | BIL | SPDR SERIES TRUST | $8.5M | 2.95% | 92,499 | Added |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | $6.8M | 2.37% | 201,100 | Added |
| 5 | FTCB | FIRST TR EXCHANGE-TRADED FD | $6.4M | 2.22% | 304,512 | Added |
| 6 | MSFT | MICROSOFT CORP | $6.2M | 2.16% | 16,773 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $5.9M | 2.07% | 34,091 | Added |
| 8 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $5.3M | 1.84% | 149,275 | Added |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.2M | 1.80% | 75,797 | Added |
| 10 | AAPL | APPLE INC | $4.8M | 1.66% | 18,815 | Added |
| 11 | AMZN | AMAZON COM INC | $4.6M | 1.61% | 22,231 | Added |
| 12 | UPS | UNITED PARCEL SVCS INC | $4.0M | 1.40% | 40,847 | Trimmed |
| 13 | TDIV | FIRST TR EXCHANGE TRADED FD | $3.7M | 1.28% | 39,072 | Added |
| 14 | AFLG | FIRST TR EXCHNG TRADED FD VI | $3.6M | 1.27% | 94,189 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.27% | 7,622 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $3.6M | 1.26% | 12,248 | Added |
| 17 | VWOB | VANGUARD WHITEHALL FDS | $3.5M | 1.21% | 52,952 | Added |
| 18 | AZNCF | ASTRAZENECA PLC | $3.3M | 1.14% | 16,578 | New |
| 19 | ANGL | VANECK ETF TRUST | $3.2M | 1.12% | 111,709 | Trimmed |
| 20 | BUFD | FIRST TR EXCHNG TRADED FD VI | $3.2M | 1.11% | 113,996 | Added |
| 21 | META | META PLATFORMS INC | $3.1M | 1.10% | 5,491 | Trimmed |
| 22 | VOOG | VANGUARD ADMIRAL FDS INC | $3.1M | 1.06% | 7,480 | Added |
| 23 | GILD | GILEAD SCIENCES INC | $3.0M | 1.04% | 21,406 | Trimmed |
| 24 | JHMB | JOHN HANCOCK EXCHANGE TRADED | $2.9M | 1.02% | 133,286 | Added |
| 25 | AVGO | BROADCOM INC | $2.8M | 0.98% | 9,091 | Added |
Source: SEC Form 13F filings · as of 2026-03-31