Iams Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Iams Wealth Management, LLC reported 187 stock positions worth $277.0 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 5.4% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.6%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 2.5%). Compared with Q3 2025, it opened 25 new positions, sold out of 24, added to 86 and reduced 68. The biggest buy was a new position in Vanguard Emerg MKTS Gov BND (VWOB) and the biggest sale SS Spdrb B 3-12M T-Bill ETF (BILS, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001998182
- Portfolio Value
- $277.0M (Q4 2025)
- SEC Filing
- 0001998182-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 187 stocks · $277.0M
| QQQ Invesco QQQ Trust Series 1 | 5.41% | 24,385 | $15.0M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.64% | 18,830 | $12.8M | Add +1.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.53% | 76,666 | $7.0M | Reduce -14.1% |
| MSFT Microsoft Corp. | 2.47% | 14,142 | $6.8M | Add +22.3% |
| FTCB FT Core Investment Grade ETF | 2.09% | 272,185 | $5.8M | Add +85.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.00% | 161,516 | $5.5M | Add +18.3% |
| RDVY First Trust Rising Dividend | 1.89% | 75,457 | $5.2M | Add +66.7% |
| NVDA Nvidia Corp. | 1.86% | 27,591 | $5.1M | Reduce -0.3% |
| AAPL Apple Inc. | 1.77% | 18,041 | $4.9M | Reduce -21.7% |
| AMZN Amazon.com Inc. | 1.53% | 18,355 | $4.2M | Add +44.8% |
| UPS United Parcel Service Class B | 1.51% | 42,088 | $4.2M | Reduce -6.4% |
| ANGL Vaneck Fallen Angel High YLD | 1.48% | 139,646 | $4.1M | Add +89.8% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 1.38% | 106,632 | $3.8M | Add +58.1% |
| META Meta Platforms Inc. Class A | 1.33% | 5,595 | $3.7M | Add +40.7% |
| TDIV FT Nasdaq Tech DVD Index FD | 1.33% | 38,097 | $3.7M | Reduce -3.4% |
| JPM JPMorgan Chase & Co. | 1.22% | 10,462 | $3.4M | Add +2.2% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.22% | 49,920 | $3.4M | New |
| GOOGL Alphabet Inc. Class A | 1.15% | 10,212 | $3.2M | Reduce -24.7% |
| GILD Gilead Sciences Inc. | 1.09% | 24,681 | $3.0M | Reduce -2.5% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 1.08% | 106,257 | $3.0M | Add +36.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.05% | 56,963 | $2.9M | Add +15.6% |
| FTGS First Trust Grwth Strgth ETF | 1.04% | 81,201 | $2.9M | Reduce -27.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 5,565 | $2.8M | Add +83.5% |
| FVD First Trust Value Line DVD | 1.00% | 60,243 | $2.8M | Add +0.9% |
| AVGO Broadcom Inc. | 0.99% | 7,951 | $2.8M | Reduce -12.1% |
| AFLG First Trust Active Factor La | 0.99% | 69,889 | $2.7M | Reduce -2.8% |
| FTA First Trust L C Val Alp | 0.99% | 31,690 | $2.7M | Reduce -8.2% |
| WFC Wells Fargo & Co. | 0.93% | 27,574 | $2.6M | Reduce -9.7% |
| PG The Procter & Gamble Co. | 0.90% | 17,462 | $2.5M | Reduce -12.1% |
| HON Honeywell International Inc. | 0.90% | 12,761 | $2.5M | Add +7.2% |
| JHMB John Hancock Mortgage-Backed | 0.90% | 112,136 | $2.5M | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.89% | 9,557 | $2.5M | Add +17.7% |
| GOOG Alphabet Inc. Class C | 0.89% | 7,852 | $2.5M | Add +2.4% |
| LHX L3HARRIS Technologies Inc. | 0.88% | 8,300 | $2.4M | Reduce -2.1% |
| VPLS Vanguard Core-Plus Bond ETF | 0.86% | 30,465 | $2.4M | New |
| XLG Invesco S&P 500 Top 50 ETF | 0.86% | 40,117 | $2.4M | Add +49.6% |
| FTSM First Trust Enh Short Mat FD | 0.86% | 39,588 | $2.4M | Add +33.0% |
| QTEC First Trust Nasdq 100 Tech I | 0.83% | 10,005 | $2.3M | Reduce -4.8% |
| HD Home Depot Inc. | 0.81% | 6,557 | $2.3M | Add +17.7% |
| LGOV First TR Long Duration O-ETF | 0.79% | 100,328 | $2.2M | Add +90.7% |
| VOOG Vanguard S&P 500 Growth ETF | 0.79% | 4,904 | $2.2M | Add +124.2% |
| FEMB First Trust Emerging Markets | 0.75% | 69,968 | $2.1M | New |
| ABT Abbott Laboratories | 0.73% | 16,158 | $2.0M | Add +3.3% |
| SHEL Shell PLC-ADR | 0.73% | 27,429 | $2.0M | Reduce -4.7% |
| MCD McDonald's Corp. | 0.72% | 6,501 | $2.0M | Reduce -4.0% |
| CMCSA Comcast Corp. Class A | 0.72% | 66,424 | $2.0M | Add +2.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.71% | 21,371 | $2.0M | Reduce -20.4% |
| ACN Accenture PLC Class A | 0.70% | 7,214 | $1.9M | Reduce -14.0% |
| USB US Bancorp | 0.69% | 35,804 | $1.9M | Reduce -4.8% |
| COP Conocophillips | 0.68% | 20,086 | $1.9M | Add +5.4% |
| BKLN Invesco Senior Loan ETF | 0.68% | 89,128 | $1.9M | Add +79.5% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.67% | 18,709 | $1.9M | Reduce -48.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.62% | 14,444 | $1.7M | Add +141.3% |
| VOOV Vanguard S&P 500 Value ETF | 0.59% | 7,946 | $1.6M | Add +71.5% |
| VOO Vanguard S&P 500 ETF | 0.59% | 2,593 | $1.6M | Add +1.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.57% | 28,823 | $1.6M | Reduce -4.0% |
| PNC PNC Financial Services Group | 0.57% | 7,562 | $1.6M | Add +16.3% |
| JHMD John Hancock MF Dev Intl ETF | 0.57% | 37,890 | $1.6M | New |
| XLSR SS US Sector Rotation | 0.56% | 25,108 | $1.6M | Reduce -12.6% |
| CVX Chevron Corp. | 0.55% | 9,993 | $1.5M | Add +10.9% |
| FDN First Trust DJ Internet Ind | 0.52% | 5,365 | $1.4M | Reduce -1.0% |
| FTCS First Trust Capital Strength | 0.52% | 15,469 | $1.4M | Reduce -4.6% |
| AMGN Amgen Inc. | 0.51% | 4,329 | $1.4M | Add +148.9% |
| JHMM John Hancock Multi Fact Mid | 0.50% | 21,337 | $1.4M | Add +189.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.49% | 30,292 | $1.3M | Add +18.9% |
| FIXD First Trust Smith Opportunis | 0.48% | 30,115 | $1.3M | Reduce -42.9% |
| FDT First Trust Develp MKT Ex-US | 0.48% | 16,684 | $1.3M | Reduce -13.1% |
| DD Dupont DE Nemours Inc. | 0.48% | 32,906 | $1.3M | Add +21.2% |
| PEP Pepsico Inc. | 0.47% | 9,136 | $1.3M | Reduce -5.7% |
| Q Qnity Electronics Inc. | 0.47% | 15,889 | $1.3M | Add +17.0% |
| TSLA Tesla Inc. | 0.47% | 2,874 | $1.3M | Reduce -50.9% |
| FIIG FT Intermed Dur Ig Corp. ETF | 0.45% | 59,411 | $1.3M | Reduce -6.3% |
| WM Waste Management Inc. | 0.45% | 5,721 | $1.3M | Reduce -2.0% |
| ADI Analog Devices Inc. | 0.45% | 4,599 | $1.2M | Reduce -11.9% |
| UCON First Trust Smith Unconstrai | 0.45% | 49,520 | $1.2M | Add +74.1% |
| MCHP Microchip Technology Inc. | 0.44% | 19,256 | $1.2M | Add +7.0% |
| IVW iShares S&P 500 Growth ETF | 0.44% | 9,912 | $1.2M | Reduce -4.2% |
| VCIT Vanguard Int-Term Corporate | 0.43% | 14,153 | $1.2M | New |
| INTC Intel Corp. | 0.41% | 30,790 | $1.1M | New |
| QQQM Invesco Nasdaq 100 ETF | 0.39% | 4,321 | $1.1M | New |
| EQIX Equinix Inc. | 0.39% | 1,408 | $1.1M | Add +0.5% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.39% | 21,967 | $1.1M | Reduce -8.8% |
| FISR SS Fi Sector Rotation | 0.39% | 41,207 | $1.1M | Add +39.5% |
| VGSH Vanguard Short-Term Treasury | 0.38% | 17,820 | $1.0M | Add +9.2% |
| SCI Service Corp. International | 0.37% | 13,189 | $1.0M | Add +8.9% |
| FSIG FT Ltd. Duration Inv Grade | 0.37% | 53,207 | $1.0M | Reduce -29.3% |
| MGOV FT Intermed Govt Oppt ETF | 0.37% | 49,786 | $1.0M | New |
| SPEM State Street SP PTF Em ETF | 0.37% | 21,623 | $1.0M | Reduce -12.7% |
| IVE iShares S&P 500 Value ETF | 0.36% | 4,677 | $992K | Add +2.7% |
| FBT First Trust Nyse Arca Biotec | 0.35% | 4,647 | $960K | Reduce -18.9% |
| SOLS Solstice Adv Materials Inc. | 0.34% | 19,203 | $933K | Add +545.1% |
| EVRG Evergy Inc. | 0.34% | 12,845 | $931K | Add +7.1% |
| SRE Sempra | 0.34% | 10,534 | $930K | Add +2.5% |
| EMN Eastman Chemical Co. | 0.33% | 14,429 | $921K | Add +2.5% |
| FMF First Trust Managed Futures | 0.33% | 19,565 | $921K | Reduce -5.3% |
| CSCO Cisco Systems Inc. | 0.33% | 11,925 | $919K | Add +120.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.33% | 7,641 | $912K | Add +40.5% |
| LMBS First Trust Low Duration Opp | 0.33% | 18,231 | $911K | Reduce -50.8% |
| LOW Lowe's Cos Inc. | 0.32% | 3,694 | $891K | Add +18.1% |
| WMT Walmart Inc. | 0.30% | 7,492 | $835K | Reduce -33.9% |
Portfolio Sells Q3 2025 → Q4 2025
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -48.4% | 0.67% | −0.78 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -14.1% | 2.53% | −0.76 |
| FTGS First Trust Grwth Strgth ETF | Reduce -27.8% | 1.04% | −0.58 |
| AAPL Apple Inc. | Reduce -21.7% | 1.77% | −0.58 |
| TSLA Tesla Inc. | Reduce -50.9% | 0.47% | −0.58 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.3% | 5.41% | −0.54 |
| FIXD First Trust Smith Opportunis | Reduce -42.9% | 0.48% | −0.46 |
| CLOI Vaneck Clo ETF | Sold out | 0.00% | −0.43 |
| LMBS First Trust Low Duration Opp | Reduce -50.8% | 0.33% | −0.41 |
| MBSF Regan Floating Rate MBS ETF | Sold out | 0.00% | −0.41 |
| PG The Procter & Gamble Co. | Reduce -12.1% | 0.90% | −0.32 |
| FTXO First Trust Nasdaq Bank ETF | Reduce -58.1% | 0.20% | −0.30 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.27 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.26 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.26 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.26 |
| VRIG Invesco Variable Rate Invest | Sold out | 0.00% | −0.26 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -3.4% | 1.33% | −0.23 |
| NVDA Nvidia Corp. | Reduce -0.3% | 1.86% | −0.22 |
| FSIG FT Ltd. Duration Inv Grade | Reduce -29.3% | 0.37% | −0.21 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.20 |
| AVGO Broadcom Inc. | Reduce -12.1% | 0.99% | −0.20 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -62.2% | 0.12% | −0.20 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -57.0% | 0.12% | −0.19 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Sold out | 0.00% | −0.19 |
| JHSC John Hancock Multi Small Cap | Sold out | 0.00% | −0.19 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -24.7% | 1.15% | −0.17 |
| FTA First Trust L C Val Alp | Reduce -8.2% | 0.99% | −0.17 |
| WMT Walmart Inc. | Reduce -33.9% | 0.30% | −0.17 |
| LHX L3HARRIS Technologies Inc. | Reduce -2.1% | 0.88% | −0.16 |
| HYEM Vaneck Emrg MKTS Hi YLD | Sold out | 0.00% | −0.16 |
| VIG Vanguard Dividend Apprec ETF | Reduce -55.9% | 0.10% | −0.14 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -4.8% | 0.83% | −0.14 |
| AFLG First Trust Active Factor La | Reduce -2.8% | 0.99% | −0.13 |
| ACN Accenture PLC Class A | Reduce -14.0% | 0.70% | −0.13 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.13 |
| XLSR SS US Sector Rotation | Reduce -12.6% | 0.56% | −0.12 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -20.4% | 0.71% | −0.12 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -30.1% | 0.20% | −0.11 |
| MCD McDonald's Corp. | Reduce -4.0% | 0.72% | −0.11 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.11 |
| CERY SS SPDR BBG En RY CM St N-Ui | Reduce -41.3% | 0.12% | −0.11 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.10 |
| FDT First Trust Develp MKT Ex-US | Reduce -13.1% | 0.48% | −0.10 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.10 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.10 |
| SPEM State Street SP PTF Em ETF | Reduce -12.7% | 0.37% | −0.10 |
| WFC Wells Fargo & Co. | Reduce -9.7% | 0.93% | −0.10 |
| SHEL Shell PLC-ADR | Reduce -4.7% | 0.73% | −0.10 |
Portfolio Buys Q3 2025 → Q4 2025
| VWOB Vanguard Emerg MKTS Gov BND | New | 1.22% | +1.22 |
| JHMB John Hancock Mortgage-Backed | New | 0.90% | +0.90 |
| VPLS Vanguard Core-Plus Bond ETF | New | 0.86% | +0.86 |
| FTCB FT Core Investment Grade ETF | Add +85.3% | 2.09% | +0.83 |
| FEMB First Trust Emerging Markets | New | 0.75% | +0.75 |
| RDVY First Trust Rising Dividend | Add +66.7% | 1.89% | +0.67 |
| ANGL Vaneck Fallen Angel High YLD | Add +89.8% | 1.48% | +0.60 |
| JHMD John Hancock MF Dev Intl ETF | New | 0.57% | +0.57 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +58.1% | 1.38% | +0.44 |
| VCIT Vanguard Int-Term Corporate | New | 0.43% | +0.43 |
| AMZN Amazon.com Inc. | Add +44.8% | 1.53% | +0.41 |
| INTC Intel Corp. | New | 0.41% | +0.41 |
| VOOG Vanguard S&P 500 Growth ETF | Add +124.2% | 0.79% | +0.40 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +83.5% | 1.01% | +0.40 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.39% | +0.39 |
| MGOV FT Intermed Govt Oppt ETF | New | 0.37% | +0.37 |
| LGOV First TR Long Duration O-ETF | Add +90.7% | 0.79% | +0.33 |
| SPMO Invesco S&P 500 Momentum ETF | Add +141.3% | 0.62% | +0.33 |
| AMGN Amgen Inc. | Add +148.9% | 0.51% | +0.31 |
| JHMM John Hancock Multi Fact Mid | Add +189.9% | 0.50% | +0.31 |
| SOLS Solstice Adv Materials Inc. | Add +545.1% | 0.34% | +0.28 |
| LLY Eli Lilly & Co. | New | 0.27% | +0.27 |
| BKLN Invesco Senior Loan ETF | Add +79.5% | 0.68% | +0.26 |
| FXH First Trust Health Care Alph | New | 0.24% | +0.24 |
| XLG Invesco S&P 500 Top 50 ETF | Add +49.6% | 0.86% | +0.24 |
| NTES Netease Inc.-ADR | New | 0.22% | +0.22 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +36.5% | 1.08% | +0.22 |
| VOOV Vanguard S&P 500 Value ETF | Add +71.5% | 0.59% | +0.22 |
| CSCO Cisco Systems Inc. | Add +120.6% | 0.33% | +0.18 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +18.3% | 2.00% | +0.17 |
| UCON First Trust Smith Unconstrai | Add +74.1% | 0.45% | +0.16 |
| META Meta Platforms Inc. Class A | Add +40.7% | 1.33% | +0.16 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.14% | +0.14 |
| FTSM First Trust Enh Short Mat FD | Add +33.0% | 0.86% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +2.4% | 0.89% | +0.14 |
| VLUE iShares MSCI USA Value Facto | New | 0.13% | +0.13 |
| COF Capital One Financial Corp. | New | 0.13% | +0.13 |
| UNH Unitedhealth Group Inc. | New | 0.13% | +0.13 |
| ORLY O'reilly Automotive Inc. | New | 0.13% | +0.13 |
| EMHY iShares J.P. Morgan Em High | New | 0.12% | +0.12 |
| HMC Honda Motor Co. Ltd.-Spons ADR | New | 0.11% | +0.11 |
| HAS Hasbro Inc. | New | 0.11% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.10% | +0.10 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.10% | +0.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.10% | +0.10 |
| CFG Citizens Financial Group | New | 0.08% | +0.08 |
| GE General Electric | New | 0.08% | +0.08 |
| FISR SS Fi Sector Rotation | Add +39.5% | 0.39% | +0.08 |
| IEI iShares 3-7 Year Treasury Bo | Add +40.5% | 0.33% | +0.07 |
| MSFT Microsoft Corp. | Add +22.3% | 2.47% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 190 | $332.2M | QQQ, SPY, FTCB, BUFR, ACYN |
| Q1 2026 | 186 | $286.9M | QQQ, SPY, BIL, BUFR, FTCB |
| Q4 2025 | 187 | $277.0M | QQQ, SPY, BIL, MSFT, FTCB |
| Q3 2025 | 184 | $249.3M | QQQ, SPY, BIL, MSFT, AAPL |
| Q2 2025 | 168 | $217.8M | QQQ, SPY, MSFT, BIL, UPS |
| Q1 2025 | 157 | $218.3M | QQQ, SPY, BIL, BUFR, MSFT |
| Q4 2024 | 162 | $218.3M | QQQ, SPY, BIL, FIXD, UPS |
| Q3 2024 | 145 | $203.7M | QQQ, BIL, BILS, SPY, UPS |
| Q2 2024 | 139 | $182.6M | BIL, QQQ, BILS, SPY, UPS |
| Q1 2024 | 114 | $163.6M | BILS, FIXD, BIL, QQQ, UPS |