IAMS WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, IAMS WEALTH MANAGEMENT, LLC held in its portfolio 177 assets valued at $277,042,619 (i.e. $277.04M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($14.98M), SPDR S&P 500 ETF TR ($12.84M), and FIRST TR EXCHNG TRADED FD VI ($12.36M).
The chart below shows the top 10 valuable assets, and the table below shows the top 177 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
IAMS WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 24385 | 14981931 | UNIT SER 1 |
| SPDR S&P 500 ETF TR | 18830 | 12841977 | TR UNIT |
| FIRST TR EXCHNG TRADED FD VI | 374405 | 12355927 | FT VEST LADDERED |
| SPDR SERIES TRUST | 139977 | 10847091 | STATE STREET SPD |
| MICROSOFT CORP | 14142 | 6840853 | COM |
| FIRST TR EXCHANGE-TRADED FD | 272185 | 5778502 | CORE INVESTMENT |
| FIRST TR EXCHANGE-TRADED FD | 80226 | 5521764 | SHS |
| FIRST TR EXCHANGE TRADED FD | 75457 | 5242128 | RISNG DIVD ACHIV |
| NVIDIA CORPORATION | 27591 | 5145763 | COM |
| APPLE INC | 18041 | 4905253 | COM |
| AMAZON COM INC | 18355 | 4236704 | COM |
| UNITED PARCEL SERVICE INC | 42088 | 4174987 | CL B |
| VANECK ETF TRUST | 139646 | 4100739 | FALLEN ANGEL HG |
| META PLATFORMS INC | 5595 | 3693476 | CL A |
| FIRST TR EXCHANGE TRADED FD | 38097 | 3689590 | NASD TECH DIV |
| JPMORGAN CHASE & CO. | 10462 | 3371837 | COM |
| VANGUARD WHITEHALL FDS | 49920 | 3366131 | EM MK GOV BD ETF |
| ALPHABET INC | 10212 | 3196558 | CAP STK CL A |
| GILEAD SCIENCES INC | 24681 | 3029695 | COM |
| NOVO-NORDISK A S | 56963 | 2898278 | ADR |
| FIRST TR EXCHANGE-TRADED FD | 81201 | 2870543 | GROWTH STRENGTH |
| BERKSHIRE HATHAWAY INC DEL | 5565 | 2797247 | CL B NEW |
| BROADCOM INC | 7951 | 2752511 | COM |
| FIRST TR EXCHNG TRADED FD VI | 69889 | 2732719 | ACTV FCTR LGCP |
| FIRST TR EXCHANGE-TRADED ALP | 31690 | 2730185 | COM SHS |
| WELLS FARGO CO NEW | 27574 | 2570239 | COM |
| PROCTER AND GAMBLE CO | 17462 | 2502944 | COM |
| HONEYWELL INTL INC | 12761 | 2490194 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 112136 | 2484934 | MORTGAGE BACKED |
| GALLAGHER ARTHUR J & CO | 9557 | 2473689 | COM |
| ALPHABET INC | 7852 | 2464217 | CAP STK CL C |
| L3HARRIS TECHNOLOGIES INC | 8300 | 2437207 | COM |
| VANGUARD MALVERN FDS | 30465 | 2379818 | CORE-PLUS BD ETF |
| INVESCO EXCHANGE TRADED FD T | 40117 | 2378265 | S&P 500 TOP 50 |
| FIRST TR EXCHANGE-TRADED FD | 39588 | 2372527 | FIRST TR ENH NEW |
| HOME DEPOT INC | 6557 | 2256600 | COM |
| FIRST TR EXCHANGE-TRADED FD | 100328 | 2190189 | LNG DUR OPRTUN |
| VANGUARD ADMIRAL FDS INC | 4904 | 2180575 | 500 GRTH IDX F |
| FIRST TR EXCH TRADED FD III | 69968 | 2085073 | EME MRK BD ETF |
| ABBOTT LABS | 16158 | 2024737 | COM |
| SHELL PLC | 27429 | 2015622 | SPON ADS |
| MCDONALDS CORP | 6501 | 1987802 | COM |
| COMCAST CORP NEW | 66424 | 1985498 | CL A |
| ASTRAZENECA PLC | 21371 | 1964854 | SPONSORED ADR |
| ACCENTURE PLC IRELAND | 7214 | 1935516 | SHS CLASS A |
| US BANCORP DEL | 35804 | 1910614 | COM NEW |
| CONOCOPHILLIPS | 20086 | 1880488 | COM |
| INVESCO EXCH TRADED FD TR II | 89128 | 1871721 | SR LN ETF |
| INVESCO EXCH TRADED FD TR II | 14444 | 1723679 | S&P 500 MOMNTM |
| VANGUARD ADMIRAL FDS INC | 7946 | 1628125 | 500 VAL IDX FD |
| VANGUARD INDEX FDS | 2593 | 1627225 | S&P 500 ETF SHS |
| BANK AMERICA CORP | 28823 | 1585412 | COM |
| PNC FINL SVCS GROUP INC | 7562 | 1579032 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 37890 | 1573603 | MULTI INTL ETF |
| SSGA ACTIVE TR | 25108 | 1564499 | STATE STREET US |
| CHEVRON CORP NEW | 9993 | 1523406 | COM |
| FIRST TR EXCHANGE-TRADED FD | 5365 | 1444152 | DJ INTERNT IDX |
| FIRST TR EXCHANGE-TRADED FD | 15469 | 1431200 | CAP STRENGTH ETF |
| AMGEN INC | 4329 | 1417305 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 21337 | 1397250 | MULTIFACTOR MI |
| SPDR INDEX SHS FDS | 30292 | 1345293 | PORTFOLIO DEVLPD |
| FIRST TR EXCHNG TRADED FD VI | 30115 | 1334734 | SMITH OPPORT FXD |
| FIRST TR EXCH TRD ALPHDX FD | 16684 | 1325587 | DEV MRK EX US |
| DUPONT DE NEMOURS INC | 32906 | 1322910 | COM |
| PEPSICO INC | 9136 | 1311668 | COM |
| QNITY ELECTRONICS INC | 15889 | 1297478 | COMMON STOCK |
| TESLA INC | 2874 | 1292496 | COM |
| FIRST TR EXCHANGE-TRADED FD | 59411 | 1259524 | INTERMEDIATE DUR |
| WASTE MGMT INC DEL | 5721 | 1256990 | COM |
| ANALOG DEVICES INC | 4599 | 1247756 | COM |
| FIRST TR EXCHNG TRADED FD VI | 49520 | 1246471 | SMITH UNCONSTRAI |
| MICROCHIP TECHNOLOGY INC. | 19256 | 1227151 | COM |
| ISHARES TR | 9912 | 1221936 | S&P 500 GRWT ETF |
| VANGUARD SCOTTSDALE FDS | 14153 | 1185338 | INT-TERM CORP |
| INTEL CORP | 30790 | 1136152 | COM |
| INVESCO EXCH TRADED FD TR II | 4321 | 1092968 | NASDAQ 100 ETF |
| EQUINIX INC | 1408 | 1079931 | COM |
| FIRST TR EXCHANGE-TRADED FD | 21967 | 1079724 | FT VEST S&P 500 |
| SSGA ACTIVE TR | 41207 | 1067701 | STATE STREET FIX |
| VANGUARD SCOTTSDALE FDS | 17820 | 1046606 | SHORT TERM TREAS |
| SERVICE CORP INTL | 13189 | 1028521 | COM |
| FIRST TR EXCHANGE-TRADED FD | 53207 | 1021081 | LIMITED DURATION |
| FIRST TR EXCHANGE-TRADED FD | 49786 | 1019386 | INTERMEDIATE GOV |
| SPDR INDEX SHS FDS | 21623 | 1012250 | PORTFOLIO EMG MK |
| ISHARES TR | 4677 | 991881 | S&P 500 VAL ETF |
| FIRST TR EXCHANGE-TRADED FD | 4647 | 959700 | NY ARCA BIOTECH |
| SOLSTICE ADVANCED MATLS INC | 19203 | 932884 | COM SHS |
| EVERGY INC | 12845 | 931282 | COM |
| SEMPRA | 10534 | 930186 | COM |
| EASTMAN CHEM CO | 14429 | 921182 | COM |
| FIRST TR EXCHANGE-TRADED FD | 19565 | 920547 | MNGD FUTRS STRGY |
| CISCO SYS INC | 11925 | 918688 | COM |
| ISHARES TR | 7641 | 912093 | 3 7 YR TREAS BD |
| FIRST TR EXCHANGE-TRADED FD | 18231 | 911440 | FST LOW OPPT EFT |
| LOWES COS INC | 3694 | 891312 | COM |
| WALMART INC | 7492 | 834816 | COM |
| CINTAS CORP | 4382 | 824286 | COM |
| STRYKER CORPORATION | 2298 | 807964 | COM |
| ROPER TECHNOLOGIES INC | 1752 | 779928 | COM |
| JOHNSON & JOHNSON | 3692 | 764609 | COM |
| ELI LILLY & CO | 702 | 754424 | COM |
| BWX TECHNOLOGIES INC | 4357 | 753183 | COM |
| FIRST TR EXCHNG TRADED FD VI | 25776 | 709356 | VEST BUFFERED |
| PHILIP MORRIS INTL INC | 4355 | 698836 | COM |
| SELECT SECTOR SPDR TR | 5913 | 696245 | STATE STREET COM |
| FIRST TR EXCHANGE TRADED FD | 5959 | 678282 | HLTH CARE ALPH |
| FIRST TR EXCH TRD ALPHDX FD | 24707 | 675751 | EMERG MKT ALPH |
| RTX CORPORATION | 3577 | 656498 | COM |
| FIRST TR EXCH TRD ALPHDX FD | 12141 | 652671 | EUROPE ALPHADEX |
| NETEASE INC | 4499 | 619151 | SPONSORED ADS |
| VANGUARD SCOTTSDALE FDS | 10134 | 607418 | INTER TERM TREAS |
| COSTCO WHSL CORP NEW | 695 | 599633 | COM |
| FIRST TR EXCH TRD ALPHDX FD | 8612 | 578558 | JAPAN ALPHADEX |
| DISNEY WALT CO | 5054 | 575056 | COM |
| FIRST TR EXCHANGE TRADED FD | 14698 | 555421 | NASDAQ BK ETF |
| SCHWAB STRATEGIC TR | 19886 | 545516 | US DIVIDEND EQ |
| LISTED FDS TR | 8216 | 541928 | ROUNDHILL MAGNIF |
| SELECT SECTOR SPDR TR | 3459 | 536760 | STATE STREET IND |
| LISTED FDS TR | 18748 | 513305 | RELATIVE STRENGT |
| SPDR GOLD TR | 1251 | 495784 | GOLD SHS |
| FIRST TR EXCH TRADED FD III | 6856 | 486733 | LNG/SHT EQUITY |
| FIRST TR EXCHANGE TRAD FD VI | 17751 | 481091 | ALT ABSLT STRG |
| VERIZON COMMUNICATIONS INC | 11390 | 463992 | COM |
| ISHARES TR | 4703 | 420730 | CORE MSCI EAFE |
| SELECT SECTOR SPDR TR | 9636 | 411359 | STATE STREET UTI |
| REGIONS FINANCIAL CORP NEW | 14837 | 402085 | COM |
| VISA INC | 1124 | 394247 | COM CL A |
| ALTRIA GROUP INC | 6819 | 393228 | COM |
| TJX COS INC NEW | 2527 | 388360 | COM |
| HOWMET AEROSPACE INC | 1882 | 385865 | COM |
| DIMENSIONAL ETF TRUST | 9646 | 381885 | US CORE EQUITY 2 |
| ABBVIE INC | 1661 | 379719 | COM |
| FIRST TR EXCHANGE-TRADED FD | 8984 | 376150 | FIRST TR TA HIYL |
| PALANTIR TECHNOLOGIES INC | 2093 | 372030 | CL A |
| SOUTHERN CO | 4251 | 370737 | COM |
| MAIN STR CAP CORP | 6100 | 368379 | COM |
| CONSTELLATION ENERGY CORP | 1036 | 366019 | COM |
| ISHARES TR | 2659 | 363588 | MSCI USA VALUE |
| VANECK BITCOIN ETF | 14662 | 362592 | SH BEN INT |
| UNITED AIRLS HLDGS INC | 3202 | 358049 | COM |
| CAPITAL ONE FINL CORP | 1449 | 351201 | COM |
| UNITEDHEALTH GROUP INC | 1061 | 350247 | COM |
| OREILLY AUTOMOTIVE INC | 3837 | 349972 | COM |
| HILTON WORLDWIDE HLDGS INC | 1203 | 345580 | COM |
| TRAVELERS COMPANIES INC | 1186 | 344126 | COM |
| ISHARES TR | 501 | 343155 | CORE S&P500 ETF |
| AT&T INC | 13649 | 339058 | COM |
| ARES MANAGEMENT CORPORATION | 2074 | 335390 | CL A COM STK |
| ISHARES INC | 8214 | 331619 | JP MRGN EM HI BD |
| DBX ETF TR | 8971 | 330437 | XTRACK USD HIGH |
| INTERNATIONAL BUSINESS MACHS | 1110 | 329113 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1082 | 328808 | SPONSORED ADS |
| SPDR SERIES TRUST | 11365 | 324496 | BLOOMBERG ENHNCD |
| HONDA MOTOR LTD | 10399 | 306564 | ADR ECH CNV IN 3 |
| KROGER CO | 4875 | 304611 | COM |
| LAUDER ESTEE COS INC | 2839 | 297432 | CL A |
| PUBLIC SVC ENTERPRISE GRP IN | 3693 | 296599 | COM |
| HASBRO INC | 3613 | 296266 | COM |
| VANGUARD INDEX FDS | 863 | 289870 | TOTAL STK MKT |
| TOYOTA MOTOR CORP | 1336 | 285986 | ADS |
| PIMCO CORPORATE & INCOME OPP | 22000 | 283800 | COM |
| SPDR INDEX SHS FDS | 6815 | 278498 | S&P INTL SMLCP |
| CONSTELLATION BRANDS INC | 1997 | 275659 | CL A |
| VANGUARD INDEX FDS | 1288 | 272942 | SM CP VAL ETF |
| PIMCO ACCESS INCOME FUND | 17250 | 263925 | SHS BENFIN INT |
| VANGUARD SPECIALIZED FUNDS | 1197 | 263363 | DIV APP ETF |
| ISHARES TR | 687 | 256854 | RUS 1000 ETF |
| SSGA ACTIVE ETF TR | 6014 | 248265 | STATE STREET BLA |
| VANGUARD INDEX FDS | 498 | 243080 | GROWTH ETF |
| CITIZENS FINL GROUP INC | 4014 | 234482 | COM |
| GE AEROSPACE | 758 | 233488 | COM NEW |
| BLACKROCK FLOATING RATE INC | 20000 | 226600 | COM |
| FIRST TR EXCHANGE TRADED FD | 10522 | 216227 | S&P INTL DIVID |
| EXXON MOBIL CORP | 1786 | 215067 | COM |
| SPDR SERIES TRUST | 10595 | 202175 | STATE STRET SPDR |
| EATON VANCE LIMITED DURATION | 20000 | 198200 | COM |
| PIMCO HIGH INCOME FD | 30000 | 145800 | COM SHS |
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