§ 13F · FUND PROFILE
IAMS WEALTH MANAGEMENT, LLC.
AUM · $249M (13F)Positions · 184Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 25K | $18M | 5.5% | −2% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 15K | $12M | 3.5% | −17% |
| 3 | FTCB | FIRST TR EXCHANGE-TRADED FD | 393K | $8M | 2.5% | +29% |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | 218K | $8M | 2.4% | +8% |
| 5 | ACYN | FIRST TR EXCHANGE-TRADED FD | 349K | $7M | 2.2% | NEW |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | 87K | $7M | 2.1% | +15% |
| 7 | BIL | SPDR SERIES TRUST | 77K | $7M | 2.1% | −17% |
| 8 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 168K | $7M | 2.0% | +12% |
| 9 | MSFT | MICROSOFT CORP | 17K | $6M | 1.9% | +2% |
| 10 | NVDA | NVIDIA CORPORATION | 32K | $6M | 1.9% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IAMS SIGNAL
AC read
IAMS WEALTH MANAGEMENT, LLC is a Other fund managing $249 million in assets. The fund runs a portfolio of 184 positions.
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