§ 13F · FUND PROFILE
IAMS WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 187Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$277.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 24K | $15.0T | 5.4% | NEW |
| 2 | SPY | SPDR S&P 500 ETF TR | 19K | $12.8T | 4.6% | NEW |
| 3 | BIL | SPDR SERIES TRUST | 77K | $7.0T | 2.5% | NEW |
| 4 | MSFT | MICROSOFT CORP | 14K | $6.8T | 2.5% | NEW |
| 5 | FTCB | FIRST TR EXCHANGE-TRADED FD | 272K | $5.8T | 2.1% | NEW |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 162K | $5.5T | 2.0% | NEW |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | 75K | $5.2T | 1.9% | NEW |
| 8 | NVDA | NVIDIA CORPORATION | 28K | $5.1T | 1.9% | NEW |
| 9 | AAPL | APPLE INC | 18K | $4.9T | 1.8% | NEW |
| 10 | AMZN | AMAZON COM INC | 18K | $4.2T | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IAMS SIGNAL
AC read
IAMS WEALTH MANAGEMENT, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed