IAMS WEALTH MANAGEMENT, LLC

Q3 2025 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    184

  • Value ($000)

    $249,252

  • Date Filed
    10/15/2025
  • Form type
    13F-HR
  • CIK
    0001998182
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$14.84 M
6 %

24,712

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$12.39 M
5 %

18,602

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$8.19 M
3 %

89,293

MSFT
MSFT

MICROSOFT CORP

COM
$5.99 M
2 %

11,561

AAPL
AAPL

APPLE INC

COM
$5.87 M
2 %

23,046

NVDA
NVDA

NVIDIA CORPORATION

COM
$5.17 M
2 %

27,689

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
$4.56 M
2 %

136,523

FTGS
FTGS

FIRST TR EXCHANGE-TRADED FD

GROWTH STRENGTH
$4.04 M
2 %

112,496

TDIV
TDIV

FIRST TR EXCHANGE TRADED FD

NASD TECH DIV
$3.89 M
2 %

39,442

UPS
UPS

UNITED PARCEL SERVICE INC

CL B
$3.76 M
2 %

44,966

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