IAMS WEALTH MANAGEMENT, LLC
Q4 2025 13F Holdings
- Locationomaha, NE
- Num holdings
187
- Value ($000)
$277,043
- Date Filed01/26/2026
- Form type13F-HR
- CIK0001998182
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.98M | 5 % | 24,385 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.84M | 5 % | 18,830 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $7.01M | 3 % | 76,666 | ||
MICROSOFT CORP | COM | 594918104 | $6.84M | 3 % | 14,142 | ||
FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | 33738D788 | $5.78M | 2 % | 272,185 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $5.53M | 2 % | 161,516 | ||
FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $5.24M | 2 % | 75,457 | ||
NVIDIA CORPORATION | COM | 67066G104 | $5.15M | 2 % | 27,591 | ||
APPLE INC | COM | 037833100 | $4.91M | 2 % | 18,041 | ||
AMAZON COM INC | COM | 023135106 | $4.24M | 2 % | 18,355 |
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