IAMS WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
IAMS WEALTH MANAGEMENT, LLC disclosed 206 stock positions in a recent SEC 13F filing. $330,916,035 of stock holdings were filed, with the largest holdings including QQQ, SPY, and FTCB. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $397,226,191 and has 53 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
206Est. Stock Holding Value:
$330,916,035Top Stock Holdings By Sector
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Portfolio Stock Holdings - IAMS WEALTH MANAGEMENT, LLC
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% of Portfolio
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