IAMS WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
IAMS WEALTH MANAGEMENT, LLC disclosed 221 stock positions in a recent SEC 13F filing. $341,894,875 of stock holdings were filed, with the largest holdings including ACYN, QQQ, and SPY. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
221Est. Stock Holding Value:
$341,894,875Top Stock Holdings By Sector
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Portfolio Stock Holdings - IAMS WEALTH MANAGEMENT, LLC
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