IAMS WEALTH MANAGEMENT, LLC - Portfolio overview

IAMS WEALTH MANAGEMENT, LLC has 221 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 4.75%
2. SPY - STATE STR SPDR S&P 500 ETF T, 3.94%
3. BIL - SPDR SERIES TRUST, 2.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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