Iams Wealth Management, LLC

13F filer · CIK 0001998182

Reported Jul 16, 2026

Net buyer this quarter

13F portfolio value$332MU.S. long equity reported on 13F

Positions1109 new · 4 closed

Net flow last quarter+$6.05MBuys minus sells

Top 10 positions weight20.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026110 positions
QQQInvesco QQQ Trust, Series 1	$18.2M	5.47%	Not reported	-2.4%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$11.5M	3.48%	Not reported	-16.9%	Q4 2022
MSFTMicrosoft Corp	$6.35M	1.91%	0.00%	+1.5%	Q4 2022
NVDANvidia Corp	$6.31M	1.90%	0.00%	-7.5%	Q3 2023
AAPLApple Inc.	$5.53M	1.67%	0.00%	+1.6%	Q4 2022
AMZNAmazon Com Inc	$5.51M	1.66%	0.00%	+3.9%	Q3 2023
JPMJPMorgan Chase & Co	$4.2M	1.26%	0.00%	+4.7%	Q4 2022
BRK.BBerkshire Hathaway Inc	$3.89M	1.17%	Not reported	+2.0%	Q3 2023
GOOGAlphabet Inc.	$3.7M	1.11%	Not reported	+10.0%	Q3 2023
METAMeta Platforms, Inc.	$3.42M	1.03%	Not reported	+10.5%	Q3 2023
AVGOBroadcom Inc.	$3.27M	0.99%	0.00%	-4.7%	Q1 2024
GILDGilead Sciences, Inc.	$3.18M	0.96%	0.00%	+17.7%	Q4 2022
UPSUnited Parcel Service Inc	$3.14M	0.95%	0.00%	-28.5%	Q4 2022
WFCWells Fargo & Company	$2.89M	0.87%	0.00%	+7.1%	Q4 2022
FVDFirst Trust Value Line Dividend Fund	$2.85M	0.86%	Not reported	+3.0%	Q4 2022
LGOVLargo Vista Group Ltd	$2.74M	0.82%	Not reported	+17.0%	Q1 2023
LHXL3harris Technologies, Inc.	$2.35M	0.71%	0.00%	+19.8%	Q4 2022
HDHome Depot, Inc.	$2.27M	0.68%	0.00%	+15.2%	Q4 2022
PGPROCTER & GAMBLE Co	$2.26M	0.68%	0.00%	+13.8%	Q4 2022
AJGArthur J. Gallagher & Co.	$2.12M	0.64%	0.00%	-19.8%	Q4 2022
ABTAbbott Laboratories	$2.09M	0.63%	0.00%	+25.9%	Q4 2022
QQnity Electronics, Inc.	$2.08M	0.63%	0.01%	+14.6%	Q4 2025
AZNAstrazeneca PLC	$2.06M	0.62%	Not reported	-34.3%	Q2 2024
PNCPNC Financial Services Group, Inc.	$2.06M	0.62%	0.00%	+4.2%	Q4 2022
WMTWalmart Inc.	$2.01M	0.60%	0.00%	+18.0%	Q4 2024
MCDMcdonalds Corp	$1.97M	0.59%	0.00%	+17.5%	Q4 2022
CSCOCisco Systems, Inc.	$1.92M	0.58%	0.00%	+15.3%	Q3 2024
ADIAnalog Devices Inc	$1.86M	0.56%	0.00%	+29.1%	Q4 2022
SHELShell plc	$1.84M	0.55%	0.00%	-3.8%	Q4 2022
COPConocophillips	$1.82M	0.55%	0.00%	+1.2%	Q4 2022
BACBank of America Corp	$1.8M	0.54%	0.00%	-3.3%	Q4 2022
JNJJohnson & Johnson	$1.72M	0.52%	0.00%	+82.9%	Q4 2022
CVXChevron Corp	$1.62M	0.49%	0.00%	+15.7%	Q4 2022
TSLATesla, Inc.	$1.61M	0.49%	0.00%	+10.1%	Q3 2023
GOOGLAlphabet Inc.	$1.59M	0.48%	0.00%	+20.7%	Q3 2023
AMDAdvanced Micro Devices Inc	$1.51M	0.45%	0.00%	New	Q2 2026
USBUS Bancorp \de\	$1.43M	0.43%	0.00%	-32.9%	Q4 2022
PMPhilip Morris International Inc.	$1.42M	0.43%	0.00%	+28.6%	Q2 2025
LRCXLam Research Corp	$1.36M	0.41%	0.00%	+18.5%	Q1 2026
NTESNetEase, Inc.	$1.35M	0.41%	0.00%	+84.3%	Q4 2025
WMWaste Management Inc	$1.32M	0.40%	0.00%	+10.4%	Q3 2025
CMCSAComcast Corp	$1.32M	0.40%	0.00%	-18.9%	Q4 2022
PEPPepsico Inc	$1.28M	0.38%	0.00%	+16.0%	Q4 2022
EVRGEvergy, Inc.	$1.26M	0.38%	0.01%	+16.5%	Q4 2022
DDDuPont de Nemours, Inc.	$1.25M	0.38%	0.01%	-1.0%	Q4 2022
MCHPMicrochip Technology Inc	$1.23M	0.37%	0.00%	-19.8%	Q4 2022
HONHoneywell International Inc	$1.23M	0.37%	0.00%	+3.2%	Q4 2022
TELTE Connectivity plc	$1.22M	0.37%	0.00%	+6.0%	Q1 2026
HONAHoneywell Aerospace Inc.	$1.21M	0.36%	Not reported	+3.0%	Q2 2026
SRESempra	$1.2M	0.36%	0.00%	+21.2%	Q1 2023

Q1 2026Reported Apr 15, 2026104 positions
QQQInvesco QQQ Trust, Series 1	$14.6M	5.08%	Not reported	+3.6%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$12.1M	4.22%	Not reported	-1.2%	Q4 2022
MSFTMicrosoft Corp	$6.21M	2.16%	0.00%	+18.6%	Q4 2022
NVDANvidia Corp	$5.95M	2.07%	0.00%	+23.6%	Q3 2023
AAPLApple Inc.	$4.78M	1.66%	0.00%	+4.3%	Q4 2022
AMZNAmazon Com Inc	$4.63M	1.61%	0.00%	+21.1%	Q3 2023
UPSUnited Parcel Service Inc	$4.02M	1.40%	0.01%	-3.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$3.65M	1.27%	Not reported	+37.0%	Q3 2023
JPMJPMorgan Chase & Co	$3.6M	1.26%	0.00%	+17.1%	Q4 2022
AZNAstrazeneca PLC	$3.27M	1.14%	Not reported	+55.1%	Q2 2024
METAMeta Platforms, Inc.	$3.14M	1.10%	Not reported	-1.9%	Q3 2023
GILDGilead Sciences, Inc.	$2.98M	1.04%	0.00%	-13.3%	Q4 2022
AVGOBroadcom Inc.	$2.81M	0.98%	0.00%	+14.3%	Q1 2024
GOOGAlphabet Inc.	$2.73M	0.95%	Not reported	+21.1%	Q3 2023
FVDFirst Trust Value Line Dividend Fund	$2.7M	0.94%	Not reported	-4.8%	Q4 2022
WFCWells Fargo & Company	$2.6M	0.91%	0.00%	+18.6%	Q4 2022
AJGArthur J. Gallagher & Co.	$2.49M	0.87%	0.00%	+20.3%	Q4 2022
HONHoneywell International Inc	$2.4M	0.84%	0.00%	-16.9%	Q4 2022
LGOVLargo Vista Group Ltd	$2.36M	0.82%	Not reported	+8.9%	Q1 2023
LHXL3harris Technologies, Inc.	$2.33M	0.81%	0.00%	-18.5%	Q4 2022
SHELShell plc	$2.3M	0.80%	0.00%	-10.0%	Q4 2022
COPConocophillips	$2.28M	0.80%	0.00%	-13.9%	Q4 2022
PGPROCTER & GAMBLE Co	$1.95M	0.68%	0.00%	-22.6%	Q4 2022
MCDMcdonalds Corp	$1.93M	0.67%	0.00%	-4.7%	Q4 2022
CMCSAComcast Corp	$1.91M	0.66%	0.00%	-0.1%	Q4 2022
ABTAbbott Laboratories	$1.88M	0.65%	0.00%	+13.1%	Q4 2022
WMTWalmart Inc.	$1.87M	0.65%	0.00%	+100.4%	Q4 2024
USBUS Bancorp \de\	$1.84M	0.64%	0.00%	-1.2%	Q4 2022
HDHome Depot, Inc.	$1.84M	0.64%	0.00%	-14.9%	Q4 2022
CVXChevron Corp	$1.75M	0.61%	0.00%	-15.3%	Q4 2022
PNCPNC Financial Services Group, Inc.	$1.67M	0.58%	0.00%	+6.1%	Q4 2022
BACBank of America Corp	$1.59M	0.55%	0.00%	+13.0%	Q4 2022
COSTCostco Wholesale Corp	$1.54M	0.54%	0.00%	+122.0%	Q4 2023
TSLATesla, Inc.	$1.29M	0.45%	0.00%	+21.2%	Q3 2023
QQnity Electronics, Inc.	$1.28M	0.45%	0.01%	-29.9%	Q4 2025
DDDuPont de Nemours, Inc.	$1.28M	0.45%	0.01%	-15.2%	Q4 2022
PEPPepsico Inc	$1.26M	0.44%	0.00%	-11.0%	Q4 2022
WMWaste Management Inc	$1.24M	0.43%	0.00%	-5.9%	Q3 2025
TELTE Connectivity plc	$1.19M	0.42%	0.00%	New	Q1 2026
ADIAnalog Devices Inc	$1.15M	0.40%	0.00%	-21.1%	Q4 2022
SCIService Corp International	$1.12M	0.39%	0.01%	+3.3%	Q4 2023
EQIXEquinix Inc	$1.11M	0.39%	0.00%	-19.9%	Q1 2024
CSCOCisco Systems, Inc.	$1.1M	0.38%	0.00%	+18.6%	Q3 2024
MCHPMicrochip Technology Inc	$1.09M	0.38%	0.00%	-12.4%	Q4 2022
GOOGLAlphabet Inc.	$1.06M	0.37%	0.00%	-63.9%	Q3 2023
SRESempra	$1.03M	0.36%	0.00%	+1.1%	Q1 2023
EVRGEvergy, Inc.	$1.02M	0.36%	0.01%	-2.7%	Q4 2022
PMPhilip Morris International Inc.	$1.01M	0.35%	0.00%	+40.3%	Q2 2025
EMNEastman Chemical Co	$963K	0.34%	0.01%	-12.6%	Q4 2022
FDTFederal Trust Corp	$932K	0.32%	Not reported	-35.8%	Q4 2022

Q4 2025Reported Jan 26, 2026105 positions
QQQInvesco QQQ Trust, Series 1	$15M	5.41%	Not reported	-1.3%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$12.8M	4.64%	Not reported	+1.2%	Q4 2022
MSFTMicrosoft Corp	$6.84M	2.47%	0.00%	+22.3%	Q4 2022
NVDANvidia Corp	$5.15M	1.86%	0.00%	-0.4%	Q3 2023
AAPLApple Inc.	$4.91M	1.77%	0.00%	-21.7%	Q4 2022
AMZNAmazon Com Inc	$4.24M	1.53%	0.00%	+44.8%	Q3 2023
UPSUnited Parcel Service Inc	$4.17M	1.51%	0.01%	-6.4%	Q4 2022
METAMeta Platforms, Inc.	$3.69M	1.33%	Not reported	+40.7%	Q3 2023
JPMJPMorgan Chase & Co	$3.37M	1.22%	0.00%	+2.2%	Q4 2022
GOOGLAlphabet Inc.	$3.2M	1.15%	0.00%	-24.7%	Q3 2023
GILDGilead Sciences, Inc.	$3.03M	1.09%	0.00%	-2.5%	Q4 2022
NVONovo Nordisk A S	$2.9M	1.05%	Not reported	+15.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.8M	1.01%	Not reported	+83.5%	Q3 2023
FVDFirst Trust Value Line Dividend Fund	$2.78M	1.00%	Not reported	+0.9%	Q4 2022
AVGOBroadcom Inc.	$2.75M	0.99%	0.00%	-12.1%	Q1 2024
WFCWells Fargo & Company	$2.57M	0.93%	0.00%	-9.7%	Q4 2022
PGPROCTER & GAMBLE Co	$2.5M	0.90%	0.00%	-12.1%	Q4 2022
HONHoneywell International Inc	$2.49M	0.90%	0.00%	+7.2%	Q4 2022
AJGArthur J. Gallagher & Co.	$2.47M	0.89%	0.00%	+17.7%	Q4 2022
GOOGAlphabet Inc.	$2.46M	0.89%	Not reported	+2.4%	Q3 2023
LHXL3harris Technologies, Inc.	$2.44M	0.88%	0.00%	-2.1%	Q4 2022
HDHome Depot, Inc.	$2.26M	0.81%	0.00%	+17.7%	Q4 2022
LGOVLargo Vista Group Ltd	$2.19M	0.79%	Not reported	+90.7%	Q1 2023
ABTAbbott Laboratories	$2.02M	0.73%	0.00%	+3.3%	Q4 2022
SHELShell plc	$2.02M	0.73%	0.00%	-4.7%	Q4 2022
MCDMcdonalds Corp	$1.99M	0.72%	0.00%	-4.0%	Q4 2022
CMCSAComcast Corp	$1.99M	0.72%	0.00%	+2.9%	Q4 2022
AZNAstrazeneca PLC	$1.96M	0.71%	Not reported	-20.4%	Q2 2024
ACNAccenture plc	$1.94M	0.70%	0.00%	-14.0%	Q4 2022
USBUS Bancorp \de\	$1.91M	0.69%	0.00%	-4.8%	Q4 2022
COPConocophillips	$1.88M	0.68%	0.00%	+5.4%	Q4 2022
BACBank of America Corp	$1.59M	0.57%	0.00%	-4.1%	Q4 2022
PNCPNC Financial Services Group, Inc.	$1.58M	0.57%	0.00%	+16.3%	Q4 2022
CVXChevron Corp	$1.52M	0.55%	0.00%	+10.9%	Q4 2022
AMGNAmgen Inc	$1.42M	0.51%	0.00%	+148.9%	Q4 2022
FDTFederal Trust Corp	$1.33M	0.48%	Not reported	-13.1%	Q4 2022
DDDuPont de Nemours, Inc.	$1.32M	0.48%	0.01%	+21.2%	Q4 2022
PEPPepsico Inc	$1.31M	0.47%	0.00%	-5.7%	Q4 2022
QQnity Electronics, Inc.	$1.3M	0.47%	0.01%	+17.0%	Q4 2025
TSLATesla, Inc.	$1.29M	0.47%	0.00%	-50.9%	Q3 2023
WMWaste Management Inc	$1.26M	0.45%	0.00%	-2.0%	Q3 2025
ADIAnalog Devices Inc	$1.25M	0.45%	0.00%	-12.0%	Q4 2022
MCHPMicrochip Technology Inc	$1.23M	0.44%	0.00%	+7.0%	Q4 2022
INTCIntel Corp	$1.14M	0.41%	0.00%	Not reported	Q4 2023
EQIXEquinix Inc	$1.08M	0.39%	0.00%	+0.5%	Q1 2024
SCIService Corp International	$1.03M	0.37%	0.01%	+8.9%	Q4 2023
SOLSSolstice Advanced Materials Inc.	$933K	0.34%	0.01%	+545.2%	Q4 2025
EVRGEvergy, Inc.	$931K	0.34%	0.01%	+7.1%	Q4 2022
SRESempra	$930K	0.34%	0.00%	+2.5%	Q1 2023
EMNEastman Chemical Co	$921K	0.33%	0.01%	+2.5%	Q4 2022

Q3 2025Reported Oct 15, 2025100 positions
QQQInvesco QQQ Trust, Series 1	$14.8M	5.95%	Not reported	-3.1%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$12.4M	4.97%	Not reported	+5.0%	Q4 2022
MSFTMicrosoft Corp	$5.99M	2.40%	0.00%	-23.6%	Q4 2022
AAPLApple Inc.	$5.87M	2.35%	0.00%	+67.4%	Q4 2022
NVDANvidia Corp	$5.17M	2.07%	0.00%	+13.9%	Q3 2023
UPSUnited Parcel Service Inc	$3.76M	1.51%	0.01%	+7.7%	Q4 2022
GOOGLAlphabet Inc.	$3.3M	1.32%	0.00%	+268.0%	Q3 2023
JPMJPMorgan Chase & Co	$3.23M	1.30%	0.00%	-5.2%	Q4 2022
PGPROCTER & GAMBLE Co	$3.05M	1.22%	0.00%	+15.0%	Q4 2022
AVGOBroadcom Inc.	$2.98M	1.20%	0.00%	-14.4%	Q1 2024
METAMeta Platforms, Inc.	$2.92M	1.17%	Not reported	+60.7%	Q3 2023
GILDGilead Sciences, Inc.	$2.81M	1.13%	0.00%	+8.0%	Q4 2022
AMZNAmazon Com Inc	$2.78M	1.12%	0.00%	+32.6%	Q3 2023
FVDFirst Trust Value Line Dividend Fund	$2.76M	1.11%	Not reported	-0.5%	Q4 2022
NVONovo Nordisk A S	$2.73M	1.10%	Not reported	+34.4%	Q4 2022
TSLATesla, Inc.	$2.6M	1.04%	0.00%	-20.4%	Q3 2023
LHXL3harris Technologies, Inc.	$2.59M	1.04%	0.00%	-15.0%	Q4 2022
WFCWells Fargo & Company	$2.56M	1.03%	0.00%	-3.0%	Q4 2022
AJGArthur J. Gallagher & Co.	$2.52M	1.01%	0.00%	+18.8%	Q4 2022
HONHoneywell International Inc	$2.51M	1.01%	0.00%	+12.1%	Q4 2022
HDHome Depot, Inc.	$2.26M	0.91%	0.00%	-2.2%	Q4 2022
DDDuPont de Nemours, Inc.	$2.12M	0.85%	0.01%	-4.8%	Q4 2022
ABTAbbott Laboratories	$2.1M	0.84%	0.00%	+7.6%	Q4 2022
ACNAccenture plc	$2.07M	0.83%	0.00%	+41.7%	Q4 2022
SHELShell plc	$2.06M	0.83%	0.00%	-1.4%	Q4 2022
AZNAstrazeneca PLC	$2.06M	0.83%	Not reported	+1.3%	Q2 2024
MCDMcdonalds Corp	$2.06M	0.83%	0.00%	+14.4%	Q4 2022
CMCSAComcast Corp	$2.03M	0.81%	0.00%	+16.9%	Q4 2022
GOOGAlphabet Inc.	$1.87M	0.75%	Not reported	+42.3%	Q3 2023
USBUS Bancorp \de\	$1.82M	0.73%	0.00%	-4.4%	Q4 2022
COPConocophillips	$1.8M	0.72%	0.00%	+7.1%	Q4 2022
BACBank of America Corp	$1.55M	0.62%	0.00%	-8.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.52M	0.61%	Not reported	+137.0%	Q3 2023
FDTFederal Trust Corp	$1.45M	0.58%	Not reported	-6.8%	Q4 2022
CVXChevron Corp	$1.4M	0.56%	0.00%	+11.0%	Q4 2022
PEPPepsico Inc	$1.36M	0.55%	0.00%	+5.1%	Q4 2022
PNCPNC Financial Services Group, Inc.	$1.31M	0.52%	0.00%	-13.1%	Q4 2022
WMWaste Management Inc	$1.29M	0.52%	0.00%	New	Q3 2025
ADIAnalog Devices Inc	$1.28M	0.52%	0.00%	-13.9%	Q4 2022
WMTWalmart Inc.	$1.17M	0.47%	0.00%	+56.0%	Q4 2024
MCHPMicrochip Technology Inc	$1.16M	0.46%	0.00%	-9.5%	Q4 2022
LGOVLargo Vista Group Ltd	$1.14M	0.46%	Not reported	+6.2%	Q1 2023
EQIXEquinix Inc	$1.1M	0.44%	0.00%	+22.3%	Q1 2024
SCIService Corp International	$1.01M	0.40%	0.01%	+14.2%	Q4 2023
SRESempra	$925K	0.37%	0.00%	-0.7%	Q1 2023
EVRGEvergy, Inc.	$912K	0.37%	0.01%	+33.6%	Q4 2022
EMNEastman Chemical Co	$888K	0.36%	0.01%	+14.6%	Q4 2022
BWXTBWX Technologies, Inc.	$836K	0.34%	0.01%	-18.1%	Q3 2024
JNJJohnson & Johnson	$800K	0.32%	0.00%	-0.9%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$799K	0.32%	0.00%	+25.2%	Q2 2025

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