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Iams Wealth Management, LLC
IAMS Wealth Management, LLC, headquartered in Omaha, Nebraska, is an SEC-registered investment adviser founded in 2018. The firm offers portfolio management, financial planning, and investment advisory services, mainly to retail investors and financial advisors. IAMS provides comprehensive back-office solutions, marketing, compliance, and technology services to a growing network of advisors. The team comprises 54 employees as of March 2025, and the business emphasizes close advisor partnerships and tailored support.
Investment Strategy
IAMS Wealth Management provides discretionary portfolio management, selection of other advisers, and financial planning services for retail clients. The firm offers both wrap and non-wrap fee programs, utilizing model portfolios supplied by third-party registered investment advisers who are responsible for research and security selection. IAMS emphasizes adaptive portfolio construction, personalized advisory service, and aligning investment selection strategies to client risk tolerance and objectives. Advisors receive ongoing support, compliance oversight, and access to integrated marketing and technology solutions.
Latest 13F Filing Activity
Iams Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 183 equity positions with a total 13F market value of $249M. The fund increased holdings in Apple Inc., Alphabet Inc., First TR Exchange-traded FD among other positions. Iams Wealth Management, LLC reduced exposure to Netflix Inc., Microsoft Corp., Ssga Active TR among others.
Top Holdings
Equity Positions (183)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 5.95% | $14.8M | 24,712 | $433.50 | $600.37 | +$774.7K |
S SPY | SPDR S&P 500 ETF TR | 4.97% | $12.4M | 18,602 | $550.81 | $666.18 | +$1.4M |
B BIL | SPDR SERIES TRUST | 3.29% | $8.2M | 89,293 | $91.68 | $91.75 | +$1.2M |
M MSFT | MICROSOFT CORP | 2.40% | $6.0M | 11,561 | $380.45 | $517.95 | -$1.5M |
A AAPL | APPLE INC | 2.35% | $5.9M | 23,046 | $227.76 | $254.63 | +$3.0M |
Industry Allocation
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