IAMS WEALTH MANAGEMENT, LLC
Q1 2026 13F Holdings
- Locationomaha, NE
- Num holdings
186
- Value ($000)
$286,872
- Date Filed 04/15/2026
- Form type13F-HR
- CIK 0001998182
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.59M | 5 % | 25,267 | ||
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $12.1M | 4 % | 18,597 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $8.48M | 3 % | 92,499 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $6.79M | 2 % | 201,100 | ||
FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | 33738D788 | $6.38M | 2 % | 304,512 | ||
MICROSOFT CORP | COM | 594918104 | $6.21M | 2 % | 16,773 | ||
NVIDIA CORPORATION | COM | 67066G104 | $5.95M | 2 % | 34,091 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $5.27M | 2 % | 149,275 | ||
FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $5.18M | 2 % | 75,797 | ||
APPLE INC | COM | 037833100 | $4.78M | 2 % | 18,815 |
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