IAMS WEALTH MANAGEMENT, LLC

Q2 2026 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    190

  • Value ($000)

    $332,182

  • Date Filed
    07/16/2026
  • Form type
    13F-HR
  • CIK
    0001998182
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ

INVESCO QQQ TR

UNIT SER 1
$18.16M
6 %

24,659

SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
$11.55M
4 %

15,461

FTCB

FIRST TR EXCHANGE-TRADED FD

CORE INVESTMENT
$8.2M
3 %

393,102

---

FIRST TR EXCHNG TRADED FD VI

FT LADD BUFF ETF
$7.97M
2 %

218,155

---

FIRST TR EXCHANGE-TRADED FD

VEST LADDERED
$7.25M
2 %

348,601

RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
$7.09M
2 %

87,485

KRE

SPDR SERIES TRUST

ST STR BLO 1 ETF
$7.05M
2 %

76,972

---

FIRST TR EXCHNG TRADED FD VI

FT VEST NASD ETF
$6.59M
2 %

167,711

MSFT

MICROSOFT CORP

COM
$6.35M
2 %

17,031

NVDA

NVIDIA CORPORATION

COM
$6.31M
2 %

31,531

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