DOSSIER · 13F-HR · Q1 2026

IAMS WEALTH MANAGEMENT, LLC

IAMS WEALTH's holding co. based in Greenwich, CT — $287M in tracked AUM across 186 positions as of Q1 2026.

IW

IAMS WEALTH·Greenwich, CT·Holding Co.

CIK 0001998182 · last filed Mar 31, 2026

Total AUM

$287M

▼ 12.7%

vs prior

Holdings

186

—

positions

Whale Score

48

48

tracked

Activity

—

no data

changes this Q

Top sector

Tech

38% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: IAMS WEALTH MANAGEMENT, LLC

1. Portfolio Overview

IAMS WEALTH MANAGEMENT, LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 101.6%, growing from $137.43M to $277.04M. This doubling of assets suggests substantial net capital inflows into the firm or strong market performance combined with capital deployment. The portfolio consists of **187 h...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

INVESCO QQQ TR

$15M25K5.1%

02

STATE STR SPDR S&P 500 ETF T

$12M19K4.2%

03

SPDR SERIES TRUST

$8M92K3.0%

04

FIRST TR EXCHNG TRADED FD VI

$7M201K2.4%

05

FIRST TR EXCHANGE-TRADED FD

$6M305K2.2%

06

MICROSOFT CORP

$6M17K2.2%

07

NVIDIA CORPORATION

$6M34K2.1%

08

FIRST TR EXCHNG TRADED FD VI

$5M149K1.8%

09

FIRST TR EXCHANGE TRADED FD

$5M76K1.8%

10

APPLE INC

$5M19K1.7%

Filing history

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