Iams Wealth Management, LLC

Iams Wealth Management, LLC reported 190 holdings worth US$332M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 16, 2026

Iams Wealth Management, LLC reported 190 holdings worth US$332M as of Jun 30, 2026. Largest: Microsoft Corp., Nvidia Corporation and Apple Inc. Filed Jul 16, 2026 (Form 13F).

Holdings
190
Value as reported
US$332M

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.17,031US$6.35M1.9%
Nvidia Corporation31,531US$6.31M1.9%
Apple Inc19,121US$5.53M1.7%
Amazon.com, Inc.23,100US$5.51M1.7%
Alphabet Inc (google) Class C14,796US$5.29M1.6%
Jp Morgan Chase & Co.12,827US$4.2M1.3%
Berkshire Hathaway Inc.7,771US$3.89M1.2%
Meta Platforms, Inc.6,065US$3.42M1.0%
Broadcom Inc.8,664US$3.27M0.99%
Gilead Sciences, Inc.25,186US$3.18M0.96%
United Parcel Service, Inc.29,202US$3.14M0.95%
Wells Fargo & Company35,009US$2.89M0.87%
L3harris Technologies, Inc.8,098US$2.35M0.71%
Home Depot, Inc. (the)6,431US$2.27M0.68%
Procter & Gamble Company (the)15,388US$2.26M0.68%
Arthur J. Gallagher & Co.9,216US$2.12M0.64%
Abbott Laboratories23,021US$2.09M0.63%
Qnity Electronics, Inc.12,765US$2.08M0.63%
Pnc Financial Services Group, Inc. (the)8,358US$2.06M0.62%
Walmart Inc.17,716US$2.01M0.60%
Mcdonald's Corporation7,281US$1.97M0.59%
Cisco Systems, Inc.16,304US$1.92M0.58%
Analog Devices, Inc.4,681US$1.86M0.56%
Shell Plc23,745US$1.84M0.55%
Conocophillips17,502US$1.82M0.55%
Bank Of America Corporation31,516US$1.8M0.54%
Johnson & Johnson6,777US$1.72M0.52%
Chevron Corporation9,799US$1.62M0.49%
Tesla, Inc.3,836US$1.61M0.49%
Advanced Micro Devices Inc2,601US$1.51M0.45%
U.s. Bancorp23,747US$1.43M0.43%
Philip Morris International Inc7,861US$1.42M0.43%
Lam Research Corporation3,144US$1.36M0.41%
Waste Management, Inc.5,943US$1.32M0.40%
Comcast Corporation53,839US$1.32M0.40%
Pepsico, Inc.9,437US$1.28M0.38%
Evergy, Inc.14,561US$1.26M0.38%
Microchip Technology Incorporated13,522US$1.23M0.37%
Dba Sempra12,903US$1.2M0.36%
Unitedhealth Group Incorporated2,748US$1.14M0.34%
Service Corporation International14,864US$1.13M0.34%
Applied Materials, Inc.1,550US$1.12M0.34%
Costco Wholesale Corporation1,110US$1.04M0.31%
Equinix, Inc.986US$1.03M0.31%
United Airlines Holdings, Inc.7,516US$1.02M0.31%
Lowe's Companies, Inc.4,496US$992K0.30%
Solstice Advanced Materials Inc.11,066US$981K0.30%
Roper Technologies, Inc.2,840US$961K0.29%
Ge Aerospace2,535US$947K0.29%
Stryker Corporation3,006US$947K0.28%
Cintas Corporation5,525US$940K0.28%
Bwx Technologies, Inc.4,517US$879K0.26%
Visa Inc.2,538US$871K0.26%
Howmet Aerospace Inc.3,183US$856K0.26%
Eastman Chemical Company12,713US$852K0.26%
Abbvie Inc.3,324US$837K0.25%
Texas Instruments Incorporated2,741US$817K0.25%
International Business Machines Corporation2,811US$791K0.24%
The Travelers Companies, Inc.2,362US$780K0.23%
Hilton Worldwide Holdings Inc.2,247US$743K0.22%
Regions Financial Corporation24,352US$735K0.22%
Rtx Corporation3,865US$734K0.22%
O'reilly Automotive, Inc.7,726US$711K0.21%
Altria Group, Inc.9,876US$711K0.21%
Xylem Inc.5,880US$695K0.21%
Tjx Companies, Inc. (the)4,530US$686K0.21%
Walt Disney Company (the)7,018US$676K0.20%
Verizon Communications Inc.15,826US$670K0.20%
Amgen Inc.1,787US$648K0.19%
Southern Company (the)6,552US$627K0.19%
Lockheed Martin Corporation1,189US$606K0.18%
Constellation Energy Corporation2,437US$605K0.18%
Honda Motor Co., Ltd.21,914US$594K0.18%
Qualcomm Incorporated3,065US$566K0.17%
Edison International7,509US$559K0.17%
Public Service Enterprise Group Incorporated6,721US$546K0.16%
Cme Group Inc.2,373US$524K0.16%
Hasbro, Inc.6,055US$500K0.15%
Citizens Financial Group, Inc.7,095US$497K0.15%
At&t Inc.22,408US$464K0.14%
Toyota Motor Corp.2,743US$462K0.14%
Main Street Capital Corporation6,100US$316K0.10%
Constellation Brands, Inc.2,099US$292K0.09%
Exxon Mobil Corporation2,086US$285K0.09%
United Rentals, Inc.238US$270K0.08%
Principal Financial Group Inc1,993US$215K0.06%
Taiwan Semiconductor Manufacturing Co., Ltd.428US$204K0.06%
General Dynamics Corporation568US$201K0.06%
Beta Bionics, Inc.10,000US$157K0.05%
T-mobile Us, Inc.0US$00.00%
Asml Holding Nv0US$00.00%
Dupont De Nemours, Inc.0US$00.00%
Honeywell International Inc.0US$00.00%
Micron Technology, Inc.0US$00.00%

Source

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