Holdings
Iams Wealth Management, LLC
As of Sep 30, 2026, Iams Wealth Management, LLC reported 176 positions worth US$335M. Largest: FT Vest Laddered Autocallable Barrier & Income ETF, Invesco QQQ Trust and State Street SPDR S&P 500 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| FT Vest Laddered Autocallable Barrier & Income ETF | 869K | US$18.1M | new | Sep 30, 2026 |
| Invesco QQQ Trust | 23,425 | US$17.3M | new | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 15,557 | US$11.9M | new | Sep 30, 2026 |
| Apple Inc | 27,377 | US$9.12M | +8,256 | Sep 30, 2026 |
| FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 429K | US$8.84M | new | Sep 30, 2026 |
| Microsoft Corp. | 16,943 | US$8.69M | −88 | Sep 30, 2026 |
| Nvidia Corporation | 33,747 | US$7.71M | +2,216 | Sep 30, 2026 |
| First Trust Rising Dividend Achievers ETF | 96,649 | US$7.57M | new | Sep 30, 2026 |
| FT Vest Laddered Buffer ETF | 185K | US$6.93M | new | Sep 30, 2026 |
| FT Vest Laddered Nasdaq Buffer ETF | 163K | US$6.61M | new | Sep 30, 2026 |