account_balance
Investment manager · 13F filer · SEC CIK 1998182
Iams Wealth Management, LLC
Reported value$342Mas of Sep 30, 2026
Positions184 31 new, 37 sold out
Top 10 weight30.1%ACYN alone is 5%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ACYNFirst Tr Exchange-Traded Fd
5.3%Added +149%
QQQInvesco QQQ Tr
5.1%Trimmed −5%
SPYSPDR S&P 500 ETF Trust
3.5%
AAPLApple Inc.
2.7%Added +43%
ACYSFirst Tr Exchange-Traded Fd
2.6%Added +3280%
MSFTMicrosoft Corp
2.5%
NVDANVIDIA Corp
2.3%Added +7%
RDVYFirst Tr Exchange Traded Fd
2.2%Added +10%
BUFRFirst Tr Exchng Traded Fd Vi
2.0%Trimmed −15%
BUFQFirst Tr Exchng Traded Fd Vi
1.9%Trimmed −3%
VOOGVanguard Admiral FDS Inc
1.9%Added +5%
BILSPDR Series Trust
1.9%Trimmed −9%
ACYNFirst Tr Exchange-Traded Fd
5.3%Added +149%
QQQInvesco QQQ Tr
5.1%Trimmed −5%
SPYSPDR S&P 500 ETF Trust
3.5%
AAPLApple Inc.
2.7%+43%
ACYSFirst Tr Exchange-Traded Fd
2.6%+3280%
MSFTMicrosoft Corp
2.5%
NVDANVIDIA Corp
2.3%
RDVYFirst Tr Exchange Traded Fd
2.2%
BUFRFirst Tr Exchng Traded Fd Vi
2.0%
BUFQ1.9%
VOOG1.9%
BIL1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ACYN First Tr Exchange-Traded Fd 5.3% Added +149%
QQQ Invesco QQQ Tr 5.1% Trimmed −5%
SPY SPDR S&P 500 ETF Trust 3.5% HeldAAPL Apple Inc. 2.7% Added +43%ACYS First Tr Exchange-Traded Fd 2.6% Added +3280%
MSFT Microsoft Corp 2.5% HeldNVDA NVIDIA Corp 2.3% Added +7%RDVY First Tr Exchange Traded Fd 2.2% Added +10%
BUFR First Tr Exchng Traded Fd Vi 2.0% Trimmed −15%
BUFQ First Tr Exchng Traded Fd Vi 1.9% Trimmed −3%
VOOG Vanguard Admiral FDS Inc 1.9% Added +5%
BIL SPDR Series Trust 1.9% Trimmed −9%
What changed
Biggest moves since Jun 30, 2026
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