13F holdings · Q3 2026

Iams Wealth Management

Omaha, NE · files as Iams Wealth Management, LLC

Holdings as of Sep 30, 2026Filed Oct 15, 2026Next filing due Feb 15, 2027CIK 1998182

Iams Wealth Management reported 184 stocks worth $342M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are ACYN (5.3%), QQQ (5.1%) and SPY (3.5%). Compared with Q2 2026, the fund opened new positions in XCEM, HYZD and BOND, added to ACYN, SPY and AAPL, trimmed QQQ, MSFT and BUFR and sold out of ANGL, VPLS and FEMB.

Reported value$342M+2.9% vs last quarter

Stocks held18432 new · 38 sold out

Top 5 weight19.1%spread out

Turnover41%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	ACYN First TR Exchange-Traded FD	$18.1M	5.3%	869K	+520K (+149%)		2 of 8
2	QQQ Invesco Qqq TR	$17.3M	5.1%	23K	−1,234 (−5%)		8 of 8
3	SPY Spdr S&P 500 ETF TR	$11.9M	3.5%	16K	+96 (+1%)		8 of 8
4	AAPL Apple Inc	$9.1M	2.7%	27K	+8,256 (+43%)		8 of 8
5	ACYS First TR Exchange-Traded FD	$8.8M	2.6%	429K	+417K (+3280%)		2 of 8
6	MSFT Microsoft Corp	$8.7M	2.5%	17K	−88 (−1%)		8 of 8
7	NVDA Nvidia Corporation	$7.7M	2.3%	34K	+2,216 (+7%)		8 of 8
8	RDVY First TR Exchange Traded FD	$7.6M	2.2%	97K	+9,164 (+10%)		8 of 8
9	BUFR First Trust	$6.9M	2.0%	185K	−33K (−15%)		8 of 8
10	BUFQ First TR Exchng Traded FD VI	$6.6M	1.9%	163K	−4,643 (−3%)		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 174 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026

Stock	Value last quarter	Shares sold
ANGL Vaneck Fallen Angel High Yield Bond ETF	$3.7M	127K
VPLS Vanguard Malvern Fds	$2.6M	34K
FEMB First TR Exch Traded FD III	$2.3M	78K
LRCX Lam Research Corp	$1.4M	3,144
VCIT Vanguard Scottsdale Fds	$1.3M	16K

🔒 Free account: see all 30.

Reported value

last 8 quarters

$218MQ4 '24

$218MQ1 '25

$218MQ2 '25

$249MQ3 '25

$277MQ4 '25

$287MQ1 '26

$332MQ2 '26

$342MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC

Filed	Form	Quarter
Oct 15, 2026	13F-HR	Q3 2026	SEC filing ↗

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Iams Wealth Management 13F FAQ

What does Iams Wealth Management own?

Iams Wealth Management reported 184 stocks worth $342M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are ACYN (5.3%), QQQ (5.1%) and SPY (3.5%). The table above lists every position in the filing (the top 10 without an account).

What did Iams Wealth Management buy and sell in Q3 2026?

Compared with Q2 2026: 32 new positions, 66 added to, 76 trimmed and 38 sold out. New positions include XCEM, HYZD and BOND. It sold all of ANGL, VPLS and FEMB.

When will Iams Wealth Management file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Iams Wealth Management's portfolio worth?

The Q3 2026 filing reports $342M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.