Iams Wealth Management, LLC holds a diversified book of 190 stocks worth $332.2M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened FT Lad Autocall Bar Inc ETF and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1998182/holdings"
Use Arkolith to show IAMS WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
42% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $18.2M | 24.7K | 5.5% | ▼−2.4% Reduced · −608 sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $11.5M | 15.5K | 3.5% | ▼−17% Reduced · −3K sh | |
| 3 | First TR Exchange-Traded FD CORE INVESTMENT | $8.2M | 393.1K | 2.5% | ▲+29% Added · +89K sh | |
| 4 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $8.0M | 218.2K | 2.4% | ▲+8.5% Added · +17K sh | |
| 5 | First TR Exchange-Traded FD VEST LADDERED | $7.2M | 348.6K | 2.2% | ▲New New position | |
| 6 | First TR Exchange Traded FD RISNG DIVD ACHIV | $7.1M | 87.5K | 2.1% | ▲+15% Added · +12K sh | |
| 7 | SPDR Series Trust ST STR BLO 1 ETF | $7.1M | 77.0K | 2.1% | ▼−17% Reduced · −16K sh | |
| 8 | First TR Exchng Traded FD VI FT VEST NASD ETF | $6.6M | 167.7K | 2.0% | ▲+12% Added · +18K sh | |
| 9 | Microsoft Corp COM | $6.4M | 17.0K | 1.9% | ▲+1.5% Added · +258 sh | |
| 10 | Nvidia Corporation COM | $6.3M | 31.5K | 1.9% | ▼−7.5% Reduced · −3K sh | |
| 11 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $6.0M | 72.4K | 1.8% | ▲+868% Added · +65K sh | |
| 12 | Apple Inc COM | $5.5M | 19.1K | 1.7% | ▲+1.6% Added · +306 sh | |
| 13 | Amazon Com Inc COM | $5.5M | 23.1K | 1.7% | ▲+3.9% Added · +869 sh | |
| 14 | First TR Exchng Traded FD VI SMITH OPPORT FXD | $5.0M | 115.0K | 1.5% | ▲+142% Added · +68K sh | |
| 15 | First TR Exchange Traded FD NASD TECH DIV | $4.4M | 37.9K | 1.3% | ▼−3.0% Reduced · −1K sh | |
| 16 | JPMorgan Chase & Co COM | $4.2M | 12.8K | 1.3% | ▲+4.7% Added · +579 sh | |
| 17 | Vanguard Whitehall FDS EM MK GOV BD ETF | $4.0M | 59.4K | 1.2% | ▲+12% Added · +6K sh | |
| 18 | First TR Exchng Traded FD VI ACTV FCTR LGCP | $4.0M | 91.0K | 1.2% | ▼−3.3% Reduced · −3K sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $3.9M | 7.8K | 1.2% | ▲+1.9% Added · +149 sh | |
| 20 | Vanguard Admiral FDS Inc 500 VAL IDX FD | $3.7M | 17.1K | 1.1% | ▲+35% Added · +4K sh | |
| 21 | Vaneck ETF Trust FALLEN ANGEL HG | $3.7M | 127.2K | 1.1% | ▲+14% Added · +16K sh | |
| 22 | John Hancock Exchange Traded MULTIFACTOR MI | $3.7M | 49.6K | 1.1% | ▲+22% Added · +9K sh | |
| 23 | Alphabet Inc CAP STK CL C | $3.7M | 10.5K | 1.1% | ▲+10% Added · +952 sh | |
| 24 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $3.6M | 22.3K | 1.1% | ▲+15% Added · +3K sh | |
| 25 | Meta Platforms Inc CL A | $3.4M | 6.1K | 1.0% | ▲+10% Added · +574 sh | |
| 26 | First TR Exchng Traded FD VI FT VEST DEEP ETF | $3.4M | 112.7K | 1.0% | ▼−1.1% Reduced · −1K sh | |
| 27 | First TR Exchange-Traded FD SHS | $3.3M | 9.8K | 1.0% | ▼−7.9% Reduced · −845 sh | |
| 28 | Broadcom Inc COM | $3.3M | 8.7K | 1.0% | ▼−4.7% Reduced · −427 sh | |
| 29 | John Hancock Exchange Traded MORTGAGE BACKED | $3.2M | 147.4K | 1.0% | ▲+11% Added · +14K sh | |
| 30 | Gilead Sciences Inc COM | $3.2M | 25.2K | 1.0% | ▲+18% Added · +4K sh | |
| 31 | United Parcel Svcs Inc CL B | $3.1M | 29.2K | 0.9% | ▼−29% Reduced · −12K sh | |
| 32 | First TR Exchange-Traded FD GROWTH STRENGTH | $3.0M | 80.8K | 0.9% | ▲+2.3% Added · +2K sh | |
| 33 | John Hancock Exchange Traded MULTI INTL ETF | $2.9M | 65.4K | 0.9% | ▲+12% Added · +7K sh | |
| 34 | Wells Fargo & Co COM | $2.9M | 35.0K | 0.9% | ▲+7.1% Added · +2K sh | |
| 35 | First TR Exchange-Traded FD SHS | $2.8M | 59.1K | 0.9% | ▲+3.0% Added · +2K sh | |
| 36 | First TR Exchange-Traded Alp COM SHS | $2.8M | 28.6K | 0.8% | ▲+4.5% Added · +1K sh | |
| 37 | First TR Exchange-Traded FD LNG DUR OPRTUN | $2.7M | 127.9K | 0.8% | ▲+17% Added · +19K sh | |
| 38 | Pimco ETF TR MULTISECTOR BD | $2.7M | 101.2K | 0.8% | ▼−2.6% Reduced · −3K sh | |
| 39 | Vanguard Malvern FDS CORE-PLUS BD ETF | $2.6M | 33.7K | 0.8% | ▼−0.9% Reduced · −301 sh | |
| 40 | L3harris Technologies Inc COM | $2.4M | 8.1K | 0.7% | ▲+20% Added · +1K sh | |
| 41 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $2.3M | 7.6K | 0.7% | ▲+32% Added · +2K sh | |
| 42 | First TR Exch Traded FD III EME MRK BD ETF | $2.3M | 78.3K | 0.7% | ▼−1.6% Reduced · −1K sh | |
| 43 | Home Depot Inc COM | $2.3M | 6.4K | 0.7% | ▲+15% Added · +848 sh | |
| 44 | Procter & Gamble Co COM | $2.3M | 15.4K | 0.7% | ▲+14% Added · +2K sh | |
| 45 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $2.2M | 36.0K | 0.7% | ▲+555% Added · +31K sh | |
| 46 | Vanguard Index FDS S&P 500 ETF SHS | $2.1M | 3.1K | 0.6% | ▲+0.6% Added · +19 sh | |
| 47 | Gallagher Arthur J & Co COM | $2.1M | 9.2K | 0.6% | ▼−20% Reduced · −2K sh | |
| 48 | Abbott Laboratories COM | $2.1M | 23.0K | 0.6% | ▲+26% Added · +5K sh | |
| 49 | Qnity Electronics Inc COMMON STOCK | $2.1M | 12.8K | 0.6% | ▲+15% Added · +2K sh | |
| 50 | AstraZeneca PLC ORD | $2.1M | 10.9K | 0.6% | ▼−34% Reduced · −6K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 190 | $332.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 186 | $286.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 187 | $277.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 184 | $249.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 168 | $217.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 157 | $218.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 163 | $218.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 145 | $203.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.