StockDriftsStockDriftsTop 50 Iams Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 5.47% | 24.7K | $18.2M | -2.41%(-608) | $421.63(+73.74%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.48% | 15.5K | $11.5M | -16.86%(-3.14K) | $538.70(+43.93%) | 2026-06-30 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 2.47% | 393.1K | $8.2M | +29.09%(+88.59K) | $21.01(-1.76%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.4% | 218.2K | $8.0M | +8.48%(+17.05K) | $30.22(+23.86%) | 2026-06-30 | |
| ACYN | FIRST TR EXCHANGE-TRADED FD | 2.18% | 348.6K | $7.2M | new | $20.42(+1.67%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.13% | 87.5K | $7.1M | +15.42%(+11.69K) | $63.79(+31.05%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 2.12% | 77.0K | $7.1M | -16.79%(-15.53K) | $91.64(-0.11%) | 2026-06-30 | |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 1.98% | 167.7K | $6.6M | +12.35%(+18.44K) | $33.60(+18.50%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.91% | 17.0K | $6.4M | +1.54%(+258) | $379.04(+28.24%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.9% | 31.5K | $6.3M | -7.51%(-2.56K) | $111.83(+102.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.77% | +32.27% | — | — | +36.52% |
| Top 20 Holdings Unweighted | +10.72% | +35.74% | — | — | +42.42% |
Iams Wealth Management LLC reports $332.18M in US-listed equity holdings across 190 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (5.5%), SPY (3.5%) and FTCB (2.5%). The top 20 holdings account for 39.94% of reported assets. Its disclosed equity book has returned +32.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Iams Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1998182). View Iams Wealth Management LLC’s 13F filings on SEC