Institutional Fund
Iams Wealth Management, LLC
Omaha, NECIK 19981825 filings on record
Portfolio Value
$286.87M
Q1 2026
Holdings
186
Reported positions
New Buys
16
Opened this quarter
QoQ Change
+3.5%
from $277.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr5.1%
- Spdr S&P 500 ETF Tr4.2%
- Spdr Series Trust3.0%
- First Tr Exchng Traded Fd Vi2.4%
- First Tr Exchange-Traded Fd2.2%
- Microsoft Corp2.2%
- Other81.0%
Portfolio Holdings
186 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 25.3K | $14.59M | 5.1% | +882 | Added |
| 2 | Spdr S&P 500 ETF Tr | 18.6K | $12.10M | 4.2% | −233 | Reduced |
| 3 | Spdr Series Trust | 92.5K | $8.48M | 3.0% | +15.8K | Added |
| 4 | First Tr Exchng Traded Fd Vi | 201.1K | $6.79M | 2.4% | +39.6K | Added |
| 5 | First Tr Exchange-Traded Fd | 304.5K | $6.38M | 2.2% | +32.3K | Added |
| 6 | Microsoft Corp | 16.8K | $6.21M | 2.2% | +2.6K | Added |
| 7 | Nvidia Corporation | 34.1K | $5.95M | 2.1% | +6.5K | Added |
| 8 | First Tr Exchng Traded Fd Vi | 149.3K | $5.27M | 1.8% | +42.6K | Added |
| 9 | First Tr Exchange Traded Fd | 75.8K | $5.18M | 1.8% | +340 | Added |
| 10 | Apple Inc | 18.8K | $4.78M | 1.7% | +774 | Added |
176 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio