IAMS WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
184
Total value ($000)
$249,252
Net value change ($000)
+31,412 (14.4%)
New positions
28
Sold out positions
12
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,045 107.8%
GOOGL 2,648 407.4%
FTSM 1,783 NEW
SPY 1,445 13.2%
NVDA 1,325 34.5%
WM 1,290 NEW
BIL 1,242 17.9%
META 1,094 59.9%
BUFD 924 75.2%
GOOGL 912 95.3%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -1,753 -100.0%
MSFT -1,534 -20.4%
RSMV -850 -69.5%
FISR -706 -47.8%
SPAB -632 -100.0%
UNH -511 -100.0%
MOAT -479 -100.0%
UPS -457 -10.8%
AMGN -417 -45.9%
SPLB -407 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type