IAMS WEALTH MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
187
Total value ($000)
$277,043
Net value change ($000)
+27,791 (11.1%)
New positions
27
Sold out positions
24
Turnover %
12.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VWOB 3,366 NEW
FTCB 2,648 84.6%
JHMB 2,485 NEW
VPLS 2,380 NEW
RDVY 2,197 72.2%
FEMB 2,085 NEW
ANGL 1,913 87.4%
JHMD 1,574 NEW
BUFQ 1,472 62.6%
AMZN 1,454 52.2%
Top Reduces (Value $000, Stocks/ETFs)
BILS -1,749 -48.5%
TSLA -1,310 -50.3%
BIL -1,187 -14.5%
FTGS -1,169 -28.9%
CLOI -1,075 -100.0%
MBSF -1,011 -100.0%
FIXD -1,006 -43.0%
AAPL -964 -16.4%
LMBS -935 -50.7%
DD -793 -37.5%
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