IAMS WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
186
Total value ($000)
$286,872
Net value change ($000)
+9,829 (3.5%)
New positions
16
Sold out positions
17
Turnover %
10.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AZN 3,270 NEW
PYLD 2,725 NEW
JAAA 1,996 NEW
BIL 1,471 21.0%
BUFQ 1,450 37.9%
JHMM 1,331 95.3%
BUFR 1,257 22.7%
TE CONNECTIVITY PLC 1,195 NEW
SBAR 1,095 NEW
WMT 1,031 123.5%
Top Reduces (Value $000, Stocks/ETFs)
NVO -2,898 -100.0%
GOOGL -2,136 -66.8%
XLG -2,078 -87.4%
AZN -1,965 -100.0%
ACN -1,936 -100.0%
BKLN -1,872 -100.0%
FTSM -1,650 -69.5%
UCON -1,246 -100.0%
INTC -1,136 -100.0%
ANGL -893 -21.8%
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