IAMS WEALTH MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
184
Total value ($000)
$341,923
Net value change ($000)
+9,741 (2.9%)
New positions
32
Sold out positions
38
Turnover %
18.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
FIRST TRUST EXCHANGE-TRADED FUND 10,882 150.2%
FIRST TR EXCHANGE-TRADED FD 8,574 3285.1%
AAPL 3,584 64.8%
XCEM 3,324 NEW
HYZD 2,818 NEW
BOND 2,729 NEW
TSM 2,458 1204.9%
MSFT 2,337 36.8%
PLTR 2,049 NEW
QQQM 1,810 78.3%
Top Reduces (Value $000, Stocks/ETFs)
FIXD -4,240 -84.5%
FTCB -4,150 -50.6%
ANGL -3,720 -100.0%
VPLS -2,611 -100.0%
FEMB -2,289 -100.0%
VWOB -2,191 -54.8%
LGOV -2,130 -77.9%
BRK-B -1,797 -46.2%
VOOV -1,773 -47.4%
SPMO -1,759 -48.8%
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