IAMS WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 286,872
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 186 | 286,872 | 13F-HR | IAMS WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/26/2026 | 187 | 277,043 | 13F-HR | IAMS WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/15/2025 | 184 | 249,252 | 13F-HR | IAMS WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/14/2025 | 168 | 217,840 | 13F-HR | IAMS WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 185.9 K | 64.8% | 0 | 70.99 K | -70.99 K |
| ETFs | 100.9 K | 35.2% | 81.15 K | 0 | 81.15 K |
| Other | 0 | 0.0% | 0 | 330 | -330 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
286,872
Holdings
186
QoQ value change ($000)
9,829
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.