IAMS WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 332,182
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 190 | 332,182 | 13F-HR | IAMS WEALTH MANAGEMENT, LLC |
| 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 | 197.5 K | 59.5% | 11.58 K | 0 | 11.58 K |
| ETFs | 134.7 K | 40.5% | 33.73 K | 0 | 33.73 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
332,182
Holdings
190
QoQ value change ($000)
45,310
(15.8%)
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.