Iams Wealth Management, Llc

13F Filings History

Latest 13F report
Q3 2025 - Oct 15, 2025
Value $
$249M
Signature - Title
Michael G. Hansen - Chief Compliance Officer
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by Iams Wealth Management, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Iams Wealth Management, Llc reported 184 stock holdings with total value $249M as of Q3 2025. Top holdings included QQQ, SPY, BIL, MSFT, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 184 $249M +$36.5M -$16M +$20.5M QQQ, SPY, BIL, MSFT, AAPL 13F-HR 10/15/2025, 02:58 PM
Q2 2025 168 $218M +$24.5M -$38.9M -$14.5M QQQ, SPY, MSFT, BIL, UPS 13F-HR 7/14/2025, 11:39 AM
Q1 2025 157 $218M +$31.6M -$26M +$5.59M QQQ, SPY, BIL, BUFR, MSFT 13F-HR 4/10/2025, 01:08 PM
Q4 2024 162 $218M +$35.1M -$20.2M +$14.9M QQQ, SPY, BIL, FIXD, UPS 13F-HR 1/23/2025, 09:20 AM
Q3 2024 145 $204M +$31.2M -$15.9M +$15.3M QQQ, BIL, BILS, SPY, UPS 13F-HR 10/11/2024, 12:18 PM
Q2 2024 139 $183M +$50.7M -$34.5M +$16.3M BIL, QQQ, BILS, SPY, UPS 13F-HR 8/5/2024, 02:21 PM
Q1 2024 114 $164M +$26.1M -$19.5M +$6.63M BILS, FIXD, BIL, QQQ, UPS 13F-HR 4/18/2024, 05:27 PM
Q4 2023 108 $155M +$25.1M -$24.9M +$157K BILS, FIXD, BIL, UPS, FTSM 13F-HR 2/7/2024, 11:43 AM
Q3 2023 238 $144M +$144M -$274M -$130M BIL, FIXD, UPS, BILS, FTA 13F-HR 11/14/2023, 08:01 PM
Q2 2023 127 $274M +$274M +$274M FIXD, UPS, FTSM, FTA, FVD 13F-HR 10/30/2023, 04:26 PM
Q1 2023 101 $120M +$33.5M -$3.52M +$29.9M FIXD, BIL, FTSM, UPS, FTA 13F-HR 10/30/2023, 03:22 PM
Q4 2022 96 $98.3M FIXD, BIL, UPS, FTSM, FTA 13F-HR 10/27/2023, 03:29 PM