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13F-HR filed by IAMS WEALTH MANAGEMENT, LLC

IAMS WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-16, with 190 holding rows worth $332,182,265.

Accession
0001998182-26-000003
Filed
2026-07-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 190 entries on the cover page, a total value of $332,182,265 stated on the cover page (in dollars after the unit check, H1), rows summing to $332,182,265 with VALUE read as dollars as filed, 13F file number 028-23408. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INVESCO QQQ TR46090E103COM24,659$18,161,261dollars as filed
SPY78462F103SHS15,461$11,546,471dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D788CORE INVESTMENT393,102$8,198,157dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED218,155$7,969,203dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E690VEST LADDERED348,601$7,247,458dollars as filed
FIRST TR EXCHANGE TRADED FD33738R506RISNG DIVD ACHIV87,485$7,091,733dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS76,972$7,053,880dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U752FT VEST LADDERED167,711$6,586,013dollars as filed
Microsoft Corp594918104COM17,031$6,353,627dollars as filed
NVIDIA Corp67066G104COM31,531$6,309,434dollars as filed
Vanguard S&P 500 Growth ETF921932505SHS72,383$5,980,465dollars as filed
Apple Inc037833100COM19,121$5,533,699dollars as filed
Amazon.com, Inc023135106COM23,100$5,505,654dollars as filed
FIRST TRUST TCW OPPORTUNISTIC33740F805TCW OPPORTUNIS115,002$5,015,296dollars as filed
FIRST TR EXCHANGE TRADED FD33738R118NASD TECH DIV37,891$4,353,015dollars as filed
JPMorgan Chase & Co46625H100COM12,827$4,199,282dollars as filed
VANGUARD WHITEHALL FDS921946885COM59,428$3,996,036dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F821ACTV FCTR LGCP91,041$3,953,039dollars as filed
Berkshire Hathaway Inc084670702COM7,771$3,888,532dollars as filed
VANGUARD ADMIRAL FDS INC921932703500 VAL IDX FD17,063$3,740,859dollars as filed
VANECK ETF TRUST92189F437COM127,212$3,719,722dollars as filed
JOHN HANCOCK EXCHANGE TRADED47804J206MULTIFACTOR MI49,580$3,716,651dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM10,462$3,697,029dollars as filed
Invesco S&P 500 Momentum ETF46138E339SHS22,327$3,606,983dollars as filed
META PLATFORMS INC CL A30303M102COM6,065$3,416,884dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U703FT VEST LADDERED112,730$3,350,335dollars as filed
FIRST TR EXCHANGE-TRADED FD337345102SHS9,831$3,290,339dollars as filed
Broadcom Inc.11135F101COM8,664$3,273,255dollars as filed
JOHN HANCOCK EXCHANGE TRADED47804J792CMN147,419$3,235,137dollars as filed
Gilead Sciences,Inc.375558103COM25,186$3,182,375dollars as filed
United Parcel Service,Inc. Class B911312106COM29,202$3,139,300dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E823GROWTH STRENGTH80,793$2,989,537dollars as filed
JOHN HANCOCK EXCHANGE TRADED47804J859MULTI INTL ETF65,413$2,905,073dollars as filed
Wells Fargo & Company949746101COM35,009$2,893,436dollars as filed
FIRST TR VALUE LINE DIVID IN33734H106SHS59,066$2,845,898dollars as filed
FIRST TR EXCHANGE-TRADED ALP33735J101COM SHS28,642$2,772,565dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D606LNG DUR OPRTUN127,861$2,736,254dollars as filed
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585ETF101,249$2,685,121dollars as filed
VANGUARD CORE PLUS BOND ETF922020755ETF33,652$2,610,654dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock8,098$2,353,998dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM7,630$2,311,864dollars as filed
FIRST TR EXCH TRADED FD III33739P202EME MRK BD ETF78,322$2,288,605dollars as filed
Home Depot, Inc437076102COM6,431$2,268,495dollars as filed
Procter & Gamble Co742718109COM15,388$2,256,833dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF35,998$2,204,219dollars as filed
Vanguard S&P 500 ETF922908363COM3,101$2,131,708dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock9,216$2,116,149dollars as filed
Abbott Laboratories002824100COM23,021$2,089,040dollars as filed
QNITY ELECTRONICS INC COMMON STOCK74743L100Stock12,765$2,084,828dollars as filed
ASTRAZENECA PLC ORDG0593M107ADR10,885$2,064,036dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock8,358$2,058,578dollars as filed
Walmart Inc.931142103COM17,716$2,006,605dollars as filed
McDonalds Corporation580135101COM7,281$1,968,684dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL38,527$1,945,228dollars as filed
Cisco Systems,Inc.17275R102COM16,304$1,915,269dollars as filed
Analog Devices,Inc.032654105COM4,681$1,859,933dollars as filed
SHELL PLC SPON ADS780259305ADR23,745$1,841,357dollars as filed
ConocoPhillips20825C104COM17,502$1,819,568dollars as filed
Bank of America Corp060505104COM31,516$1,795,893dollars as filed
Johnson & Johnson478160104COM6,777$1,721,560dollars as filed
Chevron Corporation166764100COM9,799$1,624,426dollars as filed
Tesla Motors, Inc88160R101COM3,836$1,613,425dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E302DJ INTERNT IDX6,053$1,602,349dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,452$1,591,292dollars as filed
Advanced Micro Devices,Inc.007903107COM2,601$1,510,946dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D796INTER GRADE ETF71,489$1,480,548dollars as filed
USBANCORPDEL902973304COM NEW23,747$1,434,464dollars as filed
Philip Morris International Inc.718172109COM7,861$1,422,521dollars as filed
Lam Research Corporation512807306COM3,144$1,362,389dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E104CAP STRENGTH ETF14,501$1,362,022dollars as filed
NETEASE COM INC SPONSORED ADS64110W102ADR10,532$1,349,570dollars as filed
Waste Management, Inc.94106L109COM5,943$1,324,743dollars as filed
Comcast Corp20030N101COM53,839$1,321,783dollars as filed
SPDR SERIES TRUST78468R523ST STR BL 12 ETF13,253$1,317,193dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS15,681$1,296,105dollars as filed
SIMPLIFY EXCHANGE TRADED FUN82889N335BARRIER INCOME50,377$1,289,669dollars as filed
PepsiCo,Inc.713448108COM9,437$1,278,099dollars as filed
EVERGY INC COM30034W106Stock14,561$1,258,691dollars as filed
SPDR S&P Aerospace & Defense ETF78464A631SHS4,422$1,255,092dollars as filed
DUPONT DE NEMOURS INC COMMON STOCK26614N201Stock9,205$1,248,566dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock13,522$1,233,296dollars as filed
HONEYWELL INTL INC COM438516205Stock5,473$1,225,408dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock6,060$1,221,756dollars as filed
HONEYWELL AEROSPACE INC COM43849R105Stock5,464$1,207,980dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E203NY ARCA BIOTECH4,850$1,202,268dollars as filed
SEMPRA COM816851109Stock12,903$1,196,366dollars as filed
UnitedHealth Group Inc91324P102COM2,748$1,142,309dollars as filed
SERVICE CORP INTL COM817565104Stock14,864$1,129,205dollars as filed
Applied Materials,Inc.038222105COM1,550$1,120,650dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q705FT VEST S&P 50021,841$1,103,004dollars as filed
FIRST TR EXCH TRD ALPHDX FD33737J182EMERG MKT ALPH34,024$1,088,458dollars as filed
iShares S&P 500 Value ETF464287408SHS4,718$1,071,269dollars as filed
iShares S&P 500 Growth ETF464287309SHS7,705$1,059,787dollars as filed
FIRST TR EXCH TRD ALPHDX FD33737J174DEV MRK EX US10,975$1,039,179dollars as filed
Costco Wholesale Corporation22160K105COM1,110$1,038,872dollars as filed
EQUINIX INC COM29444U700REIT986$1,028,925dollars as filed
UNITED AIRLS HLDGS INC COM910047109Stock7,516$1,022,102dollars as filed
Lowes Companies,Inc.548661107COM4,496$991,540dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D804LTD DUR INVT ETF52,412$988,256dollars as filed
SOLS83443Q103COM11,066$980,667dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock2,840$961,145dollars as filed
General Electric Company369604301COM2,535$947,420dollars as filed
Stryker Corporation863667101COM3,006$946,562dollars as filed
CINTAS CORP COM172908105Stock5,525$939,916dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS15,893$925,016dollars as filed
FIRST TR EXCHANGE-TRADED FD33739G103MNGD FUTRS STRGY17,819$893,125dollars as filed
FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q200ETF17,771$884,720dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL4,766$883,005dollars as filed
BWX TECHNOLOGIES INC05605H100COM4,517$879,389dollars as filed
Visa Inc92826C839COM2,538$870,887dollars as filed
HOWMET AEROSPACE INC COM443201108Stock3,183$855,827dollars as filed
EASTMAN CHEM CO COM277432100Stock12,713$851,647dollars as filed
AbbVie,Inc.00287Y109COM3,324$836,738dollars as filed
Texas Instruments Incorporated882508104COM2,741$817,009dollars as filed
ISHARES TR4642886613 7 YR TREAS BD6,944$815,793dollars as filed
International Business Machines Corporation459200101COM2,811$790,556dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock2,362$780,053dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U778VEST BUFFERED26,012$762,557dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS7,031$753,452dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock2,247$742,581dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock24,352$735,445dollars as filed
Raytheon Technologies Corporation75513E101COM3,865$733,536dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock7,726$711,487dollars as filed
Altria Group Inc02209S103COM9,876$710,648dollars as filed
XYLEM INC COM98419M100Stock5,880$695,077dollars as filed
FIRST TR EXCHANGE TRADED FD33738R860NASDAQ BK ETF16,805$694,586dollars as filed
TJX Companies Inc872540109COM4,530$686,483dollars as filed
FIRST TR EXCH TRD ALPHDX FD33737J117EUROPE ALPHADEX11,988$683,931dollars as filed
Walt Disney Co254687106COM7,018$675,594dollars as filed
Verizon Communications Inc92343V104COM15,826$670,146dollars as filed
Amgen Inc.031162100COM1,787$647,669dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS3,344$637,268dollars as filed
Southern Company842587107COM6,552$627,207dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS13,590$616,244dollars as filed
Lockheed Martin Corporation539830109COM1,189$605,991dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock2,437$605,343dollars as filed
FIRST TR EXCH TRD ALPHDX FD33737J158JAPAN ALPHADEX7,831$597,710dollars as filed
HONDA MOTOR CO LTD ADR ECH CNV IN 3438128308ADR21,914$594,091dollars as filed
Qualcomm Incorporated747525103COM3,065$566,385dollars as filed
EDISON INTL COM281020107Stock7,509$559,045dollars as filed
FIRST TR EXCH TRADED FD III33739P103LNG/SHT EQUITY7,553$557,450dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock6,721$545,510dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS9,186$541,795dollars as filed
CME Group Inc. Class A12572Q105COM2,373$524,030dollars as filed
LISTED FDS TR53656G498ROUN MA SEVE ETF8,045$517,295dollars as filed
HASBRO INC COM418056107Stock6,055$500,137dollars as filed
FIRST TR EXCHANGE TRADED FD33734X143HLTH CARE ALPH4,081$499,518dollars as filed
CITIZENS FINL GROUP INC COM174610105Stock7,095$497,237dollars as filed
AT&T Inc00206R102COM22,408$463,852dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR2,743$461,977dollars as filed
LISTED FDS TR53656G332RELA ST MANA ETF14,823$445,777dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 29,646$427,897dollars as filed
FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGYETF33740Y101UIT EXCHANGE TRADED13,492$426,659dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS4,326$417,806dollars as filed
FIRST TR EXCHANGE-TRADED FD336917109SHS8,159$397,055dollars as filed
JOHN HANCOCK EXCHANGE TRADED47804J842MULTIFACTR SML8,045$390,665dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS502$375,942dollars as filed
SPDR GOLD TR78463V107GOLD SHS988$363,961dollars as filed
SSGA ACTIVE TR78470P408STATE STREET US5,097$330,616dollars as filed
VTI922908769COM859$318,113dollars as filed
MAIN STR CAP CORP56035L104COM6,100$316,468dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,264$307,256dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock2,099$292,152dollars as filed
EXXON MOBIL CORP30231G102COM2,086$285,232dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D838INTER GOVT ETF13,629$275,164dollars as filed
UNITED RENTALS INC COM911363109Stock238$269,627dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U729FT VEST LAD9,501$265,363dollars as filed
PIMCO CORPORATE & INCOME OPP72201B101COM22,000$264,660dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E641VEST LAD AUT ETF12,702$260,900dollars as filed
FIRST TRUST HIGH YIELD LONG/SH33738D408FIRST TR TA HIYL6,337$257,676dollars as filed
Vanguard Growth922908736COM2,967$255,630dollars as filed
PIMCO ACCESS INCOME FUND72203T100SHS BENFIN INT17,250$250,988dollars as filed
SPDW78463X889COM4,941$249,021dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS4,787$247,917dollars as filed
SCHWAB STRATEGIC TR808524581GOVT MONE MA ETF2,432$245,000dollars as filed
iShares Silver Trust46428Q109COM4,547$243,127dollars as filed
VanEck Bitcoin Trust92189K105SHS13,714$227,790dollars as filed
VWO922042858SHS3,782$225,747dollars as filed
PRINCIPAL FINANCIAL GROUP INC COM74251V102Stock1,993$214,806dollars as filed
FIRST TR EXCHANGE TRADED FD33738R688S&P INTL DIVID9,989$214,365dollars as filed
BLACKROCK GLOBAL FLOATING RATE091941104COM20,000$213,200dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U505FT VEST UQ EQT3,863$210,407dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,018$209,729dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U760VEST BUFFERED7,971$206,330dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS428$204,399dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS854$202,325dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock568$201,208dollars as filed
EATON VANCE LIMITED DURATION27828H105COM20,000$187,400dollars as filed
BETA BIONICS INC08659B102COMMON STOCK10,000$156,700dollars as filed
PIMCO HIGH INCOME FD722014107COM SHS30,000$139,800dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001998182-26-000003this filing2026-07-16acceptance time not in the bulk data set