Fund HoldingsIAMS WEALTH MANAGEMENT, LLC

Total Portfolio Value
$332.18M
Total Bought
$91.99M
Total Sold
$60.14M
Net Transaction
+$31.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0218,155+218,15507,9692.40%+7,969
FIRST TR EXCHANGE-TRADED FD0348,601+348,60107,2472.18%+7,247
SPDR SERIES TRUST
ST STR BLO 1 ETF
076,972+76,97207,0542.12%+7,054
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
0167,711+167,71106,5861.98%+6,586
INVESCO QQQ TR024,659+24,659018,1615.47%+18,161
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
0112,730+112,73003,3501.01%+3,350
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
47,451115,002+67,5512,0685,0151.51%+2,947
VANGUARD ADMIRAL FDS INC7,48072,383+64,9033,0505,9801.80%+2,930
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
087,485+87,48507,0922.13%+7,092
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
035,998+35,99802,2040.66%+2,204
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
304,512393,102+88,5906,3838,1982.47%+1,816
ADVANCED MICRO DEVICES INC(AMD)02,601+2,60101,5110.45%+1,511
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
071,489+71,48901,4810.45%+1,481
INVESCO EXCH TRADED FD TR II19,38522,327+2,9422,1733,6071.09%+1,434
SPDR SERIES TRUST
ST STR BL 12 ETF
013,253+13,25301,3170.40%+1,317
SPDR SERIES TRUST
ST STR SP AERO
04,422+4,42201,2550.38%+1,255
DUPONT DE NEMOURS INC09,205+9,20501,2490.38%+1,249
HONEYWELL INTL INC05,473+5,47301,2250.37%+1,225
HONEYWELL AEROSPACE INC05,464+5,46401,2080.36%+1,208
VANGUARD ADMIRAL FDS INC12,67917,063+4,3842,5843,7411.13%+1,157
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
40,64449,580+8,9362,7283,7171.12%+989
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
052,412+52,41209880.30%+988
FIRST TR EXCHANGE-TRADED FD09,831+9,83103,2900.99%+3,290
ALPHABET INC(GOOG)9,51010,462+9522,7283,6971.11%+969
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
5,7787,630+1,8521,3732,3120.70%+939
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,766+4,76608830.27%+883
AMAZON COM INC(AMZN)22,23123,100+8694,6305,5061.66%+876
CISCO SYS INC(CSCO)14,13716,304+2,1671,0971,9150.58%+818
TEXAS INSTRS INC(TXN)02,741+2,74108170.25%+817
JOHNSON & JOHNSON(JNJ)3,7066,777+3,0719071,7220.52%+815
QNITY ELECTRONICS INC(Q)012,765+12,76502,0850.63%+2,085
LAM RESEARCH CORP(LRCX)2,6533,144+4915671,3620.41%+796
APPLE INC(AAPL)019,121+19,12105,5341.67%+5,534
SELECT SECTOR SPDR TR
ST STR SVC ETF
07,031+7,03107530.23%+753
NETEASE COM INC(NTES)5,71410,532+4,8186401,3500.41%+710
ANALOG DEVICES INC(ADI)04,681+4,68101,8600.56%+1,860
XYLEM INC(XYL)05,880+5,88006950.21%+695
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
037,891+37,89104,3531.31%+4,353
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,344+3,34406370.19%+637
SELECT SECTOR SPDR TR
ST STR UTIL ETF
013,590+13,59006160.19%+616
JPMORGAN CHASE & CO(JPM)12,24812,827+5793,6044,1991.26%+595
ALPHABET INC(GOOG)04,452+4,45201,5910.48%+1,591
CME GROUP INC(CME)02,373+2,37305240.16%+524
VANGUARD WHITEHALL FDS52,95259,428+6,4763,4793,9961.20%+518
LISTED FDS TR
ROUN MA SEVE ETF
08,045+8,04505170.16%+517
VANECK ETF TRUST
FALLEN ANGEL HG
0127,212+127,21203,7201.12%+3,720
APPLIED MATLS INC1,8931,550-3436471,1210.34%+474
UNITEDHEALTH GROUP INC(UNH)2,5142,748+2346801,1420.34%+462
BROADCOM INC(AVGO)9,0918,664-4272,8143,2730.99%+459
LISTED FDS TR
RELA ST MANA ETF
014,823+14,82304460.13%+446
HOME DEPOT INC(HD)06,431+6,43102,2680.68%+2,268
JOHN HANCOCK EXCHANGE TRADED
MULTI INTL ETF
58,38965,413+7,0242,4742,9050.87%+431
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
09,646+9,64604280.13%+428
UNITED AIRLS HLDGS INC(UAL)6,4547,516+1,0625941,0220.31%+428
PHILIP MORRIS INTL INC(PM)6,1127,861+1,7491,0111,4230.43%+412
PNC FINL SVCS GROUP INC(PNC)8,0238,358+3351,6702,0590.62%+388
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
109,242127,861+18,6192,3562,7360.82%+380
GE AEROSPACE(GE)2,0092,535+5265709470.29%+377
NVIDIA CORPORATION(NVDA)34,09131,531-2,5605,9456,3091.90%+364
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
94,18991,041-3,1483,6333,9531.19%+320
TESLA INC(TSLA)03,836+3,83601,6130.49%+1,613
PROCTER & GAMBLE CO(PG)015,388+15,38802,2570.68%+2,257
JOHN HANCOCK EXCHANGE TRADED
MORTGAGE BACKED
133,286147,419+14,1332,9343,2350.97%+301
FIRST TR EXCHANGE-TRADED FD080,793+80,79302,9900.90%+2,990
WELLS FARGO & CO(WFC)32,69835,009+2,3112,6032,8930.87%+290
VANGUARD INDEX FDS3,0823,101+191,8432,1320.64%+289
FIRST TR EXCHANGE-TRADED FD
INTER GOVT ETF
013,629+13,62902750.08%+275
META PLATFORMS INC(META)06,065+6,06503,4171.03%+3,417
UNITED RENTALS INC(URI)0238+23802700.08%+270
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
09,501+9,50102650.08%+265
FIRST TR EXCHANGE-TRADED FD012,702+12,70202610.08%+261
VISA INC(V)2,0482,538+4906198710.26%+252
SPDR INDEX SHS FDS
ST STR PO EX ETF
04,941+4,94102490.07%+249
SPDR INDEX SHS FDS
ST PORT MARK ETF
04,787+4,78702480.07%+248
REGIONS FINANCIAL CORP NEW(RF)18,69124,352+5,6614887350.22%+247
SCHWAB STRATEGIC TR02,432+2,43202450.07%+245
FIRST TR EXCHANGE-TRADED ALP
COM SHS
028,642+28,64202,7730.83%+2,773
FIRST TR EXCHANGE-TRADED FD04,850+4,85001,2020.36%+1,202
HOWMET AEROSPACE INC(HWM)2,6813,183+5026188560.26%+238
BERKSHIRE HATHAWAY INC DEL7,6227,771+1493,6523,8891.17%+236
EVERGY INC(EVRG)12,49814,561+2,0631,0241,2590.38%+235
ALTRIA GROUP INC(MO)7,2629,876+2,6144797110.21%+231
VANGUARD INTL EQUITY INDEX F03,782+3,78202260.07%+226
TRAVELERS COMPANIES INC(TRV)1,9062,362+4565567800.23%+224
PRINCIPAL FINANCIAL GROUP IN(PFG)01,993+1,99302150.06%+215
ABBVIE INC(ABBV)2,8643,324+4606238370.25%+214
HONDA MOTOR CO LTD(HMC)15,66921,914+6,2453815940.18%+213
ABBOTT LABORATORIES023,021+23,02102,0890.63%+2,089
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
03,863+3,86302100.06%+210
ISHARES TR02,018+2,01802100.06%+210
CINTAS CORP(CTAS)05,525+5,52509400.28%+940
BANK OF AMER CORP031,516+31,51601,7960.54%+1,796
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
07,971+7,97102060.06%+206
LOWES COS INC(LOW)04,496+4,49609920.30%+992
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0428+42802040.06%+204
VANGUARD SPECIALIZED FUNDS0854+85402020.06%+202
GENERAL DYNAMICS CORP(GD)0568+56802010.06%+201
GILEAD SCIENCES INC(GILD)025,186+25,18603,1820.96%+3,182
STRYKER CORPORATION(SYK)03,006+3,00609470.28%+947
SIMPLIFY EXCHANGE TRADED FUN
BARRIER INCOME
44,62950,377+5,7481,0951,2900.39%+194
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