Fund Holdings

IAMS WEALTH MANAGEMENT, LLC

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+218,15507,969,2032.40%+7,969,203
FIRST TR EXCHANGE-TRADED FD0348,601+348,60107,247,4582.18%+7,247,458
SPDR SERIES TRUST
ST STR BLO 1 ETF
076,972+76,97207,053,8802.12%+7,053,880
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
0167,711+167,71106,586,0131.98%+6,586,013
INVESCO QQQ TR25,26724,659-60814,585,88518,161,2615.47%+3,575,376
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
0112,730+112,73003,350,3351.01%+3,350,335
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
47,451115,002+67,5512,068,4605,015,2961.51%+2,946,836
VANGUARD ADMIRAL FDS INC7,48072,383+64,9033,050,0115,980,4651.80%+2,930,454
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
75,79787,485+11,6885,175,5347,091,7332.13%+1,916,199
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
5,49535,998+30,503299,7792,204,2190.66%+1,904,440
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
304,512393,102+88,5906,382,6198,198,1572.47%+1,815,538
ADVANCED MICRO DEVICES INC(AMD)02,601+2,60101,510,9460.45%+1,510,946
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
071,489+71,48901,480,5480.45%+1,480,548
INVESCO EXCH TRADED FD TR II19,38522,327+2,9422,173,4643,606,9831.09%+1,433,519
SPDR SERIES TRUST
ST STR BL 12 ETF
013,253+13,25301,317,1930.40%+1,317,193
SPDR SERIES TRUST
ST STR SP AERO
04,422+4,42201,255,0920.38%+1,255,092
DUPONT DE NEMOURS INC09,205+9,20501,248,5660.38%+1,248,566
HONEYWELL INTL INC05,473+5,47301,225,4080.37%+1,225,408
HONEYWELL AEROSPACE INC05,464+5,46401,207,9800.36%+1,207,980
VANGUARD ADMIRAL FDS INC12,67917,063+4,3842,584,0163,740,8591.13%+1,156,843
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
40,64449,580+8,9362,728,0693,716,6511.12%+988,582
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
052,412+52,4120988,2560.30%+988,256
FIRST TR EXCHANGE-TRADED FD10,6769,831-8452,305,8003,290,3390.99%+984,539
ALPHABET INC(GOOG)9,51010,462+9522,728,3563,697,0291.11%+968,673
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
5,7787,630+1,8521,373,0882,311,8640.70%+938,776
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,766+4,7660883,0050.27%+883,005
AMAZON COM INC(AMZN)22,23123,100+8694,630,0545,505,6541.66%+875,600
CISCO SYS INC(CSCO)14,13716,304+2,1671,097,0141,915,2690.58%+818,255
TEXAS INSTRS INC(TXN)02,741+2,7410817,0090.25%+817,009
JOHNSON & JOHNSON(JNJ)3,7066,777+3,071906,6321,721,5600.52%+814,928
QNITY ELECTRONICS INC(Q)11,13512,765+1,6301,284,9242,084,8280.63%+799,904
LAM RESEARCH CORP(LRCX)2,6533,144+491566,8371,362,3890.41%+795,552
APPLE INC(AAPL)18,81519,121+3064,775,7275,533,6991.67%+757,972
SELECT SECTOR SPDR TR
ST STR SVC ETF
07,031+7,0310753,4520.23%+753,452
NETEASE COM INC(NTES)5,71410,532+4,818639,6251,349,5700.41%+709,945
ANALOG DEVICES INC(ADI)3,6274,681+1,0541,154,3071,859,9330.56%+705,626
XYLEM INC(XYL)05,880+5,8800695,0770.21%+695,077
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
39,07237,891-1,1813,659,5394,353,0151.31%+693,476
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,344+3,3440637,2680.19%+637,268
SELECT SECTOR SPDR TR
ST STR UTIL ETF
013,590+13,5900616,2440.19%+616,244
JPMORGAN CHASE & CO(JPM)12,24812,827+5793,603,8844,199,2821.26%+595,398
ALPHABET INC(GOOG)3,6894,452+7631,060,9321,591,2920.48%+530,360
CME GROUP INC(CME)02,373+2,3730524,0300.16%+524,030
VANGUARD WHITEHALL FDS52,95259,428+6,4763,478,5213,996,0361.20%+517,515
LISTED FDS TR
ROUN MA SEVE ETF
08,045+8,0450517,2950.16%+517,295
VANECK ETF TRUST
FALLEN ANGEL HG
111,709127,212+15,5033,208,3143,719,7221.12%+511,408
APPLIED MATLS INC1,8931,550-343647,0551,120,6500.34%+473,595
UNITEDHEALTH GROUP INC(UNH)2,5142,748+234680,3051,142,3090.34%+462,004
BROADCOM INC(AVGO)9,0918,664-4272,814,1963,273,2550.99%+459,059
LISTED FDS TR
RELA ST MANA ETF
014,823+14,8230445,7770.13%+445,777
HOME DEPOT INC(HD)5,5836,431+8481,837,0962,268,4950.68%+431,399
JOHN HANCOCK EXCHANGE TRADED
MULTI INTL ETF
58,38965,413+7,0242,473,9832,905,0730.87%+431,090
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
09,646+9,6460427,8970.13%+427,897
UNITED AIRLS HLDGS INC(UAL)6,4547,516+1,062594,2181,022,1020.31%+427,884
PHILIP MORRIS INTL INC(PM)6,1127,861+1,7491,010,8471,422,5210.43%+411,674
PNC FINL SVCS GROUP INC(PNC)8,0238,358+3351,670,1812,058,5780.62%+388,397
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
109,242127,861+18,6192,356,3722,736,2540.82%+379,882
GE AEROSPACE(GE)2,0092,535+526570,094947,4200.29%+377,326
NVIDIA CORPORATION(NVDA)34,09131,531-2,5605,945,4966,309,4341.90%+363,938
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
94,18991,041-3,1483,633,3763,953,0391.19%+319,663
TESLA INC(TSLA)3,4833,836+3531,294,8081,613,4250.49%+318,617
PROCTER & GAMBLE CO(PG)13,52015,388+1,8681,953,2332,256,8330.68%+303,600
JOHN HANCOCK EXCHANGE TRADED
MORTGAGE BACKED
133,286147,419+14,1332,934,0733,235,1370.97%+301,064
FIRST TR EXCHANGE-TRADED FD78,99880,793+1,7952,689,5562,989,5370.90%+299,981
WELLS FARGO & CO(WFC)32,69835,009+2,3112,603,3552,893,4360.87%+290,081
VANGUARD INDEX FDS3,0823,101+191,843,1452,131,7080.64%+288,563
FIRST TR EXCHANGE-TRADED FD
INTER GOVT ETF
013,629+13,6290275,1640.08%+275,164
META PLATFORMS INC(META)5,4916,065+5743,141,9633,416,8841.03%+274,921
UNITED RENTALS INC(URI)0238+2380269,6270.08%+269,627
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
09,501+9,5010265,3630.08%+265,363
FIRST TR EXCHANGE-TRADED FD012,702+12,7020260,9000.08%+260,900
VISA INC(V)2,0482,538+490619,060870,8870.26%+251,827
SPDR INDEX SHS FDS
ST STR PO EX ETF
04,941+4,9410249,0210.07%+249,021
SPDR INDEX SHS FDS
ST PORT MARK ETF
04,787+4,7870247,9170.07%+247,917
REGIONS FINANCIAL CORP NEW(RF)18,69124,352+5,661488,226735,4450.22%+247,219
SCHWAB STRATEGIC TR02,432+2,4320245,0000.07%+245,000
FIRST TR EXCHANGE-TRADED ALP
COM SHS
27,42128,642+1,2212,532,3952,772,5650.83%+240,170
FIRST TR EXCHANGE-TRADED FD4,7914,850+59962,1291,202,2680.36%+240,139
HOWMET AEROSPACE INC(HWM)2,6813,183+502617,892855,8270.26%+237,935
BERKSHIRE HATHAWAY INC DEL7,6227,771+1493,652,4623,888,5321.17%+236,070
EVERGY INC(EVRG)12,49814,561+2,0631,024,0211,258,6910.38%+234,670
ALTRIA GROUP INC(MO)7,2629,876+2,614479,276710,6480.21%+231,372
VANGUARD INTL EQUITY INDEX F03,782+3,7820225,7470.07%+225,747
TRAVELERS COMPANIES INC(TRV)1,9062,362+456556,123780,0530.23%+223,930
PRINCIPAL FINANCIAL GROUP IN(PFG)01,993+1,9930214,8060.06%+214,806
ABBVIE INC(ABBV)2,8643,324+460622,973836,7380.25%+213,765
HONDA MOTOR CO LTD(HMC)15,66921,914+6,245380,913594,0910.18%+213,178
ABBOTT LABORATORIES18,27923,021+4,7421,877,0352,089,0400.63%+212,005
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
03,863+3,8630210,4070.06%+210,407
ISHARES TR02,018+2,0180209,7290.06%+209,729
CINTAS CORP(CTAS)4,3245,525+1,201731,508939,9160.28%+208,408
BANK OF AMER CORP32,58131,516-1,0651,588,4501,795,8930.54%+207,443
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
07,971+7,9710206,3300.06%+206,330
LOWES COS INC(LOW)3,3294,496+1,167786,994991,5400.30%+204,546
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0428+4280204,3990.06%+204,399
VANGUARD SPECIALIZED FUNDS0854+8540202,3250.06%+202,325
GENERAL DYNAMICS CORP(GD)0568+5680201,2080.06%+201,208
GILEAD SCIENCES INC(GILD)21,40625,186+3,7802,983,6983,182,3750.96%+198,677
STRYKER CORPORATION(SYK)2,2783,006+728748,807946,5620.28%+197,755
SIMPLIFY EXCHANGE TRADED FUN
BARRIER INCOME
44,62950,377+5,7481,095,2171,289,6690.39%+194,452
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