Iams Wealth Management, LLC - Q42025 Holdings

Iams Wealth Management, LLC holds 187 stocks with a total portfolio value of $ 277.04M as of Q42025. In Q42025, Iams Wealth Management, LLC added 27 new positions, increased stakes in 84 stocks, reduced 68 holdings, and fully exited 24 positions. The largest holding is Invesco Qqq Tr (QQQ), representing 5.41% of the total portfolio.