Iams Wealth Management, LLC - Q12026 Holdings

Iams Wealth Management, LLC holds 186 stocks with a total portfolio value of $ 286.87M as of Q12026. In Q12026, Iams Wealth Management, LLC added 16 new positions, increased stakes in 83 stocks, reduced 78 holdings, and fully exited 17 positions. The largest holding is Invesco Qqq Tr (QQQ), representing 5.08% of the total portfolio.