SEC Form 13F · Q1 2026

IAMS WEALTH MANAGEMENT, LLC

Institutional Holdings Report

13F-HRNE
$286.9M
Portfolio Value
186
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
IAMS WEALTH MANAGEMENT, LLC
CIK
1998182
Accession No.
0001998182-26-000002
Location
OMAHA, NE
Form Type
13F-HR
Portfolio Value
$286.9M
Holdings Reported
186
Reporting Period
Q1 2026
Filed
April 15, 2026

About this Filing

IAMS WEALTH MANAGEMENT, LLC is an institutional investment manager based in OMAHA, NE reporting approximately $286.9M in 13(f) securities across 186 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.