What Iams Wealth Management, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1998182 · Filed Jul 16, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 15.5K |
| −16.9% |
| $11.5M |
| 3.5% |
FIRST TR EXCHANGE-TRADED FDCORE INVESTMENT | 393.1K | +29.1% | $8.2M | 2.5% |
FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF | 218.2K | New | $8M | 2.4% |
FIRST TR EXCHANGE-TRADED FDVEST LADDERED | 348.6K | New | $7.2M | 2.2% |
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | 87.5K | +15.4% | $7.1M | 2.1% |
SPDR SERIES TRUSTST STR BLO 1 ETF | 77K | New | $7.1M | 2.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST NASD ETF | 167.7K | New | $6.6M | 2% |
MSFTMicrosoft Corp | 17K | +1.5% | $6.4M | 1.9% |
NVDANVIDIA Corp | 31.5K | −7.5% | $6.3M | 1.9% |
VANGUARD ADMIRAL FDS INC500 GRTH IDX F | 72.4K | +867.7% | $6M | 1.8% |
AAPLApple Inc. | 19.1K | +1.6% | $5.5M | 1.7% |
AMZNAmazon Com Inc | 23.1K | +3.9% | $5.5M | 1.7% |
FIRST TR EXCHNG TRADED FD VISMITH OPPORT FXD | 115K | +142.4% | $5M | 1.5% |
FIRST TR EXCHANGE TRADED FDNASD TECH DIV | 37.9K | −3.0% | $4.4M | 1.3% |
JPMJPMorgan Chase & Co | 12.8K | +4.7% | $4.2M | 1.3% |
VANGUARD WHITEHALL FDSEM MK GOV BD ETF | 59.4K | +12.2% | $4M | 1.2% |
FIRST TR EXCHNG TRADED FD VIACTV FCTR LGCP | 91K | −3.3% | $4M | 1.2% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 7.8K | +2.0% | $3.9M | 1.2% |
VANGUARD ADMIRAL FDS INC500 VAL IDX FD | 17.1K | +34.6% | $3.7M | 1.1% |
VANECK ETF TRUSTFALLEN ANGEL HG | 127.2K | +13.9% | $3.7M | 1.1% |
JOHN HANCOCK EXCHANGE TRADEDMULTIFACTOR MI | 49.6K | +22.0% | $3.7M | 1.1% |
GOOGAlphabet Inc. | 10.5K | +10.0% | $3.7M | 1.1% |
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM | 22.3K | +15.2% | $3.6M | 1.1% |
METAMeta Platforms, Inc. | 6.1K | +10.5% | $3.4M | 1% |
FIRST TR EXCHNG TRADED FD VIFT VEST DEEP ETF | 112.7K | New | $3.4M | 1% |
FIRST TR EXCHANGE-TRADED FDSHS | 9.8K | −7.9% | $3.3M | 1% |
AVGOBroadcom Inc. | 8.7K | −4.7% | $3.3M | 1% |
JOHN HANCOCK EXCHANGE TRADEDMORTGAGE BACKED | 147.4K | +10.6% | $3.2M | 1% |
GILDGilead Sciences, Inc. | 25.2K | +17.7% | $3.2M | 1% |
UPSUnited Parcel Service Inc | 29.2K | −28.5% | $3.1M | 0.9% |
FIRST TR EXCHANGE-TRADED FDGROWTH STRENGTH | 80.8K | +2.3% | $3M | 0.9% |
JOHN HANCOCK EXCHANGE TRADEDMULTI INTL ETF | 65.4K | +12.0% | $2.9M | 0.9% |
WFCWells Fargo & Company | 35K | +7.1% | $2.9M | 0.9% |
FIRST TR EXCHANGE-TRADED FDSHS | 59.1K | +3.0% | $2.8M | 0.9% |
FIRST TR EXCHANGE-TRADED ALPCOM SHS | 28.6K | +4.5% | $2.8M | 0.8% |
FIRST TR EXCHANGE-TRADED FDLNG DUR OPRTUN | 127.9K | +17.0% | $2.7M | 0.8% |
PIMCO ETF TRMULTISECTOR BD | 101.2K | −2.7% | $2.7M | 0.8% |
VANGUARD MALVERN FDSCORE-PLUS BD ETF | 33.7K | −0.9% | $2.6M | 0.8% |
LHXL3HARRIS Technologies, Inc. | 8.1K | +19.8% | $2.4M | 0.7% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 7.6K | +32.1% | $2.3M | 0.7% |
FIRST TR EXCH TRADED FD IIIEME MRK BD ETF | 78.3K | −1.6% | $2.3M | 0.7% |
HDHome Depot, Inc. | 6.4K | +15.2% | $2.3M | 0.7% |
PGPROCTER & GAMBLE Co | 15.4K | +13.8% | $2.3M | 0.7% |
INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 | 36K | +555.1% | $2.2M | 0.7% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 3.1K | +0.6% | $2.1M | 0.6% |
AJGArthur J. Gallagher & Co. | 9.2K | −19.8% | $2.1M | 0.6% |
ABTAbbott Laboratories | 23K | +25.9% | $2.1M | 0.6% |
QQnity Electronics, Inc. | 12.8K | +14.6% | $2.1M | 0.6% |
AZNAstraZeneca PLC | 10.9K | −34.3% | $2.1M | 0.6% |
PNCPNC Financial Services Group, Inc. | 8.4K | +4.2% | $2.1M | 0.6% |
WMTWalmart Inc. | 17.7K | +18.0% | $2M | 0.6% |
MCDMcDonald's Corp | 7.3K | +17.5% | $2M | 0.6% |
JANUS DETROIT STR TRHENDRSON AAA CL | 38.5K | −2.8% | $1.9M | 0.6% |
CSCOCisco Systems, Inc. | 16.3K | +15.3% | $1.9M | 0.6% |
ADIAnalog Devices Inc | 4.7K | +29.1% | $1.9M | 0.6% |
SHELShell plc | 23.7K | −3.8% | $1.8M | 0.6% |
COPConocoPhillips | 17.5K | +1.2% | $1.8M | 0.5% |
BACBank of America Corp | 31.5K | −3.3% | $1.8M | 0.5% |
JNJJohnson & Johnson | 6.8K | +82.9% | $1.7M | 0.5% |
CVXChevron Corp | 9.8K | +15.7% | $1.6M | 0.5% |
TSLATesla, Inc. | 3.8K | +10.1% | $1.6M | 0.5% |
FIRST TR EXCHANGE-TRADED FDDJ INTERNT IDX | 6.1K | −2.8% | $1.6M | 0.5% |
GOOGLAlphabet Inc. | 4.5K | +20.7% | $1.6M | 0.5% |
AMDAdvanced Micro Devices Inc | 2.6K | New | $1.5M | 0.5% |
FIRST TR EXCHANGE-TRADED FDINTER GRADE ETF | 71.5K | New | $1.5M | 0.4% |
USBUS Bancorp de | 23.7K | −32.8% | $1.4M | 0.4% |
PMPhilip Morris International Inc. | 7.9K | +28.6% | $1.4M | 0.4% |
LRCXLAM Research Corp | 3.1K | +18.5% | $1.4M | 0.4% |
FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF | 14.5K | +3.8% | $1.4M | 0.4% |
NTESNetEase, Inc. | 10.5K | +84.3% | $1.3M | 0.4% |
WMWaste Management Inc | 5.9K | +10.4% | $1.3M | 0.4% |
CMCSAComcast Corp | 53.8K | −18.9% | $1.3M | 0.4% |
SPDR SERIES TRUSTST STR BL 12 ETF | 13.3K | New | $1.3M | 0.4% |
VANGUARD SCOTTSDALE FDSINT-TERM CORP | 15.7K | −0.9% | $1.3M | 0.4% |
SIMPLIFY EXCHANGE TRADED FUNBARRIER INCOME | 50.4K | +12.9% | $1.3M | 0.4% |
PEPPepsiCo Inc | 9.4K | +16.0% | $1.3M | 0.4% |
EVRGEvergy, Inc. | 14.6K | +16.5% | $1.3M | 0.4% |
SPDR SERIES TRUSTST STR SP AERO | 4.4K | New | $1.3M | 0.4% |
DDDuPont de Nemours, Inc. | 9.2K | New | $1.2M | 0.4% |
MCHPMicrochip Technology Inc | 13.5K | −19.8% | $1.2M | 0.4% |
HONHoneywell International Inc | 5.5K | New | $1.2M | 0.4% |
TELTE Connectivity plc | 6.1K | +6.0% | $1.2M | 0.4% |
HONAHoneywell Aerospace Inc. | 5.5K | New | $1.2M | 0.4% |
FIRST TR EXCHANGE-TRADED FDNY ARCA BIOTECH | 4.9K | +1.2% | $1.2M | 0.4% |
SRESempra | 12.9K | +21.2% | $1.2M | 0.4% |
UNHUnitedHealth Group Inc | 2.7K | +9.3% | $1.1M | 0.3% |
SCIService Corp International | 14.9K | +9.1% | $1.1M | 0.3% |
AMATApplied Materials Inc | 1.6K | −18.1% | $1.1M | 0.3% |
FIRST TR EXCHANGE-TRADED FDFT VEST S&P 500 | 21.8K | +2.0% | $1.1M | 0.3% |
FIRST TR EXCH TRD ALPHDX FDEMERG MKT ALPH | 34K | +0.1% | $1.1M | 0.3% |
ISHARES TRS&P 500 VAL ETF | 4.7K | +0.2% | $1.1M | 0.3% |
ISHARES TRS&P 500 GRWT ETF | 7.7K | +0.1% | $1.1M | 0.3% |
FIRST TR EXCH TRD ALPHDX FDDEV MRK EX US | 11K | +2.4% | $1M | 0.3% |
COSTCostco Wholesale Corp | 1.1K | −28.1% | $1M | 0.3% |
EQIXEquinix Inc | 986 | −12.6% | $1M | 0.3% |
UALUnited Airlines Holdings, Inc. | 7.5K | +16.5% | $1M | 0.3% |
LOWLowe's Companies Inc | 4.5K | +35.1% | $991.5K | 0.3% |
FIRST TR EXCHANGE-TRADED FDLTD DUR INVT ETF | 52.4K | New | $988.3K | 0.3% |
SOLSSolstice Advanced Materials Inc. | 11.1K | −9.2% | $980.7K | 0.3% |
ROPRoper Technologies Inc | 2.8K | +15.6% | $961.1K | 0.3% |
GEGeneral Electric Co | 2.5K | +26.2% | $947.4K | 0.3% |
SYKStryker Corp | 3K | +32.0% | $946.6K | 0.3% |
CTASCintas Corp | 5.5K | +27.8% | $939.9K | 0.3% |
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | 15.9K | −3.7% | $925K | 0.3% |
FIRST TR EXCHANGE-TRADED FDMNGD FUTRS STRGY | 17.8K | −1.0% | $893.1K | 0.3% |
FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT | 17.8K | +1.6% | $884.7K | 0.3% |
SELECT SECTOR SPDR TRST STR INDL ETF | 4.8K | New | $883K | 0.3% |
BWXTBWX Technologies, Inc. | 4.5K | +6.5% | $879.4K | 0.3% |
VVisa Inc. | 2.5K | +23.9% | $870.9K | 0.3% |
HWMHowmet Aerospace Inc. | 3.2K | +18.7% | $855.8K | 0.3% |
EMNEastman Chemical Co | 12.7K | +0.8% | $851.6K | 0.3% |
ABBVAbbVie Inc. | 3.3K | +16.1% | $836.7K | 0.3% |
TXNTexas Instruments Inc | 2.7K | New | $817K | 0.2% |
ISHARES TR3 7 YR TREAS BD | 6.9K | −3.6% | $815.8K | 0.2% |
IBMInternational Business Machines Corp | 2.8K | +11.8% | $790.6K | 0.2% |
TRVTravelers Companies, Inc. | 2.4K | +23.9% | $780.1K | 0.2% |
FIRST TR EXCHNG TRADED FD VIVEST BUFFERED | 26K | +0.9% | $762.6K | 0.2% |
SELECT SECTOR SPDR TRST STR SVC ETF | 7K | New | $753.5K | 0.2% |
HLTHilton Worldwide Holdings Inc. | 2.2K | +22.1% | $742.6K | 0.2% |
RFRegions Financial Corp | 24.4K | +30.3% | $735.4K | 0.2% |
RTXRTX Corp | 3.9K | +20.5% | $733.5K | 0.2% |
ORLYO Reilly Automotive Inc | 7.7K | +23.4% | $711.5K | 0.2% |
MOAltria Group, Inc. | 9.9K | +36.0% | $710.6K | 0.2% |
XYLXylem Inc. | 5.9K | New | $695.1K | 0.2% |
FIRST TR EXCHANGE TRADED FDNASDAQ BK ETF | 16.8K | −8.2% | $694.6K | 0.2% |
TJXTJX Companies Inc | 4.5K | +18.5% | $686.5K | 0.2% |
FIRST TR EXCH TRD ALPHDX FDEUROPE ALPHADEX | 12K | +1.4% | $683.9K | 0.2% |
DISWalt Disney Co | 7K | +27.2% | $675.6K | 0.2% |
VZVerizon Communications Inc | 15.8K | +40.8% | $670.1K | 0.2% |
AMGNAmgen Inc | 1.8K | +16.6% | $647.7K | 0.2% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 3.3K | New | $637.3K | 0.2% |
SOSouthern Co | 6.6K | +41.1% | $627.2K | 0.2% |
SELECT SECTOR SPDR TRST STR UTIL ETF | 13.6K | New | $616.2K | 0.2% |
LMTLockheed Martin Corp | 1.2K | +40.7% | $606K | 0.2% |
CEGConstellation Energy Corp | 2.4K | +28.4% | $605.3K | 0.2% |
FIRST TR EXCH TRD ALPHDX FDJAPAN ALPHADEX | 7.8K | +3.0% | $597.7K | 0.2% |
HMCHonda Motor Co Ltd | 21.9K | +39.9% | $594.1K | 0.2% |
QCOMQualcomm Inc | 3.1K | −36.2% | $566.4K | 0.2% |
EIXEdison International | 7.5K | +47.2% | $559K | 0.2% |
FIRST TR EXCH TRADED FD IIILNG/SHT EQUITY | 7.6K | +11.3% | $557.5K | 0.2% |
PEGPublic Service Enterprise Group Inc | 6.7K | +46.9% | $545.5K | 0.2% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 9.2K | −3.6% | $541.8K | 0.2% |
CMECME Group Inc. | 2.4K | New | $524K | 0.2% |
LISTED FDS TRROUN MA SEVE ETF | 8K | New | $517.3K | 0.2% |
HASHasbro, Inc. | 6.1K | +44.8% | $500.1K | 0.2% |
FIRST TR EXCHANGE-TRADED FDHLTH CARE ALPH | 4.1K | +15.3% | $499.5K | 0.2% |
CFGCitizens Financial Group Inc | 7.1K | +38.7% | $497.2K | 0.1% |
TAT&T Inc. | 22.4K | +51.9% | $463.9K | 0.1% |
TMToyota Motor Corp | 2.7K | +54.9% | $462K | 0.1% |
LISTED FDS TRRELA ST MANA ETF | 14.8K | New | $445.8K | 0.1% |
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 9.6K | New | $427.9K | 0.1% |
FIRST TR EXCHANGE TRAD FD VIALT ABSLT STRG | 13.5K | −4.8% | $426.7K | 0.1% |
ISHARES TRCORE MSCI EAFE | 4.3K | +0.7% | $417.8K | 0.1% |
FIRST TR EXCHANGE-TRADED FDSHS | 8.2K | −39.2% | $397.1K | 0.1% |
JOHN HANCOCK EXCHANGE TRADEDMULTIFACTR SML | 8K | −9.8% | $390.7K | 0.1% |
ISHARES TRCORE S&P500 ETF | 502 | +1.6% | $375.9K | 0.1% |
GLDSPDR Gold Trust | 988 | −33.9% | $364K | 0.1% |
SSGA ACTIVE TRSTATE STREET US | 5.1K | −79.4% | $330.6K | 0.1% |
VANGUARD INDEX FDSTOTAL STK MKT | 859 | +0.4% | $318.1K | 0.1% |
MAINMain Street Capital CORP | 6.1K | ±0% | $316.5K | 0.1% |
VANGUARD INDEX FDSSM CP VAL ETF | 1.3K | −1.0% | $307.3K | 0.1% |
STZConstellation Brands, Inc. | 2.1K | +21.0% | $292.2K | 0.1% |
EXXON MOBIL CORPCOM | 2.1K | −4.4% | $285.2K | 0.1% |
FIRST TR EXCHANGE-TRADED FDINTER GOVT ETF | 13.6K | New | $275.2K | 0.1% |
URIUnited Rentals, Inc. | 238 | New | $269.6K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST LAD | 9.5K | New | $265.4K | 0.1% |
PTYPIMCO Corporate & Income Opportunity Fund | 22K | ±0% | $264.7K | 0.1% |
FIRST TR EXCHANGE-TRADED FDVEST LAD AUT ETF | 12.7K | New | $260.9K | 0.1% |
FIRST TR EXCHANGE-TRADED FDFIRST TR TA HIYL | 6.3K | +5.7% | $257.7K | 0.1% |
VANGUARD INDEX FDSGROWTH ETF | 3K | +505.5% | $255.6K | 0.1% |
PAXSPIMCO Access Income Fund | 17.3K | ±0% | $251K | 0.1% |
SPDR INDEX SHS FDSST STR PO EX ETF | 4.9K | New | $249K | 0.1% |
SPDR INDEX SHS FDSST PORT MARK ETF | 4.8K | New | $247.9K | 0.1% |
SCHWAB STRATEGIC TRGOVT MONE MA ETF | 2.4K | New | $245K | 0.1% |
SLViShares Silver Trust | 4.5K | +5.1% | $243.1K | 0.1% |
HODLVanEck Bitcoin ETF | 13.7K | −6.5% | $227.8K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 3.8K | New | $225.7K | 0.1% |
PFGPrincipal Financial Group Inc | 2K | New | $214.8K | 0.1% |
FIRST TR EXCHANGE TRADED FDS&P INTL DIVID | 10K | −2.8% | $214.4K | 0.1% |
BGTBlackRock Floating Rate Income Trust | 20K | ±0% | $213.2K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST UQ EQT | 3.9K | New | $210.4K | 0.1% |
ISHARES TRMSCI EAFE ETF | 2K | New | $209.7K | 0.1% |
FIRST TR EXCHNG TRADED FD VIVEST BUFFERED | 8K | New | $206.3K | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 428 | New | $204.4K | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 854 | New | $202.3K | 0.1% |
GDGeneral Dynamics Corp | 568 | New | $201.2K | 0.1% |
EVVEaton Vance Ltd Duration Income Fund | 20K | ±0% | $187.4K | 0.1% |
BBNXBeta Bionics, Inc. | 10K | New | $156.7K | 0.1% |
PHKPIMCO High Income Fund | 30K | ±0% | $139.8K | 0.1% |
