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Portfolio (Quarterly) Guide ↗

IAMS WEALTH MANAGEMENT, LLC

· CIK 0001998182
13F Portfolio $332M AUM 190 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 190 New
Page 5 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCHP MICROCHIP TECHNOLOGY INC. Technology 13,522.0 $1.2M 0.37% NEW $91.21 -19.5%
82 HONEYWELL INTL INC 5,473.0 $1.2M 0.37% NEW $223.90
83 TEL TE CONNECTIVITY PLC Technology 6,060.0 $1.2M 0.37% NEW $201.61 +1.8%
84 HONEYWELL AEROSPACE INC 5,464.0 $1.2M 0.36% NEW $221.08
85 FBT FIRST TR EXCHANGE-TRADED FD 4,850.0 $1.2M 0.36% NEW $247.89 +7.8%
86 SRE SEMPRA Utilities 12,903.0 $1.2M 0.36% NEW $92.72 -11.9%
87 UNH UNITEDHEALTH GROUP INC Healthcare 2,748.0 $1.1M 0.34% NEW $415.69 -6.3%
88 SCI SERVICE CORP INTL Consumer Cyclical 14,864.0 $1.1M 0.34% NEW $75.97 +7.5%
89 AMAT APPLIED MATLS INC Technology 1,550.0 $1.1M 0.34% NEW $723.00 -36.6%
90 KNG FIRST TR EXCHANGE-TRADED FD 21,841.0 $1.1M 0.33% NEW $50.50 +1.3%
91 FEM FIRST TR EXCH TRD ALPHDX FD 34,024.0 $1.1M 0.33% NEW $31.99 +3.2%
92 IVE ISHARES TR 4,718.0 $1.1M 0.32% NEW $227.06 +4.2%
93 IVW ISHARES TR 7,705.0 $1.1M 0.32% NEW $137.55 +1.5%
94 FDT FIRST TR EXCH TRD ALPHDX FD 10,975.0 $1.0M 0.31% NEW $94.69 +1.8%
95 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,110.0 $1.0M 0.31% NEW $935.92 +0.9%
96 EQIX EQUINIX INC Real Estate 986.0 $1.0M 0.31% NEW $1043.53 +0.3%
97 UAL UNITED AIRLS HLDGS INC Industrials 7,516.0 $1.0M 0.31% NEW $135.99 -20.6%
98 LOW LOWES COS INC Consumer Cyclical 4,496.0 $992K 0.30% NEW $220.54 -7.2%
99 FSIG FIRST TR EXCHANGE-TRADED FD 52,412.0 $988K 0.30% NEW $18.86 -0.5%
100 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 11,066.0 $981K 0.29% NEW $88.62 -28.5%
Page 5 of 10  ·  190 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.6%
Technology 23.1%
Consumer Cyclical 10.6%
Industrials 9.2%
Healthcare 7.9%
Consumer Defensive 5.5%
Communication Services 5.0%
Energy 3.4%
Utilities 2.9%
Basic Materials 1.1%