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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 6 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ROP ROPER TECHNOLOGIES INC Industrials 2,840.0 $961K 0.29% NEW $338.43 +25.5%
102 GE GE AEROSPACE Industrials 2,535.0 $947K 0.28% NEW $373.74 -10.2%
103 SYK STRYKER CORPORATION Healthcare 3,006.0 $947K 0.28% NEW $314.89 +2.8%
104 CTAS CINTAS CORP Industrials 5,525.0 $940K 0.28% NEW $170.12 +18.6%
105 VGSH VANGUARD SCOTTSDALE FDS 15,893.0 $925K 0.28% NEW $58.20 -0.2%
106 FMF FIRST TR EXCHANGE-TRADED FD 17,819.0 $893K 0.27% NEW $50.12 +0.9%
107 LMBS FIRST TR EXCHANGE-TRADED FD 17,771.0 $885K 0.27% NEW $49.78 -0.6%
108 XLI SELECT SECTOR SPDR TR 4,766.0 $883K 0.27% NEW $185.27 -5.5%
109 BWXT BWX TECHNOLOGIES INC Industrials 4,517.0 $879K 0.27% NEW $194.68 -21.8%
110 V VISA INC Financial Services 2,538.0 $871K 0.26% NEW $343.14 +10.6%
111 HWM HOWMET AEROSPACE INC Industrials 3,183.0 $856K 0.26% NEW $268.87 -8.9%
112 EMN EASTMAN CHEM CO Basic Materials 12,713.0 $852K 0.26% NEW $66.99 +8.1%
113 ABBV ABBVIE INC Healthcare 3,324.0 $837K 0.25% NEW $251.73 +1.9%
114 TXN TEXAS INSTRS INC Technology 2,741.0 $817K 0.25% NEW $298.07 -12.5%
115 IEI ISHARES TR 6,944.0 $816K 0.25% NEW $117.48 -1.1%
116 IBM INTERNATIONAL BUSINESS MACHS Technology 2,811.0 $791K 0.24% NEW $281.24 -16.8%
117 TRV TRAVELERS COMPANIES INC Financial Services 2,362.0 $780K 0.23% NEW $330.25 +10.8%
118 BUFG FIRST TR EXCHNG TRADED FD VI 26,012.0 $763K 0.23% NEW $29.32 +2.1%
119 XLC SELECT SECTOR SPDR TR 7,031.0 $753K 0.23% NEW $107.16 +4.0%
120 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,247.0 $743K 0.22% NEW $330.48 -4.3%
Page 6 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%