Iams Wealth Management, LLC reported 97 positions worth $151.50M for the quarter ended Sep 30, 2026, up 5.7% on the prior quarter. It opened 13 new positions, added to 48, trimmed 34 and exited 15. Its largest holding is Apple Inc. at 6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +8,256 | +43.2% | $2.75M | 6.02% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +5,408 | +1,263.6% | $2.47M | 1.76% |
| PLTR Palantir Technologies Inc. | +11.0K | – | $2.05M | 1.35% |
| LLY ELI LILLY & Co | +1,388 | – | $1.61M | 1.06% |
| BMY Bristol Myers Squibb Co | +25.0K | – | $1.56M | 1.03% |
| SOLS Solstice Advanced Materials Inc. | +21.0K | +189.4% | $1.18M | 1.19% |
| PSX Phillips 66 | +3,446 | – | $879.80K | 0.581% |
| PANW Palo Alto Networks Inc | +2,139 | – | $849.85K | 0.561% |
| KO Coca Cola Co | +9,489 | – | $816.81K | 0.539% |
| GOOG Alphabet Inc. | +2,187 | +20.9% | $745.24K | 2.85% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | -3,570 | -45.9% | $1.78M | 1.38% |
| LRCX Lam Research Corp | -3,144 | -100.0% | $1.36M | Exited |
| PEP Pepsico Inc | -9,437 | -100.0% | $1.28M | Exited |
| AMAT Applied Materials Inc | -1,550 | -100.0% | $1.12M | Exited |
| COP Conocophillips | -6,852 | -39.1% | $857.68K | 0.88% |
| EMN Eastman Chemical Co | -12.7K | -100.0% | $851.65K | Exited |
| AMD Advanced Micro Devices Inc | -1,353 | -52.0% | $827.71K | 0.504% |
| TXN Texas Instruments Inc | -2,741 | -100.0% | $817.01K | Exited |
| IBM International Business Machines Corp | -2,811 | -100.0% | $790.56K | Exited |
| ORLY O Reilly Automotive Inc | -7,726 | -100.0% | $711.49K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PLTR Palantir Technologies Inc. | +11.0K | $2.05M | 1.35% |
| LLY ELI LILLY & Co | +1,388 | $1.61M | 1.06% |
| BMY Bristol Myers Squibb Co | +25.0K | $1.56M | 1.03% |
| PSX Phillips 66 | +3,446 | $879.80K | 0.581% |
| PANW Palo Alto Networks Inc | +2,139 | $849.85K | 0.561% |
| KO Coca Cola Co | +9,489 | $816.81K | 0.539% |
| RHP Ryman Hospitality Properties, Inc. | +5,558 | $664.35K | 0.439% |
| MA Mastercard Inc | +1,069 | $589.52K | 0.389% |
| KR Kroger Co | +9,907 | $580.75K | 0.383% |
| ETR Entergy Corp | +5,389 | $534.95K | 0.353% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| LRCX Lam Research Corp | -3,144 | $1.36M | 0.951% |
| PEP Pepsico Inc | -9,437 | $1.28M | 0.892% |
| AMAT Applied Materials Inc | -1,550 | $1.12M | 0.782% |
| EMN Eastman Chemical Co | -12.7K | $851.65K | 0.594% |
| TXN Texas Instruments Inc | -2,741 | $817.01K | 0.57% |
| IBM International Business Machines Corp | -2,811 | $790.56K | 0.552% |
| ORLY O Reilly Automotive Inc | -7,726 | $711.49K | 0.496% |
| SO Southern Co | -6,552 | $627.21K | 0.438% |
| CEG Constellation Energy Corp | -2,437 | $605.34K | 0.422% |
| HMC Honda Motor Co Ltd | -21.9K | $594.09K | 0.415% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 27.4K | $9.12M | 6.02% | +8,256 | +43.2% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 16.9K | $8.69M | 5.74% | -88 | -0.5% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 33.7K | $7.71M | 5.09% | +2,216 | +7.0% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 21.4K | $5.34M | 3.52% | -1,673 | -7.2% | Reduced | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 6,327 | $4.59M | 3.03% | +262 | +4.3% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 12.6K | $4.31M | 2.85% | +2,187 | +20.9% | Added | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 11.6K | $3.84M | 2.53% | -1,223 | -9.5% | Reduced | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 10.2K | $3.57M | 2.36% | +1,503 | +17.3% | Added | 0% |
| 9 | GILD Gilead Sciences, Inc. | Healthcare | 21.8K | $3.25M | 2.15% | -3,372 | -13.4% | Reduced | 0% |
| 10 | PG PROCTER & GAMBLE Co | Consumer Staples | 19.1K | $2.77M | 1.83% | +3,683 | +23.9% | Added | 0% |
| 11 | UPS United Parcel Service Inc | Industrials | 29.2K | $2.73M | 1.8% | +11 | +0.0% | Added | 0% |
| 12 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 5,836 | $2.66M | 1.76% | +5,408 | +1,263.6% | Added | 0% |
| 13 | WFC Wells Fargo & Company | Financial Services | 30.4K | $2.43M | 1.61% | -4,609 | -13.2% | Reduced | 0% |
| 14 | LHX L3Harris Technologies, Inc. | Industrials | 9,720 | $2.30M | 1.52% | +1,622 | +20.0% | Added | 0.01% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,201 | $2.09M | 1.38% | -3,570 | -45.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Iams Wealth Management.
As of its Q3 2026 13F filing, Iams Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 6.0%, Microsoft Corp (MSFT) at 5.7%, Nvidia Corp (NVDA) at 5.1%, Amazon Com Inc (AMZN) at 3.5%, Meta Platforms, Inc. (META) at 3.0% of the reported portfolio.
Iams Wealth Management, LLC reported a 13F portfolio worth $151.50M across 97 positions for Q3 2026. That is up 5.7% from the previous quarter.
Its largest purchases by value were Apple Inc. ($2.75M), Taiwan Semiconductor Manufacturing Co Ltd ($2.47M), Palantir Technologies Inc. ($2.05M). It opened 13 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($1.78M), Lam Research Corp ($1.36M), Pepsico Inc ($1.28M). It exited 15 positions entirely.
From the Form 13F-HR reports Iams Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.