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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001998182

IAMS WEALTH MANAGEMENT, LLC

OMAHA, NE · File #028-23408

Latest AUM
$277.0M
Positions
187
Top-10 Concentration
40.6%
Filings
12

Sector Allocation

Technology
9.9%$27.3M
Financials
8.5%$23.6M
Healthcare
3.4%$9.5M
Industrials
3.4%$9.4M
Energy
1.3%$3.6M
Materials
0.8%$2.2M
Utilities
0.6%$1.7M
Real Estate
0.4%$1.1M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1INVESCO QQQ TRIVZ24,385$15.0M8.38%
2SPDR S&P 500 ETF TRSPY18,830$12.8M7.18%
3SPDR SERIES TRUST78468R66376,666$7.0M3.92%
4MICROSOFT CORPMSFT14,142$6.8M3.83%
5FIRST TR EXCHANGE-TRADED FD33738D788272,185$5.8M3.23%
6FIRST TR EXCHNG TRADED FD VI33740F755161,516$5.5M3.09%
7FIRST TR EXCHANGE TRADED FD33738R50675,457$5.2M2.93%
8NVIDIA CORPORATIONNVDA27,591$5.1M2.88%
9APPLE INCAAPL18,041$4.9M2.74%
10AMAZON COM INCAMZN18,355$4.2M2.37%
11UNITED PARCEL SERVICE INCUPS42,088$4.2M2.34%
12VANECK ETF TRUST92189F437139,646$4.1M2.29%
13FIRST TR EXCHNG TRADED FD VI33740U752106,632$3.8M2.14%
14META PLATFORMS INCMETA5,595$3.7M2.07%
15FIRST TR EXCHANGE TRADED FD33738R11838,097$3.7M2.06%
16JPMORGAN CHASE & CO.VYLD10,462$3.4M1.89%
17VANGUARD WHITEHALL FDS92194688549,920$3.4M1.88%
18ALPHABET INCGOOG10,212$3.2M1.79%
19GILEAD SCIENCES INCGILD24,681$3.0M1.69%
20FIRST TR EXCHNG TRADED FD VI33740U703106,257$3.0M1.68%