Long-term investor
Iams Wealth Management, LLC @iamswealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001998182).
Record
- Tracked since 2025-12-31 (257 days), 92 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.5%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 5.5% · long · since 2025-12-31
- SPY · 3.5% · long · since 2025-12-31
- FTCB · 2.5% · long · since 2025-12-31
- BUFR · 2.4% · long · since 2025-12-31
- ACYN · 2.2% · long · since 2026-06-30
- RDVY · 2.1% · long · since 2025-12-31
- BIL · 2.1% · long · since 2025-12-31
- BUFQ · 2.0% · long · since 2025-12-31
- MSFT · 1.9% · long · since 2025-12-31
- NVDA · 1.9% · long · since 2025-12-31
- VOOG · 1.8% · long · since 2025-12-31
- AAPL · 1.7% · long · since 2025-12-31