Sign In
test

Michael G. Hansen

Iams Wealth Management, Llc

Assets Managed
$332.182M
Holdings
190
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
15.8%(2Q avg: 9.68%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Iams Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 190 positions.

Assets under management

The assets under management (AUM) of Iams Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 332.182M in assets, with a quarterly growth rate of 15.8% and a 2-quarter average growth rate of 9.68%. The portfolio is managed by Michael G. Hansen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.4%
5.47%
$18.161M
24,659 shares@ $736.5 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -16.86%
3.48%
$11.546M
15,461 shares@ $746.82 avg price
FTCB
Ft Core Investment Grade Etf
Recent Activity
Increased 29.1%
2.47%
$8.198M
393,102 shares@ $20.86 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 8.49%
2.4%
$7.969M
218,155 shares@ $36.54 avg price
ACYN
Ft Lad Autocall Bar Inc Etf
Recent Activity
New Position
2.19%
$7.247M
348,601 shares@ $20.8 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 15.43%
2.14%
$7.092M
87,485 shares@ $81.07 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -16.78%
2.13%
$7.054M
76,972 shares@ $91.65 avg price
BUFQ
Ft Vst Lad Nsdq Buf Etf-usdi
Recent Activity
Increased 12.36%
1.99%
$6.586M
167,711 shares@ $39.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.54%
1.92%
$6.354M
17,031 shares@ $373.07 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -7.5%
1.9%
$6.309M
31,531 shares@ $200.11 avg price

1-10 of 190