Iams Wealth Management, LLC
Annual return '25
+21.9%
SPY '25
+17.7%
Alpha
+4.2ptsvs SPY
Invested
$549.6M
Holdings
47
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
21.0%
02
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Sold 15.2% (154.7k → 131.3k shares)
14.5%
03
$VTI
VANGUARD INDEX FDS
Q4 2025: New position (760 shares)
10.3%
04
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Increased +96.5% (25.2k → 49.5k shares)
8.7%
05
$AVDE
AMERICAN CENTY ETF TR
Q1 2026: Sold 24.8% (57.9k → 43.5k shares)
8.0%
06
$BSV
VANGUARD BD INDEX FDS
Q4 2025: New position (26 shares)
8.0%
07
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
5.5%
08
$EBI
RBB FUND TRUST
Held since at least Q1 2024
3.7%
09
$VXUS
VANGUARD STAR FDS
Q4 2025: New position (1 shares)
3.4%
10
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 8.1k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:00 UTC.