Ima Wealth, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $914 Million distributed in 559 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $77.1M, Vanguard Large Cap ETF with a value of $63.4M, Ishares Tr Msci Usa Esg Select with a value of $60.5M, Ishares Esg Advanced Msci Eafe with a value of $54.4M, and Ishares Msci Kld 400 Social Et with a value of $46.7M.
Examining the 13F form we can see an increase of $73.1M in the current position value, from $841M to 914M.
Ima Wealth, Inc. is based out at Wichita, KS
Below you can find more details about Ima Wealth, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$914 Million
ETFs: $614 Million
Technology: $78.3 Million
Healthcare: $32.6 Million
Industrials: $30.9 Million
Financial Services: $29.3 Million
Consumer Cyclical: $25.5 Million
Communication Services: $17.9 Million
Consumer Defensive: $13.2 Million
Other: $16.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
