Ima Wealth, Inc. Portfolio Holdings
Ima Wealth, Inc.
- $914 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 559
- Current Value $914 Million
- Prior Value $841 Million
- Filing
- Period Q2 2025
- Filing Date August 07, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 231 stocks
- Additional Purchases 176 stocks
- Sold out of 0 stocks
- Reduced holdings in 44 stocks