Ima Wealth, Inc. Portfolio Holdings

Ima Wealth, Inc.

  • $989 Million
  • Q3 2025

Ima Wealth, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $989 Million distributed in 552 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $77M, Ishares Tr Msci Usa Esg Select with a value of $70.2M, Ishares Esg Advanced Msci Eafe with a value of $55.4M, Ishares Msci Kld 400 Social Et with a value of $52.9M, and Schwab Strategic Tr Us Large C with a value of $47.6M.

Examining the 13F form we can see an increase of $75.6M in the current position value, from $914M to 989M.

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 $989 Million
ETFs: $678 Million
Technology: $88.5 Million
Industrials: $31.4 Million
Healthcare: $31.2 Million
Financial Services: $30.2 Million
Consumer Cyclical: $27.2 Million
Communication Services: $16.9 Million
Energy: $14 Million
Other: $17.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$268B
$4.13 Million 0.42% of portfolio
24,712
Q3 2025 Added 2.25%
$1.29T
$4.17 Million 0.42% of portfolio
9,369
Q3 2025 Reduced 0.54%
$0
$4.07 Million 0.41% of portfolio
48,019
Q3 2025 Reduced 1.4%
$533B
$4.05 Million 0.41% of portfolio
11,868
Q3 2025 Added 0.54%
$0
$4.05 Million 0.41% of portfolio
74,145
Q3 2025 Reduced 0.99%
$160B
$4.06 Million 0.41% of portfolio
20,489
Q3 2025 Reduced 4.28%
$61.6B
$3.84 Million 0.39% of portfolio
135,592
Q3 2025 Reduced 0.2%
$46.8B
$3.76 Million 0.38% of portfolio
3,950
Q3 2024 New
$0
$3.55 Million 0.36% of portfolio
5,803
Q3 2025 Added 17.8%
$103B
$3.46 Million 0.35% of portfolio
1,481
Q3 2025 Added 0.41%
$0
$3.43 Million 0.35% of portfolio
34,475
Q3 2025 Reduced 0.29%
$139B
$3.32 Million 0.34% of portfolio
10,064
Q2 2025 Added 7.88%
$388B
$3.35 Million 0.34% of portfolio
20,724
Q3 2025 Added 1.8%
$0
$3.38 Million 0.34% of portfolio
47,058
Q3 2025 Reduced 1.06%
$12.5B
$3.27 Million 0.33% of portfolio
11,000
Q3 2024 New
$170B
$3.1 Million 0.31% of portfolio
21,472
Q3 2025 Reduced 1.04%
$77.2B
$2.93 Million 0.3% of portfolio
13,804
Q3 2025 Reduced 1.97%
$6.36B
$2.95 Million 0.3% of portfolio
22,798
Q3 2025 Reduced 3.04%
$0
$2.79 Million 0.28% of portfolio
45,589
Q3 2025 New
$0
$2.64 Million 0.27% of portfolio
28,365
Q2 2025 Added 1.88%
$0
$2.58 Million 0.26% of portfolio
34,409
Q3 2025 Reduced 0.67%
$0
$2.54 Million 0.26% of portfolio
6,690
Q4 2024 Reduced 1.6%
$490B
$2.51 Million 0.25% of portfolio
22,257
Q3 2025 Added 0.02%
$47B
$2.46 Million 0.25% of portfolio
5,013
Q3 2025 Reduced 4.53%
$414B
$2.41 Million 0.24% of portfolio
10,407
Q3 2025 Reduced 1.64%
$82.8B
$2.39 Million 0.24% of portfolio
8,297
Q3 2025 Added 1.54%
$193B
$2.4 Million 0.24% of portfolio
5,362
Q2 2025 Added 3.16%
$197B
$2.25 Million 0.23% of portfolio
10,985
Q3 2025 Added 4.68%
$303B
$2.25 Million 0.23% of portfolio
14,476
Q3 2025 Added 2.33%
$15.8B
$2.15 Million 0.22% of portfolio
13,193
Q3 2025 Reduced 4.06%
$151B
$1.97 Million 0.2% of portfolio
5,594
Q3 2025 Added 2.19%
$73.7B
$1.96 Million 0.2% of portfolio
23,354
Q3 2025 New
$6.9B
$1.97 Million 0.2% of portfolio
49,755
Q3 2025 Reduced 3.0%
$413B
$1.98 Million 0.2% of portfolio
38,428
Q2 2025 Added 0.05%
$140B
$1.97 Million 0.2% of portfolio
7,824
Q3 2025 Added 3.99%
$522B
$1.89 Million 0.19% of portfolio
10,194
Q3 2025 Added 1.04%
$147B
$1.91 Million 0.19% of portfolio
19,555
Q3 2025 Reduced 1.81%
$79.2B
$1.9 Million 0.19% of portfolio
27,192
Q3 2025 Added 0.71%
$300B
$1.81 Million 0.18% of portfolio
5,245
Q3 2025 Added 4.4%
$235B
$1.77 Million 0.18% of portfolio
21,030
Q3 2025 Added 0.12%
$0
$1.82 Million 0.18% of portfolio
3,034
Q3 2025 Added 33.48%
$15B
$1.75 Million 0.18% of portfolio
8,224
Q3 2025 Reduced 1.23%
$0
$1.66 Million 0.17% of portfolio
43,145
Q3 2025 New
$55.4B
$1.64 Million 0.17% of portfolio
5,379
Q3 2025 Reduced 0.99%
$3.57B
$1.65 Million 0.17% of portfolio
21,351
Q3 2025 Reduced 1.02%
$0
$1.65 Million 0.17% of portfolio
25,595
Q3 2025 Reduced 22.96%
$45.2B
$1.54 Million 0.16% of portfolio
25,879
Q3 2025 Reduced 2.75%
$74.9B
$1.6 Million 0.16% of portfolio
6,154
Q2 2025 Added 0.03%
$27.1B
$1.46 Million 0.15% of portfolio
2,669
Q3 2025 Reduced 0.37%

Summary

  • Portfolio
  • No. of Stocks 552
  • Current Value $989 Million
  • Prior Value $914 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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