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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$191B
$3.69 Million 0.4% of portfolio
43,308
Q2 2025 Added 4.68%
$16.4B
$3.39 Million 0.37% of portfolio
11,000
Q3 2024 New
$60.8B
$3.42 Million 0.37% of portfolio
25,459
Q2 2025 Added 1.95%
$0
$3.29 Million 0.36% of portfolio
35,874
Q2 2025 Added 19.96%
$7.64B
$3.17 Million 0.35% of portfolio
55,541
Q2 2025 Added 1.22%
$0
$3.18 Million 0.35% of portfolio
47,562
Q2 2025 Added 0.15%
$0
$3.15 Million 0.34% of portfolio
34,574
Q2 2025 Added 1.43%
$1.16T
$2.99 Million 0.33% of portfolio
9,420
Q2 2025 Added 1.41%
$164B
$2.98 Million 0.33% of portfolio
24,168
Q2 2025 Added 8.04%
$24.6B
$3.04 Million 0.33% of portfolio
52,776
Q2 2025 Added 4.97%
$86.1B
$3 Million 0.33% of portfolio
14,081
Q2 2025 Added 31.43%
$251B
$2.89 Million 0.32% of portfolio
20,357
Q2 2025 Added 13.92%
$161B
$2.91 Million 0.32% of portfolio
5,362
Q2 2025 Added 3.16%
$53.5B
$2.8 Million 0.31% of portfolio
5,251
Q2 2025 Reduced 0.28%
$0
$2.8 Million 0.31% of portfolio
4,926
Q2 2025 Added 3.71%
$146B
$2.77 Million 0.3% of portfolio
10,064
Q2 2025 Added 7.88%
$164B
$2.68 Million 0.29% of portfolio
21,697
Q2 2025 Added 1.77%
$0
$2.53 Million 0.28% of portfolio
28,365
Q2 2025 Added 1.88%
$5.38B
$2.37 Million 0.26% of portfolio
23,514
Q2 2025 Added 11.64%
$0
$2.37 Million 0.26% of portfolio
34,641
Q2 2025 Reduced 0.07%
$467B
$2.4 Million 0.26% of portfolio
22,253
Q2 2025 Reduced 8.43%
$0
$2.35 Million 0.26% of portfolio
6,690
Q4 2024 Reduced 1.6%
$6.9B
$2.27 Million 0.25% of portfolio
51,292
Q2 2025 Reduced 4.25%
$163B
$2.12 Million 0.23% of portfolio
5,474
Q2 2025 Added 19.7%
$4.44B
$2.14 Million 0.23% of portfolio
21,571
Q2 2025 Reduced 0.62%
$149B
$2.14 Million 0.23% of portfolio
19,916
Q2 2025 Added 0.24%
$0
$2.01 Million 0.22% of portfolio
18,180
Q2 2025 Reduced 24.33%
$310B
$2.03 Million 0.22% of portfolio
14,147
Q2 2025 Reduced 1.48%
$0
$2.05 Million 0.22% of portfolio
33,222
Q2 2025 Reduced 3.08%
$93.6B
$1.92 Million 0.21% of portfolio
27,000
Q2 2025 Added 12.21%
$52.1B
$1.95 Million 0.21% of portfolio
26,611
Q2 2025 Added 2.84%
$389B
$1.96 Million 0.21% of portfolio
10,581
Q2 2025 Added 1.71%
$146B
$1.92 Million 0.21% of portfolio
10,494
Q2 2025 Added 75.78%
$407B
$1.82 Million 0.2% of portfolio
38,428
Q2 2025 Added 0.05%
$47.2B
$1.85 Million 0.2% of portfolio
11,587
Q2 2025 Reduced 2.68%
$246B
$1.73 Million 0.19% of portfolio
6,337
Q2 2025 Added 7.32%
$169B
$1.67 Million 0.18% of portfolio
7,524
Q2 2025 Added 0.17%
$216B
$1.66 Million 0.18% of portfolio
21,004
Q2 2025 Added 6.96%
$81.8B
$1.52 Million 0.17% of portfolio
6,154
Q2 2025 Added 0.03%
$467B
$1.54 Million 0.17% of portfolio
10,089
Q2 2025 Added 0.1%
$331B
$1.57 Million 0.17% of portfolio
5,024
Q2 2025 Added 33.19%
$75.6B
$1.42 Million 0.16% of portfolio
3,647
Q2 2025 Added 6.89%
$0
$1.43 Million 0.16% of portfolio
25,047
Q2 2025 Added 2.03%
$14.8B
$1.42 Million 0.16% of portfolio
8,326
Q2 2025 Reduced 2.38%
$70.5B
$1.42 Million 0.16% of portfolio
9,101
Q2 2025 Reduced 8.38%
$42.1B
$1.46 Million 0.16% of portfolio
14,766
Q2 2025 Added 5.43%
$9.91B
$1.47 Million 0.16% of portfolio
27,680
Q2 2025 Reduced 0.18%
$0
$1.38 Million 0.15% of portfolio
22,176
Q2 2025 Reduced 2.45%
$53.7B
$1.36 Million 0.15% of portfolio
5,433
Q2 2025 Added 3.09%

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
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