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.
