Img Wealth Management, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 552 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Td Viii Ft Cboe Ve with a value of $16.1B, Capital Group Divid Value ETF with a value of $10.4B, First Tr Ex Tr Fd Viii Ft Cboe with a value of $10.1B, First Tr Exc Trd Fd Viii Ft Cb with a value of $8.54B, and Invesco Qqq Trust, Series 1 with a value of $7.99B.

Examining the 13F form we can see an increase of $18.8B in the current position value, from $129B to 148B.

Img Wealth Management, Inc. is based out at Jacksonville, FL

Below you can find more details about Img Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $123 Billion
Technology: $4.95 Billion
Financial Services: $2.21 Billion
Consumer Cyclical: $1.74 Billion
Consumer Defensive: $1.61 Billion
Communication Services: $1.45 Billion
Healthcare: $1.45 Billion
Industrials: $1.17 Billion
Other: $1.49 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 552
  • Current Value $148 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 84 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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