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
$0
$77 Million 7.78% of portfolio
249,988
Q3 2025 Added 12.48%
$0
$70.2 Million 7.1% of portfolio
517,615
Q3 2025 Added 8.37%
$0
$55.4 Million 5.6% of portfolio
731,398
Q3 2025 Added 0.0%
$0
$52.9 Million 5.34% of portfolio
419,800
Q3 2025 Added 4.43%
$0
$47.6 Million 4.81% of portfolio
1,805,783
Q3 2025 Reduced 0.03%
$0
$34.3 Million 3.47% of portfolio
494,475
Q3 2025 New
$0
$32.5 Million 3.28% of portfolio
274,075
Q3 2025 New
$0
$24.9 Million 2.52% of portfolio
338,843
Q3 2025 Reduced 4.13%
$0
$23.5 Million 2.38% of portfolio
495,239
Q3 2025 Reduced 0.54%
$0
$22.4 Million 2.27% of portfolio
1,327,120
Q3 2025 Added 1.14%
$0
$21.6 Million 2.18% of portfolio
1,149,065
Q3 2025 Added 2.02%
$0
$21.4 Million 2.16% of portfolio
830,952
Q3 2025 Reduced 2.49%
$0
$18.1 Million 1.83% of portfolio
27,187
Q3 2025 Added 0.27%
$0
$17 Million 1.72% of portfolio
624,391
Q3 2025 Reduced 78.54%
$0
$16.3 Million 1.64% of portfolio
218,604
Q3 2025 Added 4.04%
$0
$13.3 Million 1.35% of portfolio
278,651
Q3 2025 Added 3.47%
$0
$13 Million 1.31% of portfolio
464,329
Q3 2025 Reduced 1.42%
$465B
$13 Million 1.31% of portfolio
69,518
Q3 2025 Reduced 2.58%
$0
$12.8 Million 1.29% of portfolio
89,525
Q3 2025 Reduced 0.88%
$3.78T
$11.1 Million 1.12% of portfolio
21,365
Q3 2025 Reduced 0.24%
$0
$10.2 Million 1.03% of portfolio
132,707
Q3 2025 Reduced 2.71%
$0
$9.72 Million 0.98% of portfolio
417,424
Q3 2025 Reduced 0.05%
$1.37T
$9.63 Million 0.97% of portfolio
13,108
Q3 2025 Reduced 0.26%
$0
$9.5 Million 0.96% of portfolio
148,017
Q3 2025 New
$0
$9.25 Million 0.94% of portfolio
194,691
Q3 2025 Added 1.35%
$4.3T
$8.63 Million 0.87% of portfolio
33,889
Q3 2025 Added 0.56%
$0
$7.98 Million 0.81% of portfolio
85,413
Q3 2025 Added 11.31%
$2.39T
$7.68 Million 0.78% of portfolio
34,996
Q3 2025 Reduced 0.14%
$115B
$7.22 Million 0.73% of portfolio
14,729
Q3 2025 Reduced 0.68%
$23.2B
$7.12 Million 0.72% of portfolio
145,121
Q3 2025 Reduced 3.41%
$881B
$7.01 Million 0.71% of portfolio
22,220
Q3 2025 Reduced 1.23%
$1.74T
$6.97 Million 0.7% of portfolio
28,605
Q3 2025 Added 1.67%
$0
$6.84 Million 0.69% of portfolio
214,197
Q3 2025 Reduced 5.99%
$0
$6.81 Million 0.69% of portfolio
315,859
Q3 2025 Reduced -0.0%
$0
$6.51 Million 0.66% of portfolio
130,805
Q3 2025 Added 0.08%
$0
$6.38 Million 0.64% of portfolio
19,444
Q3 2025 Added 0.34%
$346B
$6.05 Million 0.61% of portfolio
39,384
Q3 2025 Added 0.02%
$0
$5.94 Million 0.6% of portfolio
325,764
Q3 2025 Added 0.19%
$279B
$5.62 Million 0.57% of portfolio
54,577
Q3 2025 Added 28.59%
$19B
$5.04 Million 0.51% of portfolio
24,540
Q3 2024 New
$187B
$4.82 Million 0.49% of portfolio
28,957
Q3 2025 Added 0.43%
$0
$4.74 Million 0.48% of portfolio
51,650
Q3 2025 Added 43.98%
$0
$4.64 Million 0.47% of portfolio
65,011
Q3 2025 Reduced 29.21%
$53.8B
$4.53 Million 0.46% of portfolio
31,808
Q3 2025 Reduced 0.52%
$25.3B
$4.41 Million 0.45% of portfolio
52,562
Q3 2025 Reduced 0.41%
$0
$4.44 Million 0.45% of portfolio
37,326
Q3 2025 Added 3.17%
$190B
$4.33 Million 0.44% of portfolio
42,633
Q3 2025 Reduced 1.56%
$70.1B
$4.29 Million 0.43% of portfolio
25,209
Q3 2025 Reduced 0.98%
$13.4B
$4.24 Million 0.43% of portfolio
102,637
Q3 2025 Reduced 1.01%

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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