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
$0
$77.1 Million 8.44% of portfolio
2,908,929
Q2 2025 Added 0.96%
$0
$63.4 Million 6.94% of portfolio
222,243
Q2 2025 Added 6.7%
$0
$60.5 Million 6.62% of portfolio
477,637
Q2 2025 Added 1.69%
$0
$54.4 Million 5.96% of portfolio
731,391
Q2 2025 Reduced 2.85%
$0
$46.7 Million 5.11% of portfolio
402,011
Q2 2025 Reduced 3.55%
$0
$44.1 Million 4.83% of portfolio
1,806,295
Q2 2025 Reduced 0.16%
$0
$24.4 Million 2.67% of portfolio
353,448
Q2 2025 Reduced 0.92%
$0
$23.4 Million 2.56% of portfolio
497,940
Q2 2025 Added 4.5%
$0
$22 Million 2.41% of portfolio
1,312,174
Q2 2025 Added 5.26%
$0
$21.1 Million 2.3% of portfolio
1,126,366
Q2 2025 Added 5.63%
$0
$20.3 Million 2.22% of portfolio
852,181
Q2 2025 Added 2.97%
$0
$16.8 Million 1.83% of portfolio
27,113
Q2 2025 Added 0.3%
$0
$15.5 Million 1.69% of portfolio
210,113
Q2 2025 Added 4.45%
$0
$12.8 Million 1.4% of portfolio
269,294
Q2 2025 Added 2.4%
$0
$12.5 Million 1.37% of portfolio
446,152
Q2 2025 Added 0.69%
$0
$12.1 Million 1.33% of portfolio
90,324
Q2 2025 Reduced 2.46%
$456B
$11.3 Million 1.23% of portfolio
71,361
Q2 2025 Added 0.27%
$3.95T
$10.7 Million 1.17% of portfolio
21,416
Q2 2025 Added 1.13%
$0
$9.91 Million 1.08% of portfolio
136,400
Q2 2025 Added 0.51%
$1.78T
$9.7 Million 1.06% of portfolio
13,142
Q2 2025 Added 3.49%
$0
$9.23 Million 1.01% of portfolio
417,626
Q2 2025 Reduced 2.92%
$0
$9.04 Million 0.99% of portfolio
192,100
Q2 2025 Added 5.0%
$2.26T
$7.69 Million 0.84% of portfolio
35,044
Q2 2025 Added 2.56%
$93.6B
$7.55 Million 0.83% of portfolio
14,830
Q2 2025 Reduced 0.03%
$3.69T
$6.91 Million 0.76% of portfolio
33,701
Q2 2025 Added 3.37%
$0
$6.86 Million 0.75% of portfolio
76,736
Q2 2025 Added 1.74%
$0
$6.8 Million 0.74% of portfolio
315,864
Q2 2025 Added 3.1%
$0
$6.66 Million 0.73% of portfolio
227,848
Q2 2025 Added 1.45%
$859B
$6.52 Million 0.71% of portfolio
22,496
Q2 2025 Added 0.97%
$0
$6.44 Million 0.7% of portfolio
130,703
Q2 2025 Reduced 3.41%
$368B
$6.27 Million 0.69% of portfolio
39,375
Q1 2025 Reduced 11.91%
$27.8B
$6.31 Million 0.69% of portfolio
150,252
Q2 2025 Added 93.56%
$0
$6.17 Million 0.68% of portfolio
91,842
Q2 2025 Reduced 2.41%
$0
$5.89 Million 0.64% of portfolio
19,379
Q2 2025 Added 4.86%
$0
$5.79 Million 0.63% of portfolio
325,157
Q2 2025 Added 1.17%
$22.7B
$5.47 Million 0.6% of portfolio
24,540
Q3 2024 New
$1.24T
$4.99 Million 0.55% of portfolio
28,134
Q2 2025 Added 1.75%
$12.1B
$4.57 Million 0.5% of portfolio
103,683
Q2 2025 Reduced 1.8%
$173B
$4.59 Million 0.5% of portfolio
28,834
Q2 2025 Added 3.56%
$37.5B
$4.3 Million 0.47% of portfolio
31,974
Q2 2025 Added 1.31%
$551B
$4.19 Million 0.46% of portfolio
11,804
Q2 2025 Added 5.43%
$150B
$4.23 Million 0.46% of portfolio
21,405
Q2 2025 Reduced 2.24%
$48.5B
$4.11 Million 0.45% of portfolio
3,950
Q3 2024 New
$0
$4.09 Million 0.45% of portfolio
48,701
Q2 2025 Added 3.27%
$281B
$4.15 Million 0.45% of portfolio
42,443
Q2 2025 Added 0.09%
$59.7B
$3.99 Million 0.44% of portfolio
135,869
Q2 2025 Added 1.02%
$0
$3.95 Million 0.43% of portfolio
36,179
Q2 2025 Reduced 55.98%
$0
$3.88 Million 0.42% of portfolio
74,883
Q2 2025 Added 0.52%
$118B
$3.86 Million 0.42% of portfolio
1,475
Q2 2025 Added 2.43%

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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