Ima Wealth, Inc. Portfolio Holdings

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.