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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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