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 Market Cap. of $2 Billions to $10 Billions
