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IMG Wealth Management

Latest statistics and disclosures from IMG Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BUFR, CGDV, BUFQ, BUFD, FTLS, and represent 33.36% of IMG Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTV (+$5.2M), QQQM, SPYM, ICSH, QFLR, FGD, SFLR, CGDV, FTLS, BOCT.
Started 107 new stock positions in MLM, CFG, IFF, AVY, PALC, KKR, AWK, TLT, VTV, SOLS.
Reduced shares in these 10 stocks: QQQ, FTCS, VOO, SLV, FTSM, MOAT, BUFQ, BUFD, AOR, PAPR.
Sold out of its positions in ADT, AGCO, AGNC, AYI, AFRM, ACHR, AXON, BAH, BLDR, CBOE.
IMG Wealth Management was a net buyer of stock by $5.9M.
IMG Wealth Management has $158M in assets under management (AUM), dropping by 6.52%.
Central Index Key (CIK): 0002032103

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Portfolio Holdings for IMG Wealth Management

IMG Wealth Management holds 586 positions in its portfolio as reported in the December 2025 quarterly 13F filing

IMG Wealth Management has 586 total positions. Only the first 250 positions are shown.

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Download the IMG Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	10.4	$16M		480k	34.26	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	7.3	$12M	+6%	263k	43.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	6.4	$10M	-3%	279k	35.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	5.3	$8.3M	-4%	295k	28.24	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	4.0	$6.3M	+10%	88k	70.99	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	3.8	$5.9M	+14%	196k	30.27	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.7	$5.9M	+2%	132k	44.47	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	3.6	$5.6M	+6%	146k	38.32	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.5	$5.5M	+6%	79k	69.47	View chart
Vanguard Index Fds Value Etf (VTV)	3.3	$5.2M	NEW	27k	190.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.9	$4.6M	+72456%	18k	252.92	View chart
Spdr Series Trust State Street Spd (SPYM)	2.6	$4.1M	NEW	51k	80.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$3.5M	-57%	5.7k	614.29	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	1.7	$2.6M	-3%	67k	39.04	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.6	$2.5M	NEW	50k	50.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$2.5M	-60%	4.0k	627.12	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	1.6	$2.5M		64k	38.75	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.5	$2.3M	-65%	25k	92.51	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	1.4	$2.2M	+2%	51k	43.26	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	1.3	$2.1M		52k	39.64	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$1.5M	-58%	25k	59.93	View chart
Ishares Silver Tr Ishares (SLV)	0.9	$1.4M	-60%	21k	64.42	View chart
Apple (AAPL)	0.8	$1.3M	+17%	4.8k	271.88	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.7	$1.1M		28k	37.40	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.6	$1.0M		31k	32.77	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.6	$885k		31k	29.06	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.5	$841k	+13%	21k	39.95	View chart
NVIDIA Corporation (NVDA)	0.5	$835k	+17%	4.5k	186.50	View chart
Microsoft Corporation (MSFT)	0.5	$828k	+11%	1.7k	483.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.5	$805k		19k	41.53	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.5	$795k		16k	50.76	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.5	$789k	NEW	23k	34.28	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.5	$750k	-25%	12k	65.01	View chart
Johnson & Johnson (JNJ)	0.5	$746k	+3%	3.6k	206.95	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.4	$689k	NEW	19k	36.86	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.4	$654k	+2%	13k	49.56	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.4	$616k		24k	25.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$611k	+12%	1.9k	313.80	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$572k	-40%	5.5k	103.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$553k	-7%	2.1k	257.95	View chart
JPMorgan Chase & Co. (JPM)	0.3	$537k	+7%	1.7k	322.22	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.3	$531k		19k	27.49	View chart
Goldman Sachs (GS)	0.3	$530k	+2%	603.00	879.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$530k		10k	52.95	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.3	$529k		14k	36.79	View chart
Oracle Corporation (ORCL)	0.3	$493k	+58%	2.5k	194.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$491k	-6%	2.2k	219.80	View chart
Amazon (AMZN)	0.3	$489k	+30%	2.1k	230.82	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.3	$488k	+71%	13k	38.06	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$451k	-12%	9.8k	46.08	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$443k		1.2k	360.13	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$440k	+492%	8.9k	49.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$430k	+62%	627.00	684.94	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.3	$424k		16k	26.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.3	$411k		10k	39.93	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.3	$405k	+14%	11k	36.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.2	$391k		10k	39.26	View chart
Exxon Mobil Corporation (XOM)	0.2	$387k	+6%	3.2k	120.34	View chart
Qualcomm (QCOM)	0.2	$362k	+5%	2.1k	171.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.2	$348k		7.9k	44.34	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$347k		7.0k	49.86	View chart
Tesla Motors (TSLA)	0.2	$337k	+20%	750.00	449.72	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$327k		3.5k	94.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$326k	+44%	1.0k	313.00	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$322k		5.3k	60.17	View chart
Caterpillar (CAT)	0.2	$304k	+4%	530.00	572.87	View chart
Netflix (NFLX)	0.2	$302k	+900%	3.2k	93.76	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$298k		6.0k	49.25	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$295k	-11%	5.9k	50.04	View chart
International Business Machines (IBM)	0.2	$293k	+8%	989.00	296.21	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.2	$289k	+46%	7.3k	39.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$286k		6.8k	42.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$286k	+58%	3.2k	89.46	View chart
Philip Morris International (PM)	0.2	$284k	+4%	1.8k	160.40	View chart
Bank of America Corporation (BAC)	0.2	$283k	+7%	5.2k	55.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.2	$282k		6.6k	42.95	View chart
Lowe's Companies (LOW)	0.2	$281k	-2%	1.2k	241.16	View chart
Palantir Technologies Cl A (PLTR)	0.2	$276k	+12%	1.6k	177.75	View chart
Visa Com Cl A (V)	0.2	$275k	+18%	785.00	350.71	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$271k	-2%	15k	17.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.2	$269k		5.9k	45.24	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.2	$264k	+25%	10k	25.74	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$262k		6.6k	39.92	View chart
Wal-Mart Stores (WMT)	0.2	$259k	+17%	2.3k	111.41	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$256k		5.4k	47.79	View chart
Costco Wholesale Corporation (COST)	0.2	$254k	+6%	294.00	862.34	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.2	$249k	NEW	5.6k	44.46	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.2	$248k		9.3k	26.71	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$242k	-4%	6.7k	36.23	View chart
At&t (T)	0.2	$241k	+5%	9.7k	24.84	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.2	$239k		9.0k	26.67	View chart
Coca-Cola Company (KO)	0.1	$226k	+6%	3.2k	69.91	View chart
Hca Holdings (HCA)	0.1	$219k	+3%	468.00	466.86	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$215k	-4%	4.2k	50.52	View chart
American Express Company (AXP)	0.1	$200k	+6%	541.00	369.95	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$199k	-48%	5.1k	39.12	View chart
Tapestry (TPR)	0.1	$198k		1.5k	127.77	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$194k	+3%	9.3k	20.82	View chart
Duke Energy Corp Com New (DUK)	0.1	$192k		1.6k	117.21	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$192k		4.6k	41.86	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$191k		3.8k	49.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$182k	NEW	4.4k	41.78	View chart
Home Depot (HD)	0.1	$165k	+10%	480.00	344.10	View chart
UnitedHealth (UNH)	0.1	$160k	+12%	486.00	330.11	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$159k		635.00	250.31	View chart
Meta Platforms Cl A (META)	0.1	$155k	+76%	235.00	660.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$151k	+41%	301.00	502.65	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$149k		2.5k	59.67	View chart
ConocoPhillips (COP)	0.1	$146k	+5%	1.6k	93.61	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$146k	-48%	4.4k	33.05	View chart
Intuit (INTU)	0.1	$143k	+8%	216.00	662.42	View chart
Domino's Pizza (DPZ)	0.1	$143k		343.00	416.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$143k	-6%	6.4k	22.24	View chart
Broadcom (AVGO)	0.1	$142k	+45%	409.00	346.10	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$139k	-9%	6.3k	22.02	View chart
Uber Technologies (UBER)	0.1	$137k		1.7k	81.71	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$134k		2.5k	53.05	View chart
Waste Management (WM)	0.1	$126k	+3%	571.00	219.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$123k	-7%	181.00	681.92	View chart
Procter & Gamble Company (PG)	0.1	$120k	+16%	838.00	143.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$119k		4.5k	26.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$119k		3.0k	39.29	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$119k	+11%	2.9k	40.63	View chart
Constellation Brands Cl A (STZ)	0.1	$119k	+2%	860.00	137.96	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$117k		1.1k	102.54	View chart
Northrop Grumman Corporation (NOC)	0.1	$116k		203.00	570.21	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$114k	+7%	4.8k	23.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$113k	+3005%	1.7k	66.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.1	$107k	-26%	2.8k	37.74	View chart
Wells Fargo & Company (WFC)	0.1	$105k	+19%	1.1k	93.20	View chart
Palo Alto Networks (PANW)	0.1	$102k	+6%	552.00	184.20	View chart
Cisco Systems (CSCO)	0.1	$100k	+32%	1.3k	77.03	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$99k	+4%	4.7k	21.00	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$99k	+5%	2.0k	49.15	View chart
Lockheed Martin Corporation (LMT)	0.1	$96k	+7%	199.00	483.67	View chart
McDonald's Corporation (MCD)	0.1	$93k	+14%	303.00	305.63	View chart
Eli Lilly & Co. (LLY)	0.1	$89k	+84%	83.00	1074.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$89k	-30%	307.00	290.22	View chart
Yum! Brands (YUM)	0.1	$87k		575.00	151.28	View chart
Adobe Systems Incorporated (ADBE)	0.1	$85k		242.00	349.99	View chart
Pfizer (PFE)	0.1	$83k	-20%	3.3k	24.90	View chart
Travelers Companies (TRV)	0.1	$80k	+5%	276.00	290.06	View chart
Okta Cl A (OKTA)	0.1	$80k		925.00	86.47	View chart
Plug Power Com New (PLUG)	0.0	$74k	-30%	38k	1.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$70k	NEW	566.00	123.26	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$69k		1.4k	50.46	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$68k		225.00	303.89	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$68k		1.3k	52.41	View chart
Lam Research Corp Com New (LRCX)	0.0	$67k	+47%	390.00	171.18	View chart
Sherwin-Williams Company (SHW)	0.0	$66k	+8%	205.00	324.03	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$66k		1.3k	51.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$64k		1.6k	40.72	View chart
United Parcel Service CL B (UPS)	0.0	$63k	-5%	633.00	99.19	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$62k		2.7k	23.19	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$62k		1.3k	46.92	View chart
Walt Disney Company (DIS)	0.0	$61k	+75%	540.00	113.77	View chart
Mastercard Incorporated Cl A (MA)	0.0	$57k	+76%	99.00	570.88	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$56k	-11%	543.00	102.39	View chart
Chevron Corporation (CVX)	0.0	$55k	+36%	361.00	152.41	View chart
Verizon Communications (VZ)	0.0	$54k	+72%	1.3k	40.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$54k	NEW	281.00	191.56	View chart
Micron Technology (MU)	0.0	$53k	+106%	184.00	285.41	View chart
Ge Aerospace Com New (GE)	0.0	$52k	+53%	170.00	308.03	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.0	$52k	-67%	1.4k	38.67	View chart
Servicenow (NOW)	0.0	$52k	+2990%	340.00	153.19	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$52k		723.00	71.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$51k		1.1k	44.42	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$50k	-16%	1.9k	26.24	View chart
Boeing Company (BA)	0.0	$49k	+26%	227.00	217.12	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$47k	-9%	191.00	246.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$46k		1.2k	39.72	View chart
Raytheon Technologies Corp (RTX)	0.0	$46k	+133%	250.00	183.40	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$44k	-9%	1.9k	23.23	View chart
Abbvie (ABBV)	0.0	$44k	+104%	192.00	228.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.0	$44k		1.2k	37.87	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.0	$44k	NEW	834.00	52.24	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$44k		462.00	94.19	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$43k		1.0k	41.93	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$41k		869.00	46.86	View chart
Ge Vernova (GEV)	0.0	$39k	+39%	60.00	653.57	View chart
Abbott Laboratories (ABT)	0.0	$39k	+62%	308.00	125.46	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.0	$39k		832.00	46.37	View chart
Advanced Micro Devices (AMD)	0.0	$39k	+37%	180.00	214.16	View chart
Merck & Co (MRK)	0.0	$38k	+5%	362.00	105.35	View chart
salesforce (CRM)	0.0	$37k	+147%	141.00	264.91	View chart
Southern Company (SO)	0.0	$37k	+3%	422.00	87.20	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$35k		639.00	55.22	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$35k		1.4k	25.75	View chart
Applied Materials (AMAT)	0.0	$34k	+147%	131.00	256.99	View chart
PNC Financial Services (PNC)	0.0	$34k	+11%	161.00	208.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.0	$33k		848.00	39.35	View chart
Solventum Corp Com Shs (SOLV)	0.0	$33k		412.00	79.24	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$32k		324.00	100.06	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.0	$32k	-18%	1.2k	27.52	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$31k	+277%	68.00	453.35	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$31k	NEW	675.00	45.53	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$31k		413.00	74.28	View chart
Dynex Cap (DX)	0.0	$31k	NEW	2.2k	14.01	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$31k		689.00	44.41	View chart
Imperial Oil Com New (IMO)	0.0	$31k		353.00	86.31	View chart
Shell Spon Ads (SHEL)	0.0	$30k		402.00	73.48	View chart
Amphenol Corp Cl A (APH)	0.0	$29k	+33%	216.00	135.14	View chart
Us Bancorp Del Com New (USB)	0.0	$29k		546.00	53.36	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$29k		95.00	302.11	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$28k	NEW	855.00	32.57	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$28k		552.00	50.29	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.0	$28k		1.4k	20.06	View chart
Gilead Sciences (GILD)	0.0	$28k	+16%	225.00	122.74	View chart
GSK Sponsored Adr (GSK)	0.0	$27k		549.00	49.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$27k		672.00	39.99	View chart
TJX Companies (TJX)	0.0	$27k	+65%	174.00	153.61	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$27k		1.0k	26.47	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$26k		561.00	46.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$26k	NEW	295.00	88.49	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$26k	-51%	531.00	47.98	View chart
Comcast Corp Cl A (CMCSA)	0.0	$25k	+45%	834.00	29.89	View chart
Intuitive Surgical Com New (ISRG)	0.0	$25k	+7%	44.00	566.36	View chart
Analog Devices (ADI)	0.0	$25k	+46%	91.00	271.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$25k		517.00	47.46	View chart
American Tower Reit (AMT)	0.0	$24k	+26%	139.00	175.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$24k		588.00	40.94	View chart
Intel Corporation (INTC)	0.0	$24k	+896%	648.00	36.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$24k	+25%	248.00	96.03	View chart
Thermo Fisher Scientific (TMO)	0.0	$24k	+141%	41.00	579.44	View chart
Bristol Myers Squibb (BMY)	0.0	$24k	+112%	440.00	53.94	View chart
Kla Corp Com New (KLAC)	0.0	$23k	+11%	19.00	1215.11	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$23k	+53%	49.00	468.76	View chart
Direxion Shs Etf Tr Daily 20+ Year T (TMF)	0.0	$23k		613.00	37.32	View chart
Pepsi (PEP)	0.0	$23k	+88%	158.00	143.52	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$23k	NEW	81.00	279.14	View chart
Nextera Energy (NEE)	0.0	$22k	+81%	279.00	80.28	View chart
Danaher Corporation (DHR)	0.0	$22k	+38%	94.00	228.91	View chart
Eaton Corp SHS (ETN)	0.0	$21k	+45%	67.00	318.51	View chart
Chubb (CB)	0.0	$21k	+81%	67.00	312.12	View chart
Texas Instruments Incorporated (TXN)	0.0	$20k	+165%	117.00	173.49	View chart
Iron Mountain (IRM)	0.0	$20k		244.00	82.95	View chart
Entergy Corporation (ETR)	0.0	$20k	+22%	215.00	92.43	View chart
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD)	0.0	$20k		1.5k	13.66	View chart
Microvast Holdings (MVST)	0.0	$20k	-30%	7.1k	2.80	View chart
MiMedx (MDXG)	0.0	$20k		2.9k	6.77	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$20k		239.00	82.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.0	$20k		480.00	40.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$19k	NEW	809.00	24.04	View chart
Morgan Stanley Com New (MS)	0.0	$19k	+15%	106.00	177.53	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$19k	NEW	424.00	44.37	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$19k		68.00	275.40	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$19k	+10730%	1.4k	13.24	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.0	$19k	NEW	680.00	27.36	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$19k	NEW	250.00	74.07	View chart
Arista Networks Com Shs (ANET)	0.0	$19k	+93%	141.00	131.03	View chart

Past Filings by IMG Wealth Management

SEC 13F filings are viewable for IMG Wealth Management going back to 2024

IMG Wealth Management 2025 Q4 filed Feb. 5, 2026
IMG Wealth Management 2025 Q3 filed Nov. 5, 2025
IMG Wealth Management 2025 Q2 filed July 30, 2025
IMG Wealth Management 2025 Q1 filed April 23, 2025
IMG Wealth Management 2024 Q4 filed Feb. 10, 2025

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