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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 33.86% of IMG Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BUFR, QQQM, BUFQ, BMAY, CGDV, VTV, QYLD, FTLS, SPYM, XYLD.
Started 127 new stock positions in SPCX, FTV, PRU, AMKR, QRVO, CCL, PLAB, VNT, RMBS, VGIT.
Reduced shares in these 10 stocks: FAUG, FTSM, XMAR, BJUL, FTCS, QQQ, VOO, DMAY, XJUN, GAUG.
Sold out of its positions in ARKK, BRO, CME, EXE, CTSH, COIN, CMCSA, CEG, EFX, BUFT. GEHC, GIS, Hologic, Honeywell International, MCK, NRG, RSG, SYK, BIV, ACN, MDT.
IMG Wealth Management was a net buyer of stock by $7.2M.
IMG Wealth Management has $180M in assets under management (AUM), dropping by 14.43%.
Central Index Key (CIK): 0002032103

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Portfolio Holdings for IMG Wealth Management

IMG Wealth Management holds 612 positions in its portfolio as reported in the June 2026 quarterly 13F filing

IMG Wealth Management has 612 total positions. Only the first 250 positions are shown.

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Download the IMG Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	10.3	$19M	+3%	507k	36.53	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	7.7	$14M	+2%	282k	49.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	6.5	$12M	+3%	297k	39.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	5.2	$9.3M	+2%	312k	29.72	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	4.2	$7.5M	+4%	101k	73.80	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.9	$7.1M	+4%	87k	81.06	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.8	$6.8M	+6%	23k	302.97	View chart
Vanguard Index Fds Value Etf (VTV)	3.7	$6.6M	+5%	30k	217.93	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	3.5	$6.3M		196k	31.99	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.5	$6.3M	+3%	145k	43.14	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.9	$5.2M	+6%	59k	87.88	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	2.8	$5.1M	+5%	108k	47.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$3.6M	-4%	4.9k	736.39	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	1.5	$2.7M		67k	41.11	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	1.5	$2.6M		64k	40.77	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	1.3	$2.3M		50k	45.33	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$2.2M	-6%	3.3k	686.75	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	1.2	$2.2M	+4%	54k	41.68	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$1.9M	-8%	20k	93.92	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.0	$1.9M	+15%	18k	103.05	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.0	$1.8M	+12%	37k	49.78	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.9	$1.5M	+12%	48k	31.99	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.8	$1.4M	+2%	40k	35.11	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.7	$1.2M	+12%	32k	38.54	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.7	$1.2M	-17%	20k	59.73	View chart
Apple (AAPL)	0.7	$1.2M	+11%	4.0k	289.39	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$1.1M		21k	53.47	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.6	$1.1M	-5%	22k	50.58	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.6	$1.0M	+14%	25k	42.25	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.6	$1.0M	+10%	28k	36.48	View chart
Johnson & Johnson (JNJ)	0.5	$919k		3.6k	253.97	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.5	$870k	-3%	29k	29.97	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$792k		1.2k	655.89	View chart
Innovator Etfs Trust Equi Defi 1 Marc (ZMAR)	0.4	$780k	-3%	28k	28.21	View chart
NVIDIA Corporation (NVDA)	0.4	$728k	+19%	3.6k	200.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$677k	+6%	1.9k	353.33	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.4	$664k	-21%	12k	54.31	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.4	$655k	-3%	17k	38.58	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.4	$651k	-3%	12k	53.20	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.4	$637k	+106%	35k	18.43	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.4	$630k		24k	25.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$626k	-3%	2.1k	303.12	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.3	$622k	-9%	9.0k	69.50	View chart
Goldman Sachs (GS)	0.3	$614k		607.00	1011.37	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.3	$594k		15k	38.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.3	$565k		13k	44.03	View chart
Caterpillar (CAT)	0.3	$564k	+2%	530.00	1064.90	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.3	$511k		13k	40.16	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$501k		4.8k	103.96	View chart
JPMorgan Chase & Co. (JPM)	0.3	$497k	+12%	1.5k	327.33	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.3	$462k	+93%	21k	22.09	View chart
Microsoft Corporation (MSFT)	0.3	$459k	+20%	1.2k	373.10	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$453k	+187%	11k	40.79	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$451k	-2%	9.4k	48.18	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$450k	+115%	11k	40.65	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.2	$433k	+3%	11k	38.00	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.2	$427k	-9%	8.1k	53.02	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.2	$417k	+37%	10k	41.33	View chart
Amazon (AMZN)	0.2	$401k	+36%	1.7k	238.34	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$375k		4.0k	94.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.2	$368k		7.9k	46.85	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.2	$367k	-13%	13k	27.61	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$366k		7.0k	52.68	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$360k	NEW	7.6k	47.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$337k	+63%	11k	31.71	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$333k		5.3k	62.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$327k	+18%	916.00	357.37	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$319k		6.0k	52.73	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.2	$317k		6.0k	52.64	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$316k		5.9k	53.61	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$315k		5.3k	58.92	View chart
Philip Morris International (PM)	0.2	$314k	+2%	1.7k	180.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$309k	-45%	5.5k	56.50	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$305k	+151%	13k	23.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$300k		6.8k	44.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$294k		1.2k	236.68	View chart
Strategy Ns 7handl Idx (HNDL)	0.2	$285k	+91%	13k	22.84	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.2	$283k		4.8k	58.87	View chart
Costco Wholesale Corporation (COST)	0.2	$280k	+3%	299.00	935.47	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$276k		6.6k	42.08	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.2	$271k		10k	26.42	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$261k	+95%	11k	23.85	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$260k	-2%	5.4k	47.81	View chart
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG)	0.1	$256k		9.3k	27.54	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$250k		2.9k	86.42	View chart
International Business Machines (IBM)	0.1	$249k	+4%	884.00	281.21	View chart
Qualcomm (QCOM)	0.1	$246k		1.3k	184.79	View chart
Innovator Etfs Trust Equi Defi 1 Nove (ZNOV)	0.1	$246k		9.0k	27.46	View chart
Tesla Motors (TSLA)	0.1	$246k	+23%	584.00	420.60	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$245k	+85%	4.7k	52.60	View chart
Wal-Mart Stores (WMT)	0.1	$243k		2.1k	113.26	View chart
Coca-Cola Company (KO)	0.1	$241k	+3%	3.0k	81.27	View chart
Innovator Etfs Trust Equi Defi 1 Apri (ZAPR)	0.1	$240k		9.0k	26.64	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$238k		4.2k	56.01	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$232k	-6%	6.1k	37.94	View chart
Tapestry (TPR)	0.1	$230k		1.6k	146.38	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$228k	+4%	665.00	342.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$227k	-48%	5.3k	42.74	View chart
Lowe's Companies (LOW)	0.1	$224k	-6%	1.0k	220.49	View chart
Oracle Corporation (ORCL)	0.1	$223k	+4%	1.5k	146.55	View chart
Palo Alto Networks (PANW)	0.1	$219k		643.00	341.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$217k	-29%	5.2k	41.42	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$215k		5.1k	42.20	View chart
Visa Com Cl A (V)	0.1	$212k	+15%	619.00	343.09	View chart
Micron Technology (MU)	0.1	$209k	+4%	181.00	1154.29	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$208k	+59%	4.0k	51.37	View chart
Netflix (NFLX)	0.1	$203k	-9%	2.8k	71.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$202k	+52%	270.00	748.89	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$201k	+106%	4.0k	50.50	View chart
Cisco Systems (CSCO)	0.1	$196k	+6%	1.7k	117.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$194k		4.4k	44.35	View chart
Exxon Mobil Corporation (XOM)	0.1	$188k		1.4k	136.72	View chart
Duke Energy Corp Com New (DUK)	0.1	$184k		1.5k	126.58	View chart
Hca Holdings (HCA)	0.1	$179k	-2%	460.00	389.89	View chart
UnitedHealth (UNH)	0.1	$179k	+23%	431.00	415.63	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$174k	+65%	8.5k	20.37	View chart
Raytheon Technologies Corp (RTX)	0.1	$172k		906.00	189.73	View chart
Northrop Grumman Corporation (NOC)	0.1	$172k		337.00	509.31	View chart
American Express Company (AXP)	0.1	$172k		507.00	338.25	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$169k		2.5k	67.63	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$169k		1.7k	96.46	View chart
Home Depot (HD)	0.1	$168k	+12%	476.00	352.68	View chart
Kla Corp Com New (KLAC)	0.1	$166k	+1566%	550.00	301.71	View chart
Intel Corporation (INTC)	0.1	$164k	-19%	1.2k	139.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$160k	-27%	1.7k	96.58	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$158k	+132%	5.4k	29.40	View chart
Palantir Technologies Cl A (PLTR)	0.1	$157k	+5%	1.3k	116.67	View chart
ConocoPhillips (COP)	0.1	$156k		1.5k	103.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	0.1	$150k		6.4k	23.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$150k	+15%	299.00	500.39	View chart
At&t (T)	0.1	$148k	-7%	7.2k	20.70	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$148k		2.6k	57.63	View chart
Bank of America Corporation (BAC)	0.1	$144k	+21%	2.5k	56.98	View chart
Dynex Cap (DX)	0.1	$143k	+219%	11k	13.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.1	$140k	-50%	3.0k	47.12	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$136k		182.00	746.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$134k	-49%	3.0k	44.43	View chart
Applied Materials (AMAT)	0.1	$132k	+12%	183.00	723.00	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$131k	+4%	1.2k	110.15	View chart
Waste Management (WM)	0.1	$129k		578.00	222.88	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$127k		3.8k	33.29	View chart
Okta Cl A (OKTA)	0.1	$126k		925.00	136.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$126k		4.5k	27.93	View chart
Lam Research Corp Com New (LRCX)	0.1	$126k	+13%	290.00	433.33	View chart
Uber Technologies (UBER)	0.1	$121k		1.7k	72.16	View chart
Constellation Brands Cl A (STZ)	0.1	$118k		850.00	139.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$113k		1.3k	85.49	View chart
Meta Platforms Cl A (META)	0.1	$113k	+120%	201.00	563.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.1	$112k		2.8k	39.50	View chart
Advanced Micro Devices (AMD)	0.1	$110k	+24%	190.00	580.91	View chart
Procter & Gamble Company (PG)	0.1	$107k	+12%	727.00	146.64	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$105k	+305%	978.00	107.62	View chart
Sandisk Corp (SNDK)	0.1	$102k	-2%	45.00	2273.73	View chart
Domino's Pizza (DPZ)	0.1	$102k		343.00	296.04	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$101k	+2%	105.00	965.00	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$101k	-29%	2.9k	34.13	View chart
Travelers Companies (TRV)	0.1	$97k	+3%	295.00	330.12	View chart
Lockheed Martin Corporation (LMT)	0.1	$94k	-3%	184.00	509.46	View chart
Yum! Brands (YUM)	0.1	$92k		575.00	159.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$92k		2.2k	41.54	View chart
Texas Instruments Incorporated (TXN)	0.1	$91k	+10%	304.00	298.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$85k	+55%	1.7k	50.58	View chart
Corning Incorporated (GLW)	0.0	$82k		319.00	255.43	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.0	$81k	NEW	1.7k	48.49	View chart
Western Digital (WDC)	0.0	$81k		126.00	638.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$79k	+219%	980.00	80.57	View chart
Eli Lilly & Co. (LLY)	0.0	$72k	+500%	60.00	1199.43	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$71k		1.3k	54.03	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$69k		1.4k	50.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$67k	+7%	224.00	301.04	View chart
McDonald's Corporation (MCD)	0.0	$66k	-23%	244.00	270.31	View chart
Broadcom (AVGO)	0.0	$64k	NEW	170.00	377.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$64k	-13%	832.00	77.11	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$63k		132.00	477.57	View chart
Chevron Corporation (CVX)	0.0	$61k	+11%	369.00	165.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$60k	-10%	1.4k	43.06	View chart
Sherwin-Williams Company (SHW)	0.0	$59k	+4%	172.00	344.32	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.0	$57k		1.4k	41.95	View chart
Microchip Technology (MCHP)	0.0	$56k	+8%	618.00	91.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$56k	+65%	536.00	103.88	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$56k		543.00	102.16	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.0	$55k		462.00	119.13	View chart
Merck & Co (MRK)	0.0	$54k	+30%	418.00	128.43	View chart
Amphenol Corp Cl A (APH)	0.0	$52k	-22%	295.00	176.32	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$52k		1.9k	27.05	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$50k		869.00	57.67	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.0	$50k		834.00	59.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$48k		1.2k	41.80	View chart
Arista Networks Com Shs (ANET)	0.0	$47k	-21%	278.00	169.88	View chart
Analog Devices (ADI)	0.0	$47k	-21%	118.00	397.17	View chart
Intuit (INTU)	0.0	$47k	-24%	178.00	261.00	View chart
Adobe Systems Incorporated (ADBE)	0.0	$45k		220.00	205.02	View chart
TJX Companies (TJX)	0.0	$45k	+11%	295.00	151.50	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.0	$44k		832.00	52.41	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$44k	-19%	582.00	74.86	View chart
Ge Aerospace Com New (GE)	0.0	$43k	+142%	114.00	373.73	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$42k		862.00	49.13	View chart
Citigroup Com New (C)	0.0	$41k	+20%	294.00	139.96	View chart
Verizon Communications (VZ)	0.0	$40k	-4%	951.00	42.34	View chart
Abbvie (ABBV)	0.0	$40k	+3060%	158.00	251.64	View chart
Walt Disney Company (DIS)	0.0	$40k	+86%	410.00	96.25	View chart
Ge Vernova (GEV)	0.0	$39k	+26%	33.00	1174.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.0	$39k		975.00	39.63	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$36k	NEW	212.00	170.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$35k		95.00	365.71	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$35k		689.00	50.39	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$35k		1.4k	25.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.0	$35k		848.00	40.88	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$34k		855.00	40.21	View chart
Iron Mountain (IRM)	0.0	$34k	+3%	269.00	126.31	View chart
Royal Caribbean Cruises (RCL)	0.0	$34k	+9%	107.00	317.53	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$34k	+4%	706.00	48.12	View chart
Boeing Company (BA)	0.0	$34k	+32%	155.00	216.47	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$33k		330.00	100.20	View chart
Solventum Corp Com Shs (SOLV)	0.0	$32k		412.00	77.15	View chart
Williams-Sonoma (WSM)	0.0	$31k	+6%	133.00	233.10	View chart
Applovin Corp Com Cl A (APP)	0.0	$31k		60.00	515.23	View chart
Marriott Intl Cl A (MAR)	0.0	$31k		83.00	370.59	View chart
Bristol Myers Squibb (BMY)	0.0	$30k		525.00	57.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$30k	-43%	644.00	46.74	View chart
Keysight Technologies (KEYS)	0.0	$29k		84.00	350.07	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$29k		561.00	51.78	View chart
United Parcel Svcs CL B (UPS)	0.0	$29k	+23%	269.00	107.50	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$28k		531.00	53.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$28k		672.00	41.67	View chart
Synopsys (SNPS)	0.0	$28k	-18%	62.00	446.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$27k		517.00	52.26	View chart
Linde SHS (LIN)	0.0	$27k	+24%	51.00	518.94	View chart
Progressive Corporation (PGR)	0.0	$26k		121.00	218.45	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$26k		1.0k	26.23	View chart
Hilton Worldwide Holdings (HLT)	0.0	$26k	+13%	78.00	330.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$25k	-2%	573.00	44.24	View chart
Airbnb Com Cl A (ABNB)	0.0	$25k	+2%	174.00	143.10	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$25k		81.00	306.30	View chart
Chubb (CB)	0.0	$25k	+22%	72.00	340.74	View chart
O'reilly Automotive (ORLY)	0.0	$24k	+13%	259.00	92.09	View chart
Pfizer (PFE)	0.0	$24k	+12%	983.00	24.08	View chart
Mastercard Incorporated Cl A (MA)	0.0	$24k	+253%	46.00	513.61	View chart
Starbucks Corporation (SBUX)	0.0	$23k	+38%	226.00	102.19	View chart
Ea Series Trust Strive Us Semico (SHOC)	0.0	$23k		187.00	121.99	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$22k	+21%	45.00	496.73	View chart
Direxion Shares Etf Trust Dly 20 Yr Tresur (TMF)	0.0	$22k		613.00	35.55	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.0	$22k		424.00	50.61	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$21k		203.00	104.93	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$21k	-19%	425.00	49.86	View chart
Anthem (ELV)	0.0	$21k	+38%	54.00	386.72	View chart
Emcor (EME)	0.0	$21k		25.00	829.88	View chart
Union Pacific Corporation (UNP)	0.0	$21k	+18%	76.00	272.00	View chart
Ross Stores (ROST)	0.0	$21k	+3%	97.00	212.85	View chart
Amgen (AMGN)	0.0	$21k	+9%	57.00	362.12	View chart

Past Filings by IMG Wealth Management

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

IMG Wealth Management 2026 Q2 filed Aug. 7, 2026
IMG Wealth Management 2026 Q1 filed May 15, 2026
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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