IMG Wealth Management, Inc. Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$157.5B

Holdings

586

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (586 positions)

#StockSharesValue% PortfolioType
201
SHELSHELL PLC
402$29.0M0.02%
202
USBUS BANCORP DEL
546$29.0M0.02%
203
APHAMPHENOL CORP NEW
216$29.0M0.02%
204
VBKVANGUARD INDEX FDS
95$28.0M0.02%
205
DFAEDIMENSIONAL ETF TRUST
855$27.0M0.02%
206
GILDGILEAD SCIENCES INC
225$27.0M0.02%
207
VTEBVANGUARD MUN BD FDS
552$27.0M0.02%
208
FUMBFIRST TR EXCH TRADED FD III
1,381$27.0M0.02%
209
GSKGSK PLC
549$26.0M0.02%
210
GAPRFIRST TR EXCHNG TRADED FD VI
672$26.0M0.02%
211
SPTLSPDR SERIES TRUST
1,006$26.0M0.02%
212
VNQVANGUARD INDEX FDS
295$26.0M0.02%
213
TJXTJX COS INC NEW
174$26.0M0.02%
214
SPEMSPDR INDEX SHS FDS
561$26.0M0.02%
215
BAPRINNOVATOR ETFS TRUST
531$25.0M0.02%
216
AMTAMERICAN TOWER CORP NEW
139$24.0M0.02%
217
ADIANALOG DEVICES INC
91$24.0M0.02%
218
ISRGINTUITIVE SURGICAL INC
44$24.0M0.02%
219
CMCSACOMCAST CORP NEW
834$24.0M0.02%
220
GMARFIRST TR EXCHNG TRADED FD VI
588$24.0M0.02%
221
FMARFIRST TR EXCHNG TRADED FD VI
517$24.0M0.02%
222
INTCINTEL CORP
648$23.0M0.01%
223
TMOTHERMO FISHER SCIENTIFIC INC
41$23.0M0.01%
224
BMYBRISTOL-MYERS SQUIBB CO
440$23.0M0.01%
225
EFAISHARES TR
248$23.0M0.01%
226
KLACKLA CORP
19$23.0M0.01%
227
VOTVANGUARD INDEX FDS
81$22.0M0.01%
228
TMFDIREXION SHS ETF TR
613$22.0M0.01%
229
PEPPEPSICO INC
158$22.0M0.01%
230
CRWDCROWDSTRIKE HLDGS INC
49$22.0M0.01%
231
NEENEXTERA ENERGY INC
279$22.0M0.01%
232
ETNEATON CORP PLC
67$21.0M0.01%
233
DHRDANAHER CORPORATION
94$21.0M0.01%
234
TXNTEXAS INSTRS INC
117$20.0M0.01%
235
CBCHUBB LIMITED
67$20.0M0.01%
236
IRMIRON MTN INC DEL
244$20.0M0.01%
237
KBWDINVESCO EXCH TRADED FD TR II
1,450$19.0M0.01%
238
MVSTMICROVAST HOLDINGS INC
7,055$19.0M0.01%
239
XDECFIRST TR EXCHNG TRADED FD VI
480$19.0M0.01%
240
SPTMSPDR SERIES TRUST
239$19.0M0.01%
241
ETRENTERGY CORP NEW
215$19.0M0.01%
242
MDXGMIMEDX GROUP INC
2,916$19.0M0.01%
243
SCHFSCHWAB STRATEGIC TR
809$19.0M0.01%
244
STXSEAGATE TECHNOLOGY HLDNGS PL
68$18.0M0.01%
245
DWDMORGAN STANLEY
106$18.0M0.01%
246
SAPSAP SE
75$18.0M0.01%
247
ANETARISTA NETWORKS INC
141$18.0M0.01%
248
DJTTRUMP MEDIA & TECHNOLOGY GRO
1,408$18.0M0.01%
249
CALFPACER FDS TR
424$18.0M0.01%
250
ZJANINNOVATOR ETFS TRUST
680$18.0M0.01%
251
BNDVANGUARD BD INDEX FDS
250$18.0M0.01%
252
SCHWSCHWAB CHARLES CORP
178$17.0M0.01%
253
KVUEKENVUE INC
986$17.0M0.01%
254
UNPUNION PAC CORP
74$17.0M0.01%
255
BLKBLACKROCK INC
16$17.0M0.01%
256
AMGNAMGEN INC
53$17.0M0.01%
257
ACNACCENTURE PLC IRELAND
66$17.0M0.01%
258
LINLINDE PLC
40$17.0M0.01%
259
WSOWATSCO INC
52$17.0M0.01%
260
CITCINTAS CORP
90$16.0M0.01%
261
NTRSNORTHERN TR CORP
123$16.0M0.01%
262
MCOMOODYS CORP
32$16.0M0.01%
263
BKNGBOOKING HOLDINGS INC
3$16.0M0.01%
264
DALDELTA AIR LINES INC DEL
232$16.0M0.01%
265
CLCOLGATE PALMOLIVE CO
214$16.0M0.01%
266
JCIJOHNSON CTLS INTL PLC
139$16.0M0.01%
267
SBUXSTARBUCKS CORP
196$16.0M0.01%
268
GDGENERAL DYNAMICS CORP
49$16.0M0.01%
269
GJUNFIRST TR EXCHNG TRADED FD VI
412$16.0M0.01%
270
MPCMARATHON PETE CORP
102$16.0M0.01%
271
HACKAMPLIFY ETF TR
203$16.0M0.01%
272
ZSEPINNOVATOR ETFS TRUST
569$15.0M0.01%
273
DEDEERE & CO
33$15.0M0.01%
274
SMCISUPER MICRO COMPUTER INC
543$15.0M0.01%
275
SPGIS&P GLOBAL INC
29$15.0M0.01%
276
BSXBOSTON SCIENTIFIC CORP
165$15.0M0.01%
277
PGRPROGRESSIVE CORP
62$14.0M0.01%
278
SYMSYMBOTIC INC
239$14.0M0.01%
279
TTTRANE TECHNOLOGIES PLC
37$14.0M0.01%
280
MUBISHARES TR
134$14.0M0.01%
281
8CWCROWN CASTLE INC
163$14.0M0.01%
282
AIQGLOBAL X FDS
277$14.0M0.01%
283
SYKSTRYKER CORPORATION
37$13.0M0.01%
284
MDTMEDTRONIC PLC
141$13.0M0.01%
285
EMEEMCOR GROUP INC
22$13.0M0.01%
286
EMREMERSON ELEC CO
104$13.0M0.01%
287
BUFTFIRST TR EXCHNG TRADED FD VI
547$13.0M0.01%
288
GMGENERAL MTRS CO
172$13.0M0.01%
289
MRSHMARSH & MCLENNAN COS INC
74$13.0M0.01%
290
KDPKEURIG DR PEPPER INC
455$12.0M0.01%
291
SHOCEA SERIES TRUST
187$12.0M0.01%
292
MARMARRIOTT INTL INC NEW
41$12.0M0.01%
293
HONHONEYWELL INTL INC
65$12.0M0.01%
294
FCXFREEPORT-MCMORAN INC
250$12.0M0.01%
295
NKENIKE INC
197$12.0M0.01%
296
SPGSIMON PPTY GROUP INC NEW
65$12.0M0.01%
297
CEGCONSTELLATION ENERGY CORP
36$12.0M0.01%
298
IHIISHARES TR
197$12.0M0.01%
299
IGVISHARES TR
115$12.0M0.01%
300
IDXXIDEXX LABS INC
17$11.0M0.01%
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