IMG Wealth Management, Inc.: 13F holdings
CIK 20321032026Q2
| Positions | 612 |
|---|
| Reported value | $179.5m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 612 (+106 vs prior quarter) |
|---|
| Reported value | $179.5m (+14.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BUFR FIRST TR EXCHNG TRADED FD VI | 506,640 | $18.5m | 10.3% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 281,740 | $13.9m | 7.7% |
| FDP FIRST TR EXCHNG TRADED FD VI | 297,371 | $11.7m | 6.5% |
| BUFD FIRST TR EXCHNG TRADED FD VI | 311,544 | $9.3m | 5.2% |
| FTLS FIRST TR EXCH TRADED FD III | 101,025 | $7.5m | 4.2% |
| RDVY FIRST TR EXCHANGE TRADED FD | 87,152 | $7.1m | 3.9% |
| QQQM INVESCO EXCH TRADED FD TR II | 22,510 | $6.8m | 3.8% |
| VTV VANGUARD INDEX FDS | 30,449 | $6.6m | 3.7% |
| FGD FIRST TR EXCHANGE-TRADED FD | 196,254 | $6.3m | 3.5% |
| SDVY FIRST TR EXCHANGE TRADED FD | 145,117 | $6.3m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2032103")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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