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)

StockValue
SHELSHELL PLC
$29.0M
APHAMPHENOL CORP NEW
$29.0M
USBUS BANCORP DEL
$29.0M
VBKVANGUARD INDEX FDS
$28.0M
VTEBVANGUARD MUN BD FDS
$27.0M
DFAEDIMENSIONAL ETF TRUST
$27.0M
GILDGILEAD SCIENCES INC
$27.0M
FUMBFIRST TR EXCH TRADED FD III
$27.0M
SPTLSPDR SERIES TRUST
$26.0M
VNQVANGUARD INDEX FDS
$26.0M
SPEMSPDR INDEX SHS FDS
$26.0M
TJXTJX COS INC NEW
$26.0M
GSKGSK PLC
$26.0M
GAPRFIRST TR EXCHNG TRADED FD VI
$26.0M
BAPRINNOVATOR ETFS TRUST
$25.0M
GMARFIRST TR EXCHNG TRADED FD VI
$24.0M
CMCSACOMCAST CORP NEW
$24.0M
FMARFIRST TR EXCHNG TRADED FD VI
$24.0M
ISRGINTUITIVE SURGICAL INC
$24.0M
AMTAMERICAN TOWER CORP NEW
$24.0M
ADIANALOG DEVICES INC
$24.0M
INTCINTEL CORP
$23.0M
KLACKLA CORP
$23.0M
EFAISHARES TR
$23.0M
BMYBRISTOL-MYERS SQUIBB CO
$23.0M
TMOTHERMO FISHER SCIENTIFIC INC
$23.0M
CRWDCROWDSTRIKE HLDGS INC
$22.0M
PEPPEPSICO INC
$22.0M
VOTVANGUARD INDEX FDS
$22.0M
NEENEXTERA ENERGY INC
$22.0M
TMFDIREXION SHS ETF TR
$22.0M
ETNEATON CORP PLC
$21.0M
DHRDANAHER CORPORATION
$21.0M
IRMIRON MTN INC DEL
$20.0M
CBCHUBB LIMITED
$20.0M
TXNTEXAS INSTRS INC
$20.0M
KBWDINVESCO EXCH TRADED FD TR II
$19.0M
XDECFIRST TR EXCHNG TRADED FD VI
$19.0M
SCHFSCHWAB STRATEGIC TR
$19.0M
SPTMSPDR SERIES TRUST
$19.0M
MVSTMICROVAST HOLDINGS INC
$19.0M
ETRENTERGY CORP NEW
$19.0M
MDXGMIMEDX GROUP INC
$19.0M
STXSEAGATE TECHNOLOGY HLDNGS PL
$18.0M
DWDMORGAN STANLEY
$18.0M
SAPSAP SE
$18.0M
ANETARISTA NETWORKS INC
$18.0M
DJTTRUMP MEDIA & TECHNOLOGY GRO
$18.0M
CALFPACER FDS TR
$18.0M
ZJANINNOVATOR ETFS TRUST
$18.0M
BNDVANGUARD BD INDEX FDS
$18.0M
SCHWSCHWAB CHARLES CORP
$17.0M
KVUEKENVUE INC
$17.0M
UNPUNION PAC CORP
$17.0M
BLKBLACKROCK INC
$17.0M
AMGNAMGEN INC
$17.0M
ACNACCENTURE PLC IRELAND
$17.0M
LINLINDE PLC
$17.0M
WSOWATSCO INC
$17.0M
CITCINTAS CORP
$16.0M
NTRSNORTHERN TR CORP
$16.0M
MCOMOODYS CORP
$16.0M
BKNGBOOKING HOLDINGS INC
$16.0M
DALDELTA AIR LINES INC DEL
$16.0M
CLCOLGATE PALMOLIVE CO
$16.0M
JCIJOHNSON CTLS INTL PLC
$16.0M
SBUXSTARBUCKS CORP
$16.0M
GDGENERAL DYNAMICS CORP
$16.0M
GJUNFIRST TR EXCHNG TRADED FD VI
$16.0M
MPCMARATHON PETE CORP
$16.0M
HACKAMPLIFY ETF TR
$16.0M
ZSEPINNOVATOR ETFS TRUST
$15.0M
DEDEERE & CO
$15.0M
SMCISUPER MICRO COMPUTER INC
$15.0M
SPGIS&P GLOBAL INC
$15.0M
BSXBOSTON SCIENTIFIC CORP
$15.0M
PGRPROGRESSIVE CORP
$14.0M
SYMSYMBOTIC INC
$14.0M
TTTRANE TECHNOLOGIES PLC
$14.0M
MUBISHARES TR
$14.0M
8CWCROWN CASTLE INC
$14.0M
AIQGLOBAL X FDS
$14.0M
SYKSTRYKER CORPORATION
$13.0M
MDTMEDTRONIC PLC
$13.0M
EMEEMCOR GROUP INC
$13.0M
EMREMERSON ELEC CO
$13.0M
BUFTFIRST TR EXCHNG TRADED FD VI
$13.0M
GMGENERAL MTRS CO
$13.0M
MRSHMARSH & MCLENNAN COS INC
$13.0M
KDPKEURIG DR PEPPER INC
$12.0M
SHOCEA SERIES TRUST
$12.0M
MARMARRIOTT INTL INC NEW
$12.0M
HONHONEYWELL INTL INC
$12.0M
FCXFREEPORT-MCMORAN INC
$12.0M
NKENIKE INC
$12.0M
SPGSIMON PPTY GROUP INC NEW
$12.0M
CEGCONSTELLATION ENERGY CORP
$12.0M
IHIISHARES TR
$12.0M
IGVISHARES TR
$12.0M
IDXXIDEXX LABS INC
$11.0M
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