IMA Advisory Services, Inc.

DOSSIER · 13F-HR · Q1 2026

IMA Advisory Services, Inc.

$1.0B in tracked AUM across 1,033 positions as of Q1 2026.

IA

CIK 0001455495 · last filed Mar 31, 2026

Total AUM

$1.0B

as of Q1 2026

Holdings

1,033

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

IMA Advisory Services, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VV

VANGUARD LARGE CAP

$79M264K7.7%02

SUSA

ISHARES MSCI USA ESG SELECT ETF

$69M522K6.7%03

DMXF

ISHARES ESG ADVANCED MSCI EAFE ETF

$56M737K5.4%04

DSI

ISHARES TR KLD 400 SOCIAL INDEX FD

$50M413K4.9%05

SCHX

Schwab US Large-Cap ETF

$47M1.9M4.6%06

VSGX

VANGUARD ESG INTERNATIONAL STOCK ETF

$34M479K3.4%07

ESGV

VANGUARD ESG U.S. STOCK ETF

$31M273K3.0%08

JCPB

JPMorgan Core Plus Bond ETF

$27M579K2.7%09

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

$24M316K2.4%10

BSCU

Invesco BulletShares 2030 Corp Bd ETF