IMA Advisory Services, Inc.

DOSSIER · 13F-HR · Q2 2026

IMA Advisory Services, Inc.

$1.6B in tracked AUM across 1,393 positions as of Q2 2026.

IA

CIK 0001455495 · last filed Jun 30, 2026

Total AUM

$1.6B

as of Q2 2026

Holdings

1,393

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

IMA Advisory Services, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SUSA

ISHARES ESG OPTIMIZED MSCI USA ETF

$81M524K5.1%02

DMXF

ISHARES ESG ADVANCED MSCI EAFE ETF

$69M822K4.3%03

DSI

ISHARES TR KLD 400 SOCIAL INDEX FD

$63M445K3.9%04

SCHX

SCHWAB STRATEGIC TR

$55M1.9M3.4%05

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

$53M623K3.3%06

ESGV

VANGUARD ESG U.S. STOCK ETF

$46M349K2.9%07

SMMD

ISHARES RUSSELL 2500 ETF

$45M492K2.8%08

VSGX

VANGUARD ESG INTERNATIONAL STOCK ETF

$40M483K2.5%09

VUG

VANGUARD GROWTH ETF

$37M430K2.3%10

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF