What does IMA Advisory Services, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD LARGE CAP

$79M264K7.7%

ISHARES MSCI USA ESG SELECT ETF

$69M522K6.7%

ISHARES ESG ADVANCED MSCI EAFE ETF

$56M737K5.4%

ISHARES TR KLD 400 SOCIAL INDEX FD

$50M413K4.9%

Schwab US Large-Cap ETF

$47M1.9M4.6%

VANGUARD ESG INTERNATIONAL STOCK ETF

$34M479K3.4%

VANGUARD ESG U.S. STOCK ETF

$31M273K3.0%

JPMorgan Core Plus Bond ETF

$27M579K2.7%

VANGUARD TOTAL INTERNATIONAL STOCK ETF

$24M316K2.4%

Invesco BulletShares 2030 Corp Bd ETF

$24M1.4M2.4%

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