DOSSIER · 13F-HR · Q1 2026

IMG Wealth Management, Inc.

$157M in tracked AUM across 506 positions as of Q1 2026.

IW
CIK 0002032103 · last filed Mar 31, 2026
Total AUM
$157M
as of Q1 2026
Holdings
506
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

IMG Wealth Management, 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
BUFR
FIRST TR EXCHNG TRADED FD VI
$17M490K10.6%
02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$12M275K7.4%
03
BUFQ
FIRST TR EXCHNG TRADED FD VI
$10M288K6.5%
04
BUFD
FIRST TR EXCHNG TRADED FD VI
$8M303K5.4%
05
FTLS
FIRST TR EXCH TRADED FD III
$7M97K4.3%
06
FGD
FIRST TR EXCHANGE-TRADED FD
$6M193K3.9%
07
RDVY
FIRST TR EXCHANGE TRADED FD
$6M84K3.6%
08
VTV
VANGUARD INDEX FDS
$6M29K3.6%
09
SDVY
FIRST TR EXCHANGE TRADED FD
$6M140K3.5%
10
QQQM
INVESCO EXCH TRADED FD TR II
$5M21K3.2%

Filing history

2026Q1Mar 31
$157M 0.4%
506 positionsView →
2025Q4Dec 31
$157M 6.5%
586 positionsView →
2025Q3Sep 30
$148M 14.5%
552 positionsView →
2025Q2Jun 30
$129M 49.5%
483 positionsLocked
2025Q1Mar 31
$86M 20.1%
183 positionsLocked
2024Q4Dec 31
$108M
258 positionsLocked