13F Insight
DOSSIER · 13F-HR · Q2 2026

IMG Wealth Management, Inc.

$180M in tracked AUM across 612 positions as of Q2 2026.

IW
CIK 0002032103 · last filed Jun 30, 2026
Total AUM
$180M
as of Q2 2026
Holdings
612
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

IMG Wealth Management, 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
BUFR
FIRST TR EXCHNG TRADED FD VI
$19M507K10.3%02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$14M282K7.7%03
BUFQ
FIRST TR EXCHNG TRADED FD VI
$12M297K6.5%04
BUFD
FIRST TR EXCHNG TRADED FD VI
$9M312K5.2%05
FTLS
FIRST TR EXCH TRADED FD III
$7M101K4.2%06
RDVY
FIRST TR EXCHANGE TRADED FD
$7M87K3.9%07
QQQM
INVESCO EXCH TRADED FD TR II
$7M23K3.8%08
VTV
VANGUARD INDEX FDS
$7M30K3.7%09
FGD
FIRST TR EXCHANGE-TRADED FD
$6M196K3.5%10
SDVY
FIRST TR EXCHANGE TRADED FD
$6M145K3.5%

Filing history

2026Q2Jun 30
$180M▲ 14.4%
612 positionsView →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 positionsLocked2025Q1Mar 31
$86M▼ 20.1%
183 positionsLocked2024Q4Dec 31
$108M—
258 positionsLocked