§ 13F · FUND PROFILE
IMG Wealth Management, Inc..
AUM · $180M (13F)Positions · 612Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$729K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | 507K | $19M | 10.3% | +3% |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 282K | $14M | 7.7% | +3% |
| 3 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 297K | $12M | 6.5% | +3% |
| 4 | BUFD | FIRST TR EXCHNG TRADED FD VI | 312K | $9M | 5.2% | +3% |
| 5 | FTLS | FIRST TR EXCH TRADED FD III | 101K | $7M | 4.2% | +4% |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | 87K | $7M | 3.9% | +4% |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 23K | $7M | 3.8% | +7% |
| 8 | VTV | VANGUARD INDEX FDS | 30K | $7M | 3.7% | +5% |
| 9 | FGD | FIRST TR EXCHANGE-TRADED FD | 196K | $6M | 3.5% | +2% |
| 10 | SDVY | FIRST TR EXCHANGE TRADED FD | 145K | $6M | 3.5% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IMG SIGNAL
AC read
IMG Wealth Management, Inc. is a Other fund managing $180 million in assets. The fund runs a broad portfolio of 612 positions.
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