§ 13F · FUND PROFILE
IMG Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $129.1T (13F)Positions · 483Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | 480K | $16.4T | 10.4% | ±0% |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 263K | $11.5T | 7.3% | +6% |
| 3 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 279K | $10.0T | 6.4% | −4% |
| 4 | BUFD | FIRST TR EXCHNG TRADED FD VI | 295K | $8.3T | 5.3% | −4% |
| 5 | FTLS | FIRST TR EXCH TRADED FD III | 88K | $6.3T | 4.0% | +11% |
| 6 | FGD | FIRST TR EXCHANGE TRADED FD | 196K | $5.9T | 3.8% | +15% |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF | 132K | $5.9T | 3.7% | +2% |
| 8 | SDVY | FIRST TR EXCHANGE-TRADED FD | 146K | $5.6T | 3.6% | +7% |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 79K | $5.5T | 3.5% | +6% |
| 10 | VTV | VANGUARD INDEX FDS | 27K | $5.2T | 3.3% | NEW |
§ 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 $129075.3 trillion in assets. The fund runs a broad portfolio of 483 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed