Ima Wealth, Inc. - Q12026 Holdings

Ima Wealth, Inc. holds 1030 stocks with a total portfolio value of $ 1.02B as of Q12026. In Q12026, Ima Wealth, Inc. added 73 new positions, increased stakes in 184 stocks, reduced 446 holdings, and fully exited 48 positions. The largest holding is Vanguard Large Cap (VV), representing 7.69% of the total portfolio.