IMA Advisory Services, Inc.
Q1 2026 13F Holdings
- Locationdenver, CO
- Num holdings
1,033
- Value ($000)
$1,024,292
- Date Filed 05/06/2026
- Form type13F-HR
- CIK 0001455495
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD LARGE CAP | ETF | 922908637 | $78.8M | 8 % | 264,311 | ||
ISHARES MSCI USA ESG SELECT ETF | ETF | 464288802 | $69.02M | 7 % | 522,494 | ||
ISHARES ESG ADVANCED MSCI EAFE ETF | ETF | 46436E759 | $55.53M | 5 % | 736,635 | ||
ISHARES TR KLD 400 SOCIAL INDEX FD | ETF | 464288570 | $49.74M | 5 % | 412,576 | ||
Schwab US Large-Cap ETF | EXCHANGE TRADED FUND | 808524201 | $47.48M | 5 % | 1,851,852 | ||
VANGUARD ESG INTERNATIONAL STOCK ETF | ETF | 921910725 | $34.39M | 3 % | 479,476 | ||
VANGUARD ESG U.S. STOCK ETF | ETF | 921910733 | $30.64M | 3 % | 272,951 | ||
JPMorgan Core Plus Bond ETF | EXCHANGE TRADED FUND | 46641Q670 | $27.27M | 3 % | 579,129 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | $24.36M | 2 % | 316,105 | ||
Invesco BulletShares 2030 Corp Bd ETF | EXCHANGE TRADED FUND | 46138J460 | $24.22M | 2 % | 1,448,572 |
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