IMG Wealth Management, Inc.
13F Portfolio Filings
Most recent 13F Q1 2026Location jacksonville, FLCIK 0002032103All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
506 | $156.87M | FIRST TR EXCHNG TRADED FD VI, CGDV, FIRST TR EXCHNG TRADED FD VI, BUFD | 13F-HR | May 15, 2026 | 000139834426009321 | ||
586 | $157.47M | FIRST TR EXCHNG TRADED FD VI, CGDV, FIRST TR EXCHNG TRADED FD VI, BUFD | 13F-HR | Feb 5, 2026 | 000139834426002289 | ||
552 | $147.83M | FIRST TR EXCHNG TRADED FD VI, CGDV, FIRST TR EXCHNG TRADED FD VI, BUFD | 13F-HR | Nov 5, 2025 | 000139834425020333 | ||
483 | $129.08M | FIRST TR EXCHNG TRADED FD VI, CGDV, FIRST TR EXCHNG TRADED FD VI, BUFD | 13F-HR | Jul 30, 2025 | 000139834425014143 | ||
292 | $111.34M | FIRST TR EXCHNG TRADED FD VI, CGDV, FIRST TR EXCHNG TRADED FD VI, BUFD | 13F-HR | Apr 23, 2025 | 000139834425007524 | ||
258 | $108.1M | FIRST TR EXCHNG TRADED FD VI, CGDV, FIRST TR EXCHNG TRADED FD VI, BUFD | 13F-HR | Feb 10, 2025 | 000139834425002313 |