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IMG WEALTH MANAGEMENT, INC. 13F portfolio summary

IMG WEALTH MANAGEMENT, INC. of IMG WEALTH MANAGEMENT, INC. has 491 current stock holdings with a reported portfolio value of $156.9M. The portfolio 1 year return is +15.43%. Top holdings include SPY (0.00%), QQQ (0.00%), PFF (0.00%), AWK (0.00%), UPS (0.00%).

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IMG WEALTH MANAGEMENT, INC.

IMG WEALTH MANAGEMENT, INC.
Latest filing: 2026-03-31

IMG WEALTH MANAGEMENT, INC. runs IMG WEALTH MANAGEMENT, INC. and currently holds 491 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $156.87M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. IMG WEALTH MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, IMG WEALTH MANAGEMENT, INC.'s portfolio at IMG WEALTH MANAGEMENT, INC. has delivered returns of +15.43%. Their 3-year annualized return is +12.76%. Looking at the 5-year horizon, IMG WEALTH MANAGEMENT, INC. has achieved +12.76% annualized returns at IMG WEALTH MANAGEMENT, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.43%
#0/1000
3 Year
+12.76%
#0/1000
5 Year
+12.76%
#0/1000

Portfolio Value

$156.87M

Alpha Score

11.9

#0 of 1000

Holdings

491

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change