IMG Wealth Management, Inc. - Portfolio overview

IMG Wealth Management, Inc. has 664 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BUFR - FIRST TR EXCHNG TRADED FD VI, 10.48%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 7.39%
3. BUFQ - FIRST TR EXCHNG TRADED FD VI, 6.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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