IMG Wealth Management, Inc.
Q3 2025 13F Holdings
- Locationjacksonville, FL
- Num holdings
552
- Value ($000)
$147,831
- Date Filed11/05/2025
- Form type13F-HR
- CIK0002032103
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $16.10 M | 11 % | 481,858 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $10.41 M | 7 % | 247,672 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $10.11 M | 7 % | 290,196 | ||
BUFD FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 | $8.54 M | 6 % | 309,091 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.99 M | 5 % | 13,312 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $6.90 M | 5 % | 73,676 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $6.19 M | 4 % | 10,104 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $5.65 M | 4 % | 128,590 | ||
FTLS FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 | $5.57 M | 4 % | 79,573 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $5.21 M | 4 % | 136,967 |
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