IMG Wealth Management, Inc.
Q4 2025 13F Holdings
- Locationjacksonville, FL
- Num holdings
586
- Value ($000)
$157,469
- Date Filed02/05/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $16.44M | 10 % | 479,758 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $11.47M | 7 % | 262,904 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $10.01M | 6 % | 279,299 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 | $8.34M | 5 % | 295,317 | ||
FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 | $6.27M | 4 % | 88,307 | ||
FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | 33734X200 | $5.92M | 4 % | 195,595 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $5.86M | 4 % | 131,804 | ||
FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $5.6M | 4 % | 146,156 | ||
FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $5.47M | 4 % | 78,682 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.16M | 3 % | 27,011 |
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