IMA Advisory Services, Inc.
Q4 2025 13F Holdings
- Locationdenver, CO
- Num holdings
1,008
- Value ($000)
$1,041,292
- Date Filed02/11/2026
- Form type13F-HR
- CIK0001455495
- 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 |
|---|---|---|---|---|---|---|---|
VANGUARD LARGE CAP | ETF | 922908637 | $82.49M | 8 % | 262,685 | ||
ISHARES MSCI USA ESG SELECT ETF | ETF | 464288802 | $71.69M | 7 % | 514,454 | ||
ISHARES ESG ADVANCED MSCI EAFE ETF | ETF | 46436E759 | $55.04M | 5 % | 732,980 | ||
ISHARES TR KLD 400 SOCIAL INDEX FD | ETF | 464288570 | $52.27M | 5 % | 407,924 | ||
Schwab US Large-Cap ETF | EXCHANGE TRADED FUND | 808524201 | $48.12M | 5 % | 1,788,112 | ||
VANGUARD ESG INTERNATIONAL STOCK ETF | ETF | 921910725 | $35.84M | 3 % | 500,363 | ||
VANGUARD ESG U.S. STOCK ETF | ETF | 921910733 | $33.02M | 3 % | 272,981 | ||
JPMorgan Core Plus Bond ETF | EXCHANGE TRADED FUND | 46641Q670 | $26.99M | 3 % | 567,642 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | $25.82M | 3 % | 342,421 | ||
Invesco BulletShares 2030 Corp Bd ETF | EXCHANGE TRADED FUND | 46138J460 | $23.96M | 2 % | 1,416,186 |
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