StockDriftsStockDriftsTop 50 IMG Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | 10.31% | 506.6K | $18.5M | +3.31%(+16.24K) | $30.58(+22.07%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.73% | 281.7K | $13.9M | +2.61%(+7.16K) | $37.29(+37.59%) | 2026-06-30 | |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 6.51% | 297.4K | $11.7M | +3.40%(+9.79K) | $31.58(+25.15%) | 2026-06-30 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 5.16% | 311.5K | $9.3M | +2.78%(+8.42K) | $25.64(+17.97%) | 2026-06-30 | |
| FTLS | FIRST TR EXCH TRADED FD III | 4.15% | 101.0K | $7.5M | +4.26%(+4.13K) | $66.33(+14.68%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.94% | 87.2K | $7.1M | +4.06%(+3.40K) | $63.16(+32.25%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.8% | 22.5K | $6.8M | +6.51%(+1.38K) | $244.68(+21.24%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.7% | 30.4K | $6.6M | +5.38%(+1.55K) | $189.90(+18.91%) | 2026-06-30 | |
| FGD | FIRST TR EXCHANGE-TRADED FD | 3.5% | 196.3K | $6.3M | +1.90%(+3.65K) | $26.80(+30.18%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 3.49% | 145.1K | $6.3M | +3.85%(+5.38K) | $36.36(+22.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.79% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.20% |
IMG Wealth Management, Inc. reports $179.51M in US-listed equity holdings across 612 positions in its most recent 13F filing. Its largest disclosed positions are BUFR (10.3%), CGDV (7.7%) and BUFQ (6.5%). The top 20 holdings account for 68.84% of reported assets. Its disclosed equity book has returned +26.79% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from IMG Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2032103). View IMG Wealth Management, Inc.’s 13F filings on SEC