You're signed outSign in or to get full access.
Ima Wealth, Inc.
IMA Wealth, Inc. is an independent investment advisory and broker-dealer firm headquartered in Wichita, Kansas, United States, with additional offices. Founded in 1999, it specializes in fiduciary support services under ERISA Section 3(21) and 3(38) for qualified and non-qualified retirement plans, as well as discretionary wealth management for individuals, families, and businesses. The firm is part of the broader IMA Financial Group and is recognized for its expertise in retirement plan advisory and wealth management. Employee count is reported as under 25.
Investment Strategy
IMA Wealth focuses on comprehensive wealth management and retirement plan solutions, providing discretionary asset management, fiduciary support under ERISA, and personalized financial advisory services tailored to both qualified and non-qualified retirement plans. The firm emphasizes long-term financial planning and holistic client service, leveraging a data-driven and integrity-centered approach for individuals, families, and businesses.
Latest 13F Filing Activity
Ima Wealth, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 549 equity positions with a total 13F market value of $933M. The fund increased holdings in SPDR Gold Shares, Vanguard Large Cap, Ishares Msci USA Esg Select Etf among other positions. Ima Wealth, Inc. reduced exposure to Ishares S&P Smallcap 600 Etf, Schwab Us Dividend Equity Etf, Organon &co Common Stock among others.
Top Holdings
Equity Positions (549)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | Schwab US Dividend Equity ETF | 8.26% | $77.1M | 2,908,929 | $27.35 | $26.50 | -$3.5M |
V VV | VANGUARD LARGE CAP | 6.77% | $63.1M | 222,243 | $268.35 | $285.30 | +$9.8M |
S SUSA | ISHARES MSCI USA ESG SELECT ETF | 6.49% | $60.5M | 477,637 | $115.07 | $126.75 | +$6.6M |
D DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | 5.83% | $54.4M | 731,391 | $64.62 | $74.44 | +$3.7M |
D DSI | ISHARES TR KLD 400 SOCIAL INDEX FD | 4.98% | $46.5M | 402,011 | $110.25 | $116.16 | +$4.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more