IMG Wealth Management, Inc.
All 13F Filings
- Location
- Jacksonville, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 157,469
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 586 | 157,469 | 13F-HR | IMG Wealth Management, Inc. |
| Q3 2025 | 11/5/2025 | 552 | 147,831 | 13F-HR | IMG Wealth Management, Inc. |
| Q2 2025 | 7/30/2025 | 483 | 129,075 | 13F-HR | IMG Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 132.7 K | 84.3% | 8.291 K | 0 | 8.291 K |
| ETFs | 24.72 K | 15.7% | 1.366 K | 0 | 1.366 K |
| Debt | 9 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
157,469
Holdings
586
QoQ value change ($000)
9,638
(6.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.