IMG Wealth Management, Inc.
All 13F Filings
- Location
- Jacksonville, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 179,507
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 612 | 179,507 | 13F-HR | IMG Wealth Management, Inc. |
| Q1 2026 | 5/15/2026 | 506 | 156,874 | 13F-HR | IMG Wealth Management, Inc. |
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 80.84 K | 45.1% | 0 | 26.95 K | -26.95 K |
| ETFs | 98.56 K | 54.9% | 49.56 K | 0 | 49.56 K |
| Debt | 9 | 0.0% | 0 | 0 | 0 |
| Other | 7 | 0.0% | 7 | 0 | 7 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
179,507
Holdings
612
QoQ value change ($000)
22,633
(14.4%)
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.