Institutions / IMA Advisory Services, Inc.
IMA Advisory Services, Inc.
CIK 1455495 · Institution · as of Dec 31, 2025
Portfolio value
$1.04B
Positions
1,008
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,008 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Large Cap | $82.49M | 7.9% |
| iShares MSCI USA Esg Select ETF | $71.69M | 6.9% |
| iShares MSCI UAE ETF | $55.04M | 5.3% |
| iShares Tr Kld 400 Social Index Fd | $52.27M | 5.0% |
| Schwab US Large-Cap ETF | $48.12M | 4.6% |
| Vanguard Esg International Stock ETF | $35.84M | 3.4% |
| Vanguard Esg U.S. Stock ETF | $33.02M | 3.2% |
| JPMorgan Core Plus Bond ETF | $26.99M | 2.6% |
| Vanguard Total International Stock ETF | $25.82M | 2.5% |
| Invesco BulletShares 2030 Corp Bd ETF | $23.96M | 2.3% |
| Invesco BulletShares 2029 Corp Bd ETF | $23.01M | 2.2% |
| Schwab US Broad Market ETF | $22.89M | 2.2% |
| SPDR S&P 500 ETF Trust | $19.80M | 1.9% |
| Vanguard Total Bond Market ETF | $17.98M | 1.7% |
| iShares High Yield Systematic Bond ETF | $13.96M | 1.3% |
| Schwab US Mid-Cap ETF | $13.84M | 1.3% |
| Schwab U.S. Small-Cap ETF | $13.38M | 1.3% |
| NVIDIA Corp | $12.62M | 1.2% |
| Vanguard Ftse Aw X-Us Sm Cap | $12.59M | 1.2% |
| Apple Inc. | $11.04M | 1.1% |
| Microsoft Corp | $10.46M | 1.0% |
| Schwab International Equity ETF | $10.11M | 1.0% |
| iShares MSCI Eafe Small Cap ETF | $9.67M | 0.9% |
| VictoryShares Core Intermediate Bond ETF | $9.56M | 0.9% |
| Vanguard Esg U.S. Corporate Bond ETF | $9.46M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.