13F Filings History of IMG Wealth Management, Inc.

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$157,468,730
Signature - Title
Nathan Edwards - Chief Compliance Officer
Location
Jacksonville, FL
Summary
This page shows a list of all the recent 13F filings made by IMG Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IMG Wealth Management, Inc. reported 586 stock holdings with total value $157,468,730 as of Q4 2025. Top holdings included BUFR, CGDV, BUFQ, BUFD, and FTLS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 586 $157,468,730 +$25,946,615 -$20,063,181 +$5,883,434 BUFR, CGDV, BUFQ, BUFD, FTLS 13F-HR 05 Feb 2026, 12:06
Q3 2025 552 $147,830,729 +$12,945,225 -$1,904,332 +$11,040,893 BUFR, CGDV, BUFQ, BUFD, QQQ 13F-HR 05 Nov 2025, 08:30
Q2 2025 483 $129,075,337 +$16,221,500 -$7,290,942 +$8,930,558 BUFR, CGDV, BUFQ, BUFD, QQQ 13F-HR 30 Jul 2025, 12:28
Q1 2025 292 $111,338,608 +$8,665,006 -$2,913,208 +$5,751,798 BUFR, CGDV, BUFQ, BUFD, QQQ 13F-HR 23 Apr 2025, 08:55
Q4 2024 258 $108,095,582 $0 $0 $0 BUFR, CGDV, BUFQ, BUFD, QQQ 13F-HR 10 Feb 2025, 15:09