Holdings of IMG Wealth Management, Inc.
445 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 62.2 % of the equity sleeve
Sector breakdown
- Funds 5.8 %
- Technology 3.5 %
- Financials 1.7 %
- Consumer discretionary 1.4 %
- Health care 1.3 %
- Communication 1.3 %
- Industrials 1.3 %
- Consumer staples 1.2 %
- Energy 0.4 %
- Utilities 0.3 %
- Materials 0.1 %
- Real estate 0.1 %
- Unattributed 81.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- TW 0.0 %
- GB 0.0 %
- NL 0.0 %
- AU 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 440 | 109.7M $ | 99.94 % |
| 2 | TW | 1 | 44.6K $ | 0.04 % |
| 3 | GB | 2 | 11.1K $ | 0.01 % |
| 4 | NL | 1 | 4K $ | 0.00 % |
| 5 | AU | 1 | 2.8K $ | 0.00 % |