Fund Holdings

IMA Advisory Services, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES MSCI EAFE SMALL CAP ETF124,917225,289+100,3729,671,37217,652,3741.72%+7,981,002
VANGUARD 0-3 MONTH TREASURY BILL ETF48729,818+29,33136,7342,255,7310.22%+2,218,997
SPDR Portfolio S&P 500 Growth ETF
ST STR P500GRW
14,23734,547+20,3101,519,0873,382,5550.33%+1,863,468
Lumentum Holdings Inc(LITE)12,7359,283-3,4524,693,9936,523,7210.64%+1,829,728
Valero Energy Corp(VLO)24,74122,347-2,3944,027,6325,521,6180.54%+1,493,986
Oracle Corp(ORCL)1,24611,361+10,115242,8571,671,3160.16%+1,428,459
Schwab International Equity ETF420,687452,213+31,52610,113,33311,192,2901.09%+1,078,957
Exxon Mobil Corp22,19322,010-1832,670,7053,734,2160.36%+1,063,511
Onto Innovation Inc(ONTO)22,61321,970-6433,569,6884,505,3870.44%+935,699
Fastenal Co(FAST)145,121145,12105,823,7056,733,6140.66%+909,909
Applied Materials Inc10,96310,850-1132,817,3813,708,4210.36%+891,040
MasTec Inc(MTZ)8,0897,985-1041,758,3052,569,0930.25%+810,788
VictoryShares Core Intermediate Bond ETF
CORE BD ETF
201,895220,105+18,2109,560,67710,348,6801.01%+788,003
iShares Core S&P Mid-Cap ETF011,467+11,4670774,3870.08%+774,387
Schwab US Dividend Equity ETF250,392247,072-3,3206,868,2657,580,2110.74%+711,946
Schwab US Small-Cap ETF469,627483,863+14,23613,375,00314,070,7611.37%+695,758
Schwab US Mid-Cap ETF460,324468,821+8,49713,841,96614,514,7251.42%+672,759
Chevron Corp(CVX)13,91713,412-5052,121,2092,774,9450.27%+653,736
Wal-Mart Stores Inc(WMT)55,14754,335-8126,143,9276,766,2120.66%+622,285
Micron Technology Inc(MU)23,14520,916-2,2296,608,5567,069,4050.69%+460,849
Avantis U.S. Small Cap Value ETF36,10837,408+1,3003,682,3234,132,5200.40%+450,197
Generac Holdings Inc(GNRC)7,2567,209-47989,5001,408,1330.14%+418,633
XPO Inc(XPO)7,2267,148-78982,0851,390,6430.14%+408,558
Marvell Technology Inc(MRVL)23,40424,169+7651,988,8712,393,9440.23%+405,073
Johnson & Johnson(JNJ)10,28810,28802,129,1012,514,7980.25%+385,697
ASML Holding NV
N Y REGISTRY SHS
1,3821,410+281,478,5461,862,3700.18%+383,824
Kinder Morgan Inc P(KMI)134,056120,545-13,5113,685,1994,041,9020.39%+356,703
Vanguard Total Bond Market ETF242,790248,875+6,08517,983,46118,327,2121.79%+343,751
Invesco BulletShares 2029 Corp Bd ETF
BULETSHS 2029
1,221,6241,250,151+28,52723,009,29323,328,3322.28%+319,039
Viasat Inc(VSAT)29,05428,709-3451,001,2001,314,8720.13%+313,672
ISHARES S&P SMALLCAP 600 ETF37,39838,476+1,0784,494,5094,782,9600.47%+288,451
L3Harris Technologies Inc(LHX)5,5915,59101,641,3591,929,7550.19%+288,396
Diamondback Energy Inc COM(FANG)6,2416,199-42938,2091,226,1000.12%+287,891
JPMorgan Core Plus Bond ETF
CORE PLUS BD ETF
567,642579,129+11,48726,985,10827,265,4252.66%+280,317
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF202,228207,036+4,8085,502,6235,765,9640.56%+263,341
ISHARES GLOBAL INFRASTRUCTURE ETF46,33446,33402,843,0783,104,4040.30%+261,326
Invesco BulletShares 2030 Corp Bd ETF
INVSCO 30 CORP
1,416,1861,448,572+32,38623,961,87824,218,8272.36%+256,949
Deere & Co(DE)2,6142,61401,221,2341,476,7000.14%+255,466
iShares 1-3 Year International TrsBd ETF03,201+3,2010237,4630.02%+237,463
Avantis Emerging Markets Equity ETF36,22437,456+1,2322,789,9813,018,2230.29%+228,242
W.W. Grainger Inc(GWW)3,9503,844-1063,985,7474,193,0730.41%+207,326
ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI USA ETF782,032785,863+3,83158,538,82758,724,4115.73%+185,584
Cloudflare Inc(NET)1,2902,124+834254,323438,2660.04%+183,943
Merck & Co Inc(MRK)20,66519,570-1,0952,192,6702,370,7440.23%+178,074
iShares Broad USD High Yield Corporate Bond ETF
BROAD USD HIGH
04,776+4,7760175,9470.02%+175,947
VANGUARD FTSE ALL-WORLD EX-US80,17780,837+6605,895,9076,069,0690.59%+173,162
VANGUARD FTSE AW X-US SM CAP87,90987,524-38512,593,26812,753,7121.25%+160,444
iShares S&P 500 Growth ETF01,405+1,4050159,0140.02%+159,014
Knight Swift Transn Hldgs Inc(KNX)46,17744,589-1,5882,414,1502,567,4720.25%+153,322
FedEx Corp(FDX)2,2622,234-28656,681798,9450.08%+142,264
Advanced Micro Devices Inc(AMD)20,82722,598+1,7714,460,3104,597,1110.45%+136,801
First Trust Low Duration Oppos ETF
FST LOW OPPT EFT
139,042142,243+3,2016,950,7097,085,1320.69%+134,423
VANECK ISRAEL ETF
ISRAEL ETF
61,09961,616+5173,588,2703,720,5030.36%+132,233
iShares S&P 500 Value ETF0595+5950125,7450.01%+125,745
Target Corp(TGT)4,2944,298+4419,738520,9170.05%+101,179
AstraZeneca PLC(AZN)0507+507099,9900.01%+99,990
Schwab International Small-Cap Eq ETF29,37030,579+1,2091,337,2611,429,3080.14%+92,047
Illinois Tool Works Inc(ITW)6,1546,15401,525,6381,611,7320.16%+86,094
ISHARES MSCI EAFE ETF75,58575,58507,258,4657,341,6090.72%+83,144
Invesco BulletShares 2029 HY Corp Bd ETF
BULETSHS 2029 HG
319,430330,313+10,8836,870,9606,948,1400.68%+77,180
MP Materials Corp(MP)21,06423,596+2,5321,064,1531,138,7420.11%+74,589
Carrier Global Corp-Wi(CARR)25,63425,355-2791,354,5001,427,7510.14%+73,251
Coca-Cola Co(KO)8,4448,449+5590,320647,0240.06%+56,704
Equinix Inc(EQIX)1,3501,113-2371,034,3161,091,0070.11%+56,691
Starbucks Corp(SBUX)8,7528,7520737,005784,0910.08%+47,086
Bristol-Myers Squibb Company(BMY)6,8616,874+13370,082416,9080.04%+46,826
VANGUARD FTSE DEVELOPED MARKETS ETF25,19825,242+441,574,1631,617,5180.16%+43,355
First Trust Preferred Sec & Inc ETF329,769340,868+11,0996,008,3916,050,4150.59%+42,024
Invesco BulletShares 2031 HY Corp Bd ETF
BULL 2031 HI ETF
7,7369,440+1,704206,551245,3920.02%+38,841
Iron Mountain Inc(IRM)2,9722,787-185249,080287,0720.03%+37,992
Schwab US Large-Cap Value ETF42,55842,55801,260,1421,298,0190.13%+37,877
Texas Instruments Inc(TXN)1,8341,8340318,180356,0520.03%+37,872
Marathon Petroleum Corp(MPC)462462075,135112,8110.01%+37,676
Costco Wholesale Corp(COST)2802800241,455279,0000.03%+37,545
SPDR Gold Shares(GLD)9259250366,586398,0180.04%+31,432
ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD25,46226,161+6991,655,2861,683,4620.16%+28,176
Archer-Daniels Midland Co1,8211,8210104,689132,3680.01%+27,679
Texas Pacific Land Corp(TPL)144144041,35968,3360.01%+26,977
Air Products & Chemicals Inc5625620138,825163,2550.02%+24,430
Blackstone Inc(BX)9791,517+538150,903174,4390.02%+23,536
Caterpillar Inc(CAT)172172098,533121,8550.01%+23,322
ISHARES MSCI ACWI EX U.S. ETF15,14315,14301,016,5741,036,8660.10%+20,292
Carpenter Technology Corp(CRS)196196061,70877,2530.01%+15,545
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
28,88328,88302,746,5262,761,8340.27%+15,308
VANGUARD SMALL CAP ETF1,1481,185+37296,126310,3750.03%+14,249
FIDELITY MSCI ENERGY INDEX ETF1,5011,501037,17951,0640.00%+13,885
Solstice Advanced Materials Inc(SOLS)23196+1731,11714,9270.00%+13,810
Invesco BulletShares 2028 HY Corp Bd ETF
INVSCO 28 HYCORP
29,12130,174+1,053640,675654,3270.06%+13,652
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
88,92493,162+4,2385,407,5125,420,2030.53%+12,691
Viatris Inc(VTRS)12,21512,150-65152,084164,1550.02%+12,071
Novartis Ag(NVS)710707-397,887107,9940.01%+10,107
ONEOK Inc(OKE)579579042,55652,3350.01%+9,779
Lincoln Electric Holdings Inc(LECO)1,0251,0250246,440256,1160.03%+9,676
Gilead Sciences Inc(GILD)566566069,47078,8830.01%+9,413
SYNNEX Corp(SNX)233263+3035,00344,3700.00%+9,367
AT&T Inc(T)2,2152,191-2455,02063,5170.01%+8,497
Invesco BulletShares 2030 HY Corp Bd ETF
BULLETSHS 2030
8,0358,494+459209,753217,3610.02%+7,608
Eaton Corp PLC(ETN)92103+1129,30236,8400.00%+7,538
Colgate-Palmolive Co(CL)1,1101,110087,71294,6050.01%+6,893
ConocoPhillips(COP)179179016,75623,6280.00%+6,872
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