Fund HoldingsIMG Wealth Management, Inc.

Total Portfolio Value
$156.87M
Total Bought
$11.29M
Total Sold
$12.85M
Net Transaction
-$1.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
032,586+32,58601,6231.03%+1,623
AMERICAN CENTY ETF TR015,594+15,59401,5570.99%+1,557
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
042,652+42,65201,2780.81%+1,278
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
88,30796,898+8,5916,2696,8184.35%+549
VANGUARD INDEX FDS27,01128,894+1,8835,1595,6693.61%+510
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
18,13921,134+2,9954,5885,0223.20%+434
ISHARES TR03,969+3,96903790.24%+379
INNOVATOR ETFS TRUST
US EQT ULTRA BF
30,91739,054+8,1371,0131,3030.83%+290
INNOVATOR ETFS TRUST
US EQTY BUFR FEB
06,028+6,02802880.18%+288
INNOVATOR ETFS TRUST
EQUI DEFI 1 MARC
028,654+28,65407900.50%+790
INNOVATOR ETFS TRUST
US EQTY BUFR JAN
04,799+4,79902560.16%+256
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
78,68283,754+5,0725,4665,7193.65%+253
ISHARES TR02,892+2,89202510.16%+251
INNOVATOR ETFS TRUST
EQUI DEFI 1 APRI
09,008+9,00802350.15%+235
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
195,595192,604-2,9915,9216,1503.92%+229
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
262,904274,583+11,67911,47311,6817.45%+208
SCHWAB STRATEGIC TR06,491+6,49101990.13%+199
SPDR SERIES TRUST
ST STR P500ETF
50,87155,809+4,9384,0814,2722.72%+191
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
0303,126+303,12608,4885.41%+8,488
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
0287,580+287,580010,1576.47%+10,157
RTX CORPORATION(RTX)250918+668461770.11%+131
JOHNSON & JOHNSON(JNJ)3,6033,563-407468710.56%+125
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
479,758490,399+10,64116,43716,56110.56%+124
NORTHROP GRUMMAN CORP(NOC)0339+33902310.15%+231
VANGUARD STAR FDS01,326+1,32601020.07%+102
ISHARES SILVER TR(SLV)021,306+21,30601,4520.93%+1,452
CATERPILLAR INC(CAT)530518-123043670.23%+63
PIMCO ETF TR
INTER MUN BD ACT
02,511+2,51101310.08%+131
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
02,531+2,53101280.08%+128
INVESCO EXCH TRADED FD TR II05,152+5,15201180.08%+118
INNOVATOR ETFS TRUST
NASDAQ 100
23,01725,241+2,2247898410.54%+52
CONOCOPHILLIPS(COP)01,495+1,49501970.13%+197
CORNING INC(GLW)0319+3190430.03%+43
INTEL CORP(INTC)6481,463+81524650.04%+41
MICROCHIP TECHNOLOGY INC.(MCHP)0572+5720370.02%+37
COSTCO WHOLESALE CORPORATION(COST)0289+28902880.18%+288
TEXAS INSTRS INC(TXN)0276+2760540.03%+54
GLOBAL X FDS
S&P 500 COVERED
2,9263,865+9391191510.10%+32
SPDR INDEX SHS FDS
ST STR PO EX ETF
0689+6890310.02%+31
WESTERN DIGITAL CORP(WDC)0124+1240340.02%+34
SYNOPSYS INC(SNPS)076+760300.02%+30
INNOVATOR ETFS TRUST
US EQT ULTRA BFR
14,38815,404+1,0165295590.36%+30
KRATOS DEFENSE & SEC SOLUTIO(KTOS)0527+5270370.02%+37
SANDISK CORP(SNDK)046+460290.02%+29
VANECK ETF TRUST
SEMICONDUCTR ETF
1,2291,22904434710.30%+29
ROYAL CARIBBEAN GROUP
COM
098+980270.02%+27
FIRST TR EXCH TRADED FD III
ULTRA SHT DUR MU
02,712+2,7120540.03%+54
SPDR INDEX SHS FDS
ST PORT MARK ETF
0561+5610260.02%+26
VANGUARD MUN BD FDS01,078+1,0780540.03%+54
KLA CORP(KLAC)033+330490.03%+49
ARISTA NETWORKS INC(ANET)0354+3540430.03%+43
TAPESTRY INC(TPR)1,5461,573+271982220.14%+24
ANALOG DEVICES INC(ADI)0151+1510480.03%+48
DIREXION SHARES ETF TRUST
DLY 20 YR TRESUR
0613+6130220.01%+22
APPLIED MATLS INC131162+3134550.04%+22
FIRST TR EXCHANGE TRADED FD
NASDAQ BUYWRITE
010,806+10,80602150.14%+215
CISCO SYS INC(CSCO)1,2931,559+2661001210.08%+21
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0102+1020400.03%+40
WILLIAMS SONOMA INC(WSM)0125+1250230.01%+23
ROSS STORES INC(ROST)094+940200.01%+20
KEYSIGHT TECHNOLOGIES INC(KEYS)084+840240.02%+24
AMPHENOL CORP0381+3810480.03%+48
LOCKHEED MARTIN CORP(LMT)0190+19001150.07%+115
CITIGROUP INC(C)0244+2440280.02%+28
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
05,147+5,14702090.13%+209
AIRBNB INC0169+1690210.01%+21
CHIPOTLE MEXICAN GRILL INC(CMG)0737+7370240.02%+24
TJX COS INC NEW(TJX)0265+2650420.03%+42
GLOBAL X FDS
NASDAQ 100 COVER
016,705+16,70502860.18%+286
APPLOVIN CORP(APP)060+600240.02%+24
GLOBAL X FDS
US INFR DEV ETF
05,337+5,33702710.17%+271
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
05,594+5,59401280.08%+128
MARRIOTT INTL INC NEW(MAR)082+820270.02%+27
DARDEN RESTAURANTS INC(DRI)071+710140.01%+14
CHEVRON CORPORATION(CVX)361332-2955690.04%+14
INTERCONTINENTAL EXCHANGE IN(ICE)0117+1170180.01%+18
ACCENTURE PLC IRELAND
SHS CLASS A
0155+1550310.02%+31
NASDAQ INC(NDAQ)0153+1530130.01%+13
DYNEX CAP INC(DX)2,1883,410+1,22231440.03%+13
PACER FDS TR
US CASH COWS 100
5,3455,34503223340.21%+13
OREILLY AUTOMOTIVE INC(ORLY)0228+2280210.01%+21
ISHARES TR0241+2410260.02%+26
INTERACTIVE BROKERS GROUP IN(IBKR)0165+1650110.01%+11
CADENCE DESIGN SYSTEM INC(CDNS)046+460130.01%+13
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
01,910+1,9100550.03%+55
KKR & CO INC(KKR)0117+1170110.01%+11
CBOE GLOBAL MKTS INC(CBOE)036+360100.01%+10
CONSTELLATION BRANDS INC(STZ)0858+85801290.08%+129
PROGRESSIVE CORP(PGR)0121+1210240.02%+24
CME GROUP INC(CME)065+650190.01%+19
GE HEALTHCARE TECHNOLOGIES I(GEHC)0152+1520110.01%+11
HILTON WORLDWIDE HLDGS INC(HLT)069+690210.01%+21
SPDR GOLD TR(GLD)022+22090.01%+9
WASTE MGMT INC DEL(WM)0586+58601350.09%+135
BOOKING HOLDINGS INC(BKNG)06+60250.02%+25
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
02,312+2,3120590.04%+59
UNUM GROUP(UNM)0121+121090.01%+9
BRISTOL-MYERS SQUIBB CO(BMY)440534+9424320.02%+9
ELEVANCE HEALTH INC FORMERLY(ELV)039+390110.01%+11
VANGUARD INDEX FDS02,143+2,14305610.36%+561
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