Fund Holdings — IMG Wealth Management, Inc.

Total Portfolio Value
$156.87M
Total Bought
$11.35M
Total Sold
$12.77M
Net Transaction
-$1.42M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
5632,586+32,53031,6231.03%+1,620
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
19,29628,654+9,3585317900.50%+260
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 TR412,892+2,85142510.16%+247
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
295,317303,126+7,8098,3408,4885.41%+148
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
279,299287,580+8,28110,01010,1576.47%+147
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)203339+1361162310.15%+116
INVESCO EXCH TRADED FD TR II345,152+5,11831180.08%+115
VANGUARD STAR FDS01,326+1,32601020.07%+102
ISHARES SILVER TR(SLV)21,30621,30601,3731,4520.93%+79
CATERPILLAR INC(CAT)530518-123043670.23%+63
PIMCO ETF TR
INTER MUN BD ACT
1,2952,511+1,216681310.08%+63
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
1,2902,531+1,241661280.08%+62
INNOVATOR ETFS TRUST
NASDAQ 100
23,01725,241+2,2247898410.54%+52
CONOCOPHILLIPS(COP)1,5631,495-681461970.13%+51
INVESCO EXCH TRADED FD TR II34724+6903530.03%+49
CORNING INC(GLW)0319+3190430.03%+43
INTEL CORP(INTC)6481,463+81524650.04%+41
MICROCHIP TECHNOLOGY INC.(MCHP)32572+5402370.02%+35
COSTCO WHOLESALE CORPORATION(COST)294289-52542880.18%+34
TEXAS INSTRS INC(TXN)117276+15920540.03%+33
GLOBAL X FDS
S&P 500 COVERED
2,9263,865+9391191510.10%+32
WESTERN DIGITAL CORP(WDC)13124+1112340.02%+31
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)100527+4278370.02%+30
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
1,3812,712+1,33128540.03%+27
VANGUARD MUN BD FDS5521,078+52628540.03%+26
KLA CORP(KLAC)1933+1423490.03%+26
ARISTA NETWORKS INC(ANET)141354+21318430.03%+25
TAPESTRY INC(TPR)1,5461,573+271982220.14%+24
ANALOG DEVICES INC(ADI)91151+6025480.03%+23
APPLIED MATLS INC131162+3134550.04%+22
FIRST TR EXCHANGE TRADED FD
NASDAQ BUYWRITE
9,29910,806+1,5071942150.14%+22
CISCO SYS INC(CSCO)1,2931,559+2661001210.08%+21
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
68102+3419400.03%+21
WILLIAMS SONOMA INC(WSM)13125+1122230.01%+20
INTUITIVE SURGICAL INC3451+173240.01%+20
ROSS STORES INC(ROST)594+891200.01%+19
KEYSIGHT TECHNOLOGIES INC(KEYS)2284+624240.02%+19
AMPHENOL CORP216381+16529480.03%+19
LOCKHEED MARTIN CORP(LMT)199190-9961150.07%+19
CITIGROUP INC(C)82244+16210280.02%+18
INVESCO EXCH TRADED FD TR II341,663+1,6293210.01%+17
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
4,5825,147+5651922090.13%+17
AIRBNB INC35169+1345210.01%+17
CHIPOTLE MEXICAN GRILL INC(CMG)200737+5377240.02%+16
TJX COS INC NEW(TJX)174265+9127420.03%+16
GLOBAL X FDS
NASDAQ 100 COVER
15,35016,705+1,3552712860.18%+15
APPLOVIN CORP(APP)1360+479240.02%+15
GLOBAL X FDS
US INFR DEV ETF
5,3665,337-292562710.17%+15
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
4,8315,594+7631141280.08%+14
MARRIOTT INTL INC NEW(MAR)4182+4113270.02%+14
DARDEN RESTAURANTS INC(DRI)071+710140.01%+14
CHEVRON CORPORATION(CVX)361332-2955690.04%+14
INTERCONTINENTAL EXCHANGE IN(ICE)30117+875180.01%+14
ACCENTURE PLC IRELAND
SHS CLASS A
66155+8918310.02%+13
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)101228+1279210.01%+12
ISHARES TR134241+10714260.02%+11
INTERACTIVE BROKERS GROUP IN(IBKR)0165+1650110.01%+11
CADENCE DESIGN SYSTEM INC(CDNS)746+392130.01%+11
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
1,9101,910044550.03%+10
KKR & CO INC(KKR)3117+1140110.01%+10
CBOE GLOBAL MKTS INC(CBOE)036+360100.01%+10
CONSTELLATION BRANDS INC(STZ)860858-21191290.08%+10
PROGRESSIVE CORP(PGR)62121+5914240.02%+10
CME GROUP INC(CME)3565+3010190.01%+10
GE HEALTHCARE TECHNOLOGIES I(GEHC)15152+1371110.01%+10
HILTON WORLDWIDE HLDGS INC(HLT)4069+2911210.01%+9
SPDR GOLD TR(GLD)022+22090.01%+9
WASTE MGMT INC DEL(WM)571586+151251350.09%+9
BOOKING HOLDINGS INC(BKNG)36+316250.02%+9
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
1,9082,312+40450590.04%+9
UNUM GROUP(UNM)0121+121090.01%+9
BRISTOL-MYERS SQUIBB CO(BMY)440534+9424320.02%+9
ELEVANCE HEALTH INC FORMERLY(ELV)839+313110.01%+9
VANGUARD INDEX FDS2,1432,14305535610.36%+9
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IMG Wealth Management, Inc. — 13F Holdings — Q1 2026 | TickerTrail