CIK 1455495
IMA Advisory Services, Inc.
Institutional 13F holdings & portfolio
Holdings
1,008
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,008
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VV | VANGUARD LARGE CAP | 263K | $1M+ | SH |
| SUSA | ISHARES MSCI USA ESG SELECT ETF | 514K | $1M+ | SH |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | 733K | $1M+ | SH |
| DSI | ISHARES TR KLD 400 SOCIAL INDEX FD | 408K | $1M+ | SH |
| SCHX | Schwab US Large-Cap ETF | 1.8M | $1M+ | SH |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 500K | $1M+ | SH |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 273K | $1M+ | SH |
| JCPB | JPMorgan Core Plus Bond ETF | 568K | $1M+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 342K | $1M+ | SH |
| BSCU | Invesco BulletShares 2030 Corp Bd ETF | 1.4M | $1M+ | SH |
| BSCT | Invesco BulletShares 2029 Corp Bd ETF | 1.2M | $1M+ | SH |
| SCHB | Schwab US Broad Market ETF | 873K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF Trust | 29K | $1M+ | SH |
| BND | Vanguard Total Bond Market ETF | 243K | $1M+ | SH |
| HYDB | iShares High Yield Systematic Bond ETF | 295K | $1M+ | SH |
| SCHM | Schwab US Mid-Cap ETF | 460K | $1M+ | SH |
| SCHA | Schwab U.S. Small-Cap ETF | 470K | $1M+ | SH |
| NVDA | NVIDIA Corp | 68K | $1M+ | SH |
| VSS | VANGUARD FTSE AW X-US SM CAP | 88K | $1M+ | SH |
| AAPL | Apple Inc | 41K | $1M+ | SH |
| MSFT | Microsoft Corp | 22K | $1M+ | SH |
| SCHF | Schwab International Equity ETF | 421K | $1M+ | SH |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 125K | $1M+ | SH |
| UITB | VictoryShares Core Intermediate Bond ETF | 202K | $1M+ | SH |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | 149K | $1M+ | SH |
| GOOG | Alphabet Inc C | 29K | $1M+ | SH |
| META | Meta Platforms Inc Class A | 13K | $1M+ | SH |
| AMZN | Amazon.com Inc | 35K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 76K | $1M+ | SH |
| JPM | JPMorgan Chase & Co | 22K | $1M+ | SH |
| LMBS | First Trust Low Duration Oppos ETF | 139K | $1M+ | SH |
| SCHG | Schwab US Large-Cap Growth ETF | 212K | $1M+ | SH |
| CRWD | CrowdStrike Holdings Inc | 15K | $1M+ | SH |
| BSJT | Invesco BulletShares 2029 HY Corp Bd ETF | 319K | $1M+ | SH |
| SCHD | Schwab US Dividend Equity ETF | 250K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 20K | $1M+ | SH |
| MU | Micron Technology Inc | 23K | $1M+ | SH |
| WMT | Wal-Mart Stores Inc | 55K | $1M+ | SH |
| FPE | First Trust Preferred Sec & Inc ETF | 330K | $1M+ | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | 80K | $1M+ | SH |
| FAST | Fastenal Co | 145K | $1M+ | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 202K | $1M+ | SH |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 89K | $1M+ | SH |
| PG | Procter & Gamble Co | 38K | $1M+ | SH |
| QCOM | QUALCOMM Inc | 29K | $1M+ | SH |
| C | Citigroup Inc | 42K | $1M+ | SH |
| LITE | Lumentum Holdings Inc | 13K | $1M+ | SH |
| CTAS | Cintas Corp | 25K | $1M+ | SH |
| DHR | Danaher Corp | 20K | $1M+ | SH |
| IJR | ISHARES S&P SMALLCAP 600 ETF | 37K | $1M+ | SH |