account_balance
Investment manager · 13F filer · SEC CIK 2032103
IMG Wealth Management, Inc.
Reported value$194Mas of Sep 30, 2026
Positions639 53 new, 26 sold out
Top 10 weight54.2%BUFR alone is 10%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BUFRFirst Tr Exchng Traded Fd Vi
10.3%Added +5%
CGDVCapital Group Dividend Value
7.9%Added +12%
BUFQFirst Tr Exchng Traded Fd Vi
6.5%Added +5%
BUFDFirst Tr Exchng Traded Fd Vi
5.2%Added +6%
FTLSFirst Tr Exch Traded Fd III
4.6%Added +16%
QQQMInvesco Exch Traded Fd Tr II
4.1%Added +16%
FGDFirst Tr Exchange-Traded Fd
4.0%Added +18%
VTVVanguard Index FDS
3.9%Added +16%
SDVYFirst Tr Exchange Traded Fd
3.8%Added +26%
RDVYFirst Tr Exchange Traded Fd
3.8%Added +7%
SPYMSPDR Series Trust
3.5%+26%
CGGRCapital Group Growth ETF
2.7%
BUFRFirst Tr Exchng Traded Fd Vi
10.3%Added +5%
CGDVCapital Group Dividend Value
7.9%Added +12%
BUFQFirst Tr Exchng Traded Fd Vi
6.5%+5%
BUFDFirst Tr Exchng Traded Fd Vi
5.2%+6%
FTLSFirst Tr Exch Traded Fd III
4.6%+16%
QQQMInvesco Exch Traded Fd Tr II
4.1%
FGDFirst Tr Exchange-Traded Fd
4.0%
VTVVanguard Index FDS
3.9%
SDVYFirst Tr Exchange Traded Fd
3.8%
RDVY3.8%
SPYM3.5%
CGGR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BUFR First Tr Exchng Traded Fd Vi 10.3% Added +5%
CGDV Capital Group Dividend Value 7.9% Added +12%
BUFQ First Tr Exchng Traded Fd Vi 6.5% Added +5%
BUFD First Tr Exchng Traded Fd Vi 5.2% Added +6%
FTLS First Tr Exch Traded Fd III 4.6% Added +16%
QQQM Invesco Exch Traded Fd Tr II 4.1% Added +16%
FGD First Tr Exchange-Traded Fd 4.0% Added +18%
VTV Vanguard Index FDS 3.9% Added +16%
SDVY First Tr Exchange Traded Fd 3.8% Added +26%
RDVY First Tr Exchange Traded Fd 3.8% Added +7%
SPYM SPDR Series Trust 3.5% Added +26%
CGGR Capital Group Growth ETF 2.7% Held
What changed
Biggest moves since Jun 30, 2026
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