IMA Advisory Services, Inc. — 13F holdings

IMA Advisory Services, Inc. reported 1,393 holdings worth $1.60B in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. SUSA ISHARES TR — $80.9M (5.1%)
  2. DMXF ISHARES TR — $69.5M (4.3%)
  3. DSI ISHARES TR — $63.0M (3.9%)
  4. SCHX SCHWAB STRATEGIC TR — $55.0M (3.4%)
  5. VXUS VANGUARD STAR FDS — $53.2M (3.3%)
  6. ESGV VANGUARD WORLD FD — $46.2M (2.9%)
  7. SMMD ISHARES TR — $45.0M (2.8%)
  8. VSGX VANGUARD WORLD FD — $39.8M (2.5%)
  9. VUG VANGUARD INDEX FDS — $37.1M (2.3%)
  10. DFAI DIMENSIONAL ETF TRUST — $34.3M (2.1%)