Ima Advisory Services
$1.6B 13F equity value
1,457 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ima Advisory Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 524,325 | $81M | 5.1% |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | 822,257 | $69M | 4.3% |
| DSI | ISHARES TR KLD 400 SOCIAL INDEX FD | 444,726 | $63M | 3.9% |
| SCHX | SCHWAB STRATEGIC TR | 1,869,009 | $55M | 3.4% |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 622,737 | $53M | 3.3% |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 349,458 | $46M | 2.9% |
| SMMD | ISHARES RUSSELL 2500 ETF | 491,513 | $45M | 2.8% |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 483,384 | $40M | 2.5% |
| VUG | VANGUARD GROWTH ETF | 430,119 | $37M | 2.3% |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 830,927 | $34M | 2.1% |
Track Ima Advisory Services's 13F portfolio: $1.6B in reported holdings, 1,457 positions. Top holdings and quarterly changes on SentiSense.
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