Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kinder Morgan, Inc.KMI127.67K$4.08M
Fastenal CompanyFAST124.63K$5.99M
SoFi Technologies, Inc.SOFI113.21K$2.03M
Tripadvisor, Inc.TRIP108.39K$1.49M
Exelixis, Inc.EXEL90.44K$4.92M
NVIDIA CorporationNVDA72.5K$14.51M
Walmart Inc.WMT61.78K$7M
OneMain Holdings, Inc.OMF49.08K$2.99M
Knight-Swift Transportation Holdings Inc.KNX44.44K$3.46M
Apple Inc.AAPL41.71K$12.07M
Citigroup Inc.C41.55K$5.82M
Amazon.com, Inc.AMZN40.44K$9.64M
Azenta, Inc.AZTA35.64K$909.63K
Bank of America CorporationBAC34.49K$1.97M
The Procter & Gamble CompanyPG33.32K$4.89M
Datadog, Inc.DDOG31.29K$8.15M
MP Materials Corp.MP30.21K$1.69M
Open Text CorporationOTEX29.62K$656.11K
QUALCOMM IncorporatedQCOM28.17K$5.21M
Viasat, Inc.VSAT27.59K$2.48M