IMA WEALTH, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FAST | 145K | $6.73M |
 | TRIP | 129K | $1.38M |
 | KMI | 121K | $4.04M |
 | EXEL | 95K | $4.06M |
 | NVDA | 67K | $11.70M |
 | WMT | 54K | $6.77M |
 | OMF | 51K | $2.71M |
 | KNX | 45K | $2.57M |
 | C | 41K | $4.64M |
 | AAPL | 40K | $10.11M |
 | PG | 37K | $5.35M |
 | NKE | 35K | $1.89M |
 | AMZN | 35K | $7.21M |
 | AZTA | 34K | $718.57K |
 | DDOG | 34K | $4.00M |
 | OTEX | 33K | $728.83K |
 | BAC | 31K | $1.53M |
 | DKNG | 30K | $648.08K |
 | VSAT | 29K | $1.31M |
 | QCOM | 29K | $3.69M |
Fastenal Company
FAST
Shares Held
145K
Value
$6.73M
Tripadvisor, Inc.
TRIP
Shares Held
129K
Value
$1.38M
Kinder Morgan, Inc.
KMI
Shares Held
121K
Value
$4.04M
Exelixis, Inc.
EXEL
Shares Held
95K
Value
$4.06M
NVIDIA Corporation
NVDA
Shares Held
67K
Value
$11.70M
Walmart Inc.
WMT
Shares Held
54K
Value
$6.77M
OneMain Holdings, Inc.
OMF
Shares Held
51K
Value
$2.71M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
45K
Value
$2.57M
Citigroup Inc.
C
Shares Held
41K
Value
$4.64M
Apple Inc.
AAPL
Shares Held
40K
Value
$10.11M
The Procter & Gamble Company
PG
Shares Held
37K
Value
$5.35M
NIKE, Inc.
NKE
Shares Held
35K
Value
$1.89M
Amazon.com, Inc.
AMZN
Shares Held
35K
Value
$7.21M
Azenta, Inc.
AZTA
Shares Held
34K
Value
$718.57K
Datadog, Inc.
DDOG
Shares Held
34K
Value
$4.00M
Open Text Corporation
OTEX
Shares Held
33K
Value
$728.83K
Bank of America Corporation
BAC
Shares Held
31K
Value
$1.53M
DraftKings Inc.
DKNG
Shares Held
30K
Value
$648.08K
Viasat, Inc.
VSAT
Shares Held
29K
Value
$1.31M
QUALCOMM Incorporated
QCOM
Shares Held
29K
Value
$3.69M