Stock Taper 
IMA WEALTH, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lennar Corporation | LEN | 19 | $1.72K |
 Diageo plc | DEO | 20 | $1.61K |
 Tenet Healthcare Corporation | THC | 20 | $3.74K |
 Oscar Health, Inc. | OSCR | 20 | $570 |
 Phillips 66 | PSX | 20 | $3.38K |
 Dutch Bros Inc. | BROS | 20 | $1.44K |
 CVS Health Corp. | CVS | 20 | $2.07K |
 VEON Ltd. | VEON | 20 | $1.04K |
 Upstart Holdings, Inc. | UPST | 20 | $709 |
 AST SpaceMobile, Inc. | ASTS | 20 | $1.78K |
 AMETEK, Inc. | AME | 21 | $5.08K |
 Nexstar Media Group, Inc. | NXST | 21 | $3.75K |
 Trane Technologies plc | TT | 21 | $10.31K |
 PennyMac Financial Services, Inc. | PFSI | 21 | $1.83K |
 Koninklijke Philips N.V. | PHG | 21 | $571 |
 Roblox Corporation | RBLX | 22 | $1.2K |
 MKS Inc. | MKSI | 22 | $9.79K |
 Acuity Brands, Inc. | AYI | 22 | $8.29K |
 Akamai Technologies, Inc. | AKAM | 22 | $2.6K |
 Williams-Sonoma, Inc. | WSM | 23 | $5.36K |