Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Barclays PLCBCS653$17.54K
On Holding AGONON657$23.27K
Space Exploration Technologies Corp.SPCX658$112.43K
OGE Energy Corp.OGE661$32.16K
BP p.l.c.BP672$24.83K
The AES CorporationAES685$10.04K
The Williams Companies, Inc.WMB685$50.92K
Copart, Inc.CPRT715$20.16K
The Clorox CompanyCLX722$68.91K
Newmont CorporationNEM723$67.55K
Repligen CorporationRGEN730$99.6K
ER EQUITY RESIDENTIALEQR736$50.05K
MetLife, Inc.MET737$62.34K
Novartis AGNVS743$116.44K
Apollo Global Management, Inc.APO761$90.03K
Palantir Technologies Inc.PLTR774$90.3K
Gilead Sciences, Inc.GILD777$98.17K
ConocoPhillipsCOP777$80.78K
Wells Fargo & CompanyWFC-PL791$915.62K
Expedia Group, Inc.EXPE801$204.96K