Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Roblox CorporationRBLX22$1.2K
Trane Technologies plcTT21$10.31K
PennyMac Financial Services, Inc.PFSI21$1.83K
Koninklijke Philips N.V.PHG21$571
Nexstar Media Group, Inc.NXST21$3.75K
AMETEK, Inc.AME21$5.08K
Upstart Holdings, Inc.UPST20$709
VEON Ltd.VEON20$1.04K
Diageo plcDEO20$1.61K
Phillips 66PSX20$3.38K
CVS Health Corp.CVS20$2.07K
AST SpaceMobile, Inc.ASTS20$1.78K
Oscar Health, Inc.OSCR20$570
Tenet Healthcare CorporationTHC20$3.74K
Dutch Bros Inc.BROS20$1.44K
Lennar CorporationLEN19$1.72K
Raymond James Financial, Inc.RJF19$2.89K
Grifols, S.A.GRFS19$135
Planet Labs PBCPL19$629
S&P Global Inc.SPGI19$7.74K