Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IMA Advisory Services, Inc. (CIK 1455495) reported $1.02B across 1,024 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($78.8M, 7.69%), SUSA ($69.0M, 6.74%), DMXF ($55.5M, 5.42%), DSI ($49.7M, 4.86%), SCHX ($47.5M, 4.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE CAP | $78.8M | 7.69% | 264,311 | Added |
| 2 | SUSA | ISHARES MSCI USA ESG SELECT ETF | $69.0M | 6.74% | 522,494 | Added |
| 3 | DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $55.5M | 5.42% | 736,635 | Added |
| 4 | DSI | ISHARES TR KLD 400 SOCIAL INDEX FD | $49.7M | 4.86% | 412,576 | Added |
| 5 | SCHX | Schwab US Large-Cap ETF | $47.5M | 4.64% | 1.9M | Added |
| 6 | VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $34.4M | 3.36% | 479,476 | Trimmed |
| 7 | ESGV | VANGUARD ESG U.S. STOCK ETF | $30.6M | 2.99% | 272,951 | Trimmed |
| 8 | JCPB | JPMorgan Core Plus Bond ETF | $27.3M | 2.66% | 579,129 | Added |
| 9 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $24.4M | 2.38% | 316,105 | Trimmed |
| 10 | BSCU | Invesco BulletShares 2030 Corp Bd ETF | $24.2M | 2.36% | 1.4M | Added |
| 11 | BSCT | Invesco BulletShares 2029 Corp Bd ETF | $23.3M | 2.28% | 1.3M | Added |
| 12 | SCHB | Schwab US Broad Market ETF | $21.4M | 2.09% | 853,890 | Trimmed |
| 13 | SPY | State Street SPDR S&P 500 ETF Trust | $18.9M | 1.85% | 29,105 | Added |
| 14 | BND | Vanguard Total Bond Market ETF | $18.3M | 1.79% | 248,875 | Added |
| 15 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $17.7M | 1.72% | 225,289 | Added |
| 16 | SCHM | Schwab US Mid-Cap ETF | $14.5M | 1.42% | 468,821 | Added |
| 17 | SCHA | Schwab US Small-Cap ETF | $14.1M | 1.37% | 483,863 | Added |
| 18 | HYDB | iShares High Yield Systematic Bond ETF | $13.6M | 1.33% | 293,361 | Trimmed |
| 19 | VSS | VANGUARD FTSE AW X-US SM CAP | $12.8M | 1.25% | 87,524 | Trimmed |
| 20 | NVDA | NVIDIA Corp | $11.7M | 1.14% | 67,063 | Trimmed |
| 21 | SCHF | Schwab International Equity ETF | $11.2M | 1.09% | 452,213 | Added |
| 22 | UITB | VictoryShares Core Intermediate Bond ETF | $10.3M | 1.01% | 220,105 | Added |
| 23 | AAPL | Apple Inc | $10.1M | 0.99% | 39,853 | Trimmed |
| 24 | VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $9.4M | 0.92% | 149,730 | Added |
| 25 | MSFT | Microsoft Corp | $8.2M | 0.81% | 22,278 | Added |
Source: SEC Form 13F filings · as of 2026-03-31