IMA Advisory Services, Inc.

IMA Advisory Services, Inc. is a Bank institutional filer with the SEC under CIK 1455495, reporting 1,384 portfolio positions, with 22 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: CO
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-10

Top 10 portfolio positions

The largest reported holdings in IMA Advisory Services, Inc.'s most recent 13F filing, ranked by reported market value.

1. ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA)
2. ISHARES ESG ADVANCED MSCI EAFE ETF (DMXF)
3. ISHARES TR KLD 400 SOCIAL INDEX FD (DSI)
4. SCHWAB STRATEGIC TR (SCHX)
5. VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS)
6. VANGUARD ESG U.S. STOCK ETF (ESGV)
7. ISHARES RUSSELL 2500 ETF (SMMD)
8. VANGUARD ESG INTERNATIONAL STOCK ETF (VSGX)
9. VANGUARD GROWTH ETF (VUG)
10. DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI)