Inman Jager Wealth Management
Latest statistics and disclosures from Inman Jager Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, IVV, TOTL, BND, SPYG, and represent 33.08% of Inman Jager Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV, DOW, IDEV, SPMD, NVDA, SPYV, SCHR, VCIT, SPYG, IEMG.
- Reduced shares in these 10 stocks: MSFT, MFUT, AVGO, OKLO, VOO, SCHV, IEUR, IPAC, SLYV, VO.
- Sold out of its positions in OKLO, MFUT.
- Inman Jager Wealth Management was a net buyer of stock by $6.1M.
- Inman Jager Wealth Management has $163M in assets under management (AUM), dropping by 4.29%.
- Central Index Key (CIK): 0002052044
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Portfolio Holdings for Inman Jager Wealth Management
Inman Jager Wealth Management holds 81 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 13.5 | $22M | -3% | 45k | 483.62 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 9.0 | $15M | +12% | 21k | 684.94 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 4.2 | $6.8M | 169k | 40.25 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.3 | $5.4M | +2% | 73k | 74.07 |
|
| Spdr Series Trust State Street Spd (SPYG) | 3.2 | $5.2M | +8% | 49k | 106.70 |
|
| Spdr Series Trust State Street Spd (SPYV) | 3.0 | $4.9M | +10% | 86k | 56.81 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $4.1M | 62k | 66.00 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 2.5 | $4.1M | 17k | 246.16 |
|
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| Ishares Tr Select Divid Etf (DVY) | 2.2 | $3.6M | 26k | 141.14 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.2 | $3.6M | 40k | 89.46 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 2.0 | $3.3M | +19% | 40k | 82.48 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.8 | $3.0M | 55k | 54.71 |
|
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| Chevron Corporation (CVX) | 1.8 | $2.9M | +4% | 19k | 152.41 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.7 | $2.8M | 30k | 96.03 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.7 | $2.8M | +19% | 113k | 25.08 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $2.7M | 8.4k | 322.22 |
|
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| Apple (AAPL) | 1.6 | $2.6M | 9.6k | 271.86 |
|
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| Caterpillar (CAT) | 1.6 | $2.5M | 4.4k | 572.87 |
|
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 1.5 | $2.4M | +5% | 25k | 97.76 |
|
| Ishares Core Msci Emkt (IEMG) | 1.4 | $2.3M | +14% | 34k | 67.22 |
|
| International Business Machines (IBM) | 1.4 | $2.3M | 7.6k | 296.21 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.4 | $2.2M | +23% | 26k | 83.75 |
|
| Southern Company (SO) | 1.3 | $2.2M | +7% | 25k | 87.20 |
|
| Spdr Series Trust State Street Spd (SLYG) | 1.3 | $2.1M | +5% | 22k | 94.19 |
|
| Merck & Co (MRK) | 1.2 | $2.0M | +6% | 19k | 105.26 |
|
| Coca-Cola Company (KO) | 1.2 | $1.9M | +5% | 27k | 69.91 |
|
| Lockheed Martin Corporation (LMT) | 1.2 | $1.9M | +7% | 3.9k | 483.67 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $1.9M | +5% | 16k | 120.34 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $1.9M | +2% | 21k | 88.49 |
|
| Verizon Communications (VZ) | 1.1 | $1.8M | +11% | 44k | 40.73 |
|
| Johnson & Johnson (JNJ) | 1.0 | $1.7M | +2% | 8.2k | 206.95 |
|
| 3M Company (MMM) | 1.0 | $1.6M | +4% | 10k | 160.10 |
|
| McDonald's Corporation (MCD) | 1.0 | $1.6M | +7% | 5.3k | 305.63 |
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| Procter & Gamble Company (PG) | 1.0 | $1.6M | +10% | 11k | 143.31 |
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| NVIDIA Corporation (NVDA) | 1.0 | $1.6M | +45% | 8.5k | 186.50 |
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| Entergy Corporation (ETR) | 0.9 | $1.5M | +5% | 17k | 92.43 |
|
| Palantir Technologies Cl A (PLTR) | 0.9 | $1.5M | +2% | 8.6k | 177.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.5M | -12% | 2.4k | 627.13 |
|
| Crown Castle Intl (CCI) | 0.9 | $1.4M | +12% | 16k | 88.87 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.8 | $1.3M | -10% | 43k | 29.61 |
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| Home Depot (HD) | 0.8 | $1.3M | +10% | 3.7k | 344.10 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $1.3M | +20% | 11k | 120.18 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.8 | $1.3M | 32k | 39.45 |
|
|
| Dow (DOW) | 0.7 | $1.2M | +86% | 51k | 23.38 |
|
| Pfizer (PFE) | 0.7 | $1.1M | +11% | 46k | 24.90 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.6 | $1.0M | -9% | 11k | 90.97 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.6 | $1.0M | -11% | 14k | 70.98 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.6 | $982k | -4% | 17k | 56.96 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.6 | $920k | 11k | 84.64 |
|
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| Ishares Tr Core Msci Pac (IPAC) | 0.6 | $919k | -10% | 13k | 73.21 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $856k | 1.4k | 614.31 |
|
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| Broadcom (AVGO) | 0.5 | $817k | -22% | 2.4k | 346.10 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $815k | 5.5k | 148.69 |
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| Hancock Holding Company (HWC) | 0.5 | $810k | 13k | 63.68 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $772k | 17k | 46.81 |
|
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| Spdr Series Trust State Street Spd (SPMD) | 0.5 | $747k | +214% | 13k | 57.91 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $658k | 6.6k | 99.88 |
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| Tesla Motors (TSLA) | 0.4 | $648k | +9% | 1.4k | 449.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $597k | +30% | 1.9k | 313.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $569k | 1.1k | 502.65 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $550k | +14% | 3.0k | 183.40 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $548k | -13% | 1.9k | 290.22 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $547k | 5.9k | 92.30 |
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| Wal-Mart Stores (WMT) | 0.3 | $545k | 4.9k | 111.41 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $531k | 11k | 49.46 |
|
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| Amazon (AMZN) | 0.3 | $467k | +19% | 2.0k | 230.82 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $444k | 3.6k | 121.75 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $403k | 4.9k | 82.82 |
|
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| Parker-Hannifin Corporation (PH) | 0.2 | $358k | 407.00 | 878.96 |
|
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| Abbvie (ABBV) | 0.2 | $354k | 1.5k | 228.49 |
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| salesforce (CRM) | 0.2 | $329k | 1.2k | 264.91 |
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| Cisco Systems (CSCO) | 0.2 | $309k | 4.0k | 77.03 |
|
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $308k | +2% | 5.7k | 53.88 |
|
| Intel Corporation (INTC) | 0.2 | $292k | 7.9k | 36.90 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $290k | +3% | 12k | 24.37 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $286k | +7% | 11k | 26.49 |
|
| Meta Platforms Cl A (META) | 0.2 | $285k | 432.00 | 660.09 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $282k | 414.00 | 681.92 |
|
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| Enterprise Products Partners (EPD) | 0.1 | $231k | 7.2k | 32.06 |
|
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| Ge Aerospace Com New (GE) | 0.1 | $227k | 736.00 | 308.03 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $212k | 2.1k | 99.52 |
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Past Filings by Inman Jager Wealth Management
SEC 13F filings are viewable for Inman Jager Wealth Management going back to 2024
- Inman Jager Wealth Management 2025 Q4 filed Jan. 26, 2026
- Inman Jager Wealth Management 2025 Q3 filed Nov. 3, 2025
- Inman Jager Wealth Management 2025 Q2 filed July 25, 2025
- Inman Jager Wealth Management 2025 Q1 filed April 23, 2025
- Inman Jager Wealth Management 2024 Q4 filed Jan. 27, 2025