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 34.40% of Inman Jager Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IDEV, INTC, SPYV, SPYG, SPMD, OKLO, GE, VTWO, SCHR, IEMG.
- Started 5 new stock positions in VTWO, SPMD, INTC, OKLO, GE.
- Reduced shares in these 10 stocks: PLTR, , TOTL, BND, IEFA, EEM, IWM, DVY, IJH, DOW.
- Sold out of its position in ORCL.
- Inman Jager Wealth Management was a net seller of stock by $-352k.
- Inman Jager Wealth Management has $157M in assets under management (AUM), dropping by 5.89%.
- Central Index Key (CIK): 0002052044
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Portfolio Holdings for Inman Jager Wealth Management
Inman Jager Wealth Management holds 83 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.5 | $24M | 47k | 517.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 8.1 | $13M | 19k | 669.30 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 4.3 | $6.8M | -4% | 167k | 40.57 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.4 | $5.3M | -5% | 71k | 74.37 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 3.0 | $4.7M | +5% | 45k | 104.51 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 2.7 | $4.3M | +6% | 78k | 55.33 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.6 | $4.0M | -4% | 17k | 241.96 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.6 | $4.0M | -3% | 62k | 65.26 |
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| Ishares Tr Select Divid Etf (DVY) | 2.3 | $3.7M | -5% | 26k | 142.10 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.2 | $3.5M | -6% | 40k | 87.31 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.9 | $3.0M | -6% | 56k | 53.40 |
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| Chevron Corporation (CVX) | 1.8 | $2.8M | 18k | 155.29 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.8 | $2.8M | -3% | 30k | 93.37 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.7 | $2.7M | +12% | 33k | 80.17 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $2.6M | -3% | 8.3k | 315.43 |
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| Apple (AAPL) | 1.5 | $2.4M | +4% | 9.5k | 254.63 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.5 | $2.4M | +8% | 94k | 25.13 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 1.4 | $2.2M | +6% | 23k | 95.22 |
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| Southern Company (SO) | 1.4 | $2.2M | -4% | 23k | 94.77 |
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| International Business Machines (IBM) | 1.4 | $2.2M | -3% | 7.7k | 282.16 |
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| Caterpillar (CAT) | 1.4 | $2.1M | -5% | 4.5k | 477.15 |
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| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 1.3 | $2.0M | +5% | 21k | 94.31 |
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| Ishares Core Msci Emkt (IEMG) | 1.3 | $2.0M | +10% | 30k | 65.92 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.2 | $1.9M | -2% | 21k | 91.42 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $1.8M | 3.7k | 499.21 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.1 | $1.8M | +10% | 21k | 84.11 |
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| Verizon Communications (VZ) | 1.1 | $1.8M | 40k | 43.95 |
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| Coca-Cola Company (KO) | 1.1 | $1.7M | 26k | 66.32 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $1.7M | 2.8k | 612.38 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $1.7M | 15k | 112.75 |
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| Procter & Gamble Company (PG) | 1.0 | $1.5M | 10k | 153.65 |
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| Palantir Technologies Cl A (PLTR) | 1.0 | $1.5M | -30% | 8.4k | 182.42 |
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| 3M Company (MMM) | 1.0 | $1.5M | -4% | 9.8k | 155.18 |
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| McDonald's Corporation (MCD) | 1.0 | $1.5M | 5.0k | 303.89 |
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| Johnson & Johnson (JNJ) | 0.9 | $1.5M | 8.0k | 185.42 |
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| Merck & Co (MRK) | 0.9 | $1.5M | +2% | 18k | 83.93 |
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| Entergy Corporation (ETR) | 0.9 | $1.5M | 16k | 93.19 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.9 | $1.4M | 48k | 29.11 |
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| Crown Castle Intl (CCI) | 0.9 | $1.4M | 14k | 96.49 |
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| Home Depot (HD) | 0.9 | $1.3M | +5% | 3.3k | 405.19 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.8 | $1.2M | -2% | 32k | 36.55 |
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.7 | $1.1M | 12k | 88.65 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.1M | +18% | 5.9k | 186.58 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.7 | $1.1M | 16k | 68.12 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.7 | $1.1M | 18k | 58.72 |
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| Pfizer (PFE) | 0.7 | $1.0M | +2% | 41k | 25.48 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $1.0M | +15% | 8.8k | 118.83 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.7 | $1.0M | 14k | 73.43 |
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| Broadcom (AVGO) | 0.6 | $1.0M | -4% | 3.0k | 329.91 |
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| Ishares Tr Core Msci Total (IXUS) | 0.6 | $910k | 11k | 82.58 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $838k | 1.4k | 600.37 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $798k | -2% | 5.5k | 145.65 |
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| Hancock Holding Company (HWC) | 0.5 | $797k | 13k | 62.61 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $786k | 17k | 46.81 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $661k | 6.6k | 100.25 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $644k | 2.2k | 293.74 |
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| Dow (DOW) | 0.4 | $629k | -18% | 27k | 22.93 |
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| Tesla Motors (TSLA) | 0.4 | $587k | 1.3k | 444.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $567k | -11% | 1.1k | 502.74 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $544k | -20% | 11k | 50.63 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $529k | 5.9k | 89.37 |
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| Wal-Mart Stores (WMT) | 0.3 | $504k | -7% | 4.9k | 103.06 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $439k | 2.6k | 167.33 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $439k | 3.6k | 120.50 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $404k | 4.9k | 82.96 |
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| Amazon (AMZN) | 0.2 | $372k | -3% | 1.7k | 219.57 |
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| Abbvie (ABBV) | 0.2 | $359k | +16% | 1.5k | 231.54 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $356k | -8% | 1.5k | 243.55 |
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| Meta Platforms Cl A (META) | 0.2 | $323k | +11% | 440.00 | 734.38 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $311k | +38% | 410.00 | 758.15 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $302k | 5.6k | 54.09 |
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| salesforce (CRM) | 0.2 | $294k | 1.2k | 237.00 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $281k | 12k | 24.40 |
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| Cisco Systems (CSCO) | 0.2 | $278k | +9% | 4.1k | 68.42 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $276k | -2% | 414.00 | 666.18 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $271k | 10k | 26.95 |
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| Intel Corporation (INTC) | 0.2 | $266k | NEW | 7.9k | 33.55 |
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| Tidal Trust Ii Cambria Chesapea (MFUT) | 0.2 | $246k | -22% | 16k | 15.54 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $234k | NEW | 4.1k | 57.19 |
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| Enterprise Products Partners (EPD) | 0.1 | $225k | 7.2k | 31.27 |
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| Oklo Com Cl A (OKLO) | 0.1 | $223k | NEW | 2.0k | 111.63 |
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| Ge Aerospace Com New (GE) | 0.1 | $221k | NEW | 736.00 | 300.82 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $209k | NEW | 2.1k | 97.82 |
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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 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