Inman Jager Wealth Management
Latest statistics and disclosures from Inman Jager Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, MSFT, TOTL, SPYG, SPYV, and represent 29.71% of Inman Jager Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BND, VO, TOTL, AMD, IONQ, CRWD, JPM, VBK, GS, HD.
- Started 8 new stock positions in CRWD, IONQ, VBK, VWO, AMD, ASML, GS, GEV.
- Reduced shares in these 10 stocks: CAT, VTIP, , EEM, PH, IWM, GOOG, META, IDV, PLTR.
- Sold out of its positions in CRM, VTIP.
- Inman Jager Wealth Management was a net buyer of stock by $5.2M.
- Inman Jager Wealth Management has $188M in assets under management (AUM), dropping by 9.80%.
- Central Index Key (CIK): 0002052044
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Portfolio Holdings for Inman Jager Wealth Management
Inman Jager Wealth Management holds 90 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 10.0 | $19M | 25k | 748.89 |
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| Microsoft Corporation (MSFT) | 9.2 | $17M | 46k | 373.02 |
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| Ssga Active Etf Tr St Str Total Etf (TOTL) | 3.8 | $7.1M | +7% | 181k | 39.47 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 3.5 | $6.6M | 55k | 118.99 |
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| Spdr Series Trust St Str P500val (SPYV) | 3.2 | $6.0M | +3% | 99k | 60.79 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.1 | $5.8M | +10% | 79k | 73.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.6 | $4.8M | 16k | 300.45 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $4.7M | 61k | 77.11 |
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| Ishares Tr Core Msci Intl (IDEV) | 2.4 | $4.6M | +3% | 51k | 89.01 |
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| Ishares Tr Select Divid Etf (DVY) | 2.1 | $3.9M | 25k | 156.30 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 2.1 | $3.9M | +5% | 158k | 24.66 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $3.8M | 39k | 96.58 |
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| Caterpillar (CAT) | 1.9 | $3.6M | -21% | 3.4k | 1064.90 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.9 | $3.5M | -2% | 51k | 68.41 |
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| Ishares Core Msci Emkt (IEMG) | 1.8 | $3.3M | 40k | 82.84 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.7 | $3.3M | +6% | 40k | 82.65 |
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| Chevron Corporation (CVX) | 1.7 | $3.3M | 20k | 165.76 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $3.1M | +9% | 9.5k | 327.33 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.6 | $3.0M | 29k | 103.88 |
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| Apple (AAPL) | 1.6 | $3.0M | +5% | 10k | 289.36 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 1.5 | $2.9M | 25k | 117.33 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 1.4 | $2.6M | 22k | 119.13 |
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| Southern Company (SO) | 1.4 | $2.6M | +4% | 28k | 95.71 |
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| Merck & Co (MRK) | 1.4 | $2.6M | +4% | 20k | 128.50 |
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| International Business Machines (IBM) | 1.3 | $2.4M | +4% | 8.4k | 281.21 |
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| Coca-Cola Company (KO) | 1.3 | $2.4M | +2% | 29k | 81.27 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $2.3M | 17k | 136.72 |
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| Johnson & Johnson (JNJ) | 1.2 | $2.2M | 8.6k | 253.97 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $2.2M | +5% | 4.2k | 509.46 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $2.1M | +3% | 14k | 148.31 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $2.1M | 22k | 96.43 |
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| Entergy Corporation (ETR) | 1.1 | $2.0M | 18k | 114.86 |
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| Verizon Communications (VZ) | 1.0 | $1.9M | 46k | 42.34 |
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| Procter & Gamble Company (PG) | 1.0 | $1.9M | +9% | 13k | 146.64 |
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| 3M Company (MMM) | 1.0 | $1.9M | +5% | 12k | 161.91 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.9 | $1.8M | +6% | 26k | 67.56 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.8M | 2.6k | 686.81 |
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| NVIDIA Corporation (NVDA) | 0.9 | $1.7M | 8.6k | 200.09 |
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| McDonald's Corporation (MCD) | 0.9 | $1.7M | +13% | 6.3k | 270.31 |
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| Home Depot (HD) | 0.9 | $1.6M | +15% | 4.6k | 352.68 |
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| Dow (DOW) | 0.8 | $1.5M | 55k | 27.36 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.8 | $1.5M | 43k | 34.81 |
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| Crown Castle Intl (CCI) | 0.8 | $1.4M | +5% | 19k | 75.73 |
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| Pfizer (PFE) | 0.7 | $1.3M | +11% | 54k | 24.08 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.7 | $1.2M | 30k | 41.43 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.7 | $1.2M | 11k | 109.11 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $1.1M | -2% | 9.8k | 116.67 |
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| Intel Corporation (INTC) | 0.6 | $1.1M | 8.1k | 139.63 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.6 | $1.1M | 17k | 66.45 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.6 | $1.1M | 14k | 75.17 |
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| Ishares Tr Core Msci Total (IXUS) | 0.6 | $1.1M | 11k | 95.44 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.5 | $1.0M | 13k | 81.93 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.0M | 1.4k | 736.40 |
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| Hancock Holding Company (HWC) | 0.5 | $947k | 13k | 74.72 |
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| Broadcom (AVGO) | 0.5 | $943k | +5% | 2.5k | 377.75 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $901k | 5.5k | 164.27 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.5 | $858k | 17k | 51.78 |
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| Tesla Motors (TSLA) | 0.5 | $852k | -2% | 2.0k | 420.60 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $763k | +8% | 7.7k | 98.98 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $658k | +326% | 8.2k | 80.57 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $649k | +3% | 6.1k | 106.31 |
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| Wal-Mart Stores (WMT) | 0.3 | $612k | 5.4k | 113.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $569k | 1.1k | 500.39 |
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| Cisco Systems (CSCO) | 0.3 | $533k | +13% | 4.5k | 117.46 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $502k | -6% | 1.4k | 353.33 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $484k | +4% | 3.8k | 127.81 |
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| Abbvie (ABBV) | 0.2 | $430k | +10% | 1.7k | 251.64 |
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| Amazon (AMZN) | 0.2 | $426k | +7% | 1.8k | 238.34 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $400k | 4.9k | 82.11 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $344k | +6% | 1.8k | 189.73 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $315k | -18% | 322.00 | 978.12 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $309k | 414.00 | 746.77 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $304k | 5.7k | 53.17 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $303k | +5% | 13k | 24.14 |
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| Advanced Micro Devices (AMD) | 0.2 | $294k | NEW | 506.00 | 580.91 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $286k | 11k | 26.50 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $270k | +4% | 2.2k | 121.42 |
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| Ionq Inc Pipe (IONQ) | 0.1 | $268k | NEW | 5.0k | 53.26 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $267k | NEW | 350.00 | 763.14 |
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| Enterprise Products Partners (EPD) | 0.1 | $264k | 7.2k | 36.76 |
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| Ge Aerospace Com New (GE) | 0.1 | $256k | -6% | 686.00 | 373.73 |
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| Regions Financial Corporation (RF) | 0.1 | $255k | 8.4k | 30.20 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $243k | 6.6k | 36.87 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $241k | NEW | 658.00 | 365.70 |
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| Goldman Sachs (GS) | 0.1 | $230k | NEW | 227.00 | 1011.37 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $228k | 939.00 | 242.99 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $223k | NEW | 112.00 | 1989.44 |
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| Meta Platforms Cl A (META) | 0.1 | $214k | -12% | 379.00 | 563.29 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $203k | NEW | 3.4k | 59.69 |
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| Ge Vernova (GEV) | 0.1 | $202k | NEW | 172.00 | 1174.86 |
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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 2026 Q2 filed Aug. 7, 2026
- Inman Jager Wealth Management 2026 Q1 filed April 23, 2026
- 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