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, SPYV, SPYG, and represent 29.59% of Inman Jager Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV, SCHR, VCIT, IDEV, SPMD, SPYV, SPYG, IJR, IEMG, TSLA.
- Started 3 new stock positions in SCHM, RF, VBR.
- Reduced shares in these 10 stocks: RTX, EEM, IEFA, BND, GOOG, DVY, IWM, AMZN, CAT, EFA.
- Inman Jager Wealth Management was a net buyer of stock by $9.3M.
- Inman Jager Wealth Management has $171M in assets under management (AUM), dropping by 4.78%.
- Central Index Key (CIK): 0002052044
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Portfolio Holdings for Inman Jager Wealth Management
Inman Jager Wealth Management holds 84 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.9 | $17M | 46k | 370.17 |
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| Ishares Tr Core S&p500 Etf (IVV) | 9.5 | $16M | +16% | 25k | 653.21 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 3.9 | $6.7M | 168k | 39.73 |
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| Spdr Series Trust State Street Spd (SPYV) | 3.2 | $5.4M | +11% | 96k | 56.58 |
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| Spdr Series Trust State Street Spd (SPYG) | 3.1 | $5.3M | +11% | 55k | 97.91 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.1 | $5.3M | -2% | 72k | 73.64 |
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| Ishares Tr Core Msci Intl (IDEV) | 2.4 | $4.2M | +24% | 50k | 83.57 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $4.1M | 61k | 67.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.4 | $4.0M | 16k | 248.00 |
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| Chevron Corporation (CVX) | 2.3 | $4.0M | 19k | 206.90 |
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| Ishares Tr Select Divid Etf (DVY) | 2.2 | $3.8M | -2% | 25k | 151.41 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 2.2 | $3.7M | +32% | 150k | 24.91 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $3.5M | -3% | 39k | 90.53 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.8 | $3.1M | +42% | 37k | 82.75 |
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| Caterpillar (CAT) | 1.8 | $3.1M | 4.3k | 708.46 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.7 | $3.0M | -3% | 53k | 56.79 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.6 | $2.8M | -2% | 29k | 97.13 |
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| Ishares Core Msci Emkt (IEMG) | 1.6 | $2.7M | +15% | 39k | 69.75 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $2.7M | +2% | 16k | 169.66 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $2.5M | +3% | 8.7k | 294.16 |
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| Southern Company (SO) | 1.5 | $2.5M | +5% | 26k | 96.52 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 1.5 | $2.5M | 25k | 101.74 |
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| Apple (AAPL) | 1.5 | $2.5M | +2% | 9.8k | 253.79 |
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| Lockheed Martin Corporation (LMT) | 1.4 | $2.4M | 4.0k | 604.39 |
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| Merck & Co (MRK) | 1.4 | $2.3M | +2% | 19k | 120.29 |
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| Verizon Communications (VZ) | 1.3 | $2.3M | +2% | 45k | 50.20 |
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| Dow (DOW) | 1.3 | $2.3M | +6% | 55k | 41.65 |
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| Coca-Cola Company (KO) | 1.3 | $2.2M | +3% | 28k | 76.05 |
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| Spdr Series Trust State Street Spd (SLYG) | 1.3 | $2.1M | 22k | 96.62 |
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| Johnson & Johnson (JNJ) | 1.2 | $2.1M | 8.4k | 244.44 |
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| Entergy Corporation (ETR) | 1.1 | $2.0M | +4% | 18k | 112.36 |
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| International Business Machines (IBM) | 1.1 | $1.9M | +5% | 8.0k | 242.39 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $1.9M | 21k | 88.70 |
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| Procter & Gamble Company (PG) | 1.0 | $1.7M | +8% | 12k | 144.44 |
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| McDonald's Corporation (MCD) | 1.0 | $1.7M | +4% | 5.6k | 310.79 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $1.7M | +31% | 14k | 124.31 |
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| 3M Company (MMM) | 0.9 | $1.6M | +6% | 11k | 145.23 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.5M | +4% | 2.5k | 597.55 |
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| NVIDIA Corporation (NVDA) | 0.9 | $1.5M | 8.6k | 174.40 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.9 | $1.5M | +91% | 25k | 59.22 |
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| Crown Castle Intl (CCI) | 0.9 | $1.5M | +11% | 18k | 81.31 |
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| Palantir Technologies Cl A (PLTR) | 0.9 | $1.5M | +15% | 10k | 146.28 |
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| Pfizer (PFE) | 0.8 | $1.4M | +7% | 49k | 28.08 |
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| Home Depot (HD) | 0.8 | $1.3M | +8% | 4.0k | 328.89 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.8 | $1.3M | -3% | 31k | 42.56 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.8 | $1.3M | 43k | 30.50 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.6 | $1.1M | 11k | 94.58 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.6 | $996k | 14k | 70.27 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.6 | $993k | -2% | 17k | 59.19 |
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| Ishares Tr Core Msci Total (IXUS) | 0.6 | $956k | 11k | 86.64 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.6 | $954k | 13k | 76.51 |
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| Hancock Holding Company (HWC) | 0.5 | $806k | 13k | 63.59 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $801k | 1.4k | 577.18 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $781k | 5.5k | 142.43 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.5 | $777k | 17k | 46.91 |
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| Tesla Motors (TSLA) | 0.5 | $770k | +43% | 2.1k | 371.75 |
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| Broadcom (AVGO) | 0.4 | $731k | 2.4k | 309.51 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $705k | +7% | 7.1k | 99.27 |
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| Wal-Mart Stores (WMT) | 0.4 | $670k | +10% | 5.4k | 124.28 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $555k | 5.9k | 93.74 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $550k | 1.9k | 287.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $543k | 1.1k | 479.20 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $540k | 11k | 49.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $436k | -19% | 1.5k | 286.86 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $402k | 4.9k | 82.57 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $400k | 3.6k | 109.69 |
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| Intel Corporation (INTC) | 0.2 | $359k | +2% | 8.1k | 44.13 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $352k | -3% | 393.00 | 895.24 |
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| Amazon (AMZN) | 0.2 | $345k | -18% | 1.7k | 208.27 |
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| Abbvie (ABBV) | 0.2 | $337k | 1.5k | 217.49 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $327k | -43% | 1.7k | 192.90 |
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| Cisco Systems (CSCO) | 0.2 | $312k | 4.0k | 77.59 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $304k | 5.7k | 53.22 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $289k | 12k | 24.27 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $288k | 11k | 26.61 |
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| Enterprise Products Partners (EPD) | 0.2 | $272k | 7.2k | 37.84 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $269k | 414.00 | 650.34 |
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| Meta Platforms Cl A (META) | 0.1 | $247k | 432.00 | 572.13 |
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| salesforce (CRM) | 0.1 | $235k | 1.3k | 186.67 |
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| Regions Financial Corporation (RF) | 0.1 | $221k | NEW | 8.4k | 26.12 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $214k | 2.1k | 100.17 |
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| Ge Aerospace Com New (GE) | 0.1 | $209k | 736.00 | 283.77 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $204k | NEW | 939.00 | 217.25 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $204k | NEW | 6.6k | 30.96 |
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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 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