Inman Jager Wealth Management

Inman Jager Wealth Management as of Sept. 30, 2025

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