Inman Jager Wealth Management

Inman Jager Wealth Management as of Dec. 31, 2025

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 45k 483.62
Ishares Tr Core S&p500 Etf (IVV) 9.0 $15M 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 73k 74.07
Spdr Series Trust State Street Spd (SPYG) 3.2 $5.2M 49k 106.70
Spdr Series Trust State Street Spd (SPYV) 3.0 $4.9M 86k 56.81
Ishares Tr Core S&p Mcp Etf (IJH) 2.5 $4.1M 62k 66.00
Ishares Tr Russell 2000 Etf (IWM) 2.5 $4.1M 17k 246.16
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 40k 82.48
Ishares Tr Msci Emg Mkt Etf (EEM) 1.8 $3.0M 55k 54.71
Chevron Corporation (CVX) 1.8 $2.9M 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 113k 25.08
JPMorgan Chase & Co. (JPM) 1.7 $2.7M 8.4k 322.22
Apple (AAPL) 1.6 $2.6M 9.6k 271.86
Caterpillar (CAT) 1.6 $2.5M 4.4k 572.87
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.5 $2.4M 25k 97.76
Ishares Core Msci Emkt (IEMG) 1.4 $2.3M 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 26k 83.75
Southern Company (SO) 1.3 $2.2M 25k 87.20
Spdr Series Trust State Street Spd (SLYG) 1.3 $2.1M 22k 94.19
Merck & Co (MRK) 1.2 $2.0M 19k 105.26
Coca-Cola Company (KO) 1.2 $1.9M 27k 69.91
Lockheed Martin Corporation (LMT) 1.2 $1.9M 3.9k 483.67
Exxon Mobil Corporation (XOM) 1.2 $1.9M 16k 120.34
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.9M 21k 88.49
Verizon Communications (VZ) 1.1 $1.8M 44k 40.73
Johnson & Johnson (JNJ) 1.0 $1.7M 8.2k 206.95
3M Company (MMM) 1.0 $1.6M 10k 160.10
McDonald's Corporation (MCD) 1.0 $1.6M 5.3k 305.63
Procter & Gamble Company (PG) 1.0 $1.6M 11k 143.31
NVIDIA Corporation (NVDA) 1.0 $1.6M 8.5k 186.50
Entergy Corporation (ETR) 0.9 $1.5M 17k 92.43
Palantir Technologies Cl A (PLTR) 0.9 $1.5M 8.6k 177.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.5M 2.4k 627.13
Crown Castle Intl (CCI) 0.9 $1.4M 16k 88.87
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $1.3M 43k 29.61
Home Depot (HD) 0.8 $1.3M 3.7k 344.10
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.3M 11k 120.18
Ishares Tr Intl Sel Div Etf (IDV) 0.8 $1.3M 32k 39.45
Dow (DOW) 0.7 $1.2M 51k 23.38
Pfizer (PFE) 0.7 $1.1M 46k 24.90
Spdr Series Trust State Street Spd (SLYV) 0.6 $1.0M 11k 90.97
Ishares Tr Core Msci Euro (IEUR) 0.6 $1.0M 14k 70.98
Ishares Tr Cre U S Reit Etf (USRT) 0.6 $982k 17k 56.96
Ishares Tr Core Msci Total (IXUS) 0.6 $920k 11k 84.64
Ishares Tr Core Msci Pac (IPAC) 0.6 $919k 13k 73.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $856k 1.4k 614.31
Broadcom (AVGO) 0.5 $817k 2.4k 346.10
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $815k 5.5k 148.69
Hancock Holding Company (HWC) 0.5 $810k 13k 63.68
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $772k 17k 46.81
Spdr Series Trust State Street Spd (SPMD) 0.5 $747k 13k 57.91
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $658k 6.6k 99.88
Tesla Motors (TSLA) 0.4 $648k 1.4k 449.72
Alphabet Cap Stk Cl C (GOOG) 0.4 $597k 1.9k 313.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $569k 1.1k 502.65
Raytheon Technologies Corp (RTX) 0.3 $550k 3.0k 183.40
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $548k 1.9k 290.22
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $547k 5.9k 92.30
Wal-Mart Stores (WMT) 0.3 $545k 4.9k 111.41
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $531k 11k 49.46
Amazon (AMZN) 0.3 $467k 2.0k 230.82
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $444k 3.6k 121.75
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $403k 4.9k 82.82
Parker-Hannifin Corporation (PH) 0.2 $358k 407.00 878.96
Abbvie (ABBV) 0.2 $354k 1.5k 228.49
salesforce (CRM) 0.2 $329k 1.2k 264.91
Cisco Systems (CSCO) 0.2 $309k 4.0k 77.03
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $308k 5.7k 53.88
Intel Corporation (INTC) 0.2 $292k 7.9k 36.90
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $290k 12k 24.37
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $286k 11k 26.49
Meta Platforms Cl A (META) 0.2 $285k 432.00 660.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $282k 414.00 681.92
Enterprise Products Partners (EPD) 0.1 $231k 7.2k 32.06
Ge Aerospace Com New (GE) 0.1 $227k 736.00 308.03
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $212k 2.1k 99.52