Inman Jager Wealth Management

Inman Jager Wealth Management as of March 31, 2026

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