Inman Jager Wealth Management

Inman Jager Wealth Management as of June 30, 2026

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