Inman Jager Wealth Management, LLC
13F Reported Value
ⓘ$171.1M
Holdings
84
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Inman Jager Wealth Management, LLC disclosed 84 positions worth $171.1M in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 9.9% of the equity portfolio. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $RF. The portfolio is most concentrated in Other (58.5% of disclosed assets). All figures are sourced directly from Inman Jager Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2052044.
AI Fund Analysis
Diversifying
$MSFT
$CVXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 83.7#15
Quality
$16.9M45,645 sh ISHARES TR
—Quality
$16.3M24,919 shSSGA ACTIVE ETF TR
—Quality
$6.7M168,226 shSPDR SERIES TRUST
—Quality
$5.4M96,096 shSPDR SERIES TRUST
—Quality
$5.3M54,582 shVANGUARD BD INDEX FDS
—Quality
$5.3M71,451 shISHARES TR
—Quality
$4.2M49,765 shISHARES TR
—Quality
$4.1M61,317 shISHARES TR
—Quality
$4.0M16,300 sh- 54.7
Quality
$4.0M19,417 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 83.7#15 | $16.9M | 45,645 |
| ISHARES TR | — | $16.3M | 24,919 |
| SSGA ACTIVE ETF TR | — | $6.7M | 168,226 |
| SPDR SERIES TRUST | — | $5.4M | 96,096 |
| SPDR SERIES TRUST | — | $5.3M | 54,582 |
| VANGUARD BD INDEX FDS | — | $5.3M | 71,451 |
| ISHARES TR | — | $4.2M | 49,765 |
| ISHARES TR | — | $4.1M | 61,317 |
| ISHARES TR | — | $4.0M | 16,300 |
| CHEVRON CORP$CVX | 54.7 | $4.0M | 19,417 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Inman Jager Wealth Management, LLC's 84 positions.
Showing top 10 of 84 holdings.
Sector Allocation
Other
$100.1M
Technology
$24.9M
Industrials
$8.9M
Healthcare
$7.7M
Energy
$7.0M
Utilities
$4.5M
Financials
$4.1M
Consumer Discretionary
$4.1M
Full Holdings — Inman Jager Wealth Management, LLC (Q1 2026)
All 84 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $16.9M | 9.9% | +0% | 83.7 |
| 2 | — | ISHARES TR | $16.3M | 9.5% | +16% | — |
| 3 | — | SSGA ACTIVE ETF TR | $6.7M | 3.9% | -0% | — |
| 4 | — | SPDR SERIES TRUST | $5.4M | 3.2% | +12% | — |
| 5 | — | SPDR SERIES TRUST | $5.3M | 3.1% | +12% | — |
| 6 | — | VANGUARD BD INDEX FDS | $5.3M | 3.1% | -2% | — |
| 7 | — | ISHARES TR | $4.2M | 2.4% | +25% | — |
| 8 | — | ISHARES TR | $4.1M | 2.4% | -1% | — |
| 9 | — | ISHARES TR | $4.0M | 2.4% | -2% | — |
| 10 | $CVX | CHEVRON CORP | $4.0M | 2.4% | +2% | 54.7 |
| 11 | — | ISHARES TR | $3.8M | 2.2% | -2% | — |
| 12 | — | SCHWAB STRATEGIC TR | $3.7M | 2.2% | +33% | — |
| 13 | — | ISHARES TR | $3.5M | 2.0% | -3% | — |
| 14 | — | VANGUARD SCOTTSDALE FDS | $3.1M | 1.8% | +42% | — |
| 15 |  $CAT | CATERPILLAR INC | $3.1M | 1.8% | -2% | 67.8 |
| 16 | — | ISHARES TR | $3.0M | 1.8% | -4% | — |
| 17 | — | ISHARES TR | $2.8M | 1.6% | -2% | — |
| 18 | — | ISHARES INC | $2.7M | 1.6% | +16% | — |
| 19 |  $XOM | EXXON MOBIL CORP | $2.7M | 1.6% | +2% | 61.8 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $2.5M | 1.5% | +3% | 35.6 |
| 21 |  $SO | SOUTHERN CO | $2.5M | 1.5% | +6% | 65.1 |
| 22 | — | VANGUARD ADMIRAL FDS INC | $2.5M | 1.5% | -1% | — |
| 23 |  $AAPL | Apple Inc. | $2.5M | 1.4% | +2% | 76.1 |
| 24 |  $LMT | LOCKHEED MARTIN CORP | $2.4M | 1.4% | +1% | 65 |
| 25 |  $MRK | Merck & Co., Inc. | $2.3M | 1.4% | +2% | 70.9 |
| 26 |  $VZ | VERIZON COMMUNICATIONS INC | $2.3M | 1.3% | +2% | 71.6 |
| 27 |  $DOW | DOW INC. | $2.3M | 1.3% | +7% | 38 |
| 28 |  $KO | COCA COLA CO | $2.2M | 1.3% | +4% | 74 |
| 29 | — | SPDR SERIES TRUST | $2.1M | 1.3% | +1% | — |
| 30 |  $JNJ | JOHNSON & JOHNSON | $2.1M | 1.2% | +2% | 72.8 |
| 31 |  $ETR | ENTERGY CORP /DE/ | $2.0M | 1.1% | +4% | 65.1 |
| 32 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.9M | 1.1% | +6% | 66.7 |
| 33 | — | VANGUARD INDEX FDS | $1.9M | 1.1% | +0% | — |
| 34 |  $PG | PROCTER & GAMBLE Co | $1.7M | 1.0% | +8% | 72.9 |
| 35 |  $MCD | MCDONALDS CORP | $1.7M | 1.0% | +5% | 73.9 |
| 36 | — | ISHARES TR | $1.7M | 1.0% | +31% | — |
| 37 |  $MMM | 3M CO | $1.6M | 0.9% | +6% | 60.7 |
| 38 | — | VANGUARD INDEX FDS | $1.5M | 0.9% | +4% | — |
| 39 |  $NVDA | NVIDIA CORP | $1.5M | 0.9% | +0% | 90.2 |
| 40 | — | SPDR SERIES TRUST | $1.5M | 0.8% | +91% | — |
| 41 |  $CCI | CROWN CASTLE INC. | $1.5M | 0.8% | +11% | 52.9 |
| 42 |  $PLTR | Palantir Technologies Inc. | $1.5M | 0.8% | +16% | 85.8 |
| 43 |  $PFE | PFIZER INC | $1.4M | 0.8% | +7% | 69 |
| 44 |  $HD | HOME DEPOT, INC. | $1.3M | 0.8% | +8% | 69.2 |
| 45 | — | ISHARES TR | $1.3M | 0.8% | -3% | — |
| 46 | — | SCHWAB STRATEGIC TR | $1.3M | 0.8% | -1% | — |
| 47 | — | SPDR SERIES TRUST | $1.1M | 0.6% | +0% | — |
| 48 | — | ISHARES TR | $996,429 | 0.6% | +0% | — |
| 49 | — | ISHARES TR | $992,853 | 0.6% | -3% | — |
| 50 | — | ISHARES TR | $955,466 | 0.6% | +1% | — |
| 51 | — | ISHARES TR | $953,621 | 0.6% | -1% | — |
| 52 |  $HWC | HANCOCK WHITNEY CORP | $805,940 | 0.5% | -0% | — |
| 53 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $801,126 | 0.5% | -0% | — |
| 54 | — | ISHARES TR | $780,659 | 0.5% | +0% | — |
| 55 | — | SPDR INDEX SHS FDS | $776,877 | 0.5% | +0% | — |
| 56 |  $TSLA | Tesla, Inc. | $770,266 | 0.5% | +44% | 50.1 |
| 57 |  $AVGO | Broadcom Inc. | $730,753 | 0.4% | +0% | 86.4 |
| 58 | — | ISHARES TR | $705,016 | 0.4% | +8% | — |
| 59 |  $WMT | Walmart Inc. | $670,118 | 0.4% | +10% | 63.2 |
| 60 | — | VANGUARD SCOTTSDALE FDS | $555,316 | 0.3% | +0% | — |
| 61 | — | VANGUARD INDEX FDS | $550,237 | 0.3% | +1% | — |
| 62 |  $BRK.B | BERKSHIRE HATHAWAY INC | $542,454 | 0.3% | +0% | 64.5 |
| 63 | — | VANGUARD MALVERN FDS | $540,109 | 0.3% | +1% | — |
| 64 |  $GOOGL | Alphabet Inc. | $436,314 | 0.3% | -20% | 80.2 |
| 65 | — | ISHARES TR | $402,198 | 0.2% | +0% | — |
| 66 | — | VANGUARD SCOTTSDALE FDS | $399,710 | 0.2% | +0% | — |
| 67 |  $INTC | INTEL CORP | $358,556 | 0.2% | +3% | 41.5 |
| 68 |  $PH | Parker-Hannifin Corp | $351,829 | 0.2% | -3% | 73.8 |
| 69 |  $AMZN | AMAZON COM INC | $345,312 | 0.2% | -18% | 74.6 |
| 70 |  $ABBV | AbbVie Inc. | $336,892 | 0.2% | +0% | 59.3 |
| 71 |  $RTX | RTX Corp | $326,773 | 0.2% | -43% | 70 |
| 72 |  $CSCO | CISCO SYSTEMS, INC. | $311,524 | 0.2% | +0% | 72.3 |
| 73 | — | ISHARES TR | $303,993 | 0.2% | +0% | — |
| 74 | — | SCHWAB STRATEGIC TR | $289,153 | 0.2% | +0% | — |
| 75 | — | SCHWAB STRATEGIC TR | $287,574 | 0.2% | +0% | — |
| 76 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $272,107 | 0.2% | +0% | 66.4 |
| 77 |  $SPY | SPDR S&P 500 ETF TRUST | $269,241 | 0.2% | +0% | — |
| 78 |  $META | Meta Platforms, Inc. | $247,160 | 0.1% | +0% | 80.9 |
| 79 |  $CRM | Salesforce, Inc. | $234,644 | 0.1% | +1% | 75.2 |
| 80 |  $RF | REGIONS FINANCIAL CORP | $220,583 | 0.1% | NEW | — |
| 81 | — | VANGUARD SCOTTSDALE FDS | $213,562 | 0.1% | +0% | — |
| 82 |  $GE | GENERAL ELECTRIC CO | $208,855 | 0.1% | +0% | 74.8 |
| 83 | — | VANGUARD INDEX FDS | $203,998 | 0.1% | -50% | — |
| 84 | — | SCHWAB STRATEGIC TR | $203,624 | 0.1% | -94% | — |
New Positions (1)
$RF REGIONS FINANCIAL CORP$220,583Browse Top Institutional Investors
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