Inman Jager Wealth Management, LLC
Sector Allocation
- Other60.1%$112.9M
- Technology15.9%$29.9M
- Healthcare4.5%$8.4M
- Industrials3.7%$6.9M
- Energy3.1%$5.8M
- Financials2.7%$5.1M
- Consumer Staples2.6%$4.9M
- Utilities2.5%$4.6M
- Consumer Discretionary2.5%$4.6M
- Communication Services1.0%$1.9M
AUM History
13fpro.ai/research/fund/inman-jager-wealth-management-llc-2052044
Conviction and streaks
Stable · top 10 = 42.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$18.9M
MSFT
$17.2M- SSGA$7.1M
- SPDR$6.6M
- SPDR$6.0M
- VANGUARD$5.8M
- ISHARES$4.8M
- ISHARES$4.7M
- ISHARES$4.6M
- ISHARES$3.9M
- SCHWAB$3.9M
- ISHARES$3.8M
CAT
$3.6M- ISHARES$3.5M
- ISHARES$3.3M
- VANGUARD$3.3M
CVX
$3.3MJPM
$3.1M- ISHARES$3.0M
AAPL
$3.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/inman-jager-wealth-management-llc-2052044
Inman Jager Wealth Management, LLC 13F holdings — Q2 2026
$187.9M portfolio (+9.8% QoQ) · 90 holdings · Q2 2026 13F · top 10 are 42% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$18.9M
10.0% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $17.2M
9.2% of stocks
+1%This quarter+6.5%Since filed7+ qtrsHeld- 3
SSGA ACTIVE ETF TR - ST STR TOTAL ETF
$7.1M
3.8% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR P500GRW
$6.6M
3.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR SERIES TRUST - ST STR P500VAL
$6.0M
3.2% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$5.8M
3.1% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - RUSSELL 2000 ETF
$4.8M
2.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P MCP ETF
$4.7M
2.5% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - CORE MSCI INTL
$4.6M
2.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - SELECT DIVID ETF
$3.9M
2.1% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $18.9M | 10.0% | +1% | — | — | — | — | |
| 2 | $17.2M | 9.2% | +1% | +6.5% | 7+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $7.1M | 3.8% | +7% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR P500GRW | $6.6M | 3.5% | +1% | — | — | — | — | |
| 5 | SPDR SERIES TRUST - ST STR P500VAL | $6.0M | 3.2% | +3% | — | — | — | — | |
| 6 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $5.8M | 3.1% | +10% | — | — | — | — | |
| 7 | ISHARES TR - RUSSELL 2000 ETF | $4.8M | 2.6% | -1% | — | — | — | — | |
| 8 | ISHARES TR - CORE S&P MCP ETF | $4.7M | 2.5% | -0.1% | — | — | — | — | |
| 9 | ISHARES TR - CORE MSCI INTL | $4.6M | 2.4% | +3% | — | — | — | — | |
| 10 | ISHARES TR - SELECT DIVID ETF | $3.9M | 2.1% | +0.3% | — | — | — | — |
All holdings — Inman Jager Wealth Management, LLC (Q2 2026)
90 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $3.9M | 2.1% | 158K | +6% | — | — | 13F |
| 12 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $3.8M | 2.0% | 39K | +1% | — | — | 13F |
| 13 | CATERPILLAR INC | Industrials | $3.6M | 1.9% | 3,413 | -21% | 7+ qtrsTrimmed 2 qtrs in a row | 66.6 | 13F | |
| 14 | — | ISHARES TR - MSCI EMG MKT ETFetf/fund | — | $3.5M | 1.9% | 51K | -3% | — | — | 13F |
| 15 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $3.3M | 1.8% | 40K | +2% | — | — | 13F |
| 16 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $3.3M | 1.8% | 40K | +6% | — | — | 13F |
| 17 | CHEVRON CORP | Energy | $3.3M | 1.7% | 20K | +1% | 7+ qtrsAdded 3 qtrs in a row | 63.7 | 13F | |
| 18 | JPMORGAN CHASE & CO | Financials | $3.1M | 1.6% | 9,452 | +9% | 7+ qtrsAdded 2 qtrs in a row | 71.9 | 13F | |
| 19 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $3.0M | 1.6% | 29K | +0.1% | — | — | 13F |
| 20 | Apple Inc. | Technology | $3.0M | 1.6% | 10K | +6% | 7+ qtrsAdded 2 qtrs in a row | 75.7 | 13F | |
| 21 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VALetf/fund | — | $2.9M | 1.5% | 24K | +0.0% | — | — | 13F |
| 22 | — | SPDR SERIES TRUST - ST STR SP600GRWOetf/fund | — | $2.6M | 1.4% | 22K | -0.1% | — | — | 13F |
| 23 | SOUTHERN CO | Utilities | $2.6M | 1.4% | 28K | +4% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Merck & Co., Inc. | Healthcare | $2.6M | 1.4% | 20K | +5% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.4M | 1.3% | 8,433 | +5% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $KO | COCA COLA CO | Consumer Staples | $2.4M | 1.3% | 29K | +3% | |||
| 27 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.3M | 1.2% | 16K | +2% | |||
| 28 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.2M | 1.2% | 8,556 | +2% | |||
| 29 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.2M | 1.1% | 4,222 | +6% | |||
| 30 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.1M | 1.1% | 14K | +4% | |||
| 31 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $2.1M | 1.1% | 22K | +1% | |||
| 32 | $ETR | ENTERGY CORP /DE/ | Utilities | $2.0M | 1.1% | 17K | -0.1% | |||
| 33 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.9M | 1.0% | 46K | +2% | |||
| 34 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.9M | 1.0% | 13K | +9% | |||
| 35 | $MMM | 3M CO | Healthcare | $1.9M | 1.0% | 12K | +5% | |||
| 36 | — | SPDR SERIES TRUST - ST STR P400MID | — | $1.8M | 0.9% | 26K | +7% | |||
| 37 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.8M | 0.9% | 2,566 | +1% | |||
| 38 | $NVDA | NVIDIA CORP | Technology | $1.7M | 0.9% | 8,615 | +0.5% | |||
| 39 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.7M | 0.9% | 6,302 | +13% | |||
| 40 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.6M | 0.9% | 4,615 | +16% | |||
| 41 | $DOW | DOW INC. | Materials | $1.5M | 0.8% | 55K | +0.1% | |||
| 42 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $1.5M | 0.8% | 43K | — | |||
| 43 | $CCI | CROWN CASTLE INC. | Real Estate | $1.4M | 0.8% | 19K | +6% | |||
| 44 | $PFE | PFIZER INC | Healthcare | $1.3M | 0.7% | 54K | +11% | |||
| 45 | — | ISHARES TR - INTL SEL DIV ETF | — | $1.2M | 0.7% | 30K | -2% | |||
| 46 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $1.2M | 0.7% | 11K | -0.2% | |||
| 47 | $PLTR | Palantir Technologies Inc. | Technology | $1.1M | 0.6% | 9,753 | -2% | |||
| 48 | $INTC | INTEL CORP | Technology | $1.1M | 0.6% | 8,149 | +0.3% | |||
| 49 | — | ISHARES TR - CRE U S REIT ETF | — | $1.1M | 0.6% | 17K | +0.5% | |||
| 50 | — | ISHARES TR - CORE MSCI EURO | — | $1.1M | 0.6% | 14K | +0.3% | |||
| 51 | — | ISHARES TR - CORE MSCI TOTAL | — | $1.1M | 0.6% | 11K | +1% | |||
| 52 | — | ISHARES TR - CORE MSCI PAC | — | $1.0M | 0.5% | 12K | — | |||
| 53 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.0M | 0.5% | 1,373 | -1% | |||
| 54 | $HWC | HANCOCK WHITNEY CORP | Financials | $947K | 0.5% | 13K | — | |||
| 55 | $AVGO | Broadcom Inc. | Technology | $942K | 0.5% | 2,495 | +6% | |||
| 56 | — | ISHARES TR - CORE S&P TTL STK | — | $901K | 0.5% | 5,482 | +0.0% | |||
| 57 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $858K | 0.5% | 17K | +0.0% | |||
| 58 | $TSLA | Tesla, Inc. | Consumer Discretionary | $852K | 0.5% | 2,026 | -2% | |||
| 59 | — | ISHARES TR - CORE US AGGBD ET | — | $763K | 0.4% | 7,704 | +8% | |||
| 60 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $658K | 0.3% | 8,168 | +326% | |||
| 61 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $649K | 0.3% | 6,102 | +3% | |||
| 62 | $WMT | Walmart Inc. | Consumer Staples | $612K | 0.3% | 5,402 | +0.2% | |||
| 63 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $569K | 0.3% | 1,138 | +0.5% | |||
| 64 | $CSCO | CISCO SYSTEMS, INC. | Technology | $533K | 0.3% | 4,538 | +13% | |||
| 65 | $GOOG | Alphabet Inc. | Technology | $502K | 0.3% | 1,422 | -7% | |||
| 66 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $484K | 0.3% | 3,790 | +4% | |||
| 67 | $ABBV | AbbVie Inc. | Healthcare | $430K | 0.2% | 1,710 | +10% | |||
| 68 | $AMZN | AMAZON COM INC | Consumer Discretionary | $426K | 0.2% | 1,788 | +8% | |||
| 69 | — | ISHARES TR - 1 3 YR TREAS BD | — | $400K | 0.2% | 4,871 | — | |||
| 70 | $RTX | RTX Corp | Industrials | $344K | 0.2% | 1,811 | +7% | |||
| 71 | $PH | Parker-Hannifin Corp | Industrials | $315K | 0.2% | 322 | -18% | |||
| 72 | $SPY | SPDR S&P 500 ETF TRUST | — | $309K | 0.2% | 414 | — | |||
| 73 | — | ISHARES TR - ISHS 5-10YR INVT | — | $304K | 0.2% | 5,712 | — | |||
| 74 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $303K | 0.2% | 13K | +5% | |||
| 75 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $294K | 0.2% | 506 | New | |||
| 76 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $286K | 0.1% | 11K | — | |||
| 77 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $270K | 0.1% | 2,221 | +4% | |||
| 78 | $IONQ | IonQ, Inc. | Technology | $268K | 0.1% | 5,027 | New | |||
| 79 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $267K | 0.1% | 350 | New | |||
| 80 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $264K | 0.1% | 7,191 | — | |||
| 81 | $GE | GENERAL ELECTRIC CO | Industrials | $256K | 0.1% | 686 | -7% | |||
| 82 | $RF | REGIONS FINANCIAL CORP | Financials | $255K | 0.1% | 8,445 | — | |||
| 83 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $242K | 0.1% | 6,577 | — | |||
| 84 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $241K | 0.1% | 658 | New | |||
| 85 | $GS | GOLDMAN SACHS GROUP INC | Financials | $230K | 0.1% | 227 | New | |||
| 86 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $228K | 0.1% | 939 | — | |||
| 87 | $ASML | ASML HOLDING NV | Technology | $223K | 0.1% | 112 | New | |||
| 88 | $META | Meta Platforms, Inc. | Technology | $213K | 0.1% | 379 | -12% | |||
| 89 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $203K | 0.1% | 3,408 | New | |||
| 90 | $GEV | GE Vernova Inc. | Industrials | $202K | 0.1% | 172 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 56 added to, 15 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$AMDADVANCED MICRO DEVICES INC$294K
first bought this quarter
$IONQIonQ, Inc.$268K
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$267K
first bought this quarter
- VANGUARD INDEX FDS - SML CP GRW ETF$241K
first bought this quarter
$GSGOLDMAN SACHS GROUP INC$230K
first bought this quarter
$ASMLASML HOLDING NV$223K
first bought this quarter
+2 more in the Excel export
Added to (56)
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+10%
now $5.8M
- VANGUARD INDEX FDS - MID CAP ETF+326%
now $658K
- SSGA ACTIVE ETF TR - ST STR TOTAL ETF+7%
now $7.1M
now $3.1M · held 7+ qtrs, 2 adds in a row
$HDHOME DEPOT, INC.+16%
now $1.6M · held 7+ qtrs, 6 adds in a row
now $17.2M · held 7+ qtrs
+50 more in the Excel export
Trimmed (15)
now $3.6M · held 7+ qtrs, 2 trims in a row
- ISHARES TR - MSCI EMG MKT ETF-3%
now $3.5M
$PHParker-Hannifin Corp-18%
now $315K · held 5 qtrs, 2 trims in a row
- ISHARES TR - RUSSELL 2000 ETF-1%
now $4.8M
$GOOGAlphabet Inc.-7%
now $502K · held 7+ qtrs, 2 trims in a row
$METAMeta Platforms, Inc.-12%
now $213K · held 7+ qtrs
+9 more in the Excel export
Sold out (2)
- VANGUARD MALVERN FDSwas $540K
$CRMSalesforce, Inc.was $235K
held 6+ qtrs
Holdings by quarter
Every 13F Inman Jager Wealth Management, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Inman Jager Wealth Management?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Inman Jager Wealth Management's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+4.8%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 6% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Inman Jager Wealth Management, LLC disclosed 90 positions worth $187.9M in its Form 13F-HR for Q2 2026, followed by $MSFT. During the quarter the fund opened 8 new positions and exited 2 — including a new stake in $AMD. The portfolio is most concentrated in Other (60.1% 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.
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