Inman Jager Wealth Management, LLC
13F Reported Value
ⓘ$187.9M
Holdings
90
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
$MSFTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE S&P500 ETF
—Quality
$18.9M25,197 sh- 79.8#31
Quality
$17.2M46,223 sh SSGA ACTIVE ETF TR - ST STR TOTAL ETF
—Quality
$7.1M180,465 shSPDR SERIES TRUST - ST STR P500GRW
—Quality
$6.6M55,240 shSPDR SERIES TRUST - ST STR P500VAL
—Quality
$6.0M99,177 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$5.8M78,723 shISHARES TR - RUSSELL 2000 ETF
—Quality
$4.8M16,071 shISHARES TR - CORE S&P MCP ETF
—Quality
$4.7M61,243 shISHARES TR - CORE MSCI INTL
—Quality
$4.6M51,361 shISHARES TR - SELECT DIVID ETF
—Quality
$3.9M25,163 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $18.9M | 25,197 |
| MICROSOFT CORP$MSFT | 79.8#31 | $17.2M | 46,223 |
| SSGA ACTIVE ETF TR - ST STR TOTAL ETF | — | $7.1M | 180,465 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $6.6M | 55,240 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $6.0M | 99,177 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $5.8M | 78,723 |
| ISHARES TR - RUSSELL 2000 ETF | — | $4.8M | 16,071 |
| ISHARES TR - CORE S&P MCP ETF | — | $4.7M | 61,243 |
| ISHARES TR - CORE MSCI INTL | — | $4.6M | 51,361 |
| ISHARES TR - SELECT DIVID ETF | — | $3.9M | 25,163 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Inman Jager Wealth Management, LLC's 90 positions.
Showing top 10 of 90 holdings.
Sector Allocation
Other
$112.9M
Technology
$27.7M
Industrials
$9.9M
Healthcare
$8.4M
Energy
$5.8M
Financials
$5.1M
Utilities
$4.6M
Consumer Discretionary
$4.4M
Full Holdings — Inman Jager Wealth Management, LLC (Q2 2026)
All 90 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 | — | ISHARES TR - CORE S&P500 ETF | $18.9M | 10.0% | +1% | — |
| 2 | $MSFT | MICROSOFT CORP | $17.2M | 9.2% | +1% | 79.8 |
| 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% | — |
| 9 | — | ISHARES TR - CORE MSCI INTL | $4.6M | 2.4% | +3% | — |
| 10 | — | ISHARES TR - SELECT DIVID ETF | $3.9M | 2.1% | +0% | — |
| 11 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $3.9M | 2.1% | +6% | — |
| 12 | — | ISHARES TR - CORE MSCI EAFE | $3.8M | 2.0% | +1% | — |
| 13 |  $CAT | CATERPILLAR INC | $3.6M | 1.9% | -21% | 66.5 |
| 14 | — | ISHARES TR - MSCI EMG MKT ETF | $3.5M | 1.9% | -3% | — |
| 15 | — | ISHARES INC - CORE MSCI EMKT | $3.3M | 1.8% | +2% | — |
| 16 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $3.3M | 1.8% | +6% | — |
| 17 |  $CVX | CHEVRON CORP | $3.3M | 1.7% | +1% | 62.8 |
| 18 |  $JPM | JPMORGAN CHASE & CO | $3.1M | 1.6% | +9% | 70.7 |
| 19 | — | ISHARES TR - MSCI EAFE ETF | $3.0M | 1.6% | +0% | — |
| 20 |  $AAPL | Apple Inc. | $3.0M | 1.6% | +6% | 76.4 |
| 21 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $2.9M | 1.5% | +0% | — |
| 22 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $2.6M | 1.4% | -0% | — |
| 23 |  $SO | SOUTHERN CO | $2.6M | 1.4% | +4% | 62 |
| 24 |  $MRK | Merck & Co., Inc. | $2.6M | 1.4% | +5% | 59.9 |
| 25 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.4M | 1.3% | +5% | 70 |
| 26 |  $KO | COCA COLA CO | $2.4M | 1.3% | +3% | 69.5 |
| 27 |  $XOM.R34088 | EXXON MOBIL CORP | $2.3M | 1.2% | +2% | 57.9 |
| 28 |  $JNJ | JOHNSON & JOHNSON | $2.2M | 1.2% | +2% | 69 |
| 29 |  $LMT | LOCKHEED MARTIN CORP | $2.2M | 1.1% | +6% | 65.6 |
| 30 | — | ISHARES TR - CORE S&P SCP ETF | $2.1M | 1.1% | +4% | — |
| 31 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $2.1M | 1.1% | +1% | — |
| 32 |  $ETR | ENTERGY CORP /DE/ | $2.0M | 1.1% | -0% | 59.5 |
| 33 |  $VZ | VERIZON COMMUNICATIONS INC | $1.9M | 1.0% | +2% | 65.8 |
| 34 |  $PG | PROCTER & GAMBLE Co | $1.9M | 1.0% | +9% | 64.6 |
| 35 |  $MMM | 3M CO | $1.9M | 1.0% | +5% | 64.9 |
| 36 | — | SPDR SERIES TRUST - ST STR P400MID | $1.8M | 0.9% | +7% | — |
| 37 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.8M | 0.9% | +1% | — |
| 38 |  $NVDA | NVIDIA CORP | $1.7M | 0.9% | +1% | 85.9 |
| 39 |  $MCD | MCDONALDS CORP | $1.7M | 0.9% | +13% | 69 |
| 40 |  $HD | HOME DEPOT, INC. | $1.6M | 0.9% | +16% | 60.3 |
| 41 |  $DOW | DOW INC. | $1.5M | 0.8% | +0% | 40.2 |
| 42 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $1.5M | 0.8% | +0% | — |
| 43 |  $CCI | CROWN CASTLE INC. | $1.4M | 0.8% | +6% | 61.7 |
| 44 |  $PFE | PFIZER INC | $1.3M | 0.7% | +11% | 62 |
| 45 | — | ISHARES TR - INTL SEL DIV ETF | $1.2M | 0.7% | -2% | — |
| 46 | — | SPDR SERIES TRUST - ST STR SP600SM C | $1.2M | 0.7% | -0% | — |
| 47 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.6% | -2% | 84.6 |
| 48 |  $INTC | INTEL CORP | $1.1M | 0.6% | +0% | 45.6 |
| 49 | — | ISHARES TR - CRE U S REIT ETF | $1.1M | 0.6% | +1% | — |
| 50 | — | ISHARES TR - CORE MSCI EURO | $1.1M | 0.6% | +0% | — |
| 51 | — | ISHARES TR - CORE MSCI TOTAL | $1.1M | 0.6% | +1% | — |
| 52 | — | ISHARES TR - CORE MSCI PAC | $1.0M | 0.5% | +0% | — |
| 53 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.0M | 0.5% | -1% | — |
| 54 |  $HWC | HANCOCK WHITNEY CORP | $947,001 | 0.5% | +0% | 53 |
| 55 |  $AVGO | Broadcom Inc. | $942,486 | 0.5% | +6% | 84.5 |
| 56 | — | ISHARES TR - CORE S&P TTL STK | $900,528 | 0.5% | +0% | — |
| 57 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $857,736 | 0.5% | +0% | — |
| 58 |  $TSLA | Tesla, Inc. | $852,136 | 0.5% | -2% | 53.9 |
| 59 | — | ISHARES TR - CORE US AGGBD ET | $762,542 | 0.4% | +8% | — |
| 60 | — | VANGUARD INDEX FDS - MID CAP ETF | $658,096 | 0.3% | +326% | — |
| 61 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $648,704 | 0.3% | +3% | — |
| 62 |  $WMT | Walmart Inc. | $611,831 | 0.3% | +0% | 60.2 |
| 63 |  $BRK.B | BERKSHIRE HATHAWAY INC | $569,444 | 0.3% | +1% | 73.8 |
| 64 |  $CSCO | CISCO SYSTEMS, INC. | $533,033 | 0.3% | +13% | 70.3 |
| 65 |  $GOOGL | Alphabet Inc. | $502,435 | 0.3% | -7% | 78.2 |
| 66 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $484,400 | 0.3% | +4% | — |
| 67 |  $ABBV | AbbVie Inc. | $430,304 | 0.2% | +10% | 72.6 |
| 68 |  $AMZN | AMAZON COM INC | $426,152 | 0.2% | +8% | 68.7 |
| 69 | — | ISHARES TR - 1 3 YR TREAS BD | $399,958 | 0.2% | +0% | — |
| 70 |  $RTX | RTX Corp | $343,601 | 0.2% | +7% | 73.2 |
| 71 |  $PH | Parker-Hannifin Corp | $314,955 | 0.2% | -18% | 65.8 |
| 72 |  $SPY | SPDR S&P 500 ETF TRUST | $309,163 | 0.2% | +0% | — |
| 73 | — | ISHARES TR - ISHS 5-10YR INVT | $303,707 | 0.2% | +0% | — |
| 74 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $302,619 | 0.2% | +5% | — |
| 75 |  $AMD | ADVANCED MICRO DEVICES INC | $293,940 | 0.2% | NEW | 79.8 |
| 76 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $286,386 | 0.1% | +0% | — |
| 77 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $269,674 | 0.1% | +4% | — |
| 78 |  $IONQ | IonQ, Inc. | $267,738 | 0.1% | NEW | 30.2 |
| 79 |  $CRWD | CrowdStrike Holdings, Inc. | $267,099 | 0.1% | NEW | 67.7 |
| 80 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $264,341 | 0.1% | +0% | 61.4 |
| 81 |  $GE | GENERAL ELECTRIC CO | $256,379 | 0.1% | -7% | 73.8 |
| 82 |  $RF | REGIONS FINANCIAL CORP | $255,039 | 0.1% | +0% | 61.5 |
| 83 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $242,494 | 0.1% | +0% | — |
| 84 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $240,631 | 0.1% | NEW | — |
| 85 |  $GS | GOLDMAN SACHS GROUP INC | $229,581 | 0.1% | NEW | 73.5 |
| 86 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $228,168 | 0.1% | +0% | — |
| 87 |  $ASML | ASML HOLDING NV | $222,817 | 0.1% | NEW | — |
| 88 |  $META | Meta Platforms, Inc. | $213,487 | 0.1% | -12% | 79.6 |
| 89 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $203,424 | 0.1% | NEW | — |
| 90 |  $GEV | GE Vernova Inc. | $202,076 | 0.1% | NEW | 81.1 |
New Positions (8)
Exited Positions (2)
$CRM Salesforce, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Inman Jager Wealth Management, LLC including:
Track Inman Jager Wealth Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Inman Jager Wealth Management, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Inman Jager Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Inman Jager Wealth Management, LLC (SEC CIK: 2052044), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Inman Jager Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.