Inman Jager Wealth Management, LLC Top Holdings and 13F Report (2026) About Inman Jager Wealth Management, LLCInvestment ActivityInman Jager Wealth Management, LLC has $171.14 million in total holdings as of March 31, 2026.Inman Jager Wealth Management, LLC owns shares of 84 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 6.20% of the portfolio was purchased this quarter.About 0.74% of the portfolio was sold this quarter.This quarter, Inman Jager Wealth Management, LLC has purchased 81 new stocks and bought additional shares in 46 stocks.Inman Jager Wealth Management, LLC sold shares of 20 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $16,896,410iShares Core S&P 500 ETF $16,277,375SPDR Doubleline Total Return Tactical ETF $6,683,619SPDR Portfolio S&P 500 Value ETF $5,437,129SPDR Portfolio S&P 500 Growth ETF $5,344,129 Largest New Holdings this Quarter 7591EP100 - Regions Financial $220,583 Holding922908611 - Vanguard Small-Cap Value ETF $203,998 Holding808524508 - Schwab U.S. Mid-Cap ETF $203,624 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 3,522 shares (about $2.30M)Schwab Intermediate-Term U.S. Treasury ETF 37,029 shares (about $922.39K)Vanguard Intermediate-Term Corporate Bond ETF 11,070 shares (about $916.05K)iShares Core MSCI International Developed Markets ETF 9,898 shares (about $827.18K)SPDR Portfolio S&P 400 Mid Cap ETF 11,796 shares (about $698.56K) Largest Sales this Quarter RTX 1,302 shares (about $251.16K)iShares MSCI Emerging Markets ETF 2,151 shares (about $122.16K)iShares Core MSCI EAFE ETF 1,286 shares (about $116.42K)Vanguard Total Bond Market ETF 1,540 shares (about $113.41K)Alphabet 380 shares (about $109.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInman Jager Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$16,896,410$81,808 â–²0.5%45,6459.9%Computer and TechnologyIVViShares Core S&P 500 ETF$16,277,375$2,300,611 â–²16.5%24,9199.5%ETFTOTLSPDR Doubleline Total Return Tactical ETF$6,683,619$20,223 â–¼-0.3%168,2263.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,437,129$566,764 â–²11.6%96,0963.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$5,344,129$563,081 â–²11.8%54,5823.1%ETFBNDVanguard Total Bond Market ETF$5,261,652$113,406 â–¼-2.1%71,4513.1%ETFIDEViShares Core MSCI International Developed Markets ETF$4,158,861$827,176 â–²24.8%49,7652.4%ETFIJHiShares Core S&P Mid-Cap ETF$4,140,737$55,307 â–¼-1.3%61,3172.4%ETFIWMiShares Russell 2000 ETF$4,042,400$77,872 â–¼-1.9%16,3002.4%FinanceCVXChevron$4,017,377$76,139 â–²1.9%19,4172.3%EnergyDVYiShares Select Dividend ETF$3,798,725$88,423 â–¼-2.3%25,0892.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$3,726,865$922,394 â–²32.9%149,6132.2%ETFIEFAiShares Core MSCI EAFE ETF$3,515,551$116,422 â–¼-3.2%38,8332.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,096,706$916,053 â–²42.0%37,4221.8%ETFCATCaterpillar$3,072,591$60,219 â–¼-1.9%4,3371.8%IndustrialsEEMiShares MSCI Emerging Markets ETF$2,994,253$122,155 â–¼-3.9%52,7251.7%FinanceEFAiShares MSCI EAFE ETF$2,814,147$59,444 â–¼-2.1%28,9731.6%FinanceIEMGiShares Core MSCI Emerging Markets ETF$2,744,384$371,628 â–²15.7%39,3461.6%ETFXOMExxonMobil$2,742,724$65,658 â–²2.5%16,1661.6%EnergyJPMJPMorgan Chase & Co.$2,549,779$83,541 â–²3.4%8,6681.5%FinanceSOSouthern$2,546,101$136,286 â–²5.7%26,3791.5%UtilitiesVIOVVanguard S&P Small-Cap 600 Value ETF$2,490,493$18,924 â–¼-0.8%24,4791.5%ETFAAPLApple$2,488,411$57,610 â–²2.4%9,8051.5%Computer and TechnologyLMTLockheed Martin$2,409,703$34,450 â–²1.5%3,9871.4%AerospaceMRKMerck & Co., Inc.$2,323,642$55,694 â–²2.5%19,3171.4%MedicalVZVerizon Communications$2,273,859$45,531 â–²2.0%45,2961.3%Computer and TechnologyDOWDOW$2,269,384$139,236 â–²6.5%54,4871.3%Basic MaterialsKOCocaCola$2,158,831$77,267 â–²3.7%28,3871.3%Consumer StaplesSLYGSPDR S&P 600 Small Cap Growth ETF$2,146,800$22,223 â–²1.0%22,2191.3%ETFJNJJohnson & Johnson$2,050,607$35,933 â–²1.8%8,3891.2%MedicalETREntergy$1,966,637$84,495 â–²4.5%17,5031.1%UtilitiesIBMInternational Business Machines$1,949,300$106,167 â–²5.8%8,0421.1%Computer and TechnologyVNQVanguard Real Estate ETF$1,883,899$7,185 â–²0.4%21,2391.1%ETFPGProcter & Gamble$1,740,646$133,029 â–²8.3%12,0511.0%Consumer StaplesMCDMcDonald's$1,730,790$77,698 â–²4.7%5,5691.0%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$1,715,232$406,121 â–²31.0%13,7981.0%ETFMMM3M$1,590,123$95,852 â–²6.4%10,9490.9%Multi-Sector ConglomeratesVOOVanguard S&P 500 ETF$1,515,387$63,340 â–²4.4%2,5360.9%ETFNVDANVIDIA$1,494,434$6,802 â–²0.5%8,5690.9%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,462,686$698,564 â–²91.4%24,6990.9%ETFCCICrown Castle$1,456,099$145,382 â–²11.1%17,9080.9%FinancePALANTIR TECHNOLOGIES INC$1,455,925$195,723 â–²15.5%9,9530.9%CL APFEPfizer$1,374,937$92,187 â–²7.2%48,9650.8%MedicalHDHome Depot$1,309,640$99,654 â–²8.2%3,9820.8%Retail/WholesaleIDViShares International Select Dividend ETF$1,307,911$43,113 â–¼-3.2%30,7310.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,296,646$9,272 â–¼-0.7%42,5130.8%ETFSLYVSPDR S&P 600 Small Cap Value ETF$1,063,930$3,783 â–²0.4%11,2490.6%ETFIEURiShares Core MSCI Europe ETF$996,429$1,476 â–²0.1%14,1800.6%ETFUSRTiShares Core U.S. REIT ETF$992,853$27,997 â–¼-2.7%16,7740.6%ETFIXUSiShares Core MSCI Total International Stock ETF$955,466$13,343 â–²1.4%11,0280.6%ManufacturingIPACiShares Core MSCI Pacific ETF$953,621$7,115 â–¼-0.7%12,4640.6%ETFHWCHancock Whitney$805,940$3,180 â–¼-0.4%12,6740.5%FinanceQQQInvesco QQQ$801,126$2,886 â–¼-0.4%1,3880.5%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$780,6590.0%5,4810.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$776,877$3,284 â–²0.4%16,5610.5%ETFTSLATesla$770,266$234,946 â–²43.9%2,0720.5%Auto/Tires/TrucksAVGOBroadcom$730,7530.0%2,3610.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$705,016$50,727 â–²7.8%7,1020.4%FinanceWALMART INC$670,118$62,140 â–²10.2%5,3920.4%COMVONVVanguard Russell 1000 Value ETF$555,3160.0%5,9240.3%ETFVOVanguard Mid-Cap ETF$550,237$8,041 â–²1.5%1,9160.3%ETFBRK.BBerkshire Hathaway$542,4540.0%1,1320.3%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$540,109$4,396 â–²0.8%10,8130.3%ManufacturingGOOGAlphabet$436,314$109,007 â–¼-20.0%1,5210.3%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$402,1980.0%4,8710.2%ManufacturingVONGVanguard Russell 1000 Growth ETF$399,7100.0%3,6440.2%ETFINTCIntel$358,556$8,826 â–²2.5%8,1250.2%Computer and TechnologyPHParker-Hannifin$351,829$12,533 â–¼-3.4%3930.2%IndustrialsAMZNAmazon.com$345,312$75,810 â–¼-18.0%1,6580.2%Retail/WholesaleABBVAbbVie$336,8920.0%1,5490.2%MedicalRTXRTX$326,773$251,156 â–¼-43.5%1,6940.2%AerospaceCSCOCisco Systems$311,524$78 â–²0.0%4,0150.2%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$303,9930.0%5,7120.2%ManufacturingSCHOSchwab Short-Term U.S. Treasury ETF$289,1530.0%11,9140.2%ETFSCHPSchwab U.S. TIPS ETF$287,5740.0%10,8070.2%ETFEPDEnterprise Products Partners$272,1070.0%7,1910.2%EnergySPYSPDR S&P 500 ETF Trust$269,2410.0%4140.2%FinanceMETAMeta Platforms$247,1600.0%4320.1%Computer and TechnologyCRMSalesforce$234,644$3,173 â–²1.4%1,2570.1%Computer and TechnologyRFRegions Financial$220,583$220,583 â–²New Holding8,4450.1%FinanceVTWOVanguard Russell 2000 ETF$213,5620.0%2,1320.1%ETFGEGE Aerospace$208,8550.0%7360.1%AerospaceVBRVanguard Small-Cap Value ETF$203,998$203,998 â–²New Holding9390.1%ETFSCHMSchwab U.S. Mid-Cap ETF$203,624$203,624 â–²New Holding6,5770.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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