Inman Jager Wealth Management, LLC Top Holdings and 13F Report (2026)

About Inman Jager Wealth Management, LLC

Investment Activity

Inman Jager Wealth Management, LLC has $187.91 million in total holdings as of June 30, 2026.
Inman Jager Wealth Management, LLC owns shares of 90 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 3.94% of the portfolio was purchased this quarter.
About 1.15% of the portfolio was sold this quarter.
This quarter, Inman Jager Wealth Management, LLC has purchased 84 new stocks and bought additional shares in 56 stocks.
Inman Jager Wealth Management, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $18,869,904
Microsoft: $17,242,103
SPDR Doubleline Total Return Tactical ETF: $7,122,954
SPDR Portfolio S&P 500 Growth ETF: $6,573,022
SPDR Portfolio S&P 500 Value ETF: $6,028,951

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices: $293,940 Holding
46222L108 - IonQ: $267,738 Holding
22788C105 - CrowdStrike: $267,099 Holding
922908595 - Vanguard Small-Cap Growth ETF: $240,631 Holding
38141G104 - The Goldman Sachs Group: $229,581 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF: 7,272 shares (about $533.84K)
Vanguard Mid-Cap ETF: 6,252 shares (about $503.72K)
SPDR Doubleline Total Return Tactical ETF: 12,239 shares (about $483.07K)
Advanced Micro Devices: 506 shares (about $293.94K)
IonQ: 5,027 shares (about $267.74K)

Largest Sales this Quarter

Caterpillar: 924 shares (about $983.97K)
iShares MSCI Emerging Markets ETF: 1,323 shares (about $90.51K)
Parker-Hannifin: 71 shares (about $69.45K)
iShares Russell 2000 ETF: 229 shares (about $68.80K)
Alphabet: 99 shares (about $34.98K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$18,869,904	$208,193 â–²	1.1%	25,197	10.0%	ETF
MSFT Microsoft	$17,242,103	$215,606 â–²	1.3%	46,223	9.2%	Technology
TOTL SPDR Doubleline Total Return Tactical ETF	$7,122,954	$483,073 â–²	7.3%	180,465	3.8%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$6,573,022	$78,296 â–²	1.2%	55,240	3.5%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$6,028,951	$187,293 â–²	3.2%	99,177	3.2%	ETF
BND Vanguard Total Bond Market ETF	$5,779,055	$533,837 â–²	10.2%	78,723	3.1%	ETF
IWM iShares Russell 2000 ETF	$4,828,532	$68,803 â–¼	-1.4%	16,071	2.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,722,448	$5,706 â–¼	-0.1%	61,243	2.5%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$4,571,674	$142,061 â–²	3.2%	51,361	2.4%	ETF
DVY iShares Select Dividend ETF	$3,932,977	$11,566 â–²	0.3%	25,163	2.1%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$3,899,936	$210,473 â–²	5.7%	158,148	2.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,803,417	$52,926 â–²	1.4%	39,381	2.0%	ETF
CAT Caterpillar	$3,634,504	$983,968 â–¼	-21.3%	3,413	1.9%	Industrials
EEM iShares MSCI Emerging Markets ETF	$3,516,411	$90,506 â–¼	-2.5%	51,402	1.9%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,318,688	$59,231 â–²	1.8%	40,061	1.8%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$3,285,163	$192,243 â–²	6.2%	39,748	1.7%	ETF
CVX Chevron	$3,254,200	$35,638 â–²	1.1%	19,632	1.7%	Energy
JPM JPMorgan Chase & Co.	$3,093,923	$256,627 â–²	9.0%	9,452	1.6%	Finance
EFA iShares MSCI EAFE ETF	$3,012,312	$2,597 â–²	0.1%	28,998	1.6%	ETF
AAPL Apple	$3,007,318	$170,144 â–²	6.0%	10,393	1.6%	Technology
VIOV Vanguard S&P Small-Cap 600 Value ETF	$2,873,177	$1,056 â–²	0.0%	24,488	1.5%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$2,644,805	$2,144 â–¼	-0.1%	22,201	1.4%	ETF
SO Southern	$2,634,896	$110,162 â–²	4.4%	27,530	1.4%	Utilities
MRK Merck & Co., Inc.	$2,605,852	$123,617 â–²	5.0%	20,279	1.4%	Healthcare
IBM International Business Machines	$2,371,444	$109,953 â–²	4.9%	8,433	1.3%	Technology
KO CocaCola	$2,368,208	$61,196 â–²	2.7%	29,140	1.3%	Consumer Staples
XOM ExxonMobil	$2,252,872	$42,657 â–²	1.9%	16,478	1.2%	Energy
JNJ Johnson & Johnson	$2,172,967	$42,413 â–²	2.0%	8,556	1.2%	Healthcare
LMT Lockheed Martin	$2,150,940	$119,723 â–²	5.9%	4,222	1.1%	Industrials
IJR iShares Core S&P Small-Cap ETF	$2,118,774	$72,376 â–²	3.5%	14,286	1.1%	ETF
VNQ Vanguard Real Estate ETF	$2,074,016	$25,940 â–²	1.3%	21,508	1.1%	ETF
ETR Entergy	$2,008,672	$1,723 â–¼	-0.1%	17,488	1.1%	Utilities
VZ Verizon Communications	$1,949,418	$31,586 â–²	1.6%	46,042	1.0%	Communication Services
PG Procter & Gamble	$1,932,129	$164,970 â–²	9.3%	13,176	1.0%	Consumer Staples
MMM 3M	$1,865,203	$92,451 â–²	5.2%	11,520	1.0%	Industrials
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,778,556	$109,918 â–²	6.6%	26,326	0.9%	ETF
VOO Vanguard S&P 500 ETF	$1,762,354	$20,604 â–²	1.2%	2,566	0.9%	ETF
NVDA NVIDIA	$1,723,775	$9,204 â–²	0.5%	8,615	0.9%	Technology
MCD McDonald's	$1,703,494	$198,137 â–²	13.2%	6,302	0.9%	Consumer Discretionary
HD Home Depot	$1,627,618	$223,246 â–²	15.9%	4,615	0.9%	Consumer Discretionary
DOW DOW	$1,492,926	$2,161 â–²	0.1%	54,566	0.8%	Materials
SCHV Schwab U.S. Large-Cap Value ETF	$1,479,878		0.0%	42,513	0.8%	ETF
CCI Crown Castle	$1,432,206	$76,033 â–²	5.6%	18,912	0.8%	Real Estate
PFE Pfizer	$1,309,928	$130,851 â–²	11.1%	54,399	0.7%	Healthcare
IDV iShares International Select Dividend ETF	$1,248,617	$24,568 â–¼	-1.9%	30,138	0.7%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$1,225,305	$2,073 â–¼	-0.2%	11,230	0.7%	ETF
PALANTIR TECHNOLOGIES INC	$1,137,883	$23,334 â–¼	-2.0%	9,753	0.6%	CL A
INTC Intel	$1,137,845	$3,351 â–²	0.3%	8,149	0.6%	Technology
USRT iShares Core U.S. REIT ETF	$1,120,281	$5,648 â–²	0.5%	16,859	0.6%	ETF
IEUR iShares Core MSCI Europe ETF	$1,068,917	$3,007 â–²	0.3%	14,220	0.6%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$1,066,924	$14,411 â–²	1.4%	11,179	0.6%	ETF
IPAC iShares Core MSCI Pacific ETF	$1,021,176		0.0%	12,464	0.5%	ETF
QQQ Invesco QQQ	$1,011,077	$11,046 â–¼	-1.1%	1,373	0.5%	ETF
HWC Hancock Whitney	$947,001		0.0%	12,674	0.5%	Finance
AVGO Broadcom	$942,486	$50,618 â–²	5.7%	2,495	0.5%	Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$900,528	$164 â–²	0.0%	5,482	0.5%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$857,736	$207 â–²	0.0%	16,565	0.5%	ETF
TSLA Tesla	$852,136	$19,348 â–¼	-2.2%	2,026	0.5%	Consumer Discretionary
AGG iShares Core U.S. Aggregate Bond ETF	$762,542	$59,586 â–²	8.5%	7,704	0.4%	ETF
VO Vanguard Mid-Cap ETF	$658,096	$503,724 â–²	326.3%	8,168	0.4%	ETF
VONV Vanguard Russell 1000 Value ETF	$648,704	$18,923 â–²	3.0%	6,102	0.3%	ETF
WALMART INC	$611,831	$1,133 â–²	0.2%	5,402	0.3%	COM
BRK.B Berkshire Hathaway	$569,444	$3,002 â–²	0.5%	1,138	0.3%	Finance
CSCO Cisco Systems	$533,033	$61,432 â–²	13.0%	4,538	0.3%	Technology
GOOG Alphabet	$502,435	$34,980 â–¼	-6.5%	1,422	0.3%	Communication Services
VONG Vanguard Russell 1000 Growth ETF	$484,400	$18,660 â–²	4.0%	3,790	0.3%	ETF
ABBV AbbVie	$430,304	$40,514 â–²	10.4%	1,710	0.2%	Healthcare
AMZN Amazon.com	$426,152	$30,984 â–²	7.8%	1,788	0.2%	Consumer Discretionary
SHY iShares 1-3 Year Treasury Bond ETF	$399,958		0.0%	4,871	0.2%	ETF
RTX RTX	$343,601	$22,198 â–²	6.9%	1,811	0.2%	Industrials
PH Parker-Hannifin	$314,955	$69,447 â–¼	-18.1%	322	0.2%	Industrials
SPY SPDR S&P 500 ETF Trust	$309,163		0.0%	414	0.2%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$303,707		0.0%	5,712	0.2%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$302,619	$15,015 â–²	5.2%	12,536	0.2%	ETF
AMD Advanced Micro Devices	$293,940	$293,940 â–²	New Holding	506	0.2%	Technology
SCHP Schwab U.S. TIPS ETF	$286,386		0.0%	10,807	0.2%	ETF
VTWO Vanguard Russell 2000 ETF	$269,674	$10,806 â–²	4.2%	2,221	0.1%	ETF
IONQ IonQ	$267,738	$267,738 â–²	New Holding	5,027	0.1%	Technology
CRWD CrowdStrike	$267,099	$267,099 â–²	New Holding	350	0.1%	Technology
EPD Enterprise Products Partners	$264,341		0.0%	7,191	0.1%	Energy
GE GE Aerospace	$256,379	$18,687 â–¼	-6.8%	686	0.1%	Industrials
RF Regions Financial	$255,039		0.0%	8,445	0.1%	Finance
SCHM Schwab U.S. Mid-Cap ETF	$242,494		0.0%	6,577	0.1%	ETF
VBK Vanguard Small-Cap Growth ETF	$240,631	$240,631 â–²	New Holding	658	0.1%	ETF
GS The Goldman Sachs Group	$229,581	$229,581 â–²	New Holding	227	0.1%	Finance
VBR Vanguard Small-Cap Value ETF	$228,168		0.0%	939	0.1%	ETF
ASML ASML	$222,817	$222,817 â–²	New Holding	112	0.1%	Technology
META Meta Platforms	$213,487	$29,854 â–¼	-12.3%	379	0.1%	Communication Services
VWO Vanguard FTSE Emerging Markets ETF	$203,424	$203,424 â–²	New Holding	3,408	0.1%	ETF
GE VERNOVA INC	$202,076	$202,076 â–²	New Holding	172	0.1%	COM
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$0	$540,109 â–¼	-100.0%	0	0.0%	ETF
CRM Salesforce	$0	$234,644 â–¼	-100.0%	0	0.0%	Technology

Showing largest 100 holdings. View all holdings.

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Inman Jager Wealth Management, LLC Top Holdings and 13F Report (2026)

About Inman Jager Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Inman Jager Wealth Management, LLC Top Holdings and 13F Report (2026)

About Inman Jager Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInman Jager Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools