Inman Jager Wealth Management, LLC Top Holdings and 13F Report (2026) About Inman Jager Wealth Management, LLCInvestment ActivityInman Jager Wealth Management, LLC has $193.60 million in total holdings as of September 30, 2026.Inman Jager Wealth Management, LLC owns shares of 89 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 2.99% of the portfolio was purchased this quarter.About 2.02% of the portfolio was sold this quarter.This quarter, Inman Jager Wealth Management, LLC has purchased 90 new stocks and bought additional shares in 36 stocks.Inman Jager Wealth Management, LLC sold shares of 40 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $23,695,980iShares Core S&P 500 ETF $20,330,424SPDR Doubleline Total Return Tactical ETF $6,947,173SPDR Portfolio S&P 500 Growth ETF $6,937,914SPDR Portfolio S&P 500 Value ETF $6,269,729 Largest New Holdings this Quarter 79466L302 - Salesforce $283,749 Holding78468R622 - SPDR Bloomberg High Yield Bond ETF $215,736 Holding464287432 - iShares 20+ Year Treasury Bond ETF $205,417 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,349 shares (about $1.03M)Schwab Intermediate-Term U.S. Treasury ETF 35,729 shares (about $846.78K)Vanguard Intermediate-Term Corporate Bond ETF 9,638 shares (about $754.76K)SPDR Portfolio S&P 400 Mid Cap ETF 4,687 shares (about $295.47K)Salesforce 1,236 shares (about $283.75K) Largest Sales this Quarter Vanguard Russell 1000 Value ETF 1,066 shares (about $115.87K)Vanguard S&P Small-Cap 600 Value ETF 680 shares (about $74.80K)Cisco Systems 607 shares (about $65.33K)Merck & Co., Inc. 429 shares (about $62.34K)Vanguard Russell 1000 Growth ETF 412 shares (about $53.12K) 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$23,695,980$11,797 ▼0.0%46,20012.2%TechnologyIVViShares Core S&P 500 ETF$20,330,424$1,033,140 ▲5.4%26,54610.5%ETFTOTLSPDR Doubleline Total Return Tactical ETF$6,947,173$194,172 ▲2.9%185,6543.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$6,937,914$138,958 ▲2.0%56,3693.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$6,269,729$207,047 ▲3.4%102,5643.2%ETFBNDVanguard Total Bond Market ETF$5,724,170$201,751 ▲3.7%81,5993.0%ETFIDEViShares Core MSCI International Developed Markets ETF$4,855,037$259,225 ▲5.6%54,2582.5%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$4,594,896$846,779 ▲22.6%193,8772.4%ETFIWMiShares Russell 2000 ETF$4,460,690$5,280 ▼-0.1%16,0522.3%ETFIJHiShares Core S&P Mid-Cap ETF$4,408,952$2,518 ▲0.1%61,2782.3%ETFCVXChevron$3,970,251$38,800 ▼-1.0%19,4422.1%EnergyVCITVanguard Intermediate-Term Corporate Bond ETF$3,867,448$754,758 ▲24.2%49,3862.0%ETFDVYiShares Select Dividend ETF$3,836,574$10,037 ▲0.3%25,2292.0%ETFIEFAiShares Core MSCI EAFE ETF$3,783,067$32,164 ▼-0.8%39,0492.0%ETFAAPLApple$3,423,446$37,631 ▼-1.1%10,2801.8%TechnologyEEMiShares MSCI Emerging Markets ETF$3,403,886$29,254 ▼-0.9%50,9641.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,333,518$82,135 ▲2.5%41,0731.7%ETFJPMJPMorgan Chase & Co.$3,077,487$49,626 ▼-1.6%9,3021.6%FinanceEFAiShares MSCI EAFE ETF$3,016,446$3,844 ▲0.1%29,0351.6%ETFMRKMerck & Co., Inc.$2,884,404$62,338 ▼-2.1%19,8501.5%HealthcareCATCaterpillar$2,718,579$48,647 ▼-1.8%3,3531.4%IndustrialsVIOVVanguard S&P Small-Cap 600 Value ETF$2,618,880$74,800 ▼-2.8%23,8081.4%ETFKOCoca-Cola$2,505,100$3,271 ▼-0.1%29,1021.3%Consumer StaplesSLYGSPDR S&P 600 Small Cap Growth ETF$2,340,290$34,551 ▼-1.5%21,8781.2%ETFSOSouthern$2,321,252$39,290 ▲1.7%28,0041.2%UtilitiesJNJJohnson & Johnson$2,248,966$16,149 ▼-0.7%8,4951.2%HealthcareLMTLockheed Martin$2,165,840$15,787 ▲0.7%4,2531.1%IndustrialsVZVerizon Communications$2,133,505$21,559 ▲1.0%46,5121.1%Communication ServicesIJRiShares Core S&P Small-Cap ETF$2,070,552$127,063 ▲6.5%15,2201.1%ETFNVDANVIDIA$1,959,500$7,993 ▼-0.4%8,5801.0%TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,955,046$295,466 ▲17.8%31,0131.0%ETFPGProcter & Gamble$1,943,265$29,056 ▲1.5%13,3761.0%Consumer StaplesVNQVanguard Real Estate ETF$1,942,820$15,058 ▲0.8%21,6761.0%ETFMMM3M$1,900,857$9,849 ▲0.5%11,5801.0%IndustrialsIBMInternational Business Machines$1,848,292$6,378 ▼-0.3%8,4041.0%TechnologyPALANTIR TECHNOLOGIES INC$1,809,896$14,403 ▼-0.8%9,6760.9%CL AVOOVanguard S&P 500 ETF$1,770,372$28,034 ▼-1.6%2,5260.9%ETFETREntergy$1,755,413$19,554 ▲1.1%17,6850.9%UtilitiesPFEPfizer$1,561,784$10,324 ▲0.7%54,7610.8%HealthcareDOWDOW$1,545,545$42,797 ▲2.8%56,1200.8%MaterialsMCDMcDonald's$1,502,496$47,112 ▲3.2%6,5060.8%Consumer DiscretionarySCHVSchwab U.S. Large-Cap Value ETF$1,392,191$23,917 ▼-1.7%41,7950.7%ETFCCICrown Castle$1,371,924$111,439 ▲8.8%20,5840.7%Real EstateHDHome Depot$1,331,413$18,492 ▲1.4%4,6800.7%Consumer DiscretionaryIDViShares International Select Dividend ETF$1,248,276$23,247 ▼-1.8%29,5870.6%ETFSLYVSPDR S&P 600 Small Cap Value ETF$1,124,161$22,984 ▼-2.0%11,0050.6%ETFIPACiShares Core MSCI Pacific ETF$1,056,385$4,426 ▼-0.4%12,4120.5%ETFIEURiShares Core MSCI Europe ETF$1,048,898$884 ▲0.1%14,2320.5%ETFUSRTiShares Core U.S. REIT ETF$1,040,764$2,586 ▲0.2%16,9010.5%ETFIXUSiShares Core MSCI Total International Stock ETF$1,027,697$34,196 ▼-3.2%10,8190.5%ETFQQQInvesco QQQ$1,023,842$8,137 ▲0.8%1,3840.5%ETFINTCIntel$979,7540.0%8,1490.5%TechnologyHWCHancock Whitney$913,0350.0%12,6740.5%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$911,5470.0%5,4820.5%ETFAVGOBroadcom$859,362$16,857 ▼-1.9%2,4470.4%TechnologySPEMSPDR Portfolio Emerging Markets ETF$850,676$6,729 ▼-0.8%16,4350.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$771,541$43,205 ▲5.9%8,1610.4%ETFTSLATesla$718,8450.0%2,0260.4%Consumer DiscretionaryVOVanguard Mid-Cap ETF$615,519$25,016 ▼-3.9%7,8490.3%ETFBRK.BBerkshire Hathaway$562,684$3,984 ▼-0.7%1,1300.3%FinanceWALMART INC$560,337$1,039 ▼-0.2%5,3920.3%COMVONVVanguard Russell 1000 Value ETF$547,413$115,874 ▼-17.5%5,0360.3%ETFGOOGAlphabet$510,769$26,237 ▲5.4%1,4990.3%Communication ServicesSHYiShares 1-3 Year Treasury Bond ETF$443,514$47,989 ▲12.1%5,4620.2%ETFVONGVanguard Russell 1000 Growth ETF$435,526$53,119 ▼-10.9%3,3780.2%ETFABBVAbbVie$434,763$12,556 ▼-2.8%1,6620.2%HealthcareCSCOCisco Systems$423,094$65,331 ▼-13.4%3,9310.2%TechnologyAMZNAmazon.com$421,313$24,168 ▼-5.4%1,6910.2%Consumer DiscretionaryCRWDCrowdStrike$370,650$277,988 ▲300.0%1,4000.2%TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$336,842$49,242 ▲17.1%6,6900.2%ETFRTXRTX$336,2120.0%1,8110.2%IndustrialsSCHOSchwab Short-Term U.S. Treasury ETF$330,151$31,042 ▲10.4%13,8370.2%ETFSCHPSchwab U.S. TIPS ETF$322,016$50,436 ▲18.6%12,8140.2%ETFSPYSPDR S&P 500 ETF Trust$315,7290.0%4140.2%ETFAMDAdvanced Micro Devices$309,5510.0%5060.2%TechnologyPHParker-Hannifin$296,180$11,465 ▼-3.7%3100.2%IndustrialsCRMSalesforce$283,749$283,749 ▲New Holding1,2360.1%TechnologyMETAMeta Platforms$271,217$3,626 ▼-1.3%3740.1%Communication ServicesEPDEnterprise Products Partners$256,0720.0%7,1910.1%EnergyRFRegions Financial$227,0020.0%8,4450.1%FinanceIONQIonQ$220,4840.0%5,0270.1%TechnologyVTWOVanguard Russell 2000 ETF$220,215$29,070 ▼-11.7%1,9620.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$215,736$215,736 ▲New Holding2,3260.1%ETFGEGE Aerospace$205,799$8,432 ▼-3.9%6590.1%IndustrialsVBKVanguard Small-Cap Growth ETF$205,738$16,554 ▼-7.4%6090.1%ETFTLTiShares 20+ Year Treasury Bond ETF$205,417$205,417 ▲New Holding2,6410.1%ETFSCHMSchwab U.S. Mid-Cap ETF$205,141$18,609 ▼-8.3%6,0300.1%ETFGSThe Goldman Sachs Group$203,481$900 ▼-0.4%2260.1%FinanceVBRVanguard Small-Cap Value ETF$201,689$15,248 ▼-7.0%8730.1%ETFXOMExxonMobil$0$2,252,872 ▼-100.0%00.0%EnergyASMLASML$0$222,817 ▼-100.0%00.0%TechnologyVWOVanguard FTSE Emerging Markets ETF$0$203,424 ▼-100.0%00.0%ETFGE VERNOVA INC$0$202,076 ▼-100.0%00.0%COMShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
