Inman Jager Wealth Management, LLC — 13F Holdings & Portfolio
CIK 2052044 · latest 13F-HR filed 2026-04-23
Inman Jager Wealth Management, LLC manages $171.1M in 13F-reported U.S. long-equity assets across 84 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (9.87%), IVV (9.51%), TOTL (3.91%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 0, added to 27, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$171.1M
Long-equity book
84
Distinct positions
2026-03-31
Filed 2026-04-23
+3 / −0 / ↑27 / ↓13
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.6M +11.1%
- CHEVRON CORPORATION$1.1M +38.4%
- DOW HLDGS INC$1.1M +89.8%
- SCHWAB STRATEGIC TR$903.3K +32.0%
- VANGUARD SCOTTSDALE FDS$889.7K +40.3%
Top Trims
- MICROSOFT CORP-$5.1M -23.1%
- INTERNATIONAL BUSINESS MACHS-$303.1K -13.5%
- RTX CORPORATION-$222.7K -40.5%
- ALPHABET INC-$160.2K -26.9%
- JPMORGAN CHASE & CO-$151.7K -5.6%
New Positions
- REGIONS FINANCIAL CORP NEW$220.6K
- VANGUARD INDEX FDS$204.0K
- SCHWAB STRATEGIC TR$203.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 594918104 | $16.9M | 9.87% | 45,645 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $16.3M | 9.51% | 24,919 | SH |
| 3 | SSGA ACTIVE ETF TR | TOTL | 78467V848 | $6.7M | 3.91% | 168,226 | SH |
| 4 | SPDR SERIES TRUST | SPYV | 78464A508 | $5.4M | 3.18% | 96,096 | SH |
| 5 | SPDR SERIES TRUST | SPYG | 78464A409 | $5.3M | 3.12% | 54,582 | SH |
| 6 | VANGUARD BD INDEX FDS | BND | 921937835 | $5.3M | 3.07% | 71,451 | SH |
| 7 | ISHARES TR | IDEV | 46435G326 | $4.2M | 2.43% | 49,765 | SH |
| 8 | ISHARES TR | IJH | 464287507 | $4.1M | 2.42% | 61,317 | SH |
| 9 | ISHARES TR | IWM | 464287655 | $4.0M | 2.36% | 16,300 | SH |
| 10 | CHEVRON CORPORATION | CVX | 166764100 | $4.0M | 2.35% | 19,417 | SH |
| 11 | ISHARES TR | DVY | 464287168 | $3.8M | 2.22% | 25,089 | SH |
| 12 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $3.7M | 2.18% | 149,613 | SH |
| 13 | ISHARES TR | IEFA | 46432F842 | $3.5M | 2.05% | 38,833 | SH |
| 14 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $3.1M | 1.81% | 37,422 | SH |
| 15 | CATERPILLAR INC | CAT | 149123101 | $3.1M | 1.80% | 4,337 | SH |
| 16 | ISHARES TR | EEM | 464287234 | $3.0M | 1.75% | 52,725 | SH |
| 17 | ISHARES TR | EFA | 464287465 | $2.8M | 1.64% | 28,973 | SH |
| 18 | ISHARES INC | IEMG | 46434G103 | $2.7M | 1.60% | 39,346 | SH |
| 19 | EXXON MOBIL CORP | XOM | 30231G102 | $2.7M | 1.60% | 16,166 | SH |
| 20 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.5M | 1.49% | 8,668 | SH |
| 21 | SOUTHERN CO | SO | 842587107 | $2.5M | 1.49% | 26,379 | SH |
| 22 | VANGUARD ADMIRAL FDS INC | VIOV | 921932778 | $2.5M | 1.46% | 24,479 | SH |
| 23 | APPLE INC | AAPL | 037833100 | $2.5M | 1.45% | 9,805 | SH |
| 24 | LOCKHEED MARTIN CORP | LMT | 539830109 | $2.4M | 1.41% | 3,987 | SH |
| 25 | MERCK & CO INC | MRK | 58933Y105 | $2.3M | 1.36% | 19,317 | SH |
| 26 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $2.3M | 1.33% | 45,296 | SH |
| 27 | DOW HLDGS INC | DOW | 260557103 | $2.3M | 1.33% | 54,487 | SH |
| 28 | COCA COLA CO | KO | 191216100 | $2.2M | 1.26% | 28,387 | SH |
| 29 | SPDR SERIES TRUST | SLYG | 78464A201 | $2.1M | 1.25% | 22,219 | SH |
| 30 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.1M | 1.20% | 8,389 | SH |
| 31 | ENTERGY CORP NEW | ETR | 29364G103 | $2.0M | 1.15% | 17,503 | SH |
| 32 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.9M | 1.14% | 8,042 | SH |
| 33 | VANGUARD INDEX FDS | VNQ | 922908553 | $1.9M | 1.10% | 21,239 | SH |
| 34 | PROCTER & GAMBLE CO | PG | 742718109 | $1.7M | 1.02% | 12,051 | SH |
| 35 | MCDONALDS CORP | MCD | 580135101 | $1.7M | 1.01% | 5,569 | SH |
| 36 | ISHARES TR | IJR | 464287804 | $1.7M | 1.00% | 13,798 | SH |
| 37 | 3M CO | MMM | 88579Y101 | $1.6M | 0.93% | 10,949 | SH |
| 38 | VANGUARD INDEX FDS | VOO | 922908363 | $1.5M | 0.89% | 2,536 | SH |
| 39 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.5M | 0.87% | 8,569 | SH |
| 40 | SPDR SERIES TRUST | SPMD | 78464A847 | $1.5M | 0.85% | 24,699 | SH |
| 41 | CROWN CASTLE INC | CCI | 22822V101 | $1.5M | 0.85% | 17,908 | SH |
| 42 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $1.5M | 0.85% | 9,953 | SH |
| 43 | PFIZER INC | PFE | 717081103 | $1.4M | 0.80% | 48,965 | SH |
| 44 | HOME DEPOT INC | HD | 437076102 | $1.3M | 0.77% | 3,982 | SH |
| 45 | ISHARES TR | IDV | 464288448 | $1.3M | 0.76% | 30,731 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $1.3M | 0.76% | 42,513 | SH |
| 47 | SPDR SERIES TRUST | SLYV | 78464A300 | $1.1M | 0.62% | 11,249 | SH |
| 48 | ISHARES TR | IEUR | 46434V738 | $996.4K | 0.58% | 14,180 | SH |
| 49 | ISHARES TR | USRT | 464288521 | $992.9K | 0.58% | 16,774 | SH |
| 50 | ISHARES TR | IXUS | 46432F834 | $955.5K | 0.56% | 11,028 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $171.1M | 84 | 0001951757-26-000715 |
| 2025-12-31 | 2026-01-26 | $163.3M | 81 | 0001951757-26-000302 |