Inman Jager Wealth Management, LLC

Est. AUM

$171.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$16.9M	45645	9.87%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$16.3M	24919	9.51%	SOLE
3	SSGA ACTIVE ETF TR	STATE STREET DOU	$6.7M	168226	3.91%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$5.4M	96096	3.18%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$5.3M	54582	3.12%	SOLE
6	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.3M	71451	3.07%	SOLE
7	ISHARES TR	CORE MSCI INTL	$4.2M	49765	2.43%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$4.1M	61317	2.42%	SOLE
9	ISHARES TR	RUSSELL 2000 ETF	$4.0M	16300	2.36%	SOLE
10	CHEVRON CORPORATION	COM	$4.0M	19417	2.35%	SOLE
11	ISHARES TR	SELECT DIVID ETF	$3.8M	25089	2.22%	SOLE
12	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$3.7M	149613	2.18%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$3.5M	38833	2.05%	SOLE
14	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$3.1M	37422	1.81%	SOLE
15	CATERPILLAR INC	COM	$3.1M	4337	1.80%	SOLE
16	ISHARES TR	MSCI EMG MKT ETF	$3.0M	52725	1.75%	SOLE
17	ISHARES TR	MSCI EAFE ETF	$2.8M	28973	1.64%	SOLE
18	ISHARES INC	CORE MSCI EMKT	$2.7M	39346	1.60%	SOLE
19	EXXON MOBIL CORP	COM	$2.7M	16166	1.60%	SOLE
20	JPMORGAN CHASE & CO	COM	$2.5M	8668	1.49%	SOLE
21	SOUTHERN CO	COM	$2.5M	26379	1.49%	SOLE
22	VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$2.5M	24479	1.45%	SOLE
23	APPLE INC	COM	$2.5M	9805	1.45%	SOLE
24	LOCKHEED MARTIN CORP	COM	$2.4M	3987	1.41%	SOLE
25	MERCK & CO INC	COM	$2.3M	19317	1.36%	SOLE
26	VERIZON COMMUNICATIONS INC	COM	$2.3M	45296	1.33%	SOLE
27	DOW HLDGS INC	COM	$2.3M	54487	1.33%	SOLE
28	COCA COLA CO	COM	$2.2M	28387	1.26%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	22219	1.25%	SOLE
30	JOHNSON & JOHNSON	COM	$2.0M	8389	1.20%	SOLE
31	ENTERGY CORP NEW	COM	$2.0M	17503	1.15%	SOLE
32	INTERNATIONAL BUSINESS MACHS	COM	$1.9M	8042	1.14%	SOLE
33	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.9M	21239	1.10%	SOLE
34	PROCTER & GAMBLE CO	COM	$1.7M	12051	1.02%	SOLE
35	MCDONALDS CORP	COM	$1.7M	5569	1.01%	SOLE
36	ISHARES TR	CORE S&P SCP ETF	$1.7M	13798	1.00%	SOLE
37	3M CO	COM	$1.6M	10949	0.93%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	2536	0.89%	SOLE
39	NVIDIA CORPORATION	COM	$1.5M	8569	0.87%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	24699	0.85%	SOLE
41	CROWN CASTLE INC	COM	$1.5M	17908	0.85%	SOLE
42	PALANTIR TECHNOLOGIES INC	CL A	$1.5M	9953	0.85%	SOLE
43	PFIZER INC	COM	$1.4M	48965	0.80%	SOLE
44	HOME DEPOT INC	COM	$1.3M	3982	0.76%	SOLE
45	ISHARES TR	INTL SEL DIV ETF	$1.3M	30731	0.76%	SOLE
46	SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.3M	42513	0.76%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	11249	0.62%	SOLE
48	ISHARES TR	CORE MSCI EURO	$996K	14180	0.58%	SOLE
49	ISHARES TR	CRE U S REIT ETF	$992K	16774	0.58%	SOLE
50	ISHARES TR	CORE MSCI TOTAL	$955K	11028	0.56%	SOLE

1–50 of 84

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.