Inman Jager Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$171.1M
Q ending 2026-03-31
Prior quarter
$163.3M
Q ending 2025-12-31
Change
+4.8% QoQ · +28.2% YoY
Positions
84
reported holdings
Largest positions
All 84 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $16.9M | 46K |
| Ishares Tr | IVV | Shares | $16.3M | 25K |
| Ssga Active Etf Tr | TOTL | Shares | $6.7M | 168K |
| Spdr Series Trust | SPYV | Shares | $5.4M | 96K |
| Spdr Series Trust | SPYG | Shares | $5.3M | 55K |
| Vanguard Bd Index Fds | BND | Shares | $5.3M | 71K |
| Ishares Tr | IDEV | Shares | $4.2M | 50K |
| Ishares Tr | IJH | Shares | $4.1M | 61K |
| Ishares Tr | IWM | Shares | $4.0M | 16K |
| Chevron Corporation | CVX | Shares | $4.0M | 19K |
| Ishares Tr | DVY | Shares | $3.8M | 25K |
| Schwab Strategic Tr | SCHR | Shares | $3.7M | 150K |
| Ishares Tr | IEFA | Shares | $3.5M | 39K |
| Vanguard Scottsdale Fds | VCIT | Shares | $3.1M | 37K |
| Caterpillar Inc | CAT | Shares | $3.1M | 4K |
| Ishares Tr | EEM | Shares | $3.0M | 53K |
| Ishares Tr | EFA | Shares | $2.8M | 29K |
| Ishares Inc | IEMG | Shares | $2.7M | 39K |
| Exxon Mobil Corp | XOM | Shares | $2.7M | 16K |
| Jpmorgan Chase & Co | JPM | Shares | $2.5M | 9K |
| Southern Co | SO | Shares | $2.5M | 26K |
| Vanguard Admiral Fds Inc | VIOV | Shares | $2.5M | 24K |
| Apple Inc | AAPL | Shares | $2.5M | 10K |
| Lockheed Martin Corp | LMT | Shares | $2.4M | 4K |
| Merck & Co Inc | MRK | Shares | $2.3M | 19K |
| Verizon Communications Inc | VZ | Shares | $2.3M | 45K |
| Dow Hldgs Inc | DOW | Shares | $2.3M | 54K |
| Coca Cola Co | KO | Shares | $2.2M | 28K |
| Spdr Series Trust | SLYG | Shares | $2.1M | 22K |
| Johnson & Johnson | JNJ | Shares | $2.1M | 8K |
| Entergy Corp New | ETR | Shares | $2.0M | 18K |
| International Business Machs | IBM | Shares | $1.9M | 8K |
| Vanguard Index Fds | VNQ | Shares | $1.9M | 21K |
| Procter & Gamble Co | PG | Shares | $1.7M | 12K |
| Mcdonalds Corp | MCD | Shares | $1.7M | 6K |
| Ishares Tr | IJR | Shares | $1.7M | 14K |
| 3M Co | MMM | Shares | $1.6M | 11K |
| Vanguard Index Fds | VOO | Shares | $1.5M | 3K |
| Nvidia Corporation | NVDA | Shares | $1.5M | 9K |
| Spdr Series Trust | SPMD | Shares | $1.5M | 25K |
| Crown Castle Inc | CCI | Shares | $1.5M | 18K |
| Palantir Technologies Inc | PLTR | Shares | $1.5M | 10K |
| Pfizer Inc | PFE | Shares | $1.4M | 49K |
| Home Depot Inc | HD | Shares | $1.3M | 4K |
| Ishares Tr | IDV | Shares | $1.3M | 31K |
| Schwab Strategic Tr | SCHV | Shares | $1.3M | 43K |
| Spdr Series Trust | SLYV | Shares | $1.1M | 11K |
| Ishares Tr | IEUR | Shares | $996K | 14K |
| Ishares Tr | USRT | Shares | $993K | 17K |
| Ishares Tr | IXUS | Shares | $955K | 11K |
| Ishares Tr | IPAC | Shares | $954K | 12K |
| Hancock Whitney Corporation | HWC | Shares | $806K | 13K |
| Invesco Qqq Tr | QQQ | Shares | $801K | 1K |
| Ishares Tr | ITOT | Shares | $781K | 5K |
| Spdr Index Shs Fds | SPEM | Shares | $777K | 17K |
| Tesla Inc | TSLA | Shares | $770K | 2K |
| Broadcom Inc | AVGO | Shares | $731K | 2K |
| Ishares Tr | AGG | Shares | $705K | 7K |
| Walmart Inc | WMT | Shares | $670K | 5K |
| Vanguard Scottsdale Fds | VONV | Shares | $555K | 6K |
| Vanguard Index Fds | VO | Shares | $550K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $542K | 1K |
| Vanguard Malvern Fds | VTIP | Shares | $540K | 11K |
| Alphabet Inc | GOOG | Shares | $436K | 2K |
| Ishares Tr | SHY | Shares | $402K | 5K |
| Vanguard Scottsdale Fds | VONG | Shares | $400K | 4K |
| Intel Corp | INTC | Shares | $359K | 8K |
| Parker-Hannifin Corp | PH | Shares | $352K | 393 |
| Amazon Com Inc | AMZN | Shares | $345K | 2K |
| Abbvie Inc | ABBV | Shares | $337K | 2K |
| Rtx Corporation | RTX | Shares | $327K | 2K |
| Cisco Sys Inc | CSCO | Shares | $312K | 4K |
| Ishares Tr | IGIB | Shares | $304K | 6K |
| Schwab Strategic Tr | SCHO | Shares | $289K | 12K |
| Schwab Strategic Tr | SCHP | Shares | $288K | 11K |
| Enterprise Prods Partners L | EPD | Shares | $272K | 7K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $269K | 414 |
| Meta Platforms Inc | META | Shares | $247K | 432 |
| Salesforce Inc | CRM | Shares | $235K | 1K |
| Regions Financial Corp New | RF | Shares | $221K | 8K |
| Vanguard Scottsdale Fds | VTWO | Shares | $214K | 2K |
| Ge Aerospace | GE | Shares | $209K | 736 |
| Vanguard Index Fds | VBR | Shares | $204K | 939 |
| Schwab Strategic Tr | SCHM | Shares | $204K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.