Q2 2026 13F · SEC CIK 2052044

Inman Jager Wealth Management, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $187.9M
Reported positions: 90
Holdings vs S&P 500, 3 yrs: —
Assets under management: $225.0M

Inman Jager Wealth Management, LLC is a wealth manager that reported 90 positions worth $187.9M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 10.0%), Microsoft Corp (MSFT, 9.2%), Ssga Active ETF Tr (TOTL, 3.8%).

Inman Jager Wealth Management, LLC holdings largest 50 of 90 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Inman Jager Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	10.0%	9.5%	25,197	+1.1%	$18.9M
MSFTMicrosoft Corp	9.2%	9.9%	46,223	+1.3%	$17.2M
TOTLSsga Active ETF Tr	3.8%	3.9%	180,465	+7.3%	$7.1M
SPYGSpdr Series Trust	3.5%	3.1%	55,240	+1.2%	$6.6M
SPYVSpdr Series Trust	3.2%	3.2%	99,177	+3.2%	$6.0M
BNDVanguard Total Bond Market ETF	3.1%	3.1%	78,723	+10.2%	$5.8M
IWMIshares	2.6%	2.4%	16,071	-1.4%	$4.8M
IJHIshares Tr	2.5%	2.4%	61,243	-0.1%	$4.7M
IDEVIshares Tr	2.4%	2.4%	51,361	+3.2%	$4.6M
DVYiShares Select Dividend ETF Total	2.1%	2.2%	25,163	+0.3%	$3.9M
SCHRSchwab Inter Tsy	2.1%	2.2%	158,148	+5.7%	$3.9M
IEFAIshares Core Msci Eafe ETF	2.0%	2.1%	39,381	+1.4%	$3.8M
CATCaterpillar Inc Com	1.9%	1.8%	3,413	-21.3%	$3.6M
EEMIshares	1.9%	1.8%	51,402	-2.5%	$3.5M
IEMGIshares	1.8%	1.6%	40,061	+1.8%	$3.3M
VCITVanguard Scottsdale Fds	1.7%	1.8%	39,748	+6.2%	$3.3M
CVXChevron Corp New	1.7%	2.3%	19,632	+1.1%	$3.3M
JPMJpmorgan Chase & Co	1.6%	1.5%	9,452	+9.0%	$3.1M
EFAiShs MSCI EAFE	1.6%	1.6%	28,998	+0.1%	$3.0M
AAPLApple Inc	1.6%	1.5%	10,393	+6.0%	$3.0M
VIOVVanguard S&p Small-Cap 600 Value ETF	1.5%	1.5%	24,488	+0.0%	$2.9M
SLYGSpdr Series Trust	1.4%	1.3%	22,201	-0.1%	$2.6M
SOSouthern Co.	1.4%	1.5%	27,530	+4.4%	$2.6M
MRKMerck & Co. Inc	1.4%	1.4%	20,279	+5.0%	$2.6M
IBMInternational Business Machs	1.3%	1.1%	8,433	+4.9%	$2.4M
KOCoca Cola Co	1.3%	1.3%	29,140	+2.7%	$2.4M
XOMExxon Mobil Corp	1.2%	1.6%	16,478	+1.9%	$2.3M
JNJJohnson & Johnson	1.2%	1.2%	8,556	+2.0%	$2.2M
LMTLockheed Martin Corp Com	1.1%	1.4%	4,222	+5.9%	$2.2M
IJRIshares Core S&p Small Cap ETF	1.1%	1.0%	14,286	+3.5%	$2.1M
VNQVanguard Real Estate ETF	1.1%	1.1%	21,508	+1.3%	$2.1M
ETREntergy Corp.	1.1%	1.1%	17,488	-0.1%	$2.0M
VZVerizon Communications Inc Com	1.0%	1.3%	46,042	+1.6%	$1.9M
PGProcter & Gamble Co Com	1.0%	1.0%	13,176	+9.3%	$1.9M
MMM3m Co Com	1.0%	0.9%	11,520	+5.2%	$1.9M
SPMDSpdr Series Trust	0.9%	0.9%	26,326	+6.6%	$1.8M
VOOVanguard S&p 500 ETF	0.9%	0.9%	2,566	+1.2%	$1.8M
NVDANvidia Corporation Com	0.9%	0.9%	8,615	+0.5%	$1.7M
MCDMcdonalds Corp Com	0.9%	1.0%	6,302	+13.2%	$1.7M
HDHome Depot Inc Com	0.9%	0.8%	4,615	+15.9%	$1.6M
DOWDow Inc.	0.8%	1.3%	54,566	+0.1%	$1.5M
SCHVSchwab Strategic Tr	0.8%	0.8%	42,513	+0.0%	$1.5M
CCICrown Castle Inc	0.8%	0.9%	18,912	+5.6%	$1.4M
PFEPfizer Inc	0.7%	0.8%	54,399	+11.1%	$1.3M
IDVIshares Tr	0.7%	0.8%	30,138	-1.9%	$1.2M
SLYVSpdr Series Trust	0.7%	0.6%	11,230	-0.2%	$1.2M
PLTRPalantir Technologies Inclass Class A	0.6%	0.9%	9,753	-2.0%	$1.1M
INTCIntel Corp	0.6%	—	8,149	—	$1.1M
USRTIshares Tr	0.6%	0.6%	16,859	+0.5%	$1.1M
IEURIshares Core Msci Europe	0.6%	0.6%	14,220	+0.3%	$1.1M

What Inman Jager Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$187.9M	90
Q1 2026	$171.1M	84
Q4 2025	$163.3M	81
Q3 2025	$156.6M	83
Q2 2025	$147.9M	79
Q1 2025	$133.5M	83
Q4 2024	$128.3M	80

Questions about Inman Jager Wealth Management, LLC's portfolio

What stocks does Inman Jager Wealth Management, LLC own?

Inman Jager Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 90 positions worth $187.9M. The largest are Ishares Core S&p 500 ETF (IVV) at 10.0%, Microsoft Corp (MSFT) at 9.2%, Ssga Active ETF Tr (TOTL) at 3.8%, Spdr Series Trust (SPYG) at 3.5% and Spdr Series Trust (SPYV) at 3.2%.

What did Inman Jager Wealth Management, LLC buy last quarter?

In Q2 2026, Inman Jager Wealth Management, LLC added Home Depot Inc Com (HD) (+15.9% shares), Mcdonalds Corp Com (MCD) (+13.2% shares) and Pfizer Inc (PFE) (+11.1% shares), compared with its Q1 2026 filing.

What did Inman Jager Wealth Management, LLC sell last quarter?

In Q2 2026, Inman Jager Wealth Management, LLC cut from its top 50 Ishares Core Msci Total International St (IXUS) and Caterpillar Inc Com (CAT) (-21.3% shares), compared with its Q1 2026 filing.

When is Inman Jager Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Inman Jager Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Inman Jager Wealth Management, LLC manage?

Inman Jager Wealth Management, LLC reported $225.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $187.9M.