Inman Jager Wealth Management, LLC
CIK 2052044 · View on SEC EDGAR ↗
- Portfolio value
- $187.9M
- Positions
- 90
- As of
- June 30, 2026
#6,648 of 9,443 by 13F value · top 70.4%
Portfolio value QoQ: +9.8% 13F does not disclose cash
- Top 10 holdings weight
- 42.40%
- Top 25 holdings weight
- 67.39%
- Positions above 1%
- 34
- Effective number of positions
- 31.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.2% Est. buys $7,398,751 · sells $2,160,939
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 92.8% still held
- New positions
- 8
- Increased
- 56
- Decreased
- 15
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
15.2%
Industrials
4.7%
Healthcare
3.5%
Energy
3.1%
Utilities
2.5%
Financials
2.3%
Consumer Discretionary
1.4%
Retail
1.4%
Consumer Staples
1.3%
Telecommunication
1.0%
Consumer products
1.0%
Materials
0.8%
Real Estate
0.8%
Communication Services
0.4%
Communications
0.3%
Financial Services
0.1%
Other/Unmapped
60.4%
Full portfolio 90 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $18,869,904 | 10.04% | 25,197 | $2,592,529 | Up ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $17,242,103 | 9.18% | 46,223 | $345,693 | Up ×2 | ||
| TOTL | $7,122,954 | 3.79% | 180,465 | $439,335 | Up ×1 | ||
| SPYG | $6,573,022 | 3.50% | 55,240 | $1,228,893 | Up ×6 | ||
| SPYV | $6,028,951 | 3.21% | 99,177 | $591,822 | Up ×6 | ||
| BND Vanguard Total Bond Market ETF | $5,779,055 | 3.08% | 78,723 | $517,403 | Up ×1 | ||
| IWM | $4,828,532 | 2.57% | 16,071 | $786,132 | Down ×6 | ||
| IJH | $4,722,448 | 2.51% | 61,243 | $581,711 | Down ×2 | ||
| IDEV | $4,571,674 | 2.43% | 51,361 | $412,813 | Up ×6 | ||
| DVY iShares Select Dividend ETF | $3,932,977 | 2.09% | 25,163 | $134,252 | Up ×1 | ||
| SCHR | $3,899,936 | 2.08% | 158,148 | $173,071 | Up ×6 | ||
| IEFA | $3,803,417 | 2.02% | 39,381 | $287,866 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $3,634,504 | 1.93% | 3,413 | $561,913 | Down ×4 | ||
| EEM | $3,516,411 | 1.87% | 51,402 | $522,158 | Down ×5 | ||
| IEMG | $3,318,688 | 1.77% | 40,061 | $574,304 | Up ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,285,163 | 1.75% | 39,748 | $188,457 | Up ×6 | ||
| CVX Chevron Corporation Common Stock | $3,254,200 | 1.73% | 19,632 | $-763,177 | Up ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,093,923 | 1.65% | 9,452 | $544,144 | Up ×3 | ||
| EFA | $3,012,312 | 1.60% | 28,998 | $198,165 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $3,007,318 | 1.60% | 10,393 | $518,907 | Up ×5 | ||
| VIOV | $2,873,177 | 1.53% | 24,488 | $382,684 | Up ×1 | ||
| SLYG | $2,644,805 | 1.41% | 22,201 | $498,005 | Down ×1 | ||
| SO Southern Company (The) Common Stock | $2,634,896 | 1.40% | 27,530 | $88,795 | Up ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2,605,852 | 1.39% | 20,279 | $282,210 | Up ×6 | ||
| IBM International Business Machines Corporation Common Stock | $2,371,444 | 1.26% | 8,433 | $422,144 | Up ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $2,368,208 | 1.26% | 29,140 | $209,377 | Up ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,252,872 | 1.20% | 16,478 | $-489,852 | Up ×3 | ||
| JNJ Johnson & Johnson Common Stock | $2,172,967 | 1.16% | 8,556 | $122,360 | Up ×3 | ||
| LMT Lockheed Martin Corporation Common Stock | $2,150,940 | 1.14% | 4,222 | $-258,763 | Up ×3 | ||
| IJR | $2,118,774 | 1.13% | 14,286 | $403,542 | Up ×5 | ||
| VNQ | $2,074,016 | 1.10% | 21,508 | $190,117 | Up ×3 | ||
| ETR Entergy Corporation Common Stock | $2,008,672 | 1.07% | 17,488 | $42,035 | Down ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $1,949,418 | 1.04% | 46,042 | $-324,441 | Up ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,932,129 | 1.03% | 13,176 | $191,483 | Up ×3 | ||
| MMM 3M Company Common Stock | $1,865,203 | 0.99% | 11,520 | $275,080 | Up ×3 | ||
| SPMD | $1,778,556 | 0.95% | 26,326 | $315,870 | Up ×3 | ||
| VOO | $1,762,354 | 0.94% | 2,566 | $246,967 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,723,775 | 0.92% | 8,615 | $229,341 | Up ×4 | ||
| MCD McDonald's Corporation Common Stock | $1,703,494 | 0.91% | 6,302 | $-27,296 | Up ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,627,618 | 0.87% | 4,615 | $317,978 | Up ×6 | ||
| DOW Dow Inc. Common Stock | $1,492,926 | 0.79% | 54,566 | $-776,458 | Up ×3 | ||
| SCHV | $1,479,878 | 0.79% | 42,513 | $183,232 | |||
| CCI Crown Castle Inc. Common Stock | $1,432,206 | 0.76% | 18,912 | $-23,893 | Up ×3 | ||
| PFE Pfizer, Inc. Common Stock | $1,309,928 | 0.70% | 54,399 | $-65,009 | Up ×6 | ||
| IDV | $1,248,617 | 0.66% | 30,138 | $-59,294 | Down ×5 | ||
| SLYV | $1,225,305 | 0.65% | 11,230 | $161,375 | Down ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1,137,883 | 0.61% | 9,753 | $-318,042 | Down ×1 | ||
| INTC Intel Corporation - Common Stock | $1,137,845 | 0.61% | 8,149 | $779,289 | Up ×2 | ||
| USRT | $1,120,281 | 0.60% | 16,859 | $127,428 | Up ×1 | ||
| IEUR | $1,068,917 | 0.57% | 14,220 | $72,488 | Up ×2 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1,066,924 | 0.57% | 11,179 | $111,458 | Up ×2 | ||
| IPAC | $1,021,176 | 0.54% | 12,464 | $67,555 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1,011,077 | 0.54% | 1,373 | $209,951 | Down ×4 | ||
| HWC Hancock Whitney Corporation - Common Stock | $947,001 | 0.50% | 12,674 | $141,061 | |||
| AVGO Broadcom Inc. - Common Stock | $942,486 | 0.50% | 2,495 | $211,733 | Up ×1 | ||
| ITOT | $900,528 | 0.48% | 5,482 | $119,869 | Up ×1 | ||
| SPEM | $857,736 | 0.46% | 16,565 | $80,859 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $852,136 | 0.45% | 2,026 | $81,870 | Down ×1 | ||
| AGG | $762,542 | 0.41% | 7,704 | $57,526 | Up ×2 | ||
| VO | $658,096 | 0.35% | 8,168 | $107,859 | Up ×2 | ||
| VONV Vanguard Russell 1000 Value ETF | $648,704 | 0.35% | 6,102 | $93,388 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $611,831 | 0.33% | 5,402 | $-58,287 | Up ×2 | ||
| BRKB | $569,444 | 0.30% | 1,138 | $26,990 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $533,033 | 0.28% | 4,538 | $221,509 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $502,435 | 0.27% | 1,422 | $66,121 | Down ×2 | ||
| VONG Vanguard Russell 1000 Growth ETF | $484,400 | 0.26% | 3,790 | $84,690 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $430,304 | 0.23% | 1,710 | $93,412 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $426,152 | 0.23% | 1,788 | $80,840 | Up ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $399,958 | 0.21% | 4,871 | $-2,240 | |||
| RTX RTX Corporation Common Stock | $343,601 | 0.18% | 1,811 | $16,828 | Up ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $314,955 | 0.17% | 322 | $-36,874 | Down ×3 | ||
| SPY SPY | $309,163 | 0.16% | 414 | $39,922 | |||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $303,707 | 0.16% | 5,712 | $-286 | |||
| SCHO | $302,619 | 0.16% | 12,536 | $13,466 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $293,940 | 0.16% | 506 | Up ×1 | |||
| SCHP | $286,386 | 0.15% | 10,807 | $-1,188 | |||
| VTWO Vanguard Russell 2000 ETF | $269,674 | 0.14% | 2,221 | $56,112 | Up ×1 | ||
| IONQ IonQ, Inc. Common Stock | $267,738 | 0.14% | 5,027 | Up ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $267,099 | 0.14% | 350 | Up ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $264,341 | 0.14% | 7,191 | $-7,766 | |||
| GE GE Aerospace Common Stock | $256,379 | 0.14% | 686 | $47,524 | Down ×1 | ||
| RF Regions Financial Corporation Common Stock | $255,039 | 0.14% | 8,445 | $34,456 | |||
| SCHM | $242,494 | 0.13% | 6,577 | $38,870 | |||
| VBK | $240,631 | 0.13% | 658 | ||||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $229,581 | 0.12% | 227 | Up ×1 | |||
| VBR | $228,168 | 0.12% | 939 | $24,170 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $222,817 | 0.12% | 112 | Up ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $213,487 | 0.11% | 379 | $-33,673 | Down ×1 | ||
| VWO | $203,424 | 0.11% | 3,408 | Up ×1 | |||
| GEV GE Vernova Inc. Common Stock | $202,076 | 0.11% | 172 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IVV | $18,869,904 | 10.04% | up ×4 |
| SPYG | $6,573,022 | 3.50% | up ×6 |
| SPYV | $6,028,951 | 3.21% | up ×6 |
| IDEV | $4,571,674 | 2.43% | up ×6 |
| SCHR | $3,899,936 | 2.08% | up ×6 |
| IEMG | $3,318,688 | 1.77% | up ×6 |
| VCIT | $3,285,163 | 1.75% | up ×6 |
| CVX | $3,254,200 | 1.73% | up ×6 |
| JPM | $3,093,923 | 1.65% | up ×3 |
| AAPL | $3,007,318 | 1.60% | up ×5 |
| SO | $2,634,896 | 1.40% | up ×3 |
| MRK | $2,605,852 | 1.39% | up ×6 |
| KO | $2,368,208 | 1.26% | up ×3 |
| XOM | $2,252,872 | 1.20% | up ×3 |
| JNJ | $2,172,967 | 1.16% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +278 | +$2.6M |
| SPYG | Bought more | +658 | +$1.2M |
| IWM | Trimmed | -229 | +$786K |
| INTC | Bought more | +24 | +$779K |
| DOW | Bought more | +79 | -$776K |
| CVX | Bought more | +215 | -$763K |
| SPYV | Bought more | +3K | +$592K |
| IJH | Trimmed | -74 | +$582K |
| IEMG | Bought more | +715 | +$574K |
| CAT | Trimmed | -924 | +$562K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| VTIP | June 30, 2026 | 10,813 | $540,109 | |
| ORCL | Sept. 30, 2025 | 1,655 | $361,833 | -47.9% |
| MFUT | Dec. 31, 2025 | 15,790 | $245,456 | No longer tracked |
| CRM | June 30, 2026 | 1,257 | $234,644 | 31.2% |
| PPC | June 30, 2025 | 4,200 | $228,942 | -30.6% |
| OKLO | Dec. 31, 2025 | 2,000 | $223,260 | -40.1% |
| PH | March 31, 2025 | 334 | $212,434 | 66.5% |
| VBR | June 30, 2025 | 1,093 | $203,615 | No longer tracked |
| VTWO | March 31, 2025 | 2,260 | $201,886 | |
| SCHM | June 30, 2025 | 7,692 | $201,530 | No longer tracked |
| VBK | June 30, 2025 | 796 | $200,409 | No longer tracked |
| AMRNXXXX | June 30, 2025 | 15,000 | $6,722 | No longer tracked |