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 Tr (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 Tr	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
SPYGState Street Spdr Portfolio S&p 500 Grow	3.5%	3.1%	55,240	+1.2%	$6.6M
SPYVState Street Spdr Portfolio S&p 500 Valu	3.2%	3.2%	99,177	+3.2%	$6.0M
BNDVanguard Bd Index Fds	3.1%	3.1%	78,723	+10.2%	$5.8M
IWMIshares Tr	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 Tr	2.1%	2.2%	25,163	+0.3%	$3.9M
SCHRSchwab Strategic Tr	2.1%	2.2%	158,148	+5.7%	$3.9M
IEFAIshares Tr	2.0%	2.1%	39,381	+1.4%	$3.8M
CATCaterpillar Inc	1.9%	1.8%	3,413	-21.3%	$3.6M
EEMIshares Tr	1.9%	1.8%	51,402	-2.5%	$3.5M
IEMGIshares Inc	1.8%	1.6%	40,061	+1.8%	$3.3M
VCITVanguard Scottsdale Fds	1.7%	1.8%	39,748	+6.2%	$3.3M
CVXChevron Corporation	1.7%	2.3%	19,632	+1.1%	$3.3M
JPMJpmorgan Chase & Co	1.6%	1.5%	9,452	+9.0%	$3.1M
EFAIshares Tr	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 600 Small Cap 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	1.1%	1.4%	4,222	+5.9%	$2.2M
IJRIshares Tr	1.1%	1.0%	14,286	+3.5%	$2.1M
VNQVanguard Index Fds	1.1%	1.1%	21,508	+1.3%	$2.1M
ETREntergy Corp New	1.1%	1.1%	17,488	-0.1%	$2.0M
VZVerizon Communications Inc	1.0%	1.3%	46,042	+1.6%	$1.9M
PGProcter & Gamble Co	1.0%	1.0%	13,176	+9.3%	$1.9M
MMM3m Co	1.0%	0.9%	11,520	+5.2%	$1.9M
SPMDSpdr Series Trust	0.9%	0.9%	26,326	+6.6%	$1.8M
VOOVanguard Index Fds	0.9%	0.9%	2,566	+1.2%	$1.8M
NVDANvidia Corporation	0.9%	0.9%	8,615	+0.5%	$1.7M
MCDMcdonalds Corp	0.9%	1.0%	6,302	+13.2%	$1.7M
HDHome Depot Inc	0.9%	0.8%	4,615	+15.9%	$1.6M
DOWDow Hldgs 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 Inc	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 Europeetf	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.

Added to

Reduced

CAT Caterpillar Inc-21.3% shares

Left the top 50

IXUS Ishares Trwas 0.6%

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Tr (IVV) at 10.0%, Microsoft Corp (MSFT) at 9.2%, Ssga Active ETF Tr (TOTL) at 3.8%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 3.5% and State Street Spdr Portfolio S&p 500 Valu (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 (HD) (+15.9% shares), Mcdonalds Corp (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 Tr (IXUS) and Caterpillar Inc (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.