Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $18.9M | 10.0% |
| Microsoft Corp.COM | COM | $17.2M | 9.2% |
| Ssga Active ETF TRST STR TOTAL ETF | ST STR TOTAL ETF | $7.12M | 3.8% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $6.57M | 3.5% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $6.03M | 3.2% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $5.78M | 3.1% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $4.83M | 2.6% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $4.72M | 2.5% |
| iShares TRCORE MSCI INTL | CORE MSCI INTL | $4.57M | 2.4% |
| iShares TRSELECT DIVID ETF | SELECT DIVID ETF | $3.93M | 2.1% |
| Schwab Strategic TRINT-TRM U.S TRES | INT-TRM U.S TRES | $3.9M | 2.1% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $3.8M | 2.0% |
| Caterpillar Inc.COM | COM | $3.63M | 1.9% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $3.52M | 1.9% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $3.32M | 1.8% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $3.29M | 1.7% |
| Chevron CorporationCOM | COM | $3.25M | 1.7% |
| JPMORGAN Chase & COCOM | COM | $3.09M | 1.6% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $3.01M | 1.6% |
| Apple Inc.COM | COM | $3.01M | 1.6% |
| Vanguard Admiral Fds Inc.SMLCP 600 VAL | SMLCP 600 VAL | $2.87M | 1.5% |
| SPDR Series TrustST STR SP600GRWO | ST STR SP600GRWO | $2.64M | 1.4% |
| Southern COCOM | COM | $2.63M | 1.4% |
| Merck & CO Inc.COM | COM | $2.61M | 1.4% |
| International Business MachsCOM | COM | $2.37M | 1.3% |
| Coca Cola COCOM | COM | $2.37M | 1.3% |
| Exxon Mobil Corp.COM | COM | $2.25M | 1.2% |
| Johnson & JohnsonCOM | COM | $2.17M | 1.2% |
| Lockheed Martin Corp.COM | COM | $2.15M | 1.1% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $2.12M | 1.1% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $2.07M | 1.1% |
| Entergy Corp. NewCOM | COM | $2.01M | 1.1% |
| Verizon Communications Inc.COM | COM | $1.95M | 1.0% |
| Procter & Gamble COCOM | COM | $1.93M | 1.0% |
| 3m COCOM | COM | $1.87M | 1.0% |
| SPDR Series TrustST STR P400MID | ST STR P400MID | $1.78M | 0.9% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.76M | 0.9% |
| Nvidia CorporationCOM | COM | $1.72M | 0.9% |
| Mcdonalds Corp.COM | COM | $1.7M | 0.9% |
| Home Depot Inc.COM | COM | $1.63M | 0.9% |
| Dow Hldgs Inc.COM | COM | $1.49M | 0.8% |
| Schwab Strategic TRUS LCAP VA ETF | US LCAP VA ETF | $1.48M | 0.8% |
| Crown Castle Inc.COM | COM | $1.43M | 0.8% |
| Pfizer Inc.COM | COM | $1.31M | 0.7% |
| iShares TRINTL SEL DIV ETF | INTL SEL DIV ETF | $1.25M | 0.7% |
| SPDR Series TrustST STR SP600SM C | ST STR SP600SM C | $1.23M | 0.7% |
| Palantir Technologies Inc.CL A | CL A | $1.14M | 0.6% |
| Intel Corp.COM | COM | $1.14M | 0.6% |
| iShares TRCRE U S REIT ETF | CRE U S REIT ETF | $1.12M | 0.6% |
| iShares TRCORE MSCI EURO | CORE MSCI EURO | $1.07M | 0.6% |
iShares TRCORE S&P500 ETF$18.9M
- Class
- CORE S&P500 ETF
- Share
- 10.0%
Microsoft Corp.COM$17.2M
- Class
- COM
- Share
- 9.2%
Ssga Active ETF TRST STR TOTAL ETF$7.12M
- Class
- ST STR TOTAL ETF
- Share
- 3.8%
SPDR Series TrustST STR P500GRW$6.57M
- Class
- ST STR P500GRW
- Share
- 3.5%
SPDR Series TrustST STR P500VAL$6.03M
- Class
- ST STR P500VAL
- Share
- 3.2%
Vanguard BD Index FdsTOTAL BND MRKT$5.78M
- Class
- TOTAL BND MRKT
- Share
- 3.1%
iShares TRRUSSELL 2000 ETF$4.83M
- Class
- RUSSELL 2000 ETF
- Share
- 2.6%
iShares TRCORE S&P MCP ETF$4.72M
- Class
- CORE S&P MCP ETF
- Share
- 2.5%
iShares TRCORE MSCI INTL$4.57M
- Class
- CORE MSCI INTL
- Share
- 2.4%
iShares TRSELECT DIVID ETF$3.93M
- Class
- SELECT DIVID ETF
- Share
- 2.1%
Schwab Strategic TRINT-TRM U.S TRES$3.9M
- Class
- INT-TRM U.S TRES
- Share
- 2.1%
iShares TRCORE MSCI EAFE$3.8M
- Class
- CORE MSCI EAFE
- Share
- 2.0%
Caterpillar Inc.COM$3.63M
- Class
- COM
- Share
- 1.9%
iShares TRMSCI EMG MKT ETF$3.52M
- Class
- MSCI EMG MKT ETF
- Share
- 1.9%
iShares Inc.CORE MSCI EMKT$3.32M
- Class
- CORE MSCI EMKT
- Share
- 1.8%
Vanguard Scottsdale FdsINT-TERM CORP$3.29M
- Class
- INT-TERM CORP
- Share
- 1.7%
Chevron CorporationCOM$3.25M
- Class
- COM
- Share
- 1.7%
JPMORGAN Chase & COCOM$3.09M
- Class
- COM
- Share
- 1.6%
iShares TRMSCI EAFE ETF$3.01M
- Class
- MSCI EAFE ETF
- Share
- 1.6%
Apple Inc.COM$3.01M
- Class
- COM
- Share
- 1.6%
Vanguard Admiral Fds Inc.SMLCP 600 VAL$2.87M
- Class
- SMLCP 600 VAL
- Share
- 1.5%
SPDR Series TrustST STR SP600GRWO$2.64M
- Class
- ST STR SP600GRWO
- Share
- 1.4%
Southern COCOM$2.63M
- Class
- COM
- Share
- 1.4%
Merck & CO Inc.COM$2.61M
- Class
- COM
- Share
- 1.4%
International Business MachsCOM$2.37M
- Class
- COM
- Share
- 1.3%
Coca Cola COCOM$2.37M
- Class
- COM
- Share
- 1.3%
Exxon Mobil Corp.COM$2.25M
- Class
- COM
- Share
- 1.2%
Johnson & JohnsonCOM$2.17M
- Class
- COM
- Share
- 1.2%
Lockheed Martin Corp.COM$2.15M
- Class
- COM
- Share
- 1.1%
iShares TRCORE S&P SCP ETF$2.12M
- Class
- CORE S&P SCP ETF
- Share
- 1.1%
Vanguard Index FdsREAL ESTATE ETF$2.07M
- Class
- REAL ESTATE ETF
- Share
- 1.1%
Entergy Corp. NewCOM$2.01M
- Class
- COM
- Share
- 1.1%
Verizon Communications Inc.COM$1.95M
- Class
- COM
- Share
- 1.0%
Procter & Gamble COCOM$1.93M
- Class
- COM
- Share
- 1.0%
3m COCOM$1.87M
- Class
- COM
- Share
- 1.0%
SPDR Series TrustST STR P400MID$1.78M
- Class
- ST STR P400MID
- Share
- 0.9%
Vanguard Index FdsS&P 500 ETF SHS$1.76M
- Class
- S&P 500 ETF SHS
- Share
- 0.9%
Nvidia CorporationCOM$1.72M
- Class
- COM
- Share
- 0.9%
Mcdonalds Corp.COM$1.7M
- Class
- COM
- Share
- 0.9%
Home Depot Inc.COM$1.63M
- Class
- COM
- Share
- 0.9%
Dow Hldgs Inc.COM$1.49M
- Class
- COM
- Share
- 0.8%
Schwab Strategic TRUS LCAP VA ETF$1.48M
- Class
- US LCAP VA ETF
- Share
- 0.8%
Crown Castle Inc.COM$1.43M
- Class
- COM
- Share
- 0.8%
Pfizer Inc.COM$1.31M
- Class
- COM
- Share
- 0.7%
iShares TRINTL SEL DIV ETF$1.25M
- Class
- INTL SEL DIV ETF
- Share
- 0.7%
SPDR Series TrustST STR SP600SM C$1.23M
- Class
- ST STR SP600SM C
- Share
- 0.7%
Palantir Technologies Inc.CL A$1.14M
- Class
- CL A
- Share
- 0.6%
Intel Corp.COM$1.14M
- Class
- COM
- Share
- 0.6%
iShares TRCRE U S REIT ETF$1.12M
- Class
- CRE U S REIT ETF
- Share
- 0.6%
iShares TRCORE MSCI EURO$1.07M
- Class
- CORE MSCI EURO
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 90 positions by value, with holdings of the same security combined. The 90 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2052044
- File number
- 028-24623
- Options
- 0 call, 0 put
- In the 25 largest
- 67.4%
- Prior quarter
- $171M at 31 March 2026
- Positions opened
- 8
- Positions closed
- 2
Common questions
What are Inman Jager Wealth Management’s 13F holdings worth?
$188 million across 90 positions for the quarter ended 30 June 2026.
What is Inman Jager Wealth Management’s largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $18.9 million, or 10.0% of reported 13F value, as of 30 June 2026.
How concentrated is Inman Jager Wealth Management’s 13F portfolio?
The ten largest positions accounted for 42.4% of reported value and the twenty-five largest for 67.4%, across 90 positions as of 30 June 2026.
Does Form 13F show everything Inman Jager Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Inman Jager Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.