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IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
+1.21%
1 Year Est. Return
+19.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$171M
AUM Growth
+$7.81M
Cap. Flow
+$9.59M
Cap. Flow %
5.6%
Top 10 Hldgs %
42.22%
Holding
84
New
3
Increased
46
Reduced
20
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.41M
2
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$928K
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$926K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$852K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$718K

Top Sells

Rank Stock Value
1
RTX icon
RTX Corp
RTX
+$259K
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$127K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$120K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$119K
5
BND icon
Vanguard Total Bond Market
BND
+$114K

Sector Composition

Rank Sector Weight
1 Technology 15.15%
2 Industrials 4.65%
3 Energy 4.11%
4 Healthcare 3.56%
5 Consumer Staples 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
26
Verizon
VZ
$182B
$2.27M 1.33%
45,296
+907
+2% +$42K
DOW icon
27
Dow Inc
DOW
$21.9B
$2.27M 1.33%
54,487
+3,343
+7% +$106K
KO icon
28
Coca-Cola
KO
$353B
$2.16M 1.26%
28,387
+1,016
+4% +$76.8K
SLYG icon
29
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.03B
$2.15M 1.25%
22,219
+230
+1% +$22.8K
JNJ icon
30
Johnson & Johnson
JNJ
$599B
$2.05M 1.2%
8,389
+147
+2% +$34.2K
ETR icon
31
Entergy
ETR
$52.2B
$1.97M 1.15%
17,503
+752
+4% +$75.7K
IBM icon
32
IBM
IBM
$200B
$1.95M 1.14%
8,042
+438
+6% +$119K
VNQ icon
33
Vanguard Real Estate ETF
VNQ
$39.4B
$1.88M 1.1%
21,239
+81
+0.4% +$7.43K
PG icon
34
Procter & Gamble
PG
$347B
$1.74M 1.02%
12,051
+921
+8% +$140K
MCD icon
35
McDonald's
MCD
$190B
$1.73M 1.01%
5,569
+250
+5% +$79.6K
IJR icon
36
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.72M 1%
13,798
+3,267
+31% +$415K
MMM icon
37
3M
MMM
$83B
$1.59M 0.93%
10,949
+660
+6% +$105K
VOO icon
38
Vanguard S&P 500 ETF
VOO
$973B
$1.52M 0.89%
2,536
+106
+4% +$66.3K
NVDA icon
39
NVIDIA
NVDA
$4.92T
$1.49M 0.87%
8,569
+39
+0.5% +$7.16K
SPMD icon
40
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$1.46M 0.85%
24,699
+11,796
+91% +$718K
CCI icon
41
Crown Castle
CCI
$34.1B
$1.46M 0.85%
17,908
+1,788
+11% +$154K
PLTR icon
42
Palantir
PLTR
$323B
$1.46M 0.85%
9,953
+1,338
+16% +$205K
PFE icon
43
Pfizer
PFE
$141B
$1.37M 0.8%
48,965
+3,283
+7% +$87.4K
HD icon
44
Home Depot
HD
$332B
$1.31M 0.77%
3,982
+303
+8% +$110K
IDV icon
45
iShares International Select Dividend ETF
IDV
$8.15B
$1.31M 0.76%
30,731
-1,013
-3% -$42.6K
SCHV
46
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$1.3M 0.76%
42,513
-304
-0.7% -$9.47K
SLYV icon
47
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$1.06M 0.62%
11,249
+40
+0.4% +$3.87K
IEUR icon
48
iShares Core MSCI Europe ETF
IEUR
$8.6B
$996K 0.58%
14,180
+21
+0.1% +$1.53K
USRT icon
49
iShares Core US REIT ETF
USRT
$4.65B
$993K 0.58%
16,774
-473
-3% -$28.4K
IXUS icon
50
iShares Core MSCI Total International Stock ETF
IXUS
$57.2B
$955K 0.56%
11,028
+154
+1% +$13.7K
1
2
3 4

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CGA
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EWA
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TFA
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OPF
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MAMG
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TIA
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Inman Jager Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Inman Jager Wealth Management held 84 positions worth $171M, up 4.8% from $163M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Inman Jager Wealth Management deployed $9.59M of net new capital in Q1 2026, opening 3 new positions and adding to 46 existing holdings. Its largest new stake was Regions Financial: 8,445 shares worth $221K.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 19% a quarter earlier, followed by Industrials and Energy.

On the sell side, the largest reduction was RTX Corp, an estimated $259K trimmed.

  • Inman Jager Wealth Management's largest Q1 2026 buy was Regions Financial: 8,445 shares worth $221K.
  • Inman Jager Wealth Management added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $2.41M increase.
  • Inman Jager Wealth Management's biggest Q1 2026 reduction was RTX Corp, cutting an estimated $259K.
  • Inman Jager Wealth Management's ten largest holdings make up 42% of its $171M portfolio in Q1 2026.
  • Inman Jager Wealth Management opened 3 new positions and closed 0 in Q1 2026.
  • Inman Jager Wealth Management's portfolio value rose 4.8% quarter-over-quarter to $171M.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.