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IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $188M
1-Year Est. Return 19.49%
This Fund
S&P 500
This Quarter Est. Return
+9.78%
1 Year Est. Return
+19.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$188M
AUM Growth
+$16.8M
Cap. Flow
+$4.66M
Cap. Flow %
2.48%
Top 10 Hldgs %
42.4%
Holding
92
New
8
Increased
56
Reduced
15
Closed
2

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$534K
2
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$484K
3
IONQ icon
IonQ
IONQ
+$255K
4
JPM icon
JPMorgan Chase
JPM
+$243K
5
MSFT icon
Microsoft
MSFT
+$234K

Top Sells

Rank Stock Value
1
CAT icon
Caterpillar
CAT
+$812K
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$540K
3
CRM icon
Salesforce
CRM
+$235K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$86.4K
5
PH icon
Parker-Hannifin
PH
+$65K

Sector Composition

Rank Sector Weight
1 Miscellaneous 60.06%
2 Technology 15.51%
3 Industrials 4.67%
4 Healthcare 3.47%
5 Energy 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
26
Coca-Cola
KO
$379B
$2.37M 1.26%
29,140
+753
+3% +$59.5K
XOM icon
27
ExxonMobil
XOM
$656B
$2.25M 1.2%
16,478
+312
+2% +$46.7K
JNJ icon
28
Johnson & Johnson
JNJ
$663B
$2.17M 1.16%
8,556
+167
+2% +$38.9K
LMT icon
29
Lockheed Martin
LMT
$121B
$2.15M 1.14%
4,222
+235
+6% +$127K
IJR icon
30
iShares Core S&P Small-Cap ETF
IJR
$110B
$2.12M 1.13%
14,286
+488
+4% +$67K
VNQ icon
31
Vanguard Real Estate ETF
VNQ
$38.1B
$2.07M 1.1%
21,508
+269
+1% +$25.7K
ETR icon
32
Entergy
ETR
$51.3B
$2.01M 1.07%
17,488
-15
-0.1% -$1.69K
VZ icon
33
Verizon
VZ
$208B
$1.95M 1.04%
46,042
+746
+2% +$35K
PG icon
34
Procter & Gamble
PG
$340B
$1.93M 1.03%
13,176
+1,125
+9% +$164K
MMM icon
35
3M
MMM
$86.9B
$1.87M 0.99%
11,520
+571
+5% +$86.5K
SPMD icon
36
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.7B
$1.78M 0.95%
26,326
+1,627
+7% +$105K
VOO icon
37
Vanguard S&P 500 ETF
VOO
$1.03T
$1.76M 0.94%
2,566
+30
+1% +$20K
NVDA icon
38
NVIDIA
NVDA
$5.56T
$1.72M 0.92%
8,615
+46
+0.5% +$9.46K
MCD icon
39
McDonald's
MCD
$181B
$1.7M 0.91%
6,302
+733
+13% +$210K
HD icon
40
Home Depot
HD
$320B
$1.63M 0.87%
4,615
+633
+16% +$206K
DOW icon
41
Dow Inc
DOW
$21.3B
$1.49M 0.79%
54,566
+79
+0.1% +$2.87K
SCHV
42
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$1.48M 0.79%
42,513
– –
CCI icon
43
Crown Castle
CCI
$32.3B
$1.43M 0.76%
18,912
+1,004
+6% +$88.2K
PFE icon
44
Pfizer
PFE
$162B
$1.31M 0.7%
54,399
+5,434
+11% +$142K
IDV icon
45
iShares International Select Dividend ETF
IDV
$8.74B
$1.25M 0.66%
30,138
-593
-2% -$26K
SLYV icon
46
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.03B
$1.23M 0.65%
11,230
-19
-0.2% -$1.96K
PLTR icon
47
Palantir
PLTR
$419B
$1.14M 0.61%
9,753
-200
-2% -$27.3K
INTC icon
48
Intel
INTC
$506B
$1.14M 0.61%
8,149
+24
+0.3% +$2.43K
USRT icon
49
iShares Core US REIT ETF
USRT
$4.55B
$1.12M 0.6%
16,859
+85
+0.5% +$5.48K
IEUR icon
50
iShares Core MSCI Europe ETF
IEUR
$9.37B
$1.07M 0.57%
14,220
+40
+0.3% +$2.98K
1
2
3 4

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Inman Jager Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Inman Jager Wealth Management held 92 positions worth $188M, up 9.8% from $171M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Inman Jager Wealth Management's Q2 2026 filing shows 8 new, 56 increased, 15 reduced and 2 closed positions. Its largest new stake was IonQ: 5,027 shares worth $268K. The largest sale was Caterpillar, an estimated $812K.

By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, up from 58% a quarter earlier, followed by Technology and Industrials.

  • Inman Jager Wealth Management's largest Q2 2026 buy was IonQ: 5,027 shares worth $268K.
  • Inman Jager Wealth Management added most to Vanguard Total Bond Market in Q2 2026, an estimated $534K increase.
  • Inman Jager Wealth Management's biggest Q2 2026 reduction was Caterpillar, cutting an estimated $812K.
  • Inman Jager Wealth Management fully exited Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2026, selling an estimated $540K.
  • Inman Jager Wealth Management's ten largest holdings make up 42% of its $188M portfolio in Q2 2026.
  • Inman Jager Wealth Management opened 8 new positions and closed 2 in Q2 2026.
  • Inman Jager Wealth Management's portfolio value rose 9.8% quarter-over-quarter to $188M.

Based on Inman Jager Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.