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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
+10.22%
1 Year Est. Return
+19.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
+$14.4M
Cap. Flow
+$2.86M
Cap. Flow %
1.93%
Top 10 Hldgs %
47.61%
Holding
84
New
1
Increased
39
Reduced
29
Closed
5

Top Buys

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$660K
2
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$646K
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$577K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$564K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$421K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$552K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$277K
3
PPC icon
Pilgrim's Pride
PPC
+$229K
4
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$204K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$202K

Sector Composition

Rank Sector Weight
1 Technology 21.49%
2 Industrials 3.85%
3 Energy 3%
4 Consumer Staples 2.7%
5 Financials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMT icon
26
Lockheed Martin
LMT
$136B
$1.7M 1.15%
3,674
+133
+4% +$62.3K
PLTR icon
27
Palantir
PLTR
$413B
$1.64M 1.11%
12,048
+1,948
+19% +$228K
XOM icon
28
ExxonMobil
XOM
$634B
$1.63M 1.1%
15,152
+368
+2% +$39.3K
IEMG icon
29
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$1.62M 1.1%
27,014
+4,784
+22% +$267K
PG icon
30
Procter & Gamble
PG
$339B
$1.6M 1.08%
10,061
+378
+4% +$61.7K
VCIT icon
31
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$1.6M 1.08%
19,322
+6,945
+56% +$564K
VOO icon
32
Vanguard S&P 500 ETF
VOO
$1.01T
$1.58M 1.07%
2,775
-4
-0.1% -$2.1K
MMM icon
33
3M
MMM
$94.3B
$1.57M 1.06%
10,295
+285
+3% +$40.7K
CCI icon
34
Crown Castle
CCI
$32.2B
$1.48M 1%
14,378
+426
+3% +$43.1K
MCD icon
35
McDonald's
MCD
$195B
$1.47M 1%
5,043
+135
+3% +$41.6K
MRK icon
36
Merck
MRK
$318B
$1.37M 0.92%
17,272
+1,811
+12% +$144K
ETR icon
37
Entergy
ETR
$50B
$1.35M 0.91%
16,195
+666
+4% +$55K
SCHV
38
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$1.32M 0.89%
47,805
-723
-1% -$19K
JNJ icon
39
Johnson & Johnson
JNJ
$625B
$1.24M 0.84%
8,126
+359
+5% +$55.2K
HD icon
40
Home Depot
HD
$355B
$1.16M 0.78%
3,162
+142
+5% +$51.4K
IDV icon
41
iShares International Select Dividend ETF
IDV
$8.51B
$1.14M 0.77%
33,103
-755
-2% -$24.7K
IEUR icon
42
iShares Core MSCI Europe ETF
IEUR
$9.16B
$1.06M 0.72%
16,068
-1,019
-6% -$64.4K
USRT icon
43
iShares Core US REIT ETF
USRT
$4.63B
$1M 0.68%
17,741
-551
-3% -$30.9K
SLYV icon
44
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.03B
$977K 0.66%
12,252
+302
+3% +$22.9K
PFE icon
45
Pfizer
PFE
$153B
$972K 0.66%
40,084
+5,124
+15% +$119K
IPAC icon
46
iShares Core MSCI Pacific ETF
IPAC
$2.77B
$971K 0.66%
14,139
-566
-4% -$36.8K
DOW icon
47
Dow Inc
DOW
$21.2B
$893K 0.6%
33,742
+6,431
+24% +$187K
AVGO icon
48
Broadcom
AVGO
$2.04T
$878K 0.59%
3,184
-13
-0.4% -$2.82K
IXUS icon
49
iShares Core MSCI Total International Stock ETF
IXUS
$60.1B
$849K 0.57%
10,985
-1,110
-9% -$81K
IJR icon
50
iShares Core S&P Small-Cap ETF
IJR
$112B
$832K 0.56%
7,615
+138
+2% +$14.3K
1
2
3 4

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AAA
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DC
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IWAO
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BI
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CQWA
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Inman Jager Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Inman Jager Wealth Management held 84 positions worth $148M, up 11% from $133M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Inman Jager Wealth Management's Q2 2025 filing shows 1 new, 39 increased, 29 reduced and 5 closed positions. Its largest new stake was Parker-Hannifin: 296 shares worth $207K. The largest sale was NVIDIA, an estimated $552K.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 19% a quarter earlier, followed by Industrials and Energy.

  • Inman Jager Wealth Management's largest Q2 2025 buy was Parker-Hannifin: 296 shares worth $207K.
  • Inman Jager Wealth Management added most to State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025, an estimated $660K increase.
  • Inman Jager Wealth Management's biggest Q2 2025 reduction was NVIDIA, cutting an estimated $552K.
  • Inman Jager Wealth Management fully exited Pilgrim's Pride in Q2 2025, selling an estimated $229K.
  • Inman Jager Wealth Management's ten largest holdings make up 48% of its $148M portfolio in Q2 2025.
  • Inman Jager Wealth Management opened 1 new position and closed 5 in Q2 2025.
  • Inman Jager Wealth Management's portfolio value rose 11% quarter-over-quarter to $148M.

Based on Inman Jager Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.