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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
+6.72%
1 Year Est. Return
+19.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$157M
AUM Growth
+$8.7M
Cap. Flow
-$466K
Cap. Flow %
-0.3%
Top 10 Hldgs %
46.91%
Holding
84
New
5
Increased
30
Reduced
40
Closed
1

Top Buys

Rank Stock Value
1
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$297K
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$256K
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$232K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$231K
5
GE icon
GE Aerospace
GE
+$201K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$596K
2
ORCL icon
Oracle
ORCL
+$362K
3
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$328K
4
BND icon
Vanguard Total Bond Market
BND
+$286K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$248K

Sector Composition

Rank Sector Weight
1 Technology 21.34%
2 Industrials 4.12%
3 Energy 3.02%
4 Healthcare 2.79%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
26
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$1.8M 1.15%
21,389
+2,067
+11% +$172K
VZ icon
27
Verizon
VZ
$196B
$1.75M 1.12%
39,872
-472
-1% -$20.4K
KO icon
28
Coca-Cola
KO
$375B
$1.72M 1.1%
25,960
-469
-2% -$32.3K
VOO icon
29
Vanguard S&P 500 ETF
VOO
$1.03T
$1.7M 1.09%
2,782
+7
+0.3% +$4.13K
XOM icon
30
ExxonMobil
XOM
$634B
$1.69M 1.08%
14,960
-192
-1% -$21.3K
PG icon
31
Procter & Gamble
PG
$339B
$1.55M 0.99%
10,060
-1
-0% -$156
PLTR icon
32
Palantir
PLTR
$413B
$1.53M 0.97%
8,370
-3,678
-31% -$596K
MMM icon
33
3M
MMM
$94.3B
$1.52M 0.97%
9,802
-493
-5% -$76K
MCD icon
34
McDonald's
MCD
$195B
$1.51M 0.96%
4,955
-88
-2% -$26.8K
JNJ icon
35
Johnson & Johnson
JNJ
$625B
$1.48M 0.95%
8,002
-124
-2% -$21.2K
MRK icon
36
Merck
MRK
$318B
$1.48M 0.95%
17,670
+398
+2% +$32.8K
ETR icon
37
Entergy
ETR
$50B
$1.48M 0.95%
15,909
-286
-2% -$25.2K
SCHV
38
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$1.4M 0.89%
48,038
+233
+0.5% +$6.62K
CCI icon
39
Crown Castle
CCI
$32.2B
$1.38M 0.88%
14,309
-69
-0.5% -$6.98K
HD icon
40
Home Depot
HD
$355B
$1.35M 0.86%
3,331
+169
+5% +$66.5K
IDV icon
41
iShares International Select Dividend ETF
IDV
$8.57B
$1.18M 0.75%
32,309
-794
-2% -$28.6K
SLYV icon
42
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.08B
$1.1M 0.7%
12,387
+135
+1% +$11.5K
NVDA icon
43
NVIDIA
NVDA
$5.42T
$1.09M 0.7%
5,857
+912
+18% +$159K
IEUR icon
44
iShares Core MSCI Europe ETF
IEUR
$9.17B
$1.09M 0.7%
16,017
-51
-0.3% -$3.4K
USRT icon
45
iShares Core US REIT ETF
USRT
$4.64B
$1.06M 0.67%
17,993
+252
+1% +$14.5K
PFE icon
46
Pfizer
PFE
$153B
$1.04M 0.67%
40,989
+905
+2% +$22.3K
IJR icon
47
iShares Core S&P Small-Cap ETF
IJR
$112B
$1.04M 0.67%
8,764
+1,149
+15% +$132K
IPAC icon
48
iShares Core MSCI Pacific ETF
IPAC
$2.77B
$1.04M 0.66%
14,108
-31
-0.2% -$2.21K
AVGO icon
49
Broadcom
AVGO
$2.04T
$1M 0.64%
3,043
-141
-4% -$43.3K
IXUS icon
50
iShares Core MSCI Total International Stock ETF
IXUS
$60.4B
$910K 0.58%
11,024
+39
+0.4% +$3.1K
1
2
3 4

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Inman Jager Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Inman Jager Wealth Management held 84 positions worth $157M, up 5.9% from $148M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Inman Jager Wealth Management's Q3 2025 filing shows 5 new, 30 increased, 40 reduced and 1 closed positions. Its largest new stake was State Street SPDR Portfolio S&P 400 Mid Cap ETF: 4,097 shares worth $234K. The largest sale was Palantir, an estimated $596K.

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

  • Inman Jager Wealth Management's largest Q3 2025 buy was State Street SPDR Portfolio S&P 400 Mid Cap ETF: 4,097 shares worth $234K.
  • Inman Jager Wealth Management added most to iShares Core MSCI International Developed Markets ETF in Q3 2025, an estimated $297K increase.
  • Inman Jager Wealth Management's biggest Q3 2025 reduction was Palantir, cutting an estimated $596K.
  • Inman Jager Wealth Management fully exited Oracle in Q3 2025, selling an estimated $362K.
  • Inman Jager Wealth Management's ten largest holdings make up 47% of its $157M portfolio in Q3 2025.
  • Inman Jager Wealth Management opened 5 new positions and closed 1 in Q3 2025.
  • Inman Jager Wealth Management's portfolio value rose 5.9% quarter-over-quarter to $157M.

Based on Inman Jager Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.