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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
+0.77%
1 Year Est. Return
+19.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$163M
AUM Growth
+$6.71M
Cap. Flow
+$6.04M
Cap. Flow %
3.7%
Top 10 Hldgs %
45.51%
Holding
83
New
–
Increased
43
Reduced
24
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.6M
2
DOW icon
Dow Inc
DOW
+$545K
3
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$530K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$506K
5
NVDA icon
NVIDIA
NVDA
+$498K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$793K
2
MFUT
Cambria Chesapeake Pure Trend ETF
MFUT
+$245K
3
AVGO icon
Broadcom
AVGO
+$244K
4
OKLO
Oklo
OKLO
+$223K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$219K

Sector Composition

Rank Sector Weight
1 Technology 19.41%
2 Industrials 4.42%
3 Healthcare 3.17%
4 Energy 3.08%
5 Financials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
26
Coca-Cola
KO
$375B
$1.91M 1.17%
27,371
+1,411
+5% +$98.4K
LMT icon
27
Lockheed Martin
LMT
$136B
$1.9M 1.16%
3,930
+267
+7% +$128K
XOM icon
28
ExxonMobil
XOM
$634B
$1.9M 1.16%
15,779
+819
+5% +$95K
VNQ icon
29
Vanguard Real Estate ETF
VNQ
$39.1B
$1.87M 1.15%
21,158
+541
+3% +$48.6K
VZ icon
30
Verizon
VZ
$196B
$1.81M 1.11%
44,389
+4,517
+11% +$183K
JNJ icon
31
Johnson & Johnson
JNJ
$625B
$1.71M 1.04%
8,242
+240
+3% +$47.5K
MMM icon
32
3M
MMM
$94.3B
$1.65M 1.01%
10,289
+487
+5% +$79.6K
MCD icon
33
McDonald's
MCD
$195B
$1.63M 1%
5,319
+364
+7% +$111K
PG icon
34
Procter & Gamble
PG
$339B
$1.6M 0.98%
11,130
+1,070
+11% +$158K
NVDA icon
35
NVIDIA
NVDA
$5.42T
$1.59M 0.97%
8,530
+2,673
+46% +$498K
ETR icon
36
Entergy
ETR
$50B
$1.55M 0.95%
16,751
+842
+5% +$79.9K
PLTR icon
37
Palantir
PLTR
$413B
$1.53M 0.94%
8,615
+245
+3% +$44.4K
VOO icon
38
Vanguard S&P 500 ETF
VOO
$1.03T
$1.52M 0.93%
2,430
-352
-13% -$219K
CCI icon
39
Crown Castle
CCI
$32.2B
$1.43M 0.88%
16,120
+1,811
+13% +$167K
SCHV
40
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$1.27M 0.78%
42,817
-5,221
-11% -$153K
HD icon
41
Home Depot
HD
$355B
$1.27M 0.78%
3,679
+348
+10% +$127K
IJR icon
42
iShares Core S&P Small-Cap ETF
IJR
$112B
$1.27M 0.77%
10,531
+1,767
+20% +$211K
IDV icon
43
iShares International Select Dividend ETF
IDV
$8.57B
$1.25M 0.77%
31,744
-565
-2% -$21.4K
DOW icon
44
Dow Inc
DOW
$21.2B
$1.2M 0.73%
51,144
+23,705
+86% +$545K
PFE icon
45
Pfizer
PFE
$153B
$1.14M 0.7%
45,682
+4,693
+11% +$118K
SLYV icon
46
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.08B
$1.02M 0.62%
11,209
-1,178
-10% -$106K
IEUR icon
47
iShares Core MSCI Europe ETF
IEUR
$9.17B
$1.01M 0.62%
14,159
-1,858
-12% -$129K
USRT icon
48
iShares Core US REIT ETF
USRT
$4.64B
$982K 0.6%
17,247
-746
-4% -$43.2K
IXUS icon
49
iShares Core MSCI Total International Stock ETF
IXUS
$60.4B
$920K 0.56%
10,874
-150
-1% -$12.6K
IPAC icon
50
iShares Core MSCI Pacific ETF
IPAC
$2.77B
$919K 0.56%
12,557
-1,551
-11% -$115K
1
2
3 4

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Inman Jager Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Inman Jager Wealth Management held 83 positions worth $163M, up 4.3% from $157M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Inman Jager Wealth Management deployed $6.04M of net new capital in Q4 2025, adding to 43 existing holdings.

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

On the sell side, the largest reduction was Microsoft, an estimated $793K trimmed.

  • Inman Jager Wealth Management added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $1.6M increase.
  • Inman Jager Wealth Management's biggest Q4 2025 reduction was Microsoft, cutting an estimated $793K.
  • Inman Jager Wealth Management fully exited Cambria Chesapeake Pure Trend ETF in Q4 2025, selling an estimated $245K.
  • Inman Jager Wealth Management's ten largest holdings make up 46% of its $163M portfolio in Q4 2025.
  • Inman Jager Wealth Management opened 0 new positions and closed 2 in Q4 2025.
  • Inman Jager Wealth Management's portfolio value rose 4.3% quarter-over-quarter to $163M.

Based on Inman Jager Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.