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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
IPAC icon
51
iShares Core MSCI Pacific ETF
IPAC
$2.58B
$954K 0.56%
12,464
-93
-0.7% -$7.28K
HWC icon
52
Hancock Whitney
HWC
$6.27B
$806K 0.47%
12,674
-50
-0.4% -$3.35K
QQQ icon
53
Invesco QQQ Trust
QQQ
$463B
$801K 0.47%
1,388
-5
-0.4% -$3.04K
ITOT icon
54
iShares Core S&P Total US Stock Market ETF
ITOT
$93.6B
$781K 0.46%
5,481
– –
SPEM icon
55
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$777K 0.45%
16,561
+70
+0.4% +$3.41K
TSLA icon
56
Tesla
TSLA
$1.39T
$770K 0.45%
2,072
+632
+44% +$260K
AVGO icon
57
Broadcom
AVGO
$1.8T
$731K 0.43%
2,361
– –
AGG icon
58
iShares Core US Aggregate Bond ETF
AGG
$138B
$705K 0.41%
7,102
+511
+8% +$51.1K
WMT icon
59
Walmart Inc
WMT
$893B
$670K 0.39%
5,392
+500
+10% +$61.4K
VONV icon
60
Vanguard Russell 1000 Value ETF
VONV
$20.3B
$555K 0.32%
5,924
– –
VO icon
61
Vanguard Mid-Cap ETF
VO
$105B
$550K 0.32%
7,664
+112
+1% +$8.32K
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.06T
$542K 0.32%
1,132
– –
VTIP icon
63
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$540K 0.32%
10,813
+88
+0.8% +$4.38K
GOOG icon
64
Alphabet (Google) Class C
GOOG
$4.29T
$436K 0.25%
1,521
-380
-20% -$119K
SHY icon
65
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$402K 0.24%
4,871
– –
VONG icon
66
Vanguard Russell 1000 Growth ETF
VONG
$43.2B
$400K 0.23%
3,644
– –
INTC icon
67
Intel
INTC
$488B
$359K 0.21%
8,125
+200
+3% +$9.17K
PH icon
68
Parker-Hannifin
PH
$120B
$352K 0.21%
393
-14
-3% -$13.3K
AMZN icon
69
Amazon
AMZN
$2.69T
$345K 0.2%
1,658
-364
-18% -$80.1K
ABBV icon
70
AbbVie
ABBV
$448B
$337K 0.2%
1,549
– –
RTX icon
71
RTX Corp
RTX
$262B
$327K 0.19%
1,694
-1,302
-43% -$259K
CSCO icon
72
Cisco
CSCO
$436B
$312K 0.18%
4,015
+1
+0% +$78
IGIB icon
73
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$304K 0.18%
5,712
– –
SCHO icon
74
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$289K 0.17%
11,914
– –
SCHP icon
75
Schwab US TIPS ETF
SCHP
$16.4B
$288K 0.17%
10,807
– –
1 2
3
4

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EWA
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TFA
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MAMG
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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.