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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
IXUS icon
51
iShares Core MSCI Total International Stock ETF
IXUS
$61.4B
$1.07M 0.57%
11,179
+151
+1% +$14.2K
IPAC icon
52
iShares Core MSCI Pacific ETF
IPAC
$2.82B
$1.02M 0.54%
12,464
– –
QQQ icon
53
Invesco QQQ Trust
QQQ
$489B
$1.01M 0.54%
1,373
-15
-1% -$10.3K
HWC icon
54
Hancock Whitney
HWC
$6.08B
$947K 0.5%
12,674
– –
AVGO icon
55
Broadcom
AVGO
$1.7T
$942K 0.5%
2,495
+134
+6% +$53.7K
ITOT icon
56
iShares Core S&P Total US Stock Market ETF
ITOT
$97.6B
$901K 0.48%
5,482
+1
+0% +$159
SPEM icon
57
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18B
$858K 0.46%
16,565
+4
+0% +$205
TSLA icon
58
Tesla
TSLA
$1.4T
$852K 0.45%
2,026
-46
-2% -$18.3K
AGG icon
59
iShares Core US Aggregate Bond ETF
AGG
$138B
$763K 0.41%
7,704
+602
+8% +$59.6K
VO icon
60
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$658K 0.35%
8,168
+504
+7% +$39.1K
VONV icon
61
Vanguard Russell 1000 Value ETF
VONV
$22B
$649K 0.35%
6,102
+178
+3% +$18.2K
WMT icon
62
Walmart Inc
WMT
$850B
$612K 0.33%
5,402
+10
+0.2% +$1.24K
BRK.B icon
63
Berkshire Hathaway Class B
BRK.B
$1.08T
$569K 0.3%
1,138
+6
+0.5% +$2.88K
CSCO icon
64
Cisco
CSCO
$431B
$533K 0.28%
4,538
+523
+13% +$54.7K
GOOG icon
65
Alphabet (Google) Class C
GOOG
$4.1T
$502K 0.27%
1,422
-99
-7% -$35.4K
VONG icon
66
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
$484K 0.26%
3,790
+146
+4% +$18.1K
ABBV icon
67
AbbVie
ABBV
$453B
$430K 0.23%
1,710
+161
+10% +$34.6K
AMZN icon
68
Amazon
AMZN
$2.79T
$426K 0.23%
1,788
+130
+8% +$32.6K
SHY icon
69
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$400K 0.21%
4,871
– –
RTX icon
70
RTX Corp
RTX
$271B
$344K 0.18%
1,811
+117
+7% +$21.5K
PH icon
71
Parker-Hannifin
PH
$121B
$315K 0.17%
322
-71
-18% -$65K
SPY icon
72
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$309K 0.16%
414
– –
IGIB icon
73
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$304K 0.16%
5,712
– –
SCHO icon
74
Schwab Short-Term US Treasury ETF
SCHO
$14.1B
$303K 0.16%
12,536
+622
+5% +$15K
AMD icon
75
Advanced Micro Devices
AMD
$780B
$294K 0.16%
+506
New +$207K
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.