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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
NVDA icon
51
NVIDIA
NVDA
$5.42T
$781K 0.53%
4,945
-4,390
-47% -$552K
QQQ icon
52
Invesco QQQ Trust
QQQ
$484B
$776K 0.52%
1,406
+24
+2% +$11.9K
ITOT icon
53
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$759K 0.51%
5,624
-103
-2% -$12.9K
HWC icon
54
Hancock Whitney
HWC
$6.24B
$730K 0.49%
12,724
– –
SPEM icon
55
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$717K 0.48%
16,770
-206
-1% -$8.31K
VTIP icon
56
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$675K 0.46%
13,437
+697
+5% +$34.8K
AGG icon
57
iShares Core US Aggregate Bond ETF
AGG
$138B
$654K 0.44%
6,591
-132
-2% -$12.9K
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.13T
$621K 0.42%
1,279
– –
VO icon
59
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$616K 0.42%
8,804
-56
-0.6% -$3.68K
WMT icon
60
Walmart Inc
WMT
$890B
$520K 0.35%
5,317
– –
VONV icon
61
Vanguard Russell 1000 Value ETF
VONV
$21.2B
$505K 0.34%
5,924
– –
TSLA icon
62
Tesla
TSLA
$1.3T
$419K 0.28%
1,319
+15
+1% +$4.52K
SHY icon
63
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$404K 0.27%
4,871
– –
VONG icon
64
Vanguard Russell 1000 Growth ETF
VONG
$45B
$398K 0.27%
3,644
– –
AMZN icon
65
Amazon
AMZN
$2.96T
$385K 0.26%
1,755
-957
-35% -$189K
RTX icon
66
RTX Corp
RTX
$301B
$383K 0.26%
2,626
– –
ORCL icon
67
Oracle
ORCL
$423B
$362K 0.24%
1,655
– –
CRM icon
68
Salesforce
CRM
$158B
$341K 0.23%
1,250
+10
+0.8% +$2.67K
MFUT
69
Cambria Chesapeake Pure Trend ETF
MFUT
$40.7M
$301K 0.2%
20,435
-4,562
-18% -$66.2K
IGIB icon
70
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$297K 0.2%
5,580
+871
+18% +$45.5K
META icon
71
Meta Platforms (Facebook)
META
$1.51T
$292K 0.2%
395
+9
+2% +$5.56K
GOOG icon
72
Alphabet (Google) Class C
GOOG
$4.32T
$283K 0.19%
1,593
+10
+0.6% +$1.65K
SCHO icon
73
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$279K 0.19%
11,456
+1,636
+17% +$39.8K
SCHP icon
74
Schwab US TIPS ETF
SCHP
$16.3B
$265K 0.18%
9,922
+1,432
+17% +$37.9K
SPY icon
75
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$263K 0.18%
425
– –
1 2
3
4

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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.