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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
QQQ icon
51
Invesco QQQ Trust
QQQ
$481B
$838K 0.53%
1,395
-11
-0.8% -$6.3K
ITOT icon
52
iShares Core S&P Total US Stock Market ETF
ITOT
$98B
$798K 0.51%
5,481
-143
-3% -$20.1K
HWC icon
53
Hancock Whitney
HWC
$6.22B
$797K 0.51%
12,724
– –
SPEM icon
54
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$786K 0.5%
16,794
+24
+0.1% +$1.07K
AGG icon
55
iShares Core US Aggregate Bond ETF
AGG
$138B
$661K 0.42%
6,591
– –
VO icon
56
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$644K 0.41%
8,768
-36
-0.4% -$2.58K
DOW icon
57
Dow Inc
DOW
$21.6B
$629K 0.4%
27,439
-6,303
-19% -$157K
TSLA icon
58
Tesla
TSLA
$1.31T
$587K 0.37%
1,319
– –
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.15T
$567K 0.36%
1,127
-152
-12% -$73.6K
VTIP icon
60
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$544K 0.35%
10,741
-2,696
-20% -$136K
VONV icon
61
Vanguard Russell 1000 Value ETF
VONV
$22B
$529K 0.34%
5,924
– –
WMT icon
62
Walmart Inc
WMT
$888B
$504K 0.32%
4,892
-425
-8% -$42.3K
RTX icon
63
RTX Corp
RTX
$305B
$439K 0.28%
2,626
– –
VONG icon
64
Vanguard Russell 1000 Growth ETF
VONG
$45.8B
$439K 0.28%
3,644
– –
SHY icon
65
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$404K 0.26%
4,871
– –
AMZN icon
66
Amazon
AMZN
$2.99T
$372K 0.24%
1,693
-62
-4% -$14K
ABBV icon
67
AbbVie
ABBV
$433B
$359K 0.23%
1,549
+225
+17% +$45.8K
GOOG icon
68
Alphabet (Google) Class C
GOOG
$4.33T
$356K 0.23%
1,461
-132
-8% -$27.7K
META icon
69
Meta Platforms (Facebook)
META
$1.54T
$323K 0.21%
440
+45
+11% +$33.5K
PH icon
70
Parker-Hannifin
PH
$135B
$311K 0.2%
410
+114
+39% +$84.1K
IGIB icon
71
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$302K 0.19%
5,581
+1
+0% +$53
CRM icon
72
Salesforce
CRM
$160B
$294K 0.19%
1,240
-10
-0.8% -$2.52K
SCHO icon
73
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$281K 0.18%
11,516
+60
+0.5% +$1.46K
CSCO icon
74
Cisco
CSCO
$486B
$278K 0.18%
4,059
+341
+9% +$23.2K
SPY icon
75
State Street SPDR S&P 500 ETF Trust
SPY
$811B
$276K 0.18%
414
-11
-3% -$7.05K
1 2
3
4

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IWAO
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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.