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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
QQQ icon
51
Invesco QQQ Trust
QQQ
$481B
$856K 0.52%
1,393
-2
-0.1% -$1.23K
AVGO icon
52
Broadcom
AVGO
$2.04T
$817K 0.5%
2,361
-682
-22% -$244K
ITOT icon
53
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$815K 0.5%
5,481
– –
HWC icon
54
Hancock Whitney
HWC
$6.24B
$810K 0.5%
12,724
– –
SPEM icon
55
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$772K 0.47%
16,491
-303
-2% -$14.3K
SPMD icon
56
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$747K 0.46%
12,903
+8,806
+215% +$506K
AGG icon
57
iShares Core US Aggregate Bond ETF
AGG
$138B
$658K 0.4%
6,591
– –
TSLA icon
58
Tesla
TSLA
$1.3T
$648K 0.4%
1,440
+121
+9% +$53.6K
GOOG icon
59
Alphabet (Google) Class C
GOOG
$4.32T
$597K 0.37%
1,901
+440
+30% +$126K
BRK.B icon
60
Berkshire Hathaway Class B
BRK.B
$1.13T
$569K 0.35%
1,132
+5
+0.4% +$2.49K
RTX icon
61
RTX Corp
RTX
$301B
$549K 0.34%
2,996
+370
+14% +$64.3K
VO icon
62
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$548K 0.34%
7,552
-1,216
-14% -$88.5K
VONV icon
63
Vanguard Russell 1000 Value ETF
VONV
$22B
$547K 0.33%
5,924
– –
WMT icon
64
Walmart Inc
WMT
$890B
$545K 0.33%
4,892
– –
VTIP icon
65
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$530K 0.32%
10,725
-16
-0.1% -$800
AMZN icon
66
Amazon
AMZN
$2.96T
$467K 0.29%
2,022
+329
+19% +$75.3K
VONG icon
67
Vanguard Russell 1000 Growth ETF
VONG
$45.8B
$444K 0.27%
3,644
– –
SHY icon
68
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$403K 0.25%
4,871
– –
PH icon
69
Parker-Hannifin
PH
$135B
$358K 0.22%
407
-3
-0.7% -$2.46K
ABBV icon
70
AbbVie
ABBV
$435B
$354K 0.22%
1,549
– –
CRM icon
71
Salesforce
CRM
$158B
$328K 0.2%
1,240
– –
CSCO icon
72
Cisco
CSCO
$479B
$309K 0.19%
4,014
-45
-1% -$3.34K
IGIB icon
73
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$308K 0.19%
5,712
+131
+2% +$7.08K
INTC icon
74
Intel
INTC
$513B
$292K 0.18%
7,925
– –
SCHO icon
75
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$290K 0.18%
11,914
+398
+3% +$9.7K
1 2
3
4

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DC
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IWAO
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BI
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CQWA
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MAS
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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.