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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
SCHP icon
76
Schwab US TIPS ETF
SCHP
$16.3B
$286K 0.15%
10,807
– –
VTWO icon
77
Vanguard Russell 2000 ETF
VTWO
$17B
$270K 0.14%
2,221
+89
+4% +$10.1K
IONQ icon
78
IonQ
IONQ
$16B
$268K 0.14%
+5,027
New +$255K
CRWD icon
79
CrowdStrike
CRWD
$218B
$267K 0.14%
+1,400
New +$199K
EPD icon
80
Enterprise Products Partners
EPD
$84.1B
$264K 0.14%
7,191
– –
GE icon
81
GE Aerospace
GE
$350B
$256K 0.14%
686
-50
-7% -$15.7K
RF icon
82
Regions Financial
RF
$25.9B
$255K 0.14%
8,445
– –
SCHM icon
83
Schwab US Mid-Cap ETF
SCHM
$15B
$242K 0.13%
6,577
– –
VBK icon
84
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.9B
$241K 0.13%
+658
New +$224K
GS icon
85
Goldman Sachs
GS
$302B
$230K 0.12%
+227
New +$221K
VBR icon
86
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$228K 0.12%
939
– –
ASML icon
87
ASML
ASML
$659B
$223K 0.12%
+112
New +$178K
META icon
88
Meta Platforms (Facebook)
META
$1.57T
$213K 0.11%
379
-53
-12% -$32.4K
VWO icon
89
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$203K 0.11%
+3,408
New +$200K
GEV icon
90
GE Vernova
GEV
$251B
$202K 0.11%
+172
New +$176K
CRM icon
91
Salesforce
CRM
$213B
– –
-1,257
Closed -$235K
VTIP icon
92
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
– –
-10,813
Closed -$540K
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.