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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
CSCO icon
76
Cisco
CSCO
$479B
$258K 0.17%
3,718
-58
-2% -$3.56K
ABBV icon
77
AbbVie
ABBV
$435B
$246K 0.17%
1,324
-1
-0.1% -$186
EPD icon
78
Enterprise Products Partners
EPD
$81.7B
$223K 0.15%
7,191
– –
PH icon
79
Parker-Hannifin
PH
$135B
$207K 0.14%
+296
New +$187K
AMRN
80
Amarin Corp
AMRN
$303M
– –
-750
Closed -$6.72K
PPC icon
81
Pilgrim's Pride
PPC
$6.54B
– –
-4,200
Closed -$229K
SCHM icon
82
Schwab US Mid-Cap ETF
SCHM
$15.1B
– –
-7,692
Closed -$202K
VBK icon
83
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
– –
-796
Closed -$200K
VBR icon
84
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
– –
-1,093
Closed -$204K
1 2 3
4

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DC
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IWAO
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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.