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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
SCHP icon
76
Schwab US TIPS ETF
SCHP
$16.2B
$271K 0.17%
10,053
+131
+1% +$3.51K
INTC icon
77
Intel
INTC
$492B
$266K 0.17%
+7,925
New +$192K
MFUT
78
Cambria Chesapeake Pure Trend ETF
MFUT
$41.4M
$245K 0.16%
15,790
-4,645
-23% -$69.5K
SPMD icon
79
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$234K 0.15%
+4,097
New +$231K
EPD icon
80
Enterprise Products Partners
EPD
$82.2B
$225K 0.14%
7,191
– –
OKLO
81
Oklo
OKLO
$7.74B
$223K 0.14%
+2,000
New +$157K
GE icon
82
GE Aerospace
GE
$380B
$221K 0.14%
+736
New +$201K
VTWO icon
83
Vanguard Russell 2000 ETF
VTWO
$17.3B
$209K 0.13%
+2,132
New +$198K
ORCL icon
84
Oracle
ORCL
$435B
– –
-1,655
Closed -$362K
1 2 3
4

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IWAO
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BI
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CQWA
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MAS
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WDOM
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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.