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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
SCHP icon
76
Schwab US TIPS ETF
SCHP
$16.2B
$286K 0.18%
10,807
+754
+8% +$20.2K
META icon
77
Meta Platforms (Facebook)
META
$1.51T
$285K 0.17%
432
-8
-2% -$5.34K
SPY icon
78
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$282K 0.17%
414
– –
EPD icon
79
Enterprise Products Partners
EPD
$81.7B
$231K 0.14%
7,191
– –
GE icon
80
GE Aerospace
GE
$384B
$227K 0.14%
736
– –
VTWO icon
81
Vanguard Russell 2000 ETF
VTWO
$17.4B
$212K 0.13%
2,132
– –
OKLO
82
Oklo
OKLO
$8.42B
– –
-2,000
Closed -$223K
MFUT
83
Cambria Chesapeake Pure Trend ETF
MFUT
$40.7M
– –
-15,790
Closed -$245K
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.