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IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
+6.72%
1 Year Est. Return
+19.97%
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
MSFT icon
1
Microsoft
MSFT
$2.89T
$24.3M 15.55%
47,006
+209
+0.4% +$107K
IVV icon
2
iShares Core S&P 500 ETF
IVV
$869B
$12.7M 8.14%
19,042
+224
+1% +$144K
TOTL icon
3
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.1B
$6.78M 4.33%
167,208
-8,170
-5% -$328K
BND icon
4
Vanguard Total Bond Market
BND
$158B
$5.28M 3.37%
71,032
-3,880
-5% -$286K
SPYG icon
5
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.6B
$4.71M 3.01%
45,066
+2,329
+5% +$232K
SPYV icon
6
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$4.3M 2.75%
77,759
+4,757
+7% +$256K
IWM icon
7
iShares Russell 2000 ETF
IWM
$80.3B
$4.05M 2.58%
16,730
-866
-5% -$199K
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$123B
$4.05M 2.58%
62,004
-2,324
-4% -$149K
DVY icon
9
iShares Select Dividend ETF
DVY
$23.8B
$3.68M 2.35%
25,888
-1,385
-5% -$192K
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$188B
$3.51M 2.24%
40,254
-2,919
-7% -$248K
EEM icon
11
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$2.97M 1.9%
55,671
-4,117
-7% -$207K
CVX icon
12
Chevron
CVX
$378B
$2.82M 1.8%
18,143
+77
+0.4% +$11.9K
EFA icon
13
iShares MSCI EAFE ETF
EFA
$76.8B
$2.78M 1.78%
29,822
-1,204
-4% -$109K
IDEV icon
14
iShares Core MSCI International Developed Markets ETF
IDEV
$31.3B
$2.67M 1.71%
33,349
+3,816
+13% +$297K
JPM icon
15
JPMorgan Chase
JPM
$947B
$2.63M 1.68%
8,340
-329
-4% -$97.8K
AAPL icon
16
Apple
AAPL
$4.95T
$2.43M 1.55%
9,532
+438
+5% +$98.9K
SCHR
17
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$2.37M 1.51%
94,208
+7,695
+9% +$192K
VIOV icon
18
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$2.22M 1.42%
23,311
+1,332
+6% +$122K
SO icon
19
Southern Company
SO
$109B
$2.2M 1.4%
23,189
-982
-4% -$91.7K
IBM icon
20
IBM
IBM
$204B
$2.18M 1.39%
7,742
-321
-4% -$84K
CAT icon
21
Caterpillar
CAT
$402B
$2.13M 1.36%
4,455
-267
-6% -$114K
SLYG icon
22
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.07B
$1.97M 1.26%
20,850
+1,044
+5% +$96.1K
IEMG icon
23
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$1.96M 1.25%
29,781
+2,767
+10% +$173K
VNQ icon
24
Vanguard Real Estate ETF
VNQ
$39.8B
$1.88M 1.2%
20,617
-623
-3% -$56.5K
LMT icon
25
Lockheed Martin
LMT
$134B
$1.83M 1.17%
3,663
-11
-0.3% -$4.99K
1
2 3 4

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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.