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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
+0.77%
1 Year Est. Return
+19.97%
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
MSFT icon
1
Microsoft
MSFT
$2.94T
$22M 13.45%
45,424
-1,582
-3% -$793K
IVV icon
2
iShares Core S&P 500 ETF
IVV
$869B
$14.7M 8.97%
21,397
+2,355
+12% +$1.6M
TOTL icon
3
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
$6.79M 4.16%
168,735
+1,527
+0.9% +$61.8K
BND icon
4
Vanguard Total Bond Market
BND
$158B
$5.41M 3.31%
72,991
+1,959
+3% +$146K
SPYG icon
5
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.1B
$5.21M 3.19%
48,831
+3,765
+8% +$399K
SPYV icon
6
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$4.89M 2.99%
86,079
+8,320
+11% +$467K
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$123B
$4.1M 2.51%
62,136
+132
+0.2% +$8.65K
IWM icon
8
iShares Russell 2000 ETF
IWM
$79.9B
$4.09M 2.5%
16,614
-116
-0.7% -$28.5K
DVY icon
9
iShares Select Dividend ETF
DVY
$24.2B
$3.62M 2.22%
25,673
-215
-0.8% -$30.4K
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$187B
$3.59M 2.2%
40,119
-135
-0.3% -$11.9K
IDEV icon
11
iShares Core MSCI International Developed Markets ETF
IDEV
$31.2B
$3.29M 2.01%
39,867
+6,518
+20% +$530K
EEM icon
12
iShares MSCI Emerging Markets ETF
EEM
$28B
$3M 1.84%
54,876
-795
-1% -$43.2K
CVX icon
13
Chevron
CVX
$379B
$2.9M 1.78%
19,049
+906
+5% +$138K
EFA icon
14
iShares MSCI EAFE ETF
EFA
$76.5B
$2.84M 1.74%
29,585
-237
-0.8% -$22.5K
SCHR
15
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$2.82M 1.73%
112,584
+18,376
+20% +$462K
JPM icon
16
JPMorgan Chase
JPM
$948B
$2.7M 1.65%
8,384
+44
+0.5% +$13.6K
AAPL icon
17
Apple
AAPL
$4.95T
$2.6M 1.59%
9,578
+46
+0.5% +$12.3K
CAT icon
18
Caterpillar
CAT
$382B
$2.53M 1.55%
4,422
-33
-0.7% -$18.3K
VIOV icon
19
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.86B
$2.41M 1.48%
24,665
+1,354
+6% +$131K
IEMG icon
20
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
$2.29M 1.4%
34,018
+4,237
+14% +$284K
IBM icon
21
IBM
IBM
$210B
$2.25M 1.38%
7,604
-138
-2% -$41.3K
VCIT icon
22
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$2.21M 1.35%
26,352
+4,963
+23% +$417K
SO icon
23
Southern Company
SO
$111B
$2.18M 1.33%
24,967
+1,778
+8% +$162K
SLYG icon
24
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.05B
$2.07M 1.27%
21,989
+1,139
+5% +$108K
MRK icon
25
Merck
MRK
$330B
$1.98M 1.22%
18,854
+1,184
+7% +$111K
1
2 3 4

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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.