Inman Jager Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Inman Jager Wealth Management, LLC held in its portfolio 77 assets valued at $163,323,315 (i.e. $163.32M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($21.97M), ISHARES TR ($14.66M), and SPDR SERIES TRUST ($13.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 77 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Inman Jager Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 45424 | 21967955 | COM |
| ISHARES TR | 21397 | 14655661 | CORE S&P500 ETF |
| SPDR SERIES TRUST | 181011 | 13938456 | STATE STREET SPD |
| SSGA ACTIVE ETF TR | 168735 | 6791584 | STATE STREET DOU |
| VANGUARD BD INDEX FDS | 72991 | 5406443 | TOTAL BND MRKT |
| ISHARES TR | 62136 | 4100976 | CORE S&P MCP ETF |
| ISHARES TR | 16614 | 4089702 | RUSSELL 2000 ETF |
| ISHARES TR | 25673 | 3623487 | SELECT DIVID ETF |
| ISHARES TR | 40119 | 3589046 | CORE MSCI EAFE |
| ISHARES TR | 39867 | 3288230 | CORE MSCI INTL |
| ISHARES TR | 54876 | 3002266 | MSCI EMG MKT ETF |
| CHEVRON CORP NEW | 19049 | 2903258 | COM |
| ISHARES TR | 29585 | 2841048 | MSCI EAFE ETF |
| SCHWAB STRATEGIC TR | 112584 | 2823607 | INT-TRM U.S TRES |
| JPMORGAN CHASE & CO. | 8384 | 2701492 | COM |
| APPLE INC | 9578 | 2603875 | COM |
| CATERPILLAR INC | 4422 | 2533231 | COM |
| VANGUARD ADMIRAL FDS INC | 24665 | 2411250 | SMLCP 600 VAL |
| ISHARES INC | 34018 | 2286690 | CORE MSCI EMKT |
| INTERNATIONAL BUSINESS MACHS | 7604 | 2252381 | COM |
| VANGUARD SCOTTSDALE FDS | 26352 | 2206980 | INT-TERM CORP |
| SOUTHERN CO | 24967 | 2177122 | COM |
| MERCK & CO INC | 18854 | 1984572 | COM |
| COCA COLA CO | 27371 | 1913507 | COM |
| LOCKHEED MARTIN CORP | 3930 | 1900823 | COM |
| EXXON MOBIL CORP | 15779 | 1898845 | COM |
| VANGUARD INDEX FDS | 21158 | 1872271 | REAL ESTATE ETF |
| VERIZON COMMUNICATIONS INC | 44389 | 1807964 | COM |
| JOHNSON & JOHNSON | 8242 | 1705682 | COM |
| 3M CO | 10289 | 1647269 | COM |
| MCDONALDS CORP | 5319 | 1625646 | COM |
| PROCTER AND GAMBLE CO | 11130 | 1595040 | COM |
| NVIDIA CORPORATION | 8530 | 1590845 | COM |
| ENTERGY CORP NEW | 16751 | 1548295 | COM |
| PALANTIR TECHNOLOGIES INC | 8615 | 1531316 | CL A |
| VANGUARD INDEX FDS | 2430 | 1523926 | S&P 500 ETF SHS |
| CROWN CASTLE INC | 16120 | 1432584 | COM |
| SCHWAB STRATEGIC TR | 42817 | 1267811 | US LCAP VA ETF |
| HOME DEPOT INC | 3679 | 1265944 | COM |
| ISHARES TR | 10531 | 1265616 | CORE S&P SCP ETF |
| ISHARES TR | 31744 | 1252301 | INTL SEL DIV ETF |
| DOW INC | 51144 | 1195747 | COM |
| PFIZER INC | 45682 | 1137482 | COM |
| ISHARES TR | 14159 | 1005006 | CORE MSCI EURO |
| ISHARES TR | 17247 | 982389 | CRE U S REIT ETF |
| ISHARES TR | 10874 | 920375 | CORE MSCI TOTAL |
| ISHARES TR | 12557 | 919298 | CORE MSCI PAC |
| INVESCO QQQ TR | 1393 | 855734 | UNIT SER 1 |
| BROADCOM INC | 2361 | 817142 | COM |
| ISHARES TR | 5481 | 814970 | CORE S&P TTL STK |
| HANCOCK WHITNEY CORPORATION | 12724 | 810264 | COM |
| SPDR INDEX SHS FDS | 16491 | 771944 | PORTFOLIO EMG MK |
| ISHARES TR | 6591 | 658309 | CORE US AGGBD ET |
| TESLA INC | 1440 | 647597 | COM |
| ALPHABET INC | 1901 | 596534 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 1132 | 569000 | CL B NEW |
| RTX CORPORATION | 2996 | 549466 | COM |
| VANGUARD INDEX FDS | 1888 | 547935 | MID CAP ETF |
| VANGUARD SCOTTSDALE FDS | 5924 | 546785 | VNG RUS1000VAL |
| WALMART INC | 4892 | 545018 | COM |
| VANGUARD MALVERN FDS | 10725 | 530458 | STRM INFPROIDX |
| AMAZON COM INC | 2022 | 466718 | COM |
| VANGUARD SCOTTSDALE FDS | 3644 | 443657 | VNG RUS1000GRW |
| ISHARES TR | 4871 | 403416 | 1 3 YR TREAS BD |
| PARKER-HANNIFIN CORP | 407 | 357737 | COM |
| ABBVIE INC | 1549 | 353931 | COM |
| SALESFORCE INC | 1240 | 328488 | COM |
| CISCO SYS INC | 4014 | 309198 | COM |
| ISHARES TR | 5712 | 307763 | ISHS 5-10YR INVT |
| INTEL CORP | 7925 | 292432 | COM |
| SCHWAB STRATEGIC TR | 11914 | 290344 | SHT TM US TRES |
| SCHWAB STRATEGIC TR | 10807 | 286277 | US TIPS ETF |
| META PLATFORMS INC | 432 | 285159 | CL A |
| SPDR S&P 500 ETF TR | 414 | 282315 | TR UNIT |
| ENTERPRISE PRODS PARTNERS L | 7191 | 230543 | COM |
| GE AEROSPACE | 736 | 226710 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 2132 | 212177 | VNG RUS2000IDX |
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