§ 13F · FUND PROFILE
Inman Jager Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $147.9T (13F)Positions · 79Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 45K | $22.0T | 13.5% | −3% |
| 2 | IVV | ISHARES TR | 21K | $14.7T | 9.0% | +12% |
| 3 | TOTL | SSGA ACTIVE ETF TR | 169K | $6.8T | 4.2% | +1% |
| 4 | BND | VANGUARD BD INDEX FDS | 73K | $5.4T | 3.3% | +3% |
| 5 | SPYG | SPDR SERIES TRUST | 49K | $5.2T | 3.2% | +8% |
| 6 | SPYV | SPDR SERIES TRUST | 86K | $4.9T | 3.0% | +11% |
| 7 | IJH | ISHARES TR | 62K | $4.1T | 2.5% | ±0% |
| 8 | IWM | ISHARES TR | 17K | $4.1T | 2.5% | −1% |
| 9 | DVY | ISHARES TR | 26K | $3.6T | 2.2% | −1% |
| 10 | IEFA | ISHARES TR | 40K | $3.6T | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INMAN SIGNAL
AC read
Inman Jager Wealth Management, LLC is a Other fund managing $147904.5 trillion in assets. The fund runs a portfolio of 79 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed