§ 13F · FUND PROFILE
Inman Jager Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157M (13F)Positions · 83Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$628K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 46K | $17M | 9.9% | ±0% |
| 2 | IVV | ISHARES TR | 25K | $16M | 9.5% | +16% |
| 3 | TOTL | SSGA ACTIVE ETF TR | 168K | $7M | 3.9% | ±0% |
| 4 | SPYV | SPDR SERIES TRUST | 96K | $5M | 3.2% | +12% |
| 5 | SPYG | SPDR SERIES TRUST | 55K | $5M | 3.1% | +12% |
| 6 | BND | VANGUARD BD INDEX FDS | 71K | $5M | 3.1% | −2% |
| 7 | IDEV | ISHARES TR | 50K | $4M | 2.4% | +25% |
| 8 | IJH | ISHARES TR | 61K | $4M | 2.4% | −1% |
| 9 | IWM | ISHARES TR | 16K | $4M | 2.4% | −2% |
| 10 | CVX | CHEVRON CORPORATION | 19K | $4M | 2.3% | +2% |
§ 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 $157 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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