§ 13F · FUND PROFILE
Inman Jager Wealth Management, LLC.
AUM · $188M (13F)Positions · 90Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 25K | $19M | 10.0% | +1% |
| 2 | MSFT | MICROSOFT CORP | 46K | $17M | 9.2% | +1% |
| 3 | TOTL | SSGA ACTIVE ETF TR | 180K | $7M | 3.8% | +7% |
| 4 | SPYG | SPDR SERIES TRUST | 55K | $7M | 3.5% | +1% |
| 5 | SPYV | SPDR SERIES TRUST | 99K | $6M | 3.2% | +3% |
| 6 | BND | VANGUARD BD INDEX FDS | 79K | $6M | 3.1% | +10% |
| 7 | IWM | ISHARES TR | 16K | $5M | 2.6% | −1% |
| 8 | IJH | ISHARES TR | 61K | $5M | 2.5% | ±0% |
| 9 | IDEV | ISHARES TR | 51K | $5M | 2.4% | +3% |
| 10 | DVY | ISHARES TR | 25K | $4M | 2.1% | ±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 $188 million in assets. The fund runs a portfolio of 90 positions.
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