Inman Jager Wealth Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Inman Jager Wealth Management, LLC reported 90 stock positions worth $187.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.0% of the portfolio, followed by Microsoft (MSFT, 9.2%) and SS Doubleline TR Tact ETF (TOTL, 3.8%). Compared with Q1 2026, it opened 8 new positions, sold out of 2, added to 56 and reduced 15. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1%) and the biggest sale an exit from Vanguard Short-Term Tips (VTIP).

Most Recent 13F
Q2 2026
Location
HATTIESBURG, MS
CIK
0002052044
Portfolio Value
$187.9M (Q2 2026)
SEC Filing
0001951757-26-001160 ↗ filed Aug 7, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $128.3M Q4 2024 Q1 2025: $133.5M Q1 2025 Q2 2025: $147.9M Q2 2025 Q3 2025: $156.6M Q3 2025 Q4 2025: $163.3M Q4 2025 Q1 2026: $171.1M Q1 2026 Q2 2026: $187.9M $187.9M Q2 2026

Holdings 90 stocks · $187.9M
IVV iShares Core S&P 500 ETF 10.04% 25,197 $18.9M Add +1.1%
MSFT Microsoft Corp. 9.18% 46,223 $17.2M Add +1.3%
TOTL SS Doubleline TR Tact ETF 3.79% 180,465 $7.1M Add +7.3%
SPYG SS SPDR P S&P 500 Growth ETF 3.50% 55,240 $6.6M Add +1.2%
SPYV SS SPDR P S&P 500 Value ETF 3.21% 99,177 $6.0M Add +3.2%
BND Vanguard Total Bond Market 3.08% 78,723 $5.8M Add +10.2%
IWM iShares Russell 2000 ETF 2.57% 16,071 $4.8M Reduce -1.4%
IJH iShares Core S&P Midcap ETF 2.51% 61,243 $4.7M Reduce -0.1%
IDEV iShares Core MSCI Dev MKTS 2.43% 51,361 $4.6M Add +3.2%
DVY iShares Select Dividend ETF 2.09% 25,163 $3.9M Add +0.3%
SCHR Schwab Intermediate-Term US 2.08% 158,148 $3.9M Add +5.7%
IEFA iShares Core MSCI Eafe ETF 2.02% 39,381 $3.8M Add +1.4%
CAT Caterpillar Inc. 1.93% 3,413 $3.6M Reduce -21.3%
EEM iShares MSCI Emerging Market 1.87% 51,402 $3.5M Reduce -2.5%
IEMG iShares Core MSCI Emerging 1.77% 40,061 $3.3M Add +1.8%
VCIT Vanguard Int-Term Corporate 1.75% 39,748 $3.3M Add +6.2%
CVX Chevron Corp. 1.73% 19,632 $3.3M Add +1.1%
JPM JPMorgan Chase & Co. 1.65% 9,452 $3.1M Add +9.0%
EFA iShares MSCI Eafe ETF 1.60% 28,998 $3.0M Add +0.1%
AAPL Apple Inc. 1.60% 10,393 $3.0M Add +6.0%
VIOV Vanguard S&P Small-Cap 600 V 1.53% 24,488 $2.9M Add +0.0%
SLYG SS SPDR S&P 600 SC GR ETF 1.41% 22,201 $2.6M Reduce -0.1%
SO The Southern Co. 1.40% 27,530 $2.6M Add +4.4%
MRK Merck & Co. Inc. 1.39% 20,279 $2.6M Add +5.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.26% 8,433 $2.4M Add +4.9%
KO The Coca-Cola Co. 1.26% 29,140 $2.4M Add +2.6%
XOM Exxon Mobil Corp. 1.20% 16,478 $2.3M Add +1.9%
JNJ Johnson & Johnson 1.16% 8,556 $2.2M Add +2.0%
LMT Lockheed Martin Corp. 1.14% 4,222 $2.2M Add +5.9%
IJR iShares Core S&P Small-Cap E 1.13% 14,286 $2.1M Add +3.5%
VNQ Vanguard Real Estate ETF 1.10% 21,508 $2.1M Add +1.3%
ETR Entergy Corp. 1.07% 17,488 $2.0M Reduce -0.1%
VZ Verizon Communications Inc. 1.04% 46,042 $1.9M Add +1.6%
PG The Procter & Gamble Co. 1.03% 13,176 $1.9M Add +9.3%
MMM 3M Co. 0.99% 11,520 $1.9M Add +5.2%
SPMD SS SPDR P S&P 400 Midcap ETF 0.95% 26,326 $1.8M Add +6.6%
VOO Vanguard S&P 500 ETF 0.94% 2,566 $1.8M Add +1.2%
NVDA Nvidia Corp. 0.92% 8,615 $1.7M Add +0.5%
MCD McDonald's Corp. 0.91% 6,302 $1.7M Add +13.2%
HD Home Depot Inc. 0.87% 4,615 $1.6M Add +15.9%
DOW Dow Inc. filed as DOW HLDGS INC 0.79% 54,566 $1.5M Add +0.1%
SCHV Schwab US Large-Cap Value 0.79% 42,513 $1.5M No change
CCI Crown Castle Inc. 0.76% 18,912 $1.4M Add +5.6%
PFE Pfizer Inc. 0.70% 54,399 $1.3M Add +11.1%
IDV iShares International Select 0.66% 30,138 $1.2M Reduce -1.9%
SLYV SS SPDR S&P 600 SC Val ETF 0.65% 11,230 $1.2M Reduce -0.2%
PLTR Palantir Technologies Inc. Class A 0.61% 9,753 $1.1M Reduce -2.0%
INTC Intel Corp. 0.61% 8,149 $1.1M Add +0.3%
USRT iShares Core US REIT ETF 0.60% 16,859 $1.1M Add +0.5%
IEUR iShares Core MSCI Europe ETF 0.57% 14,220 $1.1M Add +0.3%
IXUS iShares Core Intl Stock ETF 0.57% 11,179 $1.1M Add +1.4%
IPAC iShares Core MSCI Pacific Et 0.54% 12,464 $1.0M No change
QQQ Invesco QQQ Trust Series 1 0.54% 1,373 $1.0M Reduce -1.1%
HWC Hancock Whitney Corp. 0.50% 12,674 $947K No change
AVGO Broadcom Inc. 0.50% 2,495 $942K Add +5.7%
ITOT iShares Core S&P Total U.S. 0.48% 5,482 $901K Add +0.0%
SPEM State Street SP PTF Em ETF 0.46% 16,565 $858K Add +0.0%
TSLA Tesla Inc. 0.45% 2,026 $852K Reduce -2.2%
AGG iShares Core U.S. Aggregate 0.41% 7,704 $763K Add +8.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.35% 8,168 $658K Add +6.6%
VONV Vanguard Russell 1000 Value 0.35% 6,102 $649K Add +3.0%
WMT Walmart Inc. 0.33% 5,402 $612K Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.30% 1,138 $569K Add +0.5%
CSCO Cisco Systems Inc. 0.28% 4,538 $533K Add +13.0%
GOOG Alphabet Inc. Class C 0.27% 1,422 $502K Reduce -6.5%
VONG Vanguard Russell 1000 Growth 0.26% 3,790 $484K Add +4.0%
ABBV Abbvie Inc. 0.23% 1,710 $430K Add +10.4%
AMZN Amazon.com Inc. 0.23% 1,788 $426K Add +7.8%
SHY iShares 1-3 Year Treasury Bo 0.21% 4,871 $400K No change
RTX RTX Corp. 0.18% 1,811 $344K Add +6.9%
PH Parker Hannifin Corp. 0.17% 322 $315K Reduce -18.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.16% 414 $309K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.16% 5,712 $304K No change
SCHO Schwab Short-Term US Treas 0.16% 12,536 $303K Add +5.2%
AMD Advanced Micro Devices 0.16% 506 $294K New
SCHP Schwab U.S. Tips ETF 0.15% 10,807 $286K No change
VTWO Vanguard Russell 2000 ETF 0.14% 2,221 $270K Add +4.2%
IONQ Ionq Inc. 0.14% 5,027 $268K New
CRWD CrowdStrike Holdings Inc. Class A 0.14% 350 $267K New
EPD Enterprise Products Partners 0.14% 7,191 $264K No change
GE General Electric filed as GE AEROSPACE 0.14% 686 $256K Reduce -6.8%
RF Regions Financial Corp. 0.14% 8,445 $255K No change
SCHM Schwab US Mid Cap ETF 0.13% 6,577 $242K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.13% 658 $241K New
GS Goldman Sachs Group Inc. 0.12% 227 $230K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.12% 939 $228K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.12% 112 $223K New
META Meta Platforms Inc. Class A 0.11% 379 $213K Reduce -12.3%
VWO Vanguard Ftse Emerging Marke 0.11% 3,408 $203K New
GEV GE Vernova Inc. 0.11% 172 $202K New

Portfolio Sells Q1 2026 → Q2 2026
VTIP Vanguard Short-Term Tips Sold out 0.00% −0.32
PLTR Palantir Technologies Inc. Class A Reduce -2.0% 0.61% −0.25
CRM Salesforce Inc. Sold out 0.00% −0.14
IDV iShares International Select Reduce -1.9% 0.66% −0.10
ETR Entergy Corp. Reduce -0.1% 1.07% −0.08
PH Parker Hannifin Corp. Reduce -18.1% 0.17% −0.04
META Meta Platforms Inc. Class A Reduce -12.3% 0.11% −0.03
TSLA Tesla Inc. Reduce -2.2% 0.45% +0.00
GOOG Alphabet Inc. Class C Reduce -6.5% 0.27% +0.01
GE General Electric Reduce -6.8% 0.14% +0.01
SLYV SS SPDR S&P 600 SC Val ETF Reduce -0.2% 0.65% +0.03
QQQ Invesco QQQ Trust Series 1 Reduce -1.1% 0.54% +0.07
IJH iShares Core S&P Midcap ETF Reduce -0.1% 2.51% +0.09
EEM iShares MSCI Emerging Market Reduce -2.5% 1.87% +0.12
CAT Caterpillar Inc. Reduce -21.3% 1.93% +0.14
SLYG SS SPDR S&P 600 SC GR ETF Reduce -0.1% 1.41% +0.15
IWM iShares Russell 2000 ETF Reduce -1.4% 2.57% +0.21

Portfolio Buys Q1 2026 → Q2 2026
IVV iShares Core S&P 500 ETF Add +1.1% 10.04% +0.53
INTC Intel Corp. Add +0.3% 0.61% +0.40
SPYG SS SPDR P S&P 500 Growth ETF Add +1.2% 3.50% +0.38
IEMG iShares Core MSCI Emerging Add +1.8% 1.77% +0.16
JPM JPMorgan Chase & Co. Add +9.0% 1.65% +0.16
AMD Advanced Micro Devices New 0.16% +0.16
AAPL Apple Inc. Add +6.0% 1.60% +0.15
IONQ Ionq Inc. New 0.14% +0.14
CRWD CrowdStrike Holdings Inc. Class A New 0.14% +0.14
VBK Van Morst SML-Cap Gro-Usd Inc. New 0.13% +0.13
IJR iShares Core S&P Small-Cap E Add +3.5% 1.13% +0.13
IBM Intl Business Machines Corp. Add +4.9% 1.26% +0.12
GS Goldman Sachs Group Inc. New 0.12% +0.12
ASML ASML Holding NV-NY Reg SHS New 0.12% +0.12
VWO Vanguard Ftse Emerging Marke New 0.11% +0.11
GEV GE Vernova Inc. New 0.11% +0.11
CSCO Cisco Systems Inc. Add +13.0% 0.28% +0.10
HD Home Depot Inc. Add +15.9% 0.87% +0.10
SPMD SS SPDR P S&P 400 Midcap ETF Add +6.6% 0.95% +0.09
AVGO Broadcom Inc. Add +5.7% 0.50% +0.07
VIOV Vanguard S&P Small-Cap 600 V Add +0.0% 1.53% +0.07
MMM 3M Co. Add +5.2% 0.99% +0.06
VOO Vanguard S&P 500 ETF Add +1.2% 0.94% +0.05
NVDA Nvidia Corp. Add +0.5% 0.92% +0.04
ABBV Abbvie Inc. Add +10.4% 0.23% +0.03
SPYV SS SPDR P S&P 500 Value ETF Add +3.2% 3.21% +0.03
MRK Merck & Co. Inc. Add +5.0% 1.39% +0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +6.6% 0.35% +0.03
AMZN Amazon.com Inc. Add +7.8% 0.23% +0.03
VONG Vanguard Russell 1000 Growth Add +4.0% 0.26% +0.02
ITOT iShares Core S&P Total U.S. Add +0.0% 0.48% +0.02
VONV Vanguard Russell 1000 Value Add +3.0% 0.35% +0.02
VTWO Vanguard Russell 2000 ETF Add +4.2% 0.14% +0.02
USRT iShares Core US REIT ETF Add +0.5% 0.60% +0.02
PG The Procter & Gamble Co. Add +9.3% 1.03% +0.01
IXUS iShares Core Intl Stock ETF Add +1.4% 0.57% +0.01
VNQ Vanguard Real Estate ETF Add +1.3% 1.10% +0.00
IDEV iShares Core MSCI Dev MKTS Add +3.2% 2.43% +0.00
SPEM State Street SP PTF Em ETF Add +0.0% 0.46% +0.00
BND Vanguard Total Bond Market Add +10.2% 3.08% +0.00
KO The Coca-Cola Co. Add +2.6% 1.26% −0.00
AGG iShares Core U.S. Aggregate Add +8.5% 0.41% −0.01
SCHO Schwab Short-Term US Treas Add +5.2% 0.16% −0.01
RTX RTX Corp. Add +6.9% 0.18% −0.01
IEUR iShares Core MSCI Europe ETF Add +0.3% 0.57% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 0.30% −0.01
IEFA iShares Core MSCI Eafe ETF Add +1.4% 2.02% −0.03
EFA iShares MSCI Eafe ETF Add +0.1% 1.60% −0.04
JNJ Johnson & Johnson Add +2.0% 1.16% −0.04
VCIT Vanguard Int-Term Corporate Add +6.2% 1.75% −0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 90$187.9MIVV, MSFT, TOTL, SPYG, SPYV
Q1 2026 84$171.1MMSFT, IVV, TOTL, SPYV, SPYG
Q4 2025 81$163.3MMSFT, IVV, TOTL, BND, SPYG
Q3 2025 83$156.6MMSFT, IVV, TOTL, BND, SPYG
Q2 2025 79$147.9MMSFT, IVV, TOTL, BND, SPYG
Q1 2025 83$133.5MMSFT, IVV, TOTL, BND, IJH
Q4 2024 80$128.3MMSFT, IVV, TOTL, BND, IJH