Inman Jager Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Inman Jager Wealth Management, LLC reported 80 stock positions worth $128.3 million. Its top holding was Microsoft (MSFT) at 15.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.4%) and SS Doubleline TR Tact ETF (TOTL, 4.8%).
- Most Recent 13F
- Q2 2026
- Location
- HATTIESBURG, MS
- CIK
- 0002052044
- Portfolio Value
- $128.3M (Q4 2024)
- SEC Filing
- 0001951757-25-000139 ↗ filed Jan 27, 2025
Holdings Value
Holdings 80 stocks · $128.3M
| MSFT Microsoft Corp. | 15.37% | 46,791 | $19.7M | — |
| IVV iShares Core S&P 500 ETF | 9.41% | 20,507 | $12.1M | — |
| TOTL SS Doubleline TR Tact ETF | 4.81% | 156,761 | $6.2M | — |
| BND Vanguard Total Bond Market | 3.70% | 66,002 | $4.7M | — |
| IJH iShares Core S&P Midcap ETF | 3.28% | 67,610 | $4.2M | — |
| IWM iShares Russell 2000 ETF | 3.14% | 18,260 | $4.0M | — |
| DVY iShares Select Dividend ETF | 3.01% | 29,374 | $3.9M | — |
| IEFA iShares Core MSCI Eafe ETF | 2.42% | 44,202 | $3.1M | — |
| EEM iShares MSCI Emerging Market | 2.00% | 61,316 | $2.6M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.92% | 27,978 | $2.5M | — |
| CVX Chevron Corp. | 1.89% | 16,723 | $2.4M | — |
| EFA iShares MSCI Eafe ETF | 1.85% | 31,331 | $2.4M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 1.80% | 45,202 | $2.3M | — |
| AAPL Apple Inc. | 1.78% | 9,113 | $2.3M | — |
| JPM JPMorgan Chase & Co. | 1.76% | 9,446 | $2.3M | — |
| SO The Southern Co. | 1.53% | 23,914 | $2.0M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.48% | 8,641 | $1.9M | — |
| VNQ Vanguard Real Estate ETF | 1.47% | 21,216 | $1.9M | — |
| CAT Caterpillar Inc. | 1.32% | 4,660 | $1.7M | — |
| PG The Procter & Gamble Co. | 1.26% | 9,682 | $1.6M | — |
| VOO Vanguard S&P 500 ETF | 1.21% | 2,880 | $1.6M | — |
| LMT Lockheed Martin Corp. | 1.20% | 3,180 | $1.5M | — |
| KO The Coca-Cola Co. | 1.20% | 24,738 | $1.5M | — |
| XOM Exxon Mobil Corp. | 1.19% | 14,228 | $1.5M | — |
| VZ Verizon Communications Inc. | 1.14% | 36,537 | $1.5M | — |
| MCD McDonald's Corp. | 1.08% | 4,776 | $1.4M | — |
| MRK Merck & Co. Inc. | 1.07% | 13,766 | $1.4M | — |
| MMM 3M Co. | 1.04% | 10,365 | $1.3M | — |
| SCHV Schwab US Large-Cap Value | 0.98% | 48,352 | $1.3M | — |
| SCHR Schwab Intermediate-Term US | 0.96% | 50,472 | $1.2M | — |
| ETR Entergy Corp. | 0.89% | 15,123 | $1.1M | — |
| NVDA Nvidia Corp. | 0.89% | 8,484 | $1.1M | — |
| VIOV Vanguard S&P Small-Cap 600 V | 0.87% | 11,961 | $1.1M | — |
| IDEV iShares Core MSCI Dev MKTS | 0.86% | 17,213 | $1.1M | — |
| HD Home Depot Inc. | 0.86% | 2,826 | $1.1M | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.80% | 11,766 | $1.0M | — |
| USRT iShares Core US REIT ETF | 0.78% | 17,555 | $1.0M | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.76% | 10,840 | $979K | — |
| IEUR iShares Core MSCI Europe ETF | 0.73% | 17,265 | $932K | — |
| PLTR Palantir Technologies Inc. Class A | 0.71% | 12,075 | $913K | — |
| IPAC iShares Core MSCI Pacific Et | 0.70% | 14,689 | $897K | — |
| IJR iShares Core S&P Small-Cap E | 0.69% | 7,650 | $881K | — |
| JNJ Johnson & Johnson | 0.67% | 5,944 | $860K | — |
| IDV iShares International Select | 0.66% | 30,980 | $848K | — |
| IEMG iShares Core MSCI Emerging | 0.65% | 15,888 | $830K | — |
| AVGO Broadcom Inc. | 0.62% | 3,446 | $799K | — |
| VCIT Vanguard Int-Term Corporate | 0.62% | 9,876 | $793K | — |
| IXUS iShares Core Intl Stock ETF | 0.61% | 11,910 | $788K | — |
| ITOT iShares Core S&P Total U.S. | 0.58% | 5,810 | $747K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 1,451 | $742K | — |
| HWC Hancock Whitney Corp. | 0.54% | 12,724 | $696K | — |
| SPEM State Street SP PTF Em ETF | 0.51% | 16,886 | $648K | — |
| AMZN Amazon.com Inc. | 0.48% | 2,820 | $619K | — |
| PFE Pfizer Inc. | 0.47% | 22,865 | $607K | — |
| AGG iShares Core U.S. Aggregate | 0.47% | 6,246 | $605K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 1,318 | $597K | — |
| CCI Crown Castle Inc. | 0.46% | 6,519 | $592K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.45% | 2,205 | $582K | — |
| DOW Dow Inc. | 0.41% | 13,209 | $530K | — |
| VONV Vanguard Russell 1000 Value | 0.38% | 5,956 | $484K | — |
| WMT Walmart Inc. | 0.38% | 5,353 | $484K | — |
| VTIP Vanguard Short-Term Tips | 0.37% | 9,855 | $477K | — |
| TSLA Tesla Inc. | 0.36% | 1,136 | $459K | — |
| VONG Vanguard Russell 1000 Growth | 0.35% | 4,310 | $445K | — |
| CRM Salesforce Inc. | 0.32% | 1,240 | $415K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.29% | 4,565 | $374K | — |
| GOOG Alphabet Inc. Class C | 0.25% | 1,701 | $324K | — |
| RTX RTX Corp. | 0.24% | 2,626 | $304K | — |
| ORCL Oracle Corp. | 0.22% | 1,675 | $279K | — |
| META Meta Platforms Inc. Class A | 0.20% | 432 | $253K | — |
| ABBV Abbvie Inc. | 0.19% | 1,384 | $246K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 414 | $243K | — |
| CSCO Cisco Systems Inc. | 0.18% | 3,958 | $234K | — |
| EPD Enterprise Products Partners | 0.18% | 7,191 | $226K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.17% | 4,294 | $221K | — |
| SCHO Schwab Short-Term US Treas | 0.17% | 8,923 | $215K | — |
| PH Parker Hannifin Corp. | 0.17% | 334 | $212K | — |
| SCHP Schwab U.S. Tips ETF | 0.16% | 7,827 | $202K | — |
| VTWO Vanguard Russell 2000 ETF | 0.16% | 2,260 | $202K | — |
| AMARIN CORP PLC | 0.01% | 15,000 | $7K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 90 | $187.9M | IVV, MSFT, TOTL, SPYG, SPYV |
| Q1 2026 | 84 | $171.1M | MSFT, IVV, TOTL, SPYV, SPYG |
| Q4 2025 | 81 | $163.3M | MSFT, IVV, TOTL, BND, SPYG |
| Q3 2025 | 83 | $156.6M | MSFT, IVV, TOTL, BND, SPYG |
| Q2 2025 | 79 | $147.9M | MSFT, IVV, TOTL, BND, SPYG |
| Q1 2025 | 83 | $133.5M | MSFT, IVV, TOTL, BND, IJH |
| Q4 2024 | 80 | $128.3M | MSFT, IVV, TOTL, BND, IJH |