Inman Jager Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Inman Jager Wealth Management, LLC reported 83 stock positions worth $133.5 million. Its top holding was Microsoft (MSFT) at 13.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 8.1%) and SS Doubleline TR Tact ETF (TOTL, 5.4%). Compared with Q4 2024, it opened 5 new positions, sold out of 2, added to 46 and reduced 27. The biggest buy was Crown Castle (CCI, shares +114%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- HATTIESBURG, MS
- CIK
- 0002052044
- Portfolio Value
- $133.5M (Q1 2025)
- SEC Filing
- 0001951757-25-000436 ↗ filed Apr 23, 2025
Holdings Value
Holdings 83 stocks · $133.5M
| MSFT Microsoft Corp. | 13.17% | 46,827 | $17.6M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 8.13% | 19,301 | $10.8M | Reduce -5.9% |
| TOTL SS Doubleline TR Tact ETF | 5.38% | 178,215 | $7.2M | Add +13.7% |
| BND Vanguard Total Bond Market | 4.18% | 75,910 | $5.6M | Add +15.0% |
| IJH iShares Core S&P Midcap ETF | 2.86% | 65,351 | $3.8M | Reduce -3.3% |
| DVY iShares Select Dividend ETF | 2.84% | 28,239 | $3.8M | Reduce -3.9% |
| IWM iShares Russell 2000 ETF | 2.66% | 17,795 | $3.5M | Reduce -2.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.51% | 44,367 | $3.4M | Add +0.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.29% | 59,805 | $3.1M | Add +32.3% |
| CVX Chevron Corp. | 2.18% | 17,394 | $2.9M | Add +4.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.17% | 36,005 | $2.9M | Add +28.7% |
| EEM iShares MSCI Emerging Market | 2.02% | 61,623 | $2.7M | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 1.94% | 31,742 | $2.6M | Add +1.3% |
| SO The Southern Co. | 1.63% | 23,686 | $2.2M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 1.58% | 8,574 | $2.1M | Reduce -9.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.51% | 8,100 | $2.0M | Reduce -6.3% |
| AAPL Apple Inc. | 1.48% | 8,867 | $2.0M | Reduce -2.7% |
| VNQ Vanguard Real Estate ETF | 1.47% | 21,686 | $2.0M | Add +2.2% |
| KO The Coca-Cola Co. | 1.39% | 25,977 | $1.9M | Add +5.0% |
| VZ Verizon Communications Inc. | 1.33% | 39,247 | $1.8M | Add +7.4% |
| XOM Exxon Mobil Corp. | 1.32% | 14,784 | $1.8M | Add +3.9% |
| IDEV iShares Core MSCI Dev MKTS | 1.25% | 24,211 | $1.7M | Add +40.7% |
| PG The Procter & Gamble Co. | 1.24% | 9,683 | $1.7M | Add +0.0% |
| LMT Lockheed Martin Corp. | 1.19% | 3,541 | $1.6M | Add +11.3% |
| MCD McDonald's Corp. | 1.15% | 4,908 | $1.5M | Add +2.8% |
| SCHR Schwab Intermediate-Term US | 1.13% | 60,454 | $1.5M | Add +19.8% |
| CAT Caterpillar Inc. | 1.11% | 4,508 | $1.5M | Reduce -3.3% |
| MMM 3M Co. | 1.10% | 10,010 | $1.5M | Reduce -3.4% |
| CCI Crown Castle Inc. | 1.09% | 13,952 | $1.5M | Add +114.0% |
| VOO Vanguard S&P 500 ETF | 1.07% | 2,779 | $1.4M | Reduce -3.5% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.06% | 16,799 | $1.4M | Add +40.5% |
| MRK Merck & Co. Inc. | 1.04% | 15,461 | $1.4M | Add +12.3% |
| ETR Entergy Corp. | 0.99% | 15,529 | $1.3M | Add +2.7% |
| SCHV Schwab US Large-Cap Value | 0.97% | 48,528 | $1.3M | Add +0.4% |
| JNJ Johnson & Johnson | 0.96% | 7,767 | $1.3M | Add +30.7% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.94% | 15,191 | $1.3M | Add +40.1% |
| IEMG iShares Core MSCI Emerging | 0.90% | 22,230 | $1.2M | Add +39.9% |
| HD Home Depot Inc. | 0.83% | 3,020 | $1.1M | Add +6.9% |
| USRT iShares Core US REIT ETF | 0.79% | 18,292 | $1.1M | Add +4.2% |
| IDV iShares International Select | 0.79% | 33,858 | $1.1M | Add +9.3% |
| IEUR iShares Core MSCI Europe ETF | 0.77% | 17,087 | $1.0M | Reduce -1.0% |
| VCIT Vanguard Int-Term Corporate | 0.76% | 12,377 | $1.0M | Add +25.3% |
| NVDA Nvidia Corp. | 0.76% | 9,335 | $1.0M | Add +10.0% |
| DOW Dow Inc. | 0.71% | 27,311 | $954K | Add +106.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.70% | 11,950 | $937K | Add +1.6% |
| IPAC iShares Core MSCI Pacific Et | 0.69% | 14,705 | $915K | Add +0.1% |
| PFE Pfizer Inc. | 0.66% | 34,960 | $886K | Add +52.9% |
| PLTR Palantir Technologies Inc. Class A | 0.64% | 10,100 | $852K | Reduce -16.4% |
| IXUS iShares Core Intl Stock ETF | 0.63% | 12,095 | $844K | Add +1.6% |
| IJR iShares Core S&P Small-Cap E | 0.59% | 7,477 | $782K | Reduce -2.3% |
| ITOT iShares Core S&P Total U.S. | 0.52% | 5,727 | $699K | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 1,279 | $681K | Reduce -3.0% |
| SPEM State Street SP PTF Em ETF | 0.50% | 16,976 | $668K | Add +0.5% |
| HWC Hancock Whitney Corp. | 0.50% | 12,724 | $667K | No change |
| AGG iShares Core U.S. Aggregate | 0.50% | 6,723 | $665K | Add +7.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.49% | 1,382 | $648K | Reduce -4.8% |
| VTIP Vanguard Short-Term Tips | 0.48% | 12,740 | $636K | Add +29.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 2,215 | $573K | Add +0.5% |
| AVGO Broadcom Inc. | 0.40% | 3,197 | $535K | Reduce -7.2% |
| AMZN Amazon.com Inc. | 0.39% | 2,712 | $516K | Reduce -3.8% |
| VONV Vanguard Russell 1000 Value | 0.37% | 5,924 | $489K | Reduce -0.5% |
| WMT Walmart Inc. | 0.35% | 5,317 | $467K | Reduce -0.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.30% | 4,871 | $403K | Add +6.7% |
| MFUT Cambria Chesapeake Pure TRND | 0.29% | 24,997 | $389K | New |
| RTX RTX Corp. | 0.26% | 2,626 | $348K | No change |
| VONG Vanguard Russell 1000 Growth | 0.25% | 3,644 | $338K | Reduce -15.4% |
| TSLA Tesla Inc. | 0.25% | 1,304 | $338K | Add +14.8% |
| CRM Salesforce Inc. | 0.25% | 1,240 | $333K | No change |
| ABBV Abbvie Inc. | 0.21% | 1,325 | $278K | Reduce -4.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.19% | 4,709 | $247K | Add +9.7% |
| GOOG Alphabet Inc. Class C | 0.19% | 1,583 | $247K | Reduce -6.9% |
| EPD Enterprise Products Partners | 0.18% | 7,191 | $246K | No change |
| SCHO Schwab Short-Term US Treas | 0.18% | 9,820 | $239K | Add +10.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 425 | $238K | Add +2.7% |
| CSCO Cisco Systems Inc. | 0.17% | 3,776 | $233K | Reduce -4.6% |
| ORCL Oracle Corp. | 0.17% | 1,655 | $231K | Reduce -1.2% |
| PPC Pilgrim's Pride Corp. | 0.17% | 4,200 | $229K | New |
| SCHP Schwab U.S. Tips ETF | 0.17% | 8,490 | $228K | Add +8.5% |
| META Meta Platforms Inc. Class A | 0.17% | 386 | $222K | Reduce -10.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 1,093 | $204K | New |
| SCHM Schwab US Mid Cap ETF | 0.15% | 7,692 | $202K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.15% | 796 | $200K | New |
| AMARIN CORP PLC | 0.01% | 15,000 | $7K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Reduce -5.9% | 8.13% | −1.28 |
| IWM iShares Russell 2000 ETF | Reduce -2.5% | 2.66% | −0.48 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.3% | 2.86% | −0.43 |
| AAPL Apple Inc. | Reduce -2.7% | 1.48% | −0.30 |
| AVGO Broadcom Inc. | Reduce -7.2% | 0.40% | −0.22 |
| CAT Caterpillar Inc. | Reduce -3.3% | 1.11% | −0.20 |
| JPM JPMorgan Chase & Co. | Reduce -9.2% | 1.58% | −0.19 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.17 |
| DVY iShares Select Dividend ETF | Reduce -3.9% | 2.84% | −0.16 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -3.5% | 1.07% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.3% | 0.59% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -3.8% | 0.39% | −0.10 |
| VONG Vanguard Russell 1000 Growth | Reduce -15.4% | 0.25% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.8% | 0.49% | −0.09 |
| PLTR Palantir Technologies Inc. Class A | Reduce -16.4% | 0.64% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -6.9% | 0.19% | −0.07 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.4% | 0.52% | −0.06 |
| ORCL Oracle Corp. | Reduce -1.2% | 0.17% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -10.7% | 0.17% | −0.03 |
| WMT Walmart Inc. | Reduce -0.7% | 0.35% | −0.03 |
| VONV Vanguard Russell 1000 Value | Reduce -0.5% | 0.37% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -4.6% | 0.17% | −0.01 |
| ABBV Abbvie Inc. | Reduce -4.3% | 0.21% | +0.02 |
| IBM Intl Business Machines Corp. | Reduce -6.3% | 1.51% | +0.03 |
| IEUR iShares Core MSCI Europe ETF | Reduce -1.0% | 0.77% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.0% | 0.51% | +0.04 |
| MMM 3M Co. | Reduce -3.4% | 1.10% | +0.06 |
| SO The Southern Co. | Reduce -0.9% | 1.63% | +0.10 |
Portfolio Buys Q4 2024 → Q1 2025
| CCI Crown Castle Inc. | Add +114.0% | 1.09% | +0.63 |
| TOTL SS Doubleline TR Tact ETF | Add +13.7% | 5.38% | +0.57 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +32.3% | 2.29% | +0.49 |
| BND Vanguard Total Bond Market | Add +15.0% | 4.18% | +0.48 |
| IDEV iShares Core MSCI Dev MKTS | Add +40.7% | 1.25% | +0.38 |
| DOW Dow Inc. | Add +106.8% | 0.71% | +0.30 |
| JNJ Johnson & Johnson | Add +30.7% | 0.96% | +0.30 |
| CVX Chevron Corp. | Add +4.0% | 2.18% | +0.29 |
| MFUT Cambria Chesapeake Pure TRND | New | 0.29% | +0.29 |
| IEMG iShares Core MSCI Emerging | Add +39.9% | 0.90% | +0.25 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +28.7% | 2.17% | +0.25 |
| VZ Verizon Communications Inc. | Add +7.4% | 1.33% | +0.20 |
| KO The Coca-Cola Co. | Add +5.0% | 1.39% | +0.19 |
| PFE Pfizer Inc. | Add +52.9% | 0.66% | +0.19 |
| VIOV Vanguard S&P Small-Cap 600 V | Add +40.5% | 1.06% | +0.19 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +40.1% | 0.94% | +0.18 |
| PPC Pilgrim's Pride Corp. | New | 0.17% | +0.17 |
| SCHR Schwab Intermediate-Term US | Add +19.8% | 1.13% | +0.17 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.15% | +0.15 |
| SCHM Schwab US Mid Cap ETF | New | 0.15% | +0.15 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.15% | +0.15 |
| VCIT Vanguard Int-Term Corporate | Add +25.3% | 0.76% | +0.14 |
| IDV iShares International Select | Add +9.3% | 0.79% | +0.13 |
| XOM Exxon Mobil Corp. | Add +3.9% | 1.32% | +0.12 |
| VTIP Vanguard Short-Term Tips | Add +29.3% | 0.48% | +0.10 |
| ETR Entergy Corp. | Add +2.7% | 0.99% | +0.10 |
| EFA iShares MSCI Eafe ETF | Add +1.3% | 1.94% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.4% | 2.51% | +0.09 |
| MCD McDonald's Corp. | Add +2.8% | 1.15% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +7.6% | 0.50% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +0.5% | 2.02% | +0.02 |
| IXUS iShares Core Intl Stock ETF | Add +1.6% | 0.63% | +0.02 |
| SCHP Schwab U.S. Tips ETF | Add +8.5% | 0.17% | +0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +9.7% | 0.19% | +0.01 |
| SCHO Schwab Short-Term US Treas | Add +10.1% | 0.18% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +6.7% | 0.30% | +0.01 |
| USRT iShares Core US REIT ETF | Add +4.2% | 0.79% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +2.2% | 1.47% | −0.00 |
| SPEM State Street SP PTF Em ETF | Add +0.5% | 0.50% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.7% | 0.18% | −0.01 |
| IPAC iShares Core MSCI Pacific Et | Add +0.1% | 0.69% | −0.01 |
| SCHV Schwab US Large-Cap Value | Add +0.4% | 0.97% | −0.02 |
| LMT Lockheed Martin Corp. | Add +11.3% | 1.19% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.5% | 0.43% | −0.02 |
| HD Home Depot Inc. | Add +6.9% | 0.83% | −0.03 |
| MRK Merck & Co. Inc. | Add +12.3% | 1.04% | −0.03 |
| PG The Procter & Gamble Co. | Add +0.0% | 1.24% | −0.03 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +1.6% | 0.70% | −0.10 |
| TSLA Tesla Inc. | Add +14.8% | 0.25% | −0.10 |
| NVDA Nvidia Corp. | Add +10.0% | 0.76% | −0.13 |
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 |