Inman Jager Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Inman Jager Wealth Management, LLC reported 79 stock positions worth $147.9 million. Its top holding was Microsoft (MSFT) at 15.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.9%) and SS Doubleline TR Tact ETF (TOTL, 4.8%). Compared with Q1 2025, it opened 1 new position, sold out of 5, added to 39 and reduced 29. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +19%) and the biggest sale SS Doubleline TR Tact ETF (TOTL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- HATTIESBURG, MS
- CIK
- 0002052044
- Portfolio Value
- $147.9M (Q2 2025)
- SEC Filing
- 0001951757-25-000949 ↗ filed Jul 25, 2025
Holdings Value
Holdings 79 stocks · $147.9M
| MSFT Microsoft Corp. | 15.74% | 46,797 | $23.3M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 7.90% | 18,818 | $11.7M | Reduce -2.5% |
| TOTL SS Doubleline TR Tact ETF | 4.76% | 175,378 | $7.0M | Reduce -1.6% |
| BND Vanguard Total Bond Market | 3.73% | 74,912 | $5.5M | Reduce -1.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.75% | 42,737 | $4.1M | Add +18.7% |
| IJH iShares Core S&P Midcap ETF | 2.70% | 64,328 | $4.0M | Reduce -1.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.58% | 73,002 | $3.8M | Add +22.1% |
| IWM iShares Russell 2000 ETF | 2.57% | 17,596 | $3.8M | Reduce -1.1% |
| DVY iShares Select Dividend ETF | 2.45% | 27,273 | $3.6M | Reduce -3.4% |
| IEFA iShares Core MSCI Eafe ETF | 2.44% | 43,173 | $3.6M | Reduce -2.7% |
| EEM iShares MSCI Emerging Market | 1.95% | 59,788 | $2.9M | Reduce -3.0% |
| EFA iShares MSCI Eafe ETF | 1.88% | 31,026 | $2.8M | Reduce -2.3% |
| CVX Chevron Corp. | 1.75% | 18,066 | $2.6M | Add +3.9% |
| JPM JPMorgan Chase & Co. | 1.70% | 8,669 | $2.5M | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.61% | 8,063 | $2.4M | Reduce -0.5% |
| IDEV iShares Core MSCI Dev MKTS | 1.52% | 29,533 | $2.2M | Add +22.0% |
| SO The Southern Co. | 1.50% | 24,171 | $2.2M | Add +2.0% |
| SCHR Schwab Intermediate-Term US | 1.46% | 86,513 | $2.2M | Add +43.1% |
| VNQ Vanguard Real Estate ETF | 1.28% | 21,240 | $1.9M | Reduce -2.1% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.27% | 21,979 | $1.9M | Add +30.8% |
| KO The Coca-Cola Co. | 1.26% | 26,429 | $1.9M | Add +1.7% |
| AAPL Apple Inc. | 1.26% | 9,094 | $1.9M | Add +2.6% |
| CAT Caterpillar Inc. | 1.24% | 4,722 | $1.8M | Add +4.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.19% | 19,806 | $1.8M | Add +30.4% |
| VZ Verizon Communications Inc. | 1.18% | 40,344 | $1.7M | Add +2.8% |
| LMT Lockheed Martin Corp. | 1.15% | 3,674 | $1.7M | Add +3.8% |
| PLTR Palantir Technologies Inc. Class A | 1.11% | 12,048 | $1.6M | Add +19.3% |
| XOM Exxon Mobil Corp. | 1.10% | 15,152 | $1.6M | Add +2.5% |
| IEMG iShares Core MSCI Emerging | 1.10% | 27,014 | $1.6M | Add +21.5% |
| PG The Procter & Gamble Co. | 1.08% | 10,061 | $1.6M | Add +3.9% |
| VCIT Vanguard Int-Term Corporate | 1.08% | 19,322 | $1.6M | Add +56.1% |
| VOO Vanguard S&P 500 ETF | 1.07% | 2,775 | $1.6M | Reduce -0.1% |
| MMM 3M Co. | 1.06% | 10,295 | $1.6M | Add +2.9% |
| CCI Crown Castle Inc. | 1.00% | 14,378 | $1.5M | Add +3.0% |
| MCD McDonald's Corp. | 1.00% | 5,043 | $1.5M | Add +2.8% |
| MRK Merck & Co. Inc. | 0.92% | 17,272 | $1.4M | Add +11.7% |
| ETR Entergy Corp. | 0.91% | 16,195 | $1.3M | Add +4.3% |
| SCHV Schwab US Large-Cap Value | 0.89% | 47,805 | $1.3M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.84% | 8,126 | $1.2M | Add +4.6% |
| HD Home Depot Inc. | 0.78% | 3,162 | $1.2M | Add +4.7% |
| IDV iShares International Select | 0.77% | 33,103 | $1.1M | Reduce -2.2% |
| IEUR iShares Core MSCI Europe ETF | 0.72% | 16,068 | $1.1M | Reduce -6.0% |
| USRT iShares Core US REIT ETF | 0.68% | 17,741 | $1.0M | Reduce -3.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.66% | 12,252 | $977K | Add +2.5% |
| PFE Pfizer Inc. | 0.66% | 40,084 | $972K | Add +14.7% |
| IPAC iShares Core MSCI Pacific Et | 0.66% | 14,139 | $971K | Reduce -3.9% |
| DOW Dow Inc. | 0.60% | 33,742 | $893K | Add +23.6% |
| AVGO Broadcom Inc. | 0.59% | 3,184 | $878K | Reduce -0.4% |
| IXUS iShares Core Intl Stock ETF | 0.57% | 10,985 | $849K | Reduce -9.2% |
| IJR iShares Core S&P Small-Cap E | 0.56% | 7,615 | $832K | Add +1.9% |
| NVDA Nvidia Corp. | 0.53% | 4,945 | $781K | Reduce -47.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.52% | 1,406 | $776K | Add +1.7% |
| ITOT iShares Core S&P Total U.S. | 0.51% | 5,624 | $759K | Reduce -1.8% |
| HWC Hancock Whitney Corp. | 0.49% | 12,724 | $730K | No change |
| SPEM State Street SP PTF Em ETF | 0.48% | 16,770 | $717K | Reduce -1.2% |
| VTIP Vanguard Short-Term Tips | 0.46% | 13,437 | $675K | Add +5.5% |
| AGG iShares Core U.S. Aggregate | 0.44% | 6,591 | $654K | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 1,279 | $621K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.42% | 2,201 | $616K | Reduce -0.6% |
| WMT Walmart Inc. | 0.35% | 5,317 | $520K | No change |
| VONV Vanguard Russell 1000 Value | 0.34% | 5,924 | $505K | No change |
| TSLA Tesla Inc. | 0.28% | 1,319 | $419K | Add +1.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.27% | 4,871 | $404K | No change |
| VONG Vanguard Russell 1000 Growth | 0.27% | 3,644 | $398K | No change |
| AMZN Amazon.com Inc. | 0.26% | 1,755 | $385K | Reduce -35.3% |
| RTX RTX Corp. | 0.26% | 2,626 | $383K | No change |
| ORCL Oracle Corp. | 0.24% | 1,655 | $362K | No change |
| CRM Salesforce Inc. | 0.23% | 1,250 | $341K | Add +0.8% |
| MFUT Cambria Chesapeake Pure TRND | 0.20% | 20,435 | $301K | Reduce -18.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.20% | 5,580 | $297K | Add +18.5% |
| META Meta Platforms Inc. Class A | 0.20% | 395 | $292K | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.19% | 1,593 | $283K | Add +0.6% |
| SCHO Schwab Short-Term US Treas | 0.19% | 11,456 | $279K | Add +16.7% |
| SCHP Schwab U.S. Tips ETF | 0.18% | 9,922 | $265K | Add +16.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 425 | $263K | No change |
| CSCO Cisco Systems Inc. | 0.17% | 3,718 | $258K | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.17% | 1,324 | $246K | Reduce -0.1% |
| EPD Enterprise Products Partners | 0.15% | 7,191 | $223K | No change |
| PH Parker Hannifin Corp. | 0.14% | 296 | $207K | New |
Portfolio Sells Q1 2025 → Q2 2025
| TOTL SS Doubleline TR Tact ETF | Reduce -1.6% | 4.76% | −0.62 |
| BND Vanguard Total Bond Market | Reduce -1.3% | 3.73% | −0.45 |
| DVY iShares Select Dividend ETF | Reduce -3.4% | 2.45% | −0.39 |
| NVDA Nvidia Corp. | Reduce -47.0% | 0.53% | −0.23 |
| IVV iShares Core S&P 500 ETF | Reduce -2.5% | 7.90% | −0.23 |
| VNQ Vanguard Real Estate ETF | Reduce -2.1% | 1.28% | −0.19 |
| PPC Pilgrim's Pride Corp. | Sold out | 0.00% | −0.17 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.6% | 2.70% | −0.16 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.15 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.15 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -35.3% | 0.26% | −0.13 |
| USRT iShares Core US REIT ETF | Reduce -3.0% | 0.68% | −0.11 |
| IWM iShares Russell 2000 ETF | Reduce -1.1% | 2.57% | −0.09 |
| MFUT Cambria Chesapeake Pure TRND | Reduce -18.3% | 0.20% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.7% | 2.44% | −0.08 |
| SCHV Schwab US Large-Cap Value | Reduce -1.5% | 0.89% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -2.3% | 1.88% | −0.07 |
| EEM iShares MSCI Emerging Market | Reduce -3.0% | 1.95% | −0.07 |
| IXUS iShares Core Intl Stock ETF | Reduce -9.2% | 0.57% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -2.0% | 0.44% | −0.06 |
| IEUR iShares Core MSCI Europe ETF | Reduce -6.0% | 0.72% | −0.05 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.17% | −0.04 |
| IPAC iShares Core MSCI Pacific Et | Reduce -3.9% | 0.66% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -1.2% | 0.48% | −0.02 |
| IDV iShares International Select | Reduce -2.2% | 0.77% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.6% | 0.42% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.8% | 0.51% | −0.01 |
| AMARIN CORP PLC | Sold out | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 1.07% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -1.5% | 0.17% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 1.61% | +0.10 |
| AVGO Broadcom Inc. | Reduce -0.4% | 0.59% | +0.19 |
| MSFT Microsoft Corp. | Reduce -0.1% | 15.74% | +2.57 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Add +18.7% | 2.75% | +0.59 |
| PLTR Palantir Technologies Inc. Class A | Add +19.3% | 1.11% | +0.47 |
| SCHR Schwab Intermediate-Term US | Add +43.1% | 1.46% | +0.34 |
| VCIT Vanguard Int-Term Corporate | Add +56.1% | 1.08% | +0.33 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +22.1% | 2.58% | +0.30 |
| IDEV iShares Core MSCI Dev MKTS | Add +22.0% | 1.52% | +0.27 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +30.4% | 1.19% | +0.24 |
| VIOV Vanguard S&P Small-Cap 600 V | Add +30.8% | 1.27% | +0.22 |
| IEMG iShares Core MSCI Emerging | Add +21.5% | 1.10% | +0.20 |
| PH Parker Hannifin Corp. | New | 0.14% | +0.14 |
| CAT Caterpillar Inc. | Add +4.8% | 1.24% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 1.70% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 0.52% | +0.04 |
| META Meta Platforms Inc. Class A | Add +2.3% | 0.20% | +0.03 |
| TSLA Tesla Inc. | Add +1.1% | 0.28% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +18.5% | 0.20% | +0.02 |
| SCHO Schwab Short-Term US Treas | Add +16.7% | 0.19% | +0.01 |
| SCHP Schwab U.S. Tips ETF | Add +16.9% | 0.18% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 0.19% | +0.01 |
| PFE Pfizer Inc. | Add +14.7% | 0.66% | −0.01 |
| CRM Salesforce Inc. | Add +0.8% | 0.23% | −0.02 |
| VTIP Vanguard Short-Term Tips | Add +5.5% | 0.46% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Add +1.9% | 0.56% | −0.02 |
| LMT Lockheed Martin Corp. | Add +3.8% | 1.15% | −0.03 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +2.5% | 0.66% | −0.04 |
| MMM 3M Co. | Add +2.9% | 1.06% | −0.04 |
| HD Home Depot Inc. | Add +4.7% | 0.78% | −0.05 |
| ETR Entergy Corp. | Add +4.3% | 0.91% | −0.08 |
| CCI Crown Castle Inc. | Add +3.0% | 1.00% | −0.09 |
| DOW Dow Inc. | Add +23.6% | 0.60% | −0.11 |
| MRK Merck & Co. Inc. | Add +11.7% | 0.92% | −0.12 |
| JNJ Johnson & Johnson | Add +4.6% | 0.84% | −0.13 |
| KO The Coca-Cola Co. | Add +1.7% | 1.26% | −0.13 |
| SO The Southern Co. | Add +2.0% | 1.50% | −0.13 |
| MCD McDonald's Corp. | Add +2.8% | 1.00% | −0.15 |
| PG The Procter & Gamble Co. | Add +3.9% | 1.08% | −0.15 |
| VZ Verizon Communications Inc. | Add +2.8% | 1.18% | −0.15 |
| XOM Exxon Mobil Corp. | Add +2.5% | 1.10% | −0.21 |
| AAPL Apple Inc. | Add +2.6% | 1.26% | −0.21 |
| CVX Chevron Corp. | Add +3.9% | 1.75% | −0.43 |
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 |