Inman Jager Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), Inman Jager Wealth Management, LLC reported 83 stock positions worth $156.6 million. Its top holding was Microsoft (MSFT) at 15.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 8.1%) and SS Doubleline TR Tact ETF (TOTL, 4.3%). Compared with Q2 2025, it opened 5 new positions, sold out of 1, added to 30 and reduced 40. The biggest buy was Apple (AAPL, shares +5%) and the biggest sale SS Doubleline TR Tact ETF (TOTL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- HATTIESBURG, MS
- CIK
- 0002052044
- Portfolio Value
- $156.6M (Q3 2025)
- SEC Filing
- 0001951757-25-001260 ↗ filed Nov 3, 2025
Holdings Value
Holdings 83 stocks · $156.6M
| MSFT Microsoft Corp. | 15.55% | 47,006 | $24.3M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 8.14% | 19,042 | $12.7M | Add +1.2% |
| TOTL SS Doubleline TR Tact ETF | 4.33% | 167,208 | $6.8M | Reduce -4.7% |
| BND Vanguard Total Bond Market | 3.37% | 71,032 | $5.3M | Reduce -5.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.01% | 45,066 | $4.7M | Add +5.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.75% | 77,759 | $4.3M | Add +6.5% |
| IWM iShares Russell 2000 ETF | 2.58% | 16,730 | $4.0M | Reduce -4.9% |
| IJH iShares Core S&P Midcap ETF | 2.58% | 62,004 | $4.0M | Reduce -3.6% |
| DVY iShares Select Dividend ETF | 2.35% | 25,888 | $3.7M | Reduce -5.1% |
| IEFA iShares Core MSCI Eafe ETF | 2.24% | 40,254 | $3.5M | Reduce -6.8% |
| EEM iShares MSCI Emerging Market | 1.90% | 55,671 | $3.0M | Reduce -6.9% |
| CVX Chevron Corp. | 1.80% | 18,143 | $2.8M | Add +0.4% |
| EFA iShares MSCI Eafe ETF | 1.78% | 29,822 | $2.8M | Reduce -3.9% |
| IDEV iShares Core MSCI Dev MKTS | 1.71% | 33,349 | $2.7M | Add +12.9% |
| JPM JPMorgan Chase & Co. | 1.68% | 8,340 | $2.6M | Reduce -3.8% |
| AAPL Apple Inc. | 1.55% | 9,532 | $2.4M | Add +4.8% |
| SCHR Schwab Intermediate-Term US | 1.51% | 94,208 | $2.4M | Add +8.9% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.42% | 23,311 | $2.2M | Add +6.1% |
| SO The Southern Co. | 1.40% | 23,189 | $2.2M | Reduce -4.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.39% | 7,742 | $2.2M | Reduce -4.0% |
| CAT Caterpillar Inc. | 1.36% | 4,455 | $2.1M | Reduce -5.7% |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.26% | 20,850 | $2.0M | Add +5.3% |
| IEMG iShares Core MSCI Emerging | 1.25% | 29,781 | $2.0M | Add +10.2% |
| VNQ Vanguard Real Estate ETF | 1.20% | 20,617 | $1.9M | Reduce -2.9% |
| LMT Lockheed Martin Corp. | 1.17% | 3,663 | $1.8M | Reduce -0.3% |
| VCIT Vanguard Int-Term Corporate | 1.15% | 21,389 | $1.8M | Add +10.7% |
| VZ Verizon Communications Inc. | 1.12% | 39,872 | $1.8M | Reduce -1.2% |
| KO The Coca-Cola Co. | 1.10% | 25,960 | $1.7M | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 1.09% | 2,782 | $1.7M | Add +0.3% |
| XOM Exxon Mobil Corp. | 1.08% | 14,960 | $1.7M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.99% | 10,060 | $1.5M | Reduce -0.0% |
| PLTR Palantir Technologies Inc. Class A | 0.97% | 8,370 | $1.5M | Reduce -30.5% |
| MMM 3M Co. | 0.97% | 9,802 | $1.5M | Reduce -4.8% |
| MCD McDonald's Corp. | 0.96% | 4,955 | $1.5M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.95% | 8,002 | $1.5M | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.95% | 17,670 | $1.5M | Add +2.3% |
| ETR Entergy Corp. | 0.95% | 15,909 | $1.5M | Reduce -1.8% |
| SCHV Schwab US Large-Cap Value | 0.89% | 48,038 | $1.4M | Add +0.5% |
| CCI Crown Castle Inc. | 0.88% | 14,309 | $1.4M | Reduce -0.5% |
| HD Home Depot Inc. | 0.86% | 3,331 | $1.3M | Add +5.3% |
| IDV iShares International Select | 0.75% | 32,309 | $1.2M | Reduce -2.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.70% | 12,387 | $1.1M | Add +1.1% |
| NVDA Nvidia Corp. | 0.70% | 5,857 | $1.1M | Add +18.4% |
| IEUR iShares Core MSCI Europe ETF | 0.70% | 16,017 | $1.1M | Reduce -0.3% |
| USRT iShares Core US REIT ETF | 0.67% | 17,993 | $1.1M | Add +1.4% |
| PFE Pfizer Inc. | 0.67% | 40,989 | $1.0M | Add +2.3% |
| IJR iShares Core S&P Small-Cap E | 0.67% | 8,764 | $1.0M | Add +15.1% |
| IPAC iShares Core MSCI Pacific Et | 0.66% | 14,108 | $1.0M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.64% | 3,043 | $1.0M | Reduce -4.4% |
| IXUS iShares Core Intl Stock ETF | 0.58% | 11,024 | $910K | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 1,395 | $838K | Reduce -0.8% |
| ITOT iShares Core S&P Total U.S. | 0.51% | 5,481 | $798K | Reduce -2.5% |
| HWC Hancock Whitney Corp. | 0.51% | 12,724 | $797K | No change |
| SPEM State Street SP PTF Em ETF | 0.50% | 16,794 | $786K | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 0.42% | 6,591 | $661K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.41% | 2,192 | $644K | Reduce -0.4% |
| DOW Dow Inc. | 0.40% | 27,439 | $629K | Reduce -18.7% |
| TSLA Tesla Inc. | 0.37% | 1,319 | $587K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 1,127 | $567K | Reduce -11.9% |
| VTIP Vanguard Short-Term Tips | 0.35% | 10,741 | $544K | Reduce -20.1% |
| VONV Vanguard Russell 1000 Value | 0.34% | 5,924 | $529K | No change |
| WMT Walmart Inc. | 0.32% | 4,892 | $504K | Reduce -8.0% |
| RTX RTX Corp. | 0.28% | 2,626 | $439K | No change |
| VONG Vanguard Russell 1000 Growth | 0.28% | 3,644 | $439K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.26% | 4,871 | $404K | No change |
| AMZN Amazon.com Inc. | 0.24% | 1,693 | $372K | Reduce -3.5% |
| ABBV Abbvie Inc. | 0.23% | 1,549 | $359K | Add +17.0% |
| GOOG Alphabet Inc. Class C | 0.23% | 1,461 | $356K | Reduce -8.3% |
| META Meta Platforms Inc. Class A | 0.21% | 440 | $323K | Add +11.4% |
| PH Parker Hannifin Corp. | 0.20% | 410 | $311K | Add +38.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.19% | 5,581 | $302K | Add +0.0% |
| CRM Salesforce Inc. | 0.19% | 1,240 | $294K | Reduce -0.8% |
| SCHO Schwab Short-Term US Treas | 0.18% | 11,516 | $281K | Add +0.5% |
| CSCO Cisco Systems Inc. | 0.18% | 4,059 | $278K | Add +9.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 414 | $276K | Reduce -2.6% |
| SCHP Schwab U.S. Tips ETF | 0.17% | 10,053 | $271K | Add +1.3% |
| INTC Intel Corp. | 0.17% | 7,925 | $266K | New |
| MFUT Cambria Chesapeake Pure TRND | 0.16% | 15,790 | $245K | Reduce -22.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.15% | 4,097 | $234K | New |
| EPD Enterprise Products Partners | 0.14% | 7,191 | $225K | No change |
| OKLO Oklo Inc. | 0.14% | 2,000 | $223K | New |
| GE General Electric filed as GE AEROSPACE | 0.14% | 736 | $221K | New |
| VTWO Vanguard Russell 2000 ETF | 0.13% | 2,132 | $209K | New |
Portfolio Sells Q2 2025 → Q3 2025
| TOTL SS Doubleline TR Tact ETF | Reduce -4.7% | 4.33% | −0.42 |
| BND Vanguard Total Bond Market | Reduce -5.2% | 3.37% | −0.36 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.24 |
| IBM Intl Business Machines Corp. | Reduce -4.0% | 1.39% | −0.21 |
| DOW Dow Inc. | Reduce -18.7% | 0.40% | −0.20 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.8% | 2.24% | −0.19 |
| KO The Coca-Cola Co. | Reduce -1.8% | 1.10% | −0.16 |
| PLTR Palantir Technologies Inc. Class A | Reduce -30.5% | 0.97% | −0.14 |
| CCI Crown Castle Inc. | Reduce -0.5% | 0.88% | −0.12 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.6% | 2.58% | −0.11 |
| VTIP Vanguard Short-Term Tips | Reduce -20.1% | 0.35% | −0.11 |
| DVY iShares Select Dividend ETF | Reduce -5.1% | 2.35% | −0.10 |
| SO The Southern Co. | Reduce -4.1% | 1.40% | −0.10 |
| EFA iShares MSCI Eafe ETF | Reduce -3.9% | 1.78% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -0.0% | 0.99% | −0.10 |
| MMM 3M Co. | Reduce -4.8% | 0.97% | −0.09 |
| VNQ Vanguard Real Estate ETF | Reduce -2.9% | 1.20% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -1.2% | 1.12% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.9% | 0.36% | −0.06 |
| EEM iShares MSCI Emerging Market | Reduce -6.9% | 1.90% | −0.05 |
| MFUT Cambria Chesapeake Pure TRND | Reduce -22.7% | 0.16% | −0.05 |
| CRM Salesforce Inc. | Reduce -0.8% | 0.19% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.7% | 0.96% | −0.03 |
| WMT Walmart Inc. | Reduce -8.0% | 0.32% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 1.08% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -3.5% | 0.24% | −0.02 |
| IEUR iShares Core MSCI Europe ETF | Reduce -0.3% | 0.70% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -3.8% | 1.68% | −0.02 |
| IDV iShares International Select | Reduce -2.4% | 0.75% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 0.41% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.5% | 0.51% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 0.18% | −0.00 |
| IPAC iShares Core MSCI Pacific Et | Reduce -0.2% | 0.66% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 0.53% | +0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.3% | 1.17% | +0.02 |
| IWM iShares Russell 2000 ETF | Reduce -4.9% | 2.58% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -8.3% | 0.23% | +0.04 |
| ETR Entergy Corp. | Reduce -1.8% | 0.95% | +0.04 |
| AVGO Broadcom Inc. | Reduce -4.4% | 0.64% | +0.05 |
| JNJ Johnson & Johnson | Reduce -1.5% | 0.95% | +0.11 |
| CAT Caterpillar Inc. | Reduce -5.7% | 1.36% | +0.12 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +4.8% | 1.55% | +0.29 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +5.5% | 3.01% | +0.25 |
| IVV iShares Core S&P 500 ETF | Add +1.2% | 8.14% | +0.24 |
| IDEV iShares Core MSCI Dev MKTS | Add +12.9% | 1.71% | +0.19 |
| INTC Intel Corp. | New | 0.17% | +0.17 |
| NVDA Nvidia Corp. | Add +18.4% | 0.70% | +0.17 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +6.5% | 2.75% | +0.16 |
| IEMG iShares Core MSCI Emerging | Add +10.2% | 1.25% | +0.16 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.15% | +0.15 |
| VIOV Vanguard S&P Small-Cap 600 V | Add +6.1% | 1.42% | +0.15 |
| OKLO Oklo Inc. | New | 0.14% | +0.14 |
| GE General Electric | New | 0.14% | +0.14 |
| VTWO Vanguard Russell 2000 ETF | New | 0.13% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +15.1% | 0.67% | +0.10 |
| HD Home Depot Inc. | Add +5.3% | 0.86% | +0.08 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +5.3% | 1.26% | +0.07 |
| VCIT Vanguard Int-Term Corporate | Add +10.7% | 1.15% | +0.07 |
| ABBV Abbvie Inc. | Add +17.0% | 0.23% | +0.06 |
| PH Parker Hannifin Corp. | Add +38.5% | 0.20% | +0.06 |
| CVX Chevron Corp. | Add +0.4% | 1.80% | +0.05 |
| SCHR Schwab Intermediate-Term US | Add +8.9% | 1.51% | +0.05 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +1.1% | 0.70% | +0.04 |
| MRK Merck & Co. Inc. | Add +2.3% | 0.95% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 1.09% | +0.02 |
| SPEM State Street SP PTF Em ETF | Add +0.1% | 0.50% | +0.02 |
| PFE Pfizer Inc. | Add +2.3% | 0.67% | +0.01 |
| META Meta Platforms Inc. Class A | Add +11.4% | 0.21% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Add +0.4% | 0.58% | +0.01 |
| CSCO Cisco Systems Inc. | Add +9.2% | 0.18% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 0.89% | −0.00 |
| USRT iShares Core US REIT ETF | Add +1.4% | 0.67% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Add +1.3% | 0.17% | −0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +0.0% | 0.19% | −0.01 |
| SCHO Schwab Short-Term US Treas | Add +0.5% | 0.18% | −0.01 |
| MSFT Microsoft Corp. | Add +0.5% | 15.55% | −0.19 |
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 |