Inman Jager Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Inman Jager Wealth Management, LLC reported 81 stock positions worth $163.3 million. Its top holding was Microsoft (MSFT) at 13.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.0%) and SS Doubleline TR Tact ETF (TOTL, 4.2%). Compared with Q3 2025, it sold out of 2, added to 43 and reduced 24. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +12%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- HATTIESBURG, MS
- CIK
- 0002052044
- Portfolio Value
- $163.3M (Q4 2025)
- SEC Filing
- 0001951757-26-000302 ↗ filed Jan 26, 2026
Holdings Value
Holdings 81 stocks · $163.3M
| MSFT Microsoft Corp. | 13.45% | 45,424 | $22.0M | Reduce -3.4% |
| IVV iShares Core S&P 500 ETF | 8.97% | 21,397 | $14.7M | Add +12.4% |
| TOTL SS Doubleline TR Tact ETF | 4.16% | 168,735 | $6.8M | Add +0.9% |
| BND Vanguard Total Bond Market | 3.31% | 72,991 | $5.4M | Add +2.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.19% | 48,831 | $5.2M | Add +8.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.99% | 86,079 | $4.9M | Add +10.7% |
| IJH iShares Core S&P Midcap ETF | 2.51% | 62,136 | $4.1M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 2.50% | 16,614 | $4.1M | Reduce -0.7% |
| DVY iShares Select Dividend ETF | 2.22% | 25,673 | $3.6M | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 2.20% | 40,119 | $3.6M | Reduce -0.3% |
| IDEV iShares Core MSCI Dev MKTS | 2.01% | 39,867 | $3.3M | Add +19.5% |
| EEM iShares MSCI Emerging Market | 1.84% | 54,876 | $3.0M | Reduce -1.4% |
| CVX Chevron Corp. | 1.78% | 19,049 | $2.9M | Add +5.0% |
| EFA iShares MSCI Eafe ETF | 1.74% | 29,585 | $2.8M | Reduce -0.8% |
| SCHR Schwab Intermediate-Term US | 1.73% | 112,584 | $2.8M | Add +19.5% |
| JPM JPMorgan Chase & Co. | 1.65% | 8,384 | $2.7M | Add +0.5% |
| AAPL Apple Inc. | 1.59% | 9,578 | $2.6M | Add +0.5% |
| CAT Caterpillar Inc. | 1.55% | 4,422 | $2.5M | Reduce -0.7% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.48% | 24,665 | $2.4M | Add +5.8% |
| IEMG iShares Core MSCI Emerging | 1.40% | 34,018 | $2.3M | Add +14.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.38% | 7,604 | $2.3M | Reduce -1.8% |
| VCIT Vanguard Int-Term Corporate | 1.35% | 26,352 | $2.2M | Add +23.2% |
| SO The Southern Co. | 1.33% | 24,967 | $2.2M | Add +7.7% |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.27% | 21,989 | $2.1M | Add +5.5% |
| MRK Merck & Co. Inc. | 1.22% | 18,854 | $2.0M | Add +6.7% |
| KO The Coca-Cola Co. | 1.17% | 27,371 | $1.9M | Add +5.4% |
| LMT Lockheed Martin Corp. | 1.16% | 3,930 | $1.9M | Add +7.3% |
| XOM Exxon Mobil Corp. | 1.16% | 15,779 | $1.9M | Add +5.5% |
| VNQ Vanguard Real Estate ETF | 1.15% | 21,158 | $1.9M | Add +2.6% |
| VZ Verizon Communications Inc. | 1.11% | 44,389 | $1.8M | Add +11.3% |
| JNJ Johnson & Johnson | 1.04% | 8,242 | $1.7M | Add +3.0% |
| MMM 3M Co. | 1.01% | 10,289 | $1.6M | Add +5.0% |
| MCD McDonald's Corp. | 1.00% | 5,319 | $1.6M | Add +7.3% |
| PG The Procter & Gamble Co. | 0.98% | 11,130 | $1.6M | Add +10.6% |
| NVDA Nvidia Corp. | 0.97% | 8,530 | $1.6M | Add +45.6% |
| ETR Entergy Corp. | 0.95% | 16,751 | $1.5M | Add +5.3% |
| PLTR Palantir Technologies Inc. Class A | 0.94% | 8,615 | $1.5M | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 0.93% | 2,430 | $1.5M | Reduce -12.7% |
| CCI Crown Castle Inc. | 0.88% | 16,120 | $1.4M | Add +12.7% |
| SCHV Schwab US Large-Cap Value | 0.78% | 42,817 | $1.3M | Reduce -10.9% |
| HD Home Depot Inc. | 0.78% | 3,679 | $1.3M | Add +10.4% |
| IJR iShares Core S&P Small-Cap E | 0.77% | 10,531 | $1.3M | Add +20.2% |
| IDV iShares International Select | 0.77% | 31,744 | $1.3M | Reduce -1.8% |
| DOW Dow Inc. | 0.73% | 51,144 | $1.2M | Add +86.4% |
| PFE Pfizer Inc. | 0.70% | 45,682 | $1.1M | Add +11.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.62% | 11,209 | $1.0M | Reduce -9.5% |
| IEUR iShares Core MSCI Europe ETF | 0.62% | 14,159 | $1.0M | Reduce -11.6% |
| USRT iShares Core US REIT ETF | 0.60% | 17,247 | $982K | Reduce -4.2% |
| IXUS iShares Core Intl Stock ETF | 0.56% | 10,874 | $920K | Reduce -1.4% |
| IPAC iShares Core MSCI Pacific Et | 0.56% | 12,557 | $919K | Reduce -11.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.52% | 1,393 | $856K | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.50% | 2,361 | $817K | Reduce -22.4% |
| ITOT iShares Core S&P Total U.S. | 0.50% | 5,481 | $815K | No change |
| HWC Hancock Whitney Corp. | 0.50% | 12,724 | $810K | No change |
| SPEM State Street SP PTF Em ETF | 0.47% | 16,491 | $772K | Reduce -1.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.46% | 12,903 | $747K | Add +214.9% |
| AGG iShares Core U.S. Aggregate | 0.40% | 6,591 | $658K | No change |
| TSLA Tesla Inc. | 0.40% | 1,440 | $648K | Add +9.2% |
| GOOG Alphabet Inc. Class C | 0.37% | 1,901 | $597K | Add +30.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 1,132 | $569K | Add +0.4% |
| RTX RTX Corp. | 0.34% | 2,996 | $549K | Add +14.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.34% | 1,888 | $548K | Reduce -13.9% |
| VONV Vanguard Russell 1000 Value | 0.33% | 5,924 | $547K | No change |
| WMT Walmart Inc. | 0.33% | 4,892 | $545K | No change |
| VTIP Vanguard Short-Term Tips | 0.32% | 10,725 | $530K | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.29% | 2,022 | $467K | Add +19.4% |
| VONG Vanguard Russell 1000 Growth | 0.27% | 3,644 | $444K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.25% | 4,871 | $403K | No change |
| PH Parker Hannifin Corp. | 0.22% | 407 | $358K | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.22% | 1,549 | $354K | No change |
| CRM Salesforce Inc. | 0.20% | 1,240 | $328K | No change |
| CSCO Cisco Systems Inc. | 0.19% | 4,014 | $309K | Reduce -1.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.19% | 5,712 | $308K | Add +2.4% |
| INTC Intel Corp. | 0.18% | 7,925 | $292K | No change |
| SCHO Schwab Short-Term US Treas | 0.18% | 11,914 | $290K | Add +3.5% |
| SCHP Schwab U.S. Tips ETF | 0.18% | 10,807 | $286K | Add +7.5% |
| META Meta Platforms Inc. Class A | 0.17% | 432 | $285K | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 414 | $282K | No change |
| EPD Enterprise Products Partners | 0.14% | 7,191 | $231K | No change |
| GE General Electric filed as GE AEROSPACE | 0.14% | 736 | $227K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.13% | 2,132 | $212K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -3.4% | 13.45% | −2.10 |
| MFUT Cambria Chesapeake Pure TRND | Sold out | 0.00% | −0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -12.7% | 0.93% | −0.15 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.14 |
| AVGO Broadcom Inc. | Reduce -22.4% | 0.50% | −0.14 |
| DVY iShares Select Dividend ETF | Reduce -0.8% | 2.22% | −0.13 |
| SCHV Schwab US Large-Cap Value | Reduce -10.9% | 0.78% | −0.12 |
| IPAC iShares Core MSCI Pacific Et | Reduce -11.0% | 0.56% | −0.10 |
| IEUR iShares Core MSCI Europe ETF | Reduce -11.6% | 0.62% | −0.08 |
| IWM iShares Russell 2000 ETF | Reduce -0.7% | 2.50% | −0.08 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -9.5% | 0.62% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -13.9% | 0.34% | −0.08 |
| USRT iShares Core US REIT ETF | Reduce -4.2% | 0.60% | −0.07 |
| EEM iShares MSCI Emerging Market | Reduce -1.4% | 1.84% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.3% | 2.20% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -0.8% | 1.74% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 0.17% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -1.8% | 0.47% | −0.03 |
| VTIP Vanguard Short-Term Tips | Reduce -0.1% | 0.32% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.4% | 0.56% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -1.8% | 1.38% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 0.52% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -1.1% | 0.19% | +0.01 |
| IDV iShares International Select | Reduce -1.8% | 0.77% | +0.01 |
| PH Parker Hannifin Corp. | Reduce -0.7% | 0.22% | +0.02 |
| CAT Caterpillar Inc. | Reduce -0.7% | 1.55% | +0.19 |
Portfolio Buys Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Add +12.4% | 8.97% | +0.84 |
| DOW Dow Inc. | Add +86.4% | 0.73% | +0.33 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +214.9% | 0.46% | +0.31 |
| IDEV iShares Core MSCI Dev MKTS | Add +19.5% | 2.01% | +0.31 |
| NVDA Nvidia Corp. | Add +45.6% | 0.97% | +0.28 |
| MRK Merck & Co. Inc. | Add +6.7% | 1.22% | +0.27 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +10.7% | 2.99% | +0.25 |
| SCHR Schwab Intermediate-Term US | Add +19.5% | 1.73% | +0.22 |
| VCIT Vanguard Int-Term Corporate | Add +23.2% | 1.35% | +0.20 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +8.3% | 3.19% | +0.18 |
| IEMG iShares Core MSCI Emerging | Add +14.2% | 1.40% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +30.1% | 0.37% | +0.14 |
| IJR iShares Core S&P Small-Cap E | Add +20.2% | 0.77% | +0.11 |
| JNJ Johnson & Johnson | Add +3.0% | 1.04% | +0.10 |
| XOM Exxon Mobil Corp. | Add +5.5% | 1.16% | +0.09 |
| KO The Coca-Cola Co. | Add +5.4% | 1.17% | +0.07 |
| VIOV Vanguard S&P Small-Cap 600 V | Add +5.8% | 1.48% | +0.06 |
| RTX RTX Corp. | Add +14.1% | 0.34% | +0.06 |
| AMZN Amazon.com Inc. | Add +19.4% | 0.29% | +0.05 |
| AAPL Apple Inc. | Add +0.5% | 1.59% | +0.04 |
| MMM 3M Co. | Add +5.0% | 1.01% | +0.04 |
| MCD McDonald's Corp. | Add +7.3% | 1.00% | +0.03 |
| PFE Pfizer Inc. | Add +11.4% | 0.70% | +0.03 |
| TSLA Tesla Inc. | Add +9.2% | 0.40% | +0.02 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +5.5% | 1.27% | +0.01 |
| SCHP Schwab U.S. Tips ETF | Add +7.5% | 0.18% | +0.00 |
| ETR Entergy Corp. | Add +5.3% | 0.95% | +0.00 |
| SCHO Schwab Short-Term US Treas | Add +3.5% | 0.18% | −0.00 |
| LMT Lockheed Martin Corp. | Add +7.3% | 1.16% | −0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +2.4% | 0.19% | −0.00 |
| CCI Crown Castle Inc. | Add +12.7% | 0.88% | −0.00 |
| PG The Procter & Gamble Co. | Add +10.6% | 0.98% | −0.01 |
| VZ Verizon Communications Inc. | Add +11.3% | 1.11% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 0.35% | −0.01 |
| CVX Chevron Corp. | Add +5.0% | 1.78% | −0.02 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 1.65% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +2.9% | 0.94% | −0.04 |
| VNQ Vanguard Real Estate ETF | Add +2.6% | 1.15% | −0.06 |
| BND Vanguard Total Bond Market | Add +2.8% | 3.31% | −0.06 |
| SO The Southern Co. | Add +7.7% | 1.33% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Add +0.2% | 2.51% | −0.07 |
| HD Home Depot Inc. | Add +10.4% | 0.78% | −0.09 |
| TOTL SS Doubleline TR Tact ETF | Add +0.9% | 4.16% | −0.17 |
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 |