Inman Jager Wealth Management, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Inman Jager Wealth Management, LLC reported 84 stock positions worth $171.1 million. Its top holding was Microsoft (MSFT) at 9.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.5%) and SS Doubleline TR Tact ETF (TOTL, 3.9%). Compared with Q4 2025, it opened 3 new positions, added to 46 and reduced 20. The biggest buy was Dow (DOW, shares +7%) and the biggest sale SS Doubleline TR Tact ETF (TOTL, shares −0%).

Most Recent 13F
Q2 2026
Location
HATTIESBURG, MS
CIK
0002052044
Portfolio Value
$171.1M (Q1 2026)
SEC Filing
0001951757-26-000715 ↗ filed Apr 23, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $128.3M Q4 2024 Q1 2025: $133.5M Q1 2025 Q2 2025: $147.9M Q2 2025 Q3 2025: $156.6M Q3 2025 Q4 2025: $163.3M Q4 2025 Q1 2026: $171.1M $171.1M Q1 2026 Q2 2026: $187.9M Q2 2026

Holdings 84 stocks · $171.1M
MSFT Microsoft Corp. 9.87% 45,645 $16.9M Add +0.5%
IVV iShares Core S&P 500 ETF 9.51% 24,919 $16.3M Add +16.5%
TOTL SS Doubleline TR Tact ETF 3.91% 168,226 $6.7M Reduce -0.3%
SPYV SS SPDR P S&P 500 Value ETF 3.18% 96,096 $5.4M Add +11.6%
SPYG SS SPDR P S&P 500 Growth ETF 3.12% 54,582 $5.3M Add +11.8%
BND Vanguard Total Bond Market 3.07% 71,451 $5.3M Reduce -2.1%
IDEV iShares Core MSCI Dev MKTS 2.43% 49,765 $4.2M Add +24.8%
IJH iShares Core S&P Midcap ETF 2.42% 61,317 $4.1M Reduce -1.3%
IWM iShares Russell 2000 ETF 2.36% 16,300 $4.0M Reduce -1.9%
CVX Chevron Corp. 2.35% 19,417 $4.0M Add +1.9%
DVY iShares Select Dividend ETF 2.22% 25,089 $3.8M Reduce -2.3%
SCHR Schwab Intermediate-Term US 2.18% 149,613 $3.7M Add +32.9%
IEFA iShares Core MSCI Eafe ETF 2.05% 38,833 $3.5M Reduce -3.2%
VCIT Vanguard Int-Term Corporate 1.81% 37,422 $3.1M Add +42.0%
CAT Caterpillar Inc. 1.80% 4,337 $3.1M Reduce -1.9%
EEM iShares MSCI Emerging Market 1.75% 52,725 $3.0M Reduce -3.9%
EFA iShares MSCI Eafe ETF 1.64% 28,973 $2.8M Reduce -2.1%
IEMG iShares Core MSCI Emerging 1.60% 39,346 $2.7M Add +15.7%
XOM Exxon Mobil Corp. 1.60% 16,166 $2.7M Add +2.5%
JPM JPMorgan Chase & Co. 1.49% 8,668 $2.5M Add +3.4%
SO The Southern Co. 1.49% 26,379 $2.5M Add +5.7%
VIOV Vanguard S&P Small-Cap 600 V 1.46% 24,479 $2.5M Reduce -0.8%
AAPL Apple Inc. 1.45% 9,805 $2.5M Add +2.4%
LMT Lockheed Martin Corp. 1.41% 3,987 $2.4M Add +1.4%
MRK Merck & Co. Inc. 1.36% 19,317 $2.3M Add +2.5%
VZ Verizon Communications Inc. 1.33% 45,296 $2.3M Add +2.0%
DOW Dow Inc. filed as DOW HLDGS INC 1.33% 54,487 $2.3M Add +6.5%
KO The Coca-Cola Co. 1.26% 28,387 $2.2M Add +3.7%
SLYG SS SPDR S&P 600 SC GR ETF 1.25% 22,219 $2.1M Add +1.1%
JNJ Johnson & Johnson 1.20% 8,389 $2.1M Add +1.8%
ETR Entergy Corp. 1.15% 17,503 $2.0M Add +4.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.14% 8,042 $1.9M Add +5.8%
VNQ Vanguard Real Estate ETF 1.10% 21,239 $1.9M Add +0.4%
PG The Procter & Gamble Co. 1.02% 12,051 $1.7M Add +8.3%
MCD McDonald's Corp. 1.01% 5,569 $1.7M Add +4.7%
IJR iShares Core S&P Small-Cap E 1.00% 13,798 $1.7M Add +31.0%
MMM 3M Co. 0.93% 10,949 $1.6M Add +6.4%
VOO Vanguard S&P 500 ETF 0.89% 2,536 $1.5M Add +4.4%
NVDA Nvidia Corp. 0.87% 8,569 $1.5M Add +0.5%
SPMD SS SPDR P S&P 400 Midcap ETF 0.85% 24,699 $1.5M Add +91.4%
CCI Crown Castle Inc. 0.85% 17,908 $1.5M Add +11.1%
PLTR Palantir Technologies Inc. Class A 0.85% 9,953 $1.5M Add +15.5%
PFE Pfizer Inc. 0.80% 48,965 $1.4M Add +7.2%
HD Home Depot Inc. 0.77% 3,982 $1.3M Add +8.2%
IDV iShares International Select 0.76% 30,731 $1.3M Reduce -3.2%
SCHV Schwab US Large-Cap Value 0.76% 42,513 $1.3M Reduce -0.7%
SLYV SS SPDR S&P 600 SC Val ETF 0.62% 11,249 $1.1M Add +0.4%
IEUR iShares Core MSCI Europe ETF 0.58% 14,180 $996K Add +0.1%
USRT iShares Core US REIT ETF 0.58% 16,774 $993K Reduce -2.7%
IXUS iShares Core Intl Stock ETF 0.56% 11,028 $955K Add +1.4%
IPAC iShares Core MSCI Pacific Et 0.56% 12,464 $954K Reduce -0.7%
HWC Hancock Whitney Corp. 0.47% 12,674 $806K Reduce -0.4%
QQQ Invesco QQQ Trust Series 1 0.47% 1,388 $801K Reduce -0.4%
ITOT iShares Core S&P Total U.S. 0.46% 5,481 $781K No change
SPEM State Street SP PTF Em ETF 0.45% 16,561 $777K Add +0.4%
TSLA Tesla Inc. 0.45% 2,072 $770K Add +43.9%
AVGO Broadcom Inc. 0.43% 2,361 $731K No change
AGG iShares Core U.S. Aggregate 0.41% 7,102 $705K Add +7.8%
WMT Walmart Inc. 0.39% 5,392 $670K Add +10.2%
VONV Vanguard Russell 1000 Value 0.32% 5,924 $555K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.32% 1,916 $550K Add +1.5%
BRK.B Berkshire Hathaway Inc. Class B 0.32% 1,132 $542K No change
VTIP Vanguard Short-Term Tips 0.32% 10,813 $540K Add +0.8%
GOOG Alphabet Inc. Class C 0.25% 1,521 $436K Reduce -20.0%
SHY iShares 1-3 Year Treasury Bo 0.23% 4,871 $402K No change
VONG Vanguard Russell 1000 Growth 0.23% 3,644 $400K No change
INTC Intel Corp. 0.21% 8,125 $359K Add +2.5%
PH Parker Hannifin Corp. 0.21% 393 $352K Reduce -3.4%
AMZN Amazon.com Inc. 0.20% 1,658 $345K Reduce -18.0%
ABBV Abbvie Inc. 0.20% 1,549 $337K No change
RTX RTX Corp. 0.19% 1,694 $327K Reduce -43.5%
CSCO Cisco Systems Inc. 0.18% 4,015 $312K Add +0.0%
IGIB iShares 5-10Y Inv Grade Corp. 0.18% 5,712 $304K No change
SCHO Schwab Short-Term US Treas 0.17% 11,914 $289K No change
SCHP Schwab U.S. Tips ETF 0.17% 10,807 $288K No change
EPD Enterprise Products Partners 0.16% 7,191 $272K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.16% 414 $269K No change
META Meta Platforms Inc. Class A 0.14% 432 $247K No change
CRM Salesforce Inc. 0.14% 1,257 $235K Add +1.4%
RF Regions Financial Corp. 0.13% 8,445 $221K New
VTWO Vanguard Russell 2000 ETF 0.12% 2,132 $214K No change
GE General Electric filed as GE AEROSPACE 0.12% 736 $209K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.12% 939 $204K New
SCHM Schwab US Mid Cap ETF 0.12% 6,577 $204K New

Portfolio Sells Q4 2025 → Q1 2026
TOTL SS Doubleline TR Tact ETF Reduce -0.3% 3.91% −0.25
BND Vanguard Total Bond Market Reduce -2.1% 3.07% −0.24
RTX RTX Corp. Reduce -43.5% 0.19% −0.15
IEFA iShares Core MSCI Eafe ETF Reduce -3.2% 2.05% −0.14
IWM iShares Russell 2000 ETF Reduce -1.9% 2.36% −0.14
GOOG Alphabet Inc. Class C Reduce -20.0% 0.25% −0.11
EFA iShares MSCI Eafe ETF Reduce -2.1% 1.64% −0.10
IJH iShares Core S&P Midcap ETF Reduce -1.3% 2.42% −0.09
EEM iShares MSCI Emerging Market Reduce -3.9% 1.75% −0.09
AMZN Amazon.com Inc. Reduce -18.0% 0.20% −0.08
QQQ Invesco QQQ Trust Series 1 Reduce -0.4% 0.47% −0.06
HWC Hancock Whitney Corp. Reduce -0.4% 0.47% −0.03
USRT iShares Core US REIT ETF Reduce -2.7% 0.58% −0.02
VIOV Vanguard S&P Small-Cap 600 V Reduce -0.8% 1.46% −0.02
SCHV Schwab US Large-Cap Value Reduce -0.7% 0.76% −0.02
PH Parker Hannifin Corp. Reduce -3.4% 0.21% −0.01
IPAC iShares Core MSCI Pacific Et Reduce -0.7% 0.56% −0.01
IDV iShares International Select Reduce -3.2% 0.76% −0.00
DVY iShares Select Dividend ETF Reduce -2.3% 2.22% +0.00
CAT Caterpillar Inc. Reduce -1.9% 1.80% +0.24

Portfolio Buys Q4 2025 → Q1 2026
DOW Dow Inc. Add +6.5% 1.33% +0.59
CVX Chevron Corp. Add +1.9% 2.35% +0.57
IVV iShares Core S&P 500 ETF Add +16.5% 9.51% +0.54
VCIT Vanguard Int-Term Corporate Add +42.0% 1.81% +0.46
SCHR Schwab Intermediate-Term US Add +32.9% 2.18% +0.45
XOM Exxon Mobil Corp. Add +2.5% 1.60% +0.44
IDEV iShares Core MSCI Dev MKTS Add +24.8% 2.43% +0.42
SPMD SS SPDR P S&P 400 Midcap ETF Add +91.4% 0.85% +0.40
LMT Lockheed Martin Corp. Add +1.4% 1.41% +0.24
IJR iShares Core S&P Small-Cap E Add +31.0% 1.00% +0.23
VZ Verizon Communications Inc. Add +2.0% 1.33% +0.22
IEMG iShares Core MSCI Emerging Add +15.7% 1.60% +0.20
ETR Entergy Corp. Add +4.5% 1.15% +0.20
SPYV SS SPDR P S&P 500 Value ETF Add +11.6% 3.18% +0.18
SO The Southern Co. Add +5.7% 1.49% +0.15
JNJ Johnson & Johnson Add +1.8% 1.20% +0.15
MRK Merck & Co. Inc. Add +2.5% 1.36% +0.14
RF Regions Financial Corp. New 0.13% +0.13
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.12% +0.12
SCHM Schwab US Mid Cap ETF New 0.12% +0.12
PFE Pfizer Inc. Add +7.2% 0.80% +0.11
KO The Coca-Cola Co. Add +3.7% 1.26% +0.09
WMT Walmart Inc. Add +10.2% 0.39% +0.06
TSLA Tesla Inc. Add +43.9% 0.45% +0.05
PG The Procter & Gamble Co. Add +8.3% 1.02% +0.04
INTC Intel Corp. Add +2.5% 0.21% +0.03
MCD McDonald's Corp. Add +4.7% 1.01% +0.02
AGG iShares Core U.S. Aggregate Add +7.8% 0.41% +0.01
SLYV SS SPDR S&P 600 SC Val ETF Add +0.4% 0.62% −0.00
IXUS iShares Core Intl Stock ETF Add +1.4% 0.56% −0.01
CSCO Cisco Systems Inc. Add +0.0% 0.18% −0.01
VTIP Vanguard Short-Term Tips Add +0.8% 0.32% −0.01
HD Home Depot Inc. Add +8.2% 0.77% −0.01
SLYG SS SPDR S&P 600 SC GR ETF Add +1.1% 1.25% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.5% 0.32% −0.01
SPEM State Street SP PTF Em ETF Add +0.4% 0.45% −0.02
CCI Crown Castle Inc. Add +11.1% 0.85% −0.03
IEUR iShares Core MSCI Europe ETF Add +0.1% 0.58% −0.03
VNQ Vanguard Real Estate ETF Add +0.4% 1.10% −0.05
VOO Vanguard S&P 500 ETF Add +4.4% 0.89% −0.05
CRM Salesforce Inc. Add +1.4% 0.14% −0.06
SPYG SS SPDR P S&P 500 Growth ETF Add +11.8% 3.12% −0.07
MMM 3M Co. Add +6.4% 0.93% −0.08
PLTR Palantir Technologies Inc. Class A Add +15.5% 0.85% −0.09
NVDA Nvidia Corp. Add +0.5% 0.87% −0.10
AAPL Apple Inc. Add +2.4% 1.45% −0.14
JPM JPMorgan Chase & Co. Add +3.4% 1.49% −0.16
IBM Intl Business Machines Corp. Add +5.8% 1.14% −0.24
MSFT Microsoft Corp. Add +0.5% 9.87% −3.58

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 90$187.9MIVV, MSFT, TOTL, SPYG, SPYV
Q1 2026 84$171.1MMSFT, IVV, TOTL, SPYV, SPYG
Q4 2025 81$163.3MMSFT, IVV, TOTL, BND, SPYG
Q3 2025 83$156.6MMSFT, IVV, TOTL, BND, SPYG
Q2 2025 79$147.9MMSFT, IVV, TOTL, BND, SPYG
Q1 2025 83$133.5MMSFT, IVV, TOTL, BND, IJH
Q4 2024 80$128.3MMSFT, IVV, TOTL, BND, IJH