Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Inman Jager Wealth Management, LLC (CIK 2052044) reported $187.9M across 90 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($18.9M, 10.04%), MSFT ($17.2M, 9.18%), TOTL ($7.1M, 3.79%), SPYG ($6.6M, 3.50%), SPYV ($6.0M, 3.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $18.9M | 10.04% | 25,197 | Added |
| 2 | MSFT | MICROSOFT CORP | $17.2M | 9.18% | 46,223 | Added |
| 3 | TOTL | SSGA ACTIVE ETF TR | $7.1M | 3.79% | 180,465 | Added |
| 4 | SPYG | SPDR SERIES TRUST | $6.6M | 3.50% | 55,240 | Added |
| 5 | SPYV | SPDR SERIES TRUST | $6.0M | 3.21% | 99,177 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $5.8M | 3.08% | 78,723 | Added |
| 7 | IWM | ISHARES TR | $4.8M | 2.57% | 16,071 | Trimmed |
| 8 | IJH | ISHARES TR | $4.7M | 2.51% | 61,243 | Trimmed |
| 9 | IDEV | ISHARES TR | $4.6M | 2.43% | 51,361 | Added |
| 10 | DVY | ISHARES TR | $3.9M | 2.09% | 25,163 | Added |
| 11 | SCHR | SCHWAB STRATEGIC TR | $3.9M | 2.08% | 158,148 | Added |
| 12 | IEFA | ISHARES TR | $3.8M | 2.02% | 39,381 | Added |
| 13 | CAT | CATERPILLAR INC | $3.6M | 1.93% | 3,413 | Trimmed |
| 14 | EEM | ISHARES TR | $3.5M | 1.87% | 51,402 | Trimmed |
| 15 | IEMG | ISHARES INC | $3.3M | 1.77% | 40,061 | Added |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $3.3M | 1.75% | 39,748 | Added |
| 17 | CVX | CHEVRON CORPORATION | $3.3M | 1.73% | 19,632 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $3.1M | 1.65% | 9,452 | Added |
| 19 | EFA | ISHARES TR | $3.0M | 1.60% | 28,998 | Added |
| 20 | AAPL | APPLE INC | $3.0M | 1.60% | 10,393 | Added |
| 21 | VIOV | VANGUARD ADMIRAL FDS INC | $2.9M | 1.53% | 24,488 | Added |
| 22 | SLYG | SPDR SERIES TRUST | $2.6M | 1.41% | 22,201 | Trimmed |
| 23 | SO | SOUTHERN CO | $2.6M | 1.40% | 27,530 | Added |
| 24 | MRK | MERCK & CO INC | $2.6M | 1.39% | 20,279 | Added |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $2.4M | 1.26% | 8,433 | Added |
Source: SEC Form 13F filings · as of 2026-06-30