Inman Jager Wealth Management, LLC — Q3 2025 13F Holdings

Name: Inman Jager Wealth Management, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002052044

Total reported value

$171.1M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	15.55%	-3.58%	+0.45%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	8.14%	+0.54%	+1.19%
3	TOTL	Ss Doubleline Tr Tact ETF	ETF-Other	4.33%	-0.25%	-4.66%
4	BND	Vanguard Total Bond Market	ETF-Other	3.37%	-0.24%	-5.18%
5	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	3.01%	-0.07%	+5.45%
6	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	2.75%	+0.19%	+6.52%
7	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	2.58%	-0.14%	-4.92%
8	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.58%	—	-3.61%
9	DVY	Ishares Select Dividend ETF	ETF-Other	2.35%	—	-5.08%
10	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	2.24%	-0.15%	-6.76%
11	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	1.90%	—	-6.89%
12	CVX	Chevron CORP	Stock-Energy	1.80%	+0.57%	+0.43%
13	EFA	Ishares Msci Eafe ETF	ETF-Other	1.78%	—	-3.88%
14	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	1.71%	+0.42%	+12.92%
15	JPM	Jpmorgan Chase & Co	Stock-Financials	1.68%	-0.16%	-3.80%
16	AAPL	Apple INC	Stock-Tech	1.55%	-0.14%	+4.82%
17	SCHR	Schwab Intermediate-term US	ETF-Other	1.51%	+0.45%	+8.89%
18	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	1.42%	-0.02%	+6.06%
19	SO	Southern Co/the	Stock-Utilities	1.40%	+0.16%	-4.06%
20	IBM	Intl Business Machines CORP	Stock-Tech	1.39%	-0.24%	-3.98%
21	CAT	Caterpillar INC	Stock-Industrials	1.36%	+0.25%	-5.65%
22	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-Other	1.26%	-0.02%	+5.27%
23	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.25%	+0.20%	+10.24%
24	VNQ	Vanguard Real Estate ETF	ETF-Other	1.20%	—	-2.93%
25	LMT	Lockheed Martin CORP	Stock-Industrials	1.17%	+0.25%	-0.30%
26	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	1.15%	+0.46%	+10.70%
27	VZ	Verizon Communications INC	Stock-Comm Services	1.12%	+0.22%	-1.17%
28	KO	Coca-cola Co/the	Stock-Consumer Staples	1.10%	+0.09%	-1.77%
29	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.09%	—	+0.25%
30	XOM	Exxon Mobil CORP	Stock-Energy	1.08%	+0.44%	-1.27%
31	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.99%	+0.04%	-0.01%
32	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.97%	-0.09%	-30.53%
33	MMM	3m Co	Stock-Industrials	0.97%	-0.08%	-4.79%
34	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.96%	+0.01%	-1.75%
35	JNJ	Johnson & Johnson	Stock-Healthcare	0.95%	+0.16%	-1.53%
36	MRK	Merck & Co. INC.	Stock-Healthcare	0.95%	+0.14%	+2.30%
37	ETR	Entergy CORP	Stock-Utilities	0.95%	+0.20%	-1.77%
38	SCHV	Schwab US Large-cap Value	ETF-Other	0.89%	—	+0.49%
39	CCI	Crown Castle INC	Stock-Real Estate	0.88%	—	-0.48%
40	HD	Home Depot INC	Stock-Consumer Disc	0.86%	—	+5.34%
41	IDV	Ishares International Select	ETF-Other	0.75%	-0.01%	-2.40%
42	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.70%	—	+1.10%
43	NVDA	Nvidia CORP	Stock-Tech	0.70%	-0.10%	+18.44%
44	IEUR	Ishares Core Msci Europe ETF	ETF-Other	0.70%	—	-0.32%
45	USRT	Ishares Core US Reit ETF	ETF-Other	0.67%	—	+1.42%
46	PFE	Pfizer INC	Stock-Healthcare	0.67%	+0.10%	+2.26%
47	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.66%	+0.23%	+15.09%
48	IPAC	Ishares Core Msci Pacific Et	ETF-Other	0.66%	—	-0.22%
49	AVGO	Broadcom INC	Stock-Tech	0.64%	-0.07%	-4.43%
50	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.58%	—	+0.35%

1–50 of 83

Holding changes this quarter

Position changes disclosed by Inman Jager Wealth Management, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MSFT	Microsoft CORP	+2.4%	+0.45%	Add
2	SPYG	Ss Spdr P S&p 500 Growth ETF	+0.8%	+5.45%	Add
3	SPYV	Ss Spdr P S&p 500 Value ETF	+0.5%	+6.52%	Add
4	IDEV	Ishares Core Msci Dev Mkts	+0.5%	+12.92%	Add
5	VCIT	Vanguard Int-term Corporate	+0.4%	+10.70%	Add
6	SCHR	Schwab Intermediate-term US	+0.4%	+8.89%	Add
7	VIOV	Vanguard S&p Small-cap 600 V	+0.4%	+6.06%	Add
8	IEMG	Ishares Core Msci Emerging	+0.4%	+10.24%	Add
9	PLTR	Palantir Technologies Inc-a	+0.3%	-30.53%	Trim
10	SLYG	Ss Spdr S&p 600 Sc Gr ETF	+0.3%	+5.27%	Add
11	CAT	Caterpillar INC	+0.3%	-5.65%	Trim
12	AVGO	Broadcom INC	+0.2%	-4.43%	Trim
13	TSLA	Tesla INC	+0.1%	—	Add
14	JPM	Jpmorgan Chase & Co	+0.1%	-3.80%	Trim
15	AAPL	Apple INC	+0.1%	+4.82%	Add
16	IJR	Ishares Core S&p Small-cap E	+0.1%	+15.09%	Add
17	QQQ	Invesco Qqq Trust Series 1	0%	-0.78%	Add
18	HD	Home Depot INC	0%	+5.34%	Add
19	IVV	Ishares Core S&p 500 ETF	0%	+1.19%	Trim
20	VOO	Vanguard S&p 500 ETF	0%	+0.25%	Add
21	PFE	Pfizer INC	0%	+2.26%	Add
22	HWC	Hancock Whitney CORP	0%	—	Unchanged
23	SLYV	Ss Spdr S&p 600 Sc Val ETF	—	+1.10%	Add
24	JNJ	Johnson & Johnson	0%	-1.53%	Add
25	LMT	Lockheed Martin CORP	0%	-0.30%	Add
26	ETR	Entergy CORP	0%	-1.77%	Add
27	IDV	Ishares International Select	0%	-2.40%	Trim
28	IWM	Ishares Russell 2000 ETF	-0.1%	-4.92%	Trim
29	EEM	Ishares Msci Emerging Market	-0.1%	-6.89%	Trim
30	IBM	Intl Business Machines CORP	-0.1%	-3.98%	Trim
31	MFUT	Cambria Chesapeake Pure Trnd	-0.1%	-22.73%	Trim
32	AMZN	Amazon.com INC	-0.2%	-3.53%	Trim
33	EFA	Ishares Msci Eafe ETF	-0.2%	-3.88%	Trim
34	IEFA	Ishares Core Msci Eafe ETF	-0.3%	-6.76%	Trim
35	IJH	Ishares Core S&p Midcap ETF	-0.3%	-3.61%	Trim
36	KO	Coca-cola Co/the	-0.3%	-1.77%	Trim
37	DOW	Dow INC	-0.3%	-18.68%	Add
38	BND	Vanguard Total Bond Market	-0.8%	-5.18%	Trim
39	TOTL	Ss Doubleline Tr Tact ETF	-1.1%	-4.66%	Trim
40	PH	Parker Hannifin CORP	—	NEW	New buy
41	INTC	Intel CORP	—	NEW	New buy
42	SPMD	Ss Spdr P S&p 400 Midcap ETF	—	NEW	New buy
43	ORCL	Oracle CORP	—	EXIT	Sold out
44	PPC	Pilgrim's Pride CORP	—	EXIT	Sold out
45	OKLO	Oklo INC	—	NEW	New buy
46	GE	General Electric	—	NEW	New buy
47	VTWO	Vanguard Russell 2000 ETF	—	NEW	New buy
48	VBR	Vanguard Small-cap Value ETF	—	EXIT	Sold out
49	SCHM	Schwab US Mid Cap ETF	—	EXIT	Sold out
50	VBK	Vanguard Small-cap Grwth ETF	—	EXIT	Sold out