Inman Jager Wealth Management

HATTIESBURG, MSfiles as Inman Jager Wealth Management, LLC

$188m in 90 US stocks at the end of 30 June 2026. The top 10 are 42.4% of the money. It changed about 4.9% of the portfolio this quarter.

Value

$188m

Stocks

Top 10 share

42.4%

Turnover

4.9%

What changed this quarter

New

Bought for the first time this quarter.

Advanced Micro DevicesAMD
0.2% of the fund
IonQIONQ
0.1% of the fund
CrowdStrike HoldingsCRWD
0.1% of the fund
Vanguard Index FDSVBK
0.1% of the fund
Goldman Sachs GroupGS
0.1% of the fund
ASML Holding NVASML
0.1% of the fund
Vanguard Intl Equity Index FVWO
0.1% of the fund
GE VernovaGEV
0.1% of the fund

Added

Bought more of a stock they already held.

Ssga Active ETF TRTOTL
3.8% of the fund
+7%
Spdr Series TrustSPYV
3.2% of the fund
+3%
Vanguard BD Index FDSBND
3.1% of the fund
+10%
Ishares TRIDEV
2.4% of the fund
+3%
Schwab Strategic TRSCHR
2.1% of the fund
+6%
Vanguard Scottsdale FDSVCIT
1.7% of the fund
+6%
JPMorgan ChaseJPM
1.6% of the fund
+9%
AppleAAPL
1.6% of the fund
+6%
Southern CompanySO
1.4% of the fund
+4%
MerckMRK
1.4% of the fund
+5%
International Business MachinesIBM
1.3% of the fund
+5%
Coca-ColaKO
1.3% of the fund
+3%
Lockheed MartinLMT
1.1% of the fund
+6%
Ishares TRIJR
1.1% of the fund
+4%
Procter & GamblePG
1.0% of the fund
+9%
3MMMM
1.0% of the fund
+5%
Spdr Series TrustSPMD
0.9% of the fund
+7%
McDonald'sMCD
0.9% of the fund
+13%
Home DepotHD
0.9% of the fund
+16%
Crown CastleCCI
0.8% of the fund
+6%
PfizerPFE
0.7% of the fund
+11%
BroadcomAVGO
0.5% of the fund
+6%
Ishares TRAGG
0.4% of the fund
+8%
Vanguard Index FDSVO
0.4% of the fund
+7%
Vanguard Scottsdale FDSVONV
0.3% of the fund
+3%

Cut

Sold some of their stake.

CaterpillarCAT
1.9% of the fund
-21%
Ishares TREEM
1.9% of the fund
-3%
Palantir TechnologiesPLTR
0.6% of the fund
-2%
TeslaTSLA
0.5% of the fund
-2%
AlphabetGOOG
0.3% of the fund
-7%
Parker-HannifinPH
0.2% of the fund
-18%
General ElectricGE
0.1% of the fund
-7%
Meta PlatformsMETA
0.1% of the fund
-12%

Sold out

Sold their entire stake.

Vanguard Malvern FDSVTIP
-100%
SalesforceCRM
-100%

Holdings

Ishares TRIVV
Share
10.0%
Value
$19m
Shares
25,197
Held
MicrosoftMSFT
Share
9.2%
Value
$17m
Shares
46,223
Held
Ssga Active ETF TRTOTL
Share
3.8%
Value
$7m
Shares
180,465
+7%
Spdr Series TrustSPYG
Share
3.5%
Value
$7m
Shares
55,240
Held
Spdr Series TrustSPYV
Share
3.2%
Value
$6m
Shares
99,177
+3%
Vanguard BD Index FDSBND
Share
3.1%
Value
$6m
Shares
78,723
+10%
Ishares TRIWM
Share
2.6%
Value
$5m
Shares
16,071
Held
Ishares TRIJH
Share
2.5%
Value
$5m
Shares
61,243
Held
Ishares TRIDEV
Share
2.4%
Value
$5m
Shares
51,361
+3%
Ishares TRDVY
Share
2.1%
Value
$4m
Shares
25,163
Held
Schwab Strategic TRSCHR
Share
2.1%
Value
$4m
Shares
158,148
+6%
Ishares TRIEFA
Share
2.0%
Value
$4m
Shares
39,381
Held
CaterpillarCAT
Share
1.9%
Value
$4m
Shares
3,413
-21%
Ishares TREEM
Share
1.9%
Value
$4m
Shares
51,402
-3%
IsharesIEMG
Share
1.8%
Value
$3m
Shares
40,061
Held
Vanguard Scottsdale FDSVCIT
Share
1.7%
Value
$3m
Shares
39,748
+6%
ChevronCVX
Share
1.7%
Value
$3m
Shares
19,632
Held
JPMorgan ChaseJPM
Share
1.6%
Value
$3m
Shares
9,452
+9%
Ishares TREFA
Share
1.6%
Value
$3m
Shares
28,998
Held
AppleAAPL
Share
1.6%
Value
$3m
Shares
10,393
+6%
Vanguard Admiral FDSVIOV
Share
1.5%
Value
$3m
Shares
24,488
Held
Spdr Series TrustSLYG
Share
1.4%
Value
$3m
Shares
22,201
Held
Southern CompanySO
Share
1.4%
Value
$3m
Shares
27,530
+4%
MerckMRK
Share
1.4%
Value
$3m
Shares
20,279
+5%
International Business MachinesIBM
Share
1.3%
Value
$2m
Shares
8,433
+5%
Coca-ColaKO
Share
1.3%
Value
$2m
Shares
29,140
+3%
ExxonMobil HoldingsXOM
Share
1.2%
Value
$2m
Shares
16,478
Held
Johnson & JohnsonJNJ
Share
1.2%
Value
$2m
Shares
8,556
Held
Lockheed MartinLMT
Share
1.1%
Value
$2m
Shares
4,222
+6%
Ishares TRIJR
Share
1.1%
Value
$2m
Shares
14,286
+4%
Vanguard Index FDSVNQ
Share
1.1%
Value
$2m
Shares
21,508
Held
EntergyETR
Share
1.1%
Value
$2m
Shares
17,488
Held
Verizon CommunicationsVZ
Share
1.0%
Value
$2m
Shares
46,042
Held
Procter & GamblePG
Share
1.0%
Value
$2m
Shares
13,176
+9%
3MMMM
Share
1.0%
Value
$2m
Shares
11,520
+5%
Spdr Series TrustSPMD
Share
0.9%
Value
$2m
Shares
26,326
+7%
Vanguard Index FDSVOO
Share
0.9%
Value
$2m
Shares
2,566
Held
NvidiaNVDA
Share
0.9%
Value
$2m
Shares
8,615
Held
McDonald'sMCD
Share
0.9%
Value
$2m
Shares
6,302
+13%
Home DepotHD
Share
0.9%
Value
$2m
Shares
4,615
+16%
DOWDOW
Share
0.8%
Value
$1m
Shares
54,566
Held
Schwab Strategic TRSCHV
Share
0.8%
Value
$1m
Shares
42,513
Held
Crown CastleCCI
Share
0.8%
Value
$1m
Shares
18,912
+6%
PfizerPFE
Share
0.7%
Value
$1m
Shares
54,399
+11%
Ishares TRIDV
Share
0.7%
Value
$1m
Shares
30,138
Held
Spdr Series TrustSLYV
Share
0.7%
Value
$1m
Shares
11,230
Held
Palantir TechnologiesPLTR
Share
0.6%
Value
$1m
Shares
9,753
-2%
IntelINTC
Share
0.6%
Value
$1m
Shares
8,149
Held
Ishares TRUSRT
Share
0.6%
Value
$1m
Shares
16,859
Held
Ishares TRIEUR
Share
0.6%
Value
$1m
Shares
14,220
Held
Ishares TRIXUS
Share
0.6%
Value
$1m
Shares
11,179
Held
Ishares TRIPAC
Share
0.5%
Value
$1m
Shares
12,464
Held
Invesco QQQ TRQQQ
Share
0.5%
Value
$1m
Shares
1,373
Held
Hancock WhitneyHWC
Share
0.5%
Value
$947,001
Shares
12,674
Held
BroadcomAVGO
Share
0.5%
Value
$942,486
Shares
2,495
+6%
Ishares TRITOT
Share
0.5%
Value
$900,528
Shares
5,482
Held
Spdr Index SHS FDSSPEM
Share
0.5%
Value
$857,736
Shares
16,565
Held
TeslaTSLA
Share
0.5%
Value
$852,136
Shares
2,026
-2%
Ishares TRAGG
Share
0.4%
Value
$762,542
Shares
7,704
+8%
Vanguard Index FDSVO
Share
0.4%
Value
$658,096
Shares
8,168
+7%
Vanguard Scottsdale FDSVONV
Share
0.3%
Value
$648,704
Shares
6,102
+3%
WalmartWMT
Share
0.3%
Value
$611,831
Shares
5,402
Held
Berkshire HathawayBRK-B
Share
0.3%
Value
$569,444
Shares
1,138
Held
Cisco SystemsCSCO
Share
0.3%
Value
$533,033
Shares
4,538
+13%
AlphabetGOOG
Share
0.3%
Value
$502,435
Shares
1,422
-7%
Vanguard Scottsdale FDSVONG
Share
0.3%
Value
$484,400
Shares
3,790
+4%
AbbVieABBV
Share
0.2%
Value
$430,304
Shares
1,710
+10%
Amazon.comAMZN
Share
0.2%
Value
$426,152
Shares
1,788
+8%
Ishares TRSHY
Share
0.2%
Value
$399,958
Shares
4,871
Held
RTXRTX
Share
0.2%
Value
$343,601
Shares
1,811
+7%
Parker-HannifinPH
Share
0.2%
Value
$314,955
Shares
322
-18%
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$309,163
Shares
414
Held
Ishares TRIGIB
Share
0.2%
Value
$303,707
Shares
5,712
Held
Schwab Strategic TRSCHO
Share
0.2%
Value
$302,619
Shares
12,536
+5%
Advanced Micro DevicesAMD
Share
0.2%
Value
$293,940
Shares
506
New
Schwab Strategic TRSCHP
Share
0.2%
Value
$286,386
Shares
10,807
Held
Vanguard Scottsdale FDSVTWO
Share
0.1%
Value
$269,674
Shares
2,221
+4%
IonQIONQ
Share
0.1%
Value
$267,738
Shares
5,027
New
CrowdStrike HoldingsCRWD
Share
0.1%
Value
$267,099
Shares
350
New
Enterprise Products Partners L.P.EPD
Share
0.1%
Value
$264,341
Shares
7,191
Held
General ElectricGE
Share
0.1%
Value
$256,379
Shares
686
-7%
Regions FinancialRF
Share
0.1%
Value
$255,039
Shares
8,445
Held
Schwab Strategic TRSCHM
Share
0.1%
Value
$242,494
Shares
6,577
Held
Vanguard Index FDSVBK
Share
0.1%
Value
$240,631
Shares
658
New
Goldman Sachs GroupGS
Share
0.1%
Value
$229,581
Shares
227
New
Vanguard Index FDSVBR
Share
0.1%
Value
$228,168
Shares
939
Held
ASML Holding NVASML
Share
0.1%
Value
$222,817
Shares
112
New
Meta PlatformsMETA
Share
0.1%
Value
$213,487
Shares
379
-12%
Vanguard Intl Equity Index FVWO
Share
0.1%
Value
$203,424
Shares
3,408
New
GE VernovaGEV
Share
0.1%
Value
$202,076
Shares
172
New

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	10.0%	$19m	25,197	Held
MicrosoftMSFT	9.2%	$17m	46,223	Held
Ssga Active ETF TRTOTL	3.8%	$7m	180,465	+7%
Spdr Series TrustSPYG	3.5%	$7m	55,240	Held
Spdr Series TrustSPYV	3.2%	$6m	99,177	+3%
Vanguard BD Index FDSBND	3.1%	$6m	78,723	+10%
Ishares TRIWM	2.6%	$5m	16,071	Held
Ishares TRIJH	2.5%	$5m	61,243	Held
Ishares TRIDEV	2.4%	$5m	51,361	+3%
Ishares TRDVY	2.1%	$4m	25,163	Held
Schwab Strategic TRSCHR	2.1%	$4m	158,148	+6%
Ishares TRIEFA	2.0%	$4m	39,381	Held
CaterpillarCAT	1.9%	$4m	3,413	-21%
Ishares TREEM	1.9%	$4m	51,402	-3%
IsharesIEMG	1.8%	$3m	40,061	Held
Vanguard Scottsdale FDSVCIT	1.7%	$3m	39,748	+6%
ChevronCVX	1.7%	$3m	19,632	Held
JPMorgan ChaseJPM	1.6%	$3m	9,452	+9%
Ishares TREFA	1.6%	$3m	28,998	Held
AppleAAPL	1.6%	$3m	10,393	+6%
Vanguard Admiral FDSVIOV	1.5%	$3m	24,488	Held
Spdr Series TrustSLYG	1.4%	$3m	22,201	Held
Southern CompanySO	1.4%	$3m	27,530	+4%
MerckMRK	1.4%	$3m	20,279	+5%
International Business MachinesIBM	1.3%	$2m	8,433	+5%
Coca-ColaKO	1.3%	$2m	29,140	+3%
ExxonMobil HoldingsXOM	1.2%	$2m	16,478	Held
Johnson & JohnsonJNJ	1.2%	$2m	8,556	Held
Lockheed MartinLMT	1.1%	$2m	4,222	+6%
Ishares TRIJR	1.1%	$2m	14,286	+4%
Vanguard Index FDSVNQ	1.1%	$2m	21,508	Held
EntergyETR	1.1%	$2m	17,488	Held
Verizon CommunicationsVZ	1.0%	$2m	46,042	Held
Procter & GamblePG	1.0%	$2m	13,176	+9%
3MMMM	1.0%	$2m	11,520	+5%
Spdr Series TrustSPMD	0.9%	$2m	26,326	+7%
Vanguard Index FDSVOO	0.9%	$2m	2,566	Held
NvidiaNVDA	0.9%	$2m	8,615	Held
McDonald'sMCD	0.9%	$2m	6,302	+13%
Home DepotHD	0.9%	$2m	4,615	+16%
DOWDOW	0.8%	$1m	54,566	Held
Schwab Strategic TRSCHV	0.8%	$1m	42,513	Held
Crown CastleCCI	0.8%	$1m	18,912	+6%
PfizerPFE	0.7%	$1m	54,399	+11%
Ishares TRIDV	0.7%	$1m	30,138	Held
Spdr Series TrustSLYV	0.7%	$1m	11,230	Held
Palantir TechnologiesPLTR	0.6%	$1m	9,753	-2%
IntelINTC	0.6%	$1m	8,149	Held
Ishares TRUSRT	0.6%	$1m	16,859	Held
Ishares TRIEUR	0.6%	$1m	14,220	Held
Ishares TRIXUS	0.6%	$1m	11,179	Held
Ishares TRIPAC	0.5%	$1m	12,464	Held
Invesco QQQ TRQQQ	0.5%	$1m	1,373	Held
Hancock WhitneyHWC	0.5%	$947,001	12,674	Held
BroadcomAVGO	0.5%	$942,486	2,495	+6%
Ishares TRITOT	0.5%	$900,528	5,482	Held
Spdr Index SHS FDSSPEM	0.5%	$857,736	16,565	Held
TeslaTSLA	0.5%	$852,136	2,026	-2%
Ishares TRAGG	0.4%	$762,542	7,704	+8%
Vanguard Index FDSVO	0.4%	$658,096	8,168	+7%
Vanguard Scottsdale FDSVONV	0.3%	$648,704	6,102	+3%
WalmartWMT	0.3%	$611,831	5,402	Held
Berkshire HathawayBRK-B	0.3%	$569,444	1,138	Held
Cisco SystemsCSCO	0.3%	$533,033	4,538	+13%
AlphabetGOOG	0.3%	$502,435	1,422	-7%
Vanguard Scottsdale FDSVONG	0.3%	$484,400	3,790	+4%
AbbVieABBV	0.2%	$430,304	1,710	+10%
Amazon.comAMZN	0.2%	$426,152	1,788	+8%
Ishares TRSHY	0.2%	$399,958	4,871	Held
RTXRTX	0.2%	$343,601	1,811	+7%
Parker-HannifinPH	0.2%	$314,955	322	-18%
State STR Spdr S&P 500 ETF TSPY	0.2%	$309,163	414	Held
Ishares TRIGIB	0.2%	$303,707	5,712	Held
Schwab Strategic TRSCHO	0.2%	$302,619	12,536	+5%
Advanced Micro DevicesAMD	0.2%	$293,940	506	New
Schwab Strategic TRSCHP	0.2%	$286,386	10,807	Held
Vanguard Scottsdale FDSVTWO	0.1%	$269,674	2,221	+4%
IonQIONQ	0.1%	$267,738	5,027	New
CrowdStrike HoldingsCRWD	0.1%	$267,099	350	New
Enterprise Products Partners L.P.EPD	0.1%	$264,341	7,191	Held
General ElectricGE	0.1%	$256,379	686	-7%
Regions FinancialRF	0.1%	$255,039	8,445	Held
Schwab Strategic TRSCHM	0.1%	$242,494	6,577	Held
Vanguard Index FDSVBK	0.1%	$240,631	658	New
Goldman Sachs GroupGS	0.1%	$229,581	227	New
Vanguard Index FDSVBR	0.1%	$228,168	939	Held
ASML Holding NVASML	0.1%	$222,817	112	New
Meta PlatformsMETA	0.1%	$213,487	379	-12%
Vanguard Intl Equity Index FVWO	0.1%	$203,424	3,408	New
GE VernovaGEV	0.1%	$202,076	172	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 27.1% since 30 June 2025.

Where the money is

Technology15.4%

Industrials4.8%

Health care3.5%

Energy2.9%

Financial services2.7%

Everyday goods2.6%

Utilities2.6%

Retail & consumer2.5%

Media & telecom1.4%

Materials0.8%

Real estate0.8%

Other60.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.