Inman Jager Wealth Management, LLC
CIK 0002052044 · HATTIESBURG, MS · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$187.9M
2026 Q2
Positions
90
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
10.0%
MSFT
MICROSOFT CORP
9.2%
TOTL
SSGA ACTIVE ETF TR
3.8%
SPYG
SPDR SERIES TRUST
3.5%
SPYV
SPDR SERIES TRUST
3.2%
BND
VANGUARD BD INDEX FDS
3.1%
IWM
ISHARES TR
2.6%
IJH
ISHARES TR
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.