Inman Jager Wealth Management, LLC 13F Holdings
CIK 0002052044 · HATTIESBURG, MS
As of Sep 30, 2025, Inman Jager Wealth Management, LLC reported 83 positions worth
CIK 0002052044 · HATTIESBURG, MS
As of Sep 30, 2025, Inman Jager Wealth Management, LLC reported 83 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 47,006 | $24.3M | 15.55% |
| ISHARES CORE S&P 500 ETF | IVV | — | 19,042 | 2.7M | 8.14% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 167,208 | $6.8M | 4.33% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 71,032 | $5.3M | 3.37% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 45,066 | $4.7M | 3.01% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 77,759 | $4.3M | 2.75% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 16,730 | $4.0M | 2.58% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 62,004 | $4.0M | 2.58% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 25,888 | $3.7M | 2.35% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 40,254 | $3.5M | 2.24% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 55,671 | $3.0M | 1.90% |
| CHEVRON CORP | CHV | Energy | 18,143 | $2.8M | 1.80% |
| ISHARES MSCI EAFE ETF | EFA | — | 29,822 | $2.8M | 1.78% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 33,349 | $2.7M | 1.71% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 8,340 | $2.6M | 1.68% |
| APPLE INC | AAPL | Technology | 9,532 | $2.4M | 1.55% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 94,208 | $2.4M | 1.51% |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | VIOV | — | 23,311 | $2.2M | 1.42% |
| SOUTHERN CO | SO | Utilities | 23,189 | $2.2M | 1.40% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 7,742 | $2.2M | 1.39% |
| CATERPILLAR INC | CAT | Industrials | 4,455 | $2.1M | 1.36% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP GROWTH ETF | SLYG | — | 20,850 | $2.0M | 1.26% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 29,781 | $2.0M | 1.25% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 20,617 | .9M | 1.20% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 3,663 | .8M | 1.17% |