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 $171.1M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($16.9M, 9.87%), IVV ($16.3M, 9.51%), TOTL ($6.7M, 3.91%), SPYV ($5.4M, 3.18%), SPYG ($5.3M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $16.9M | 9.87% | 45,645 | Added |
| 2 | IVV | ISHARES TR | $16.3M | 9.51% | 24,919 | Added |
| 3 | TOTL | SSGA ACTIVE ETF TR | $6.7M | 3.91% | 168,226 | Trimmed |
| 4 | SPYV | SPDR SERIES TRUST | $5.4M | 3.18% | 96,096 | Added |
| 5 | SPYG | SPDR SERIES TRUST | $5.3M | 3.12% | 54,582 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $5.3M | 3.07% | 71,451 | Trimmed |
| 7 | IDEV | ISHARES TR | $4.2M | 2.43% | 49,765 | Added |
| 8 | IJH | ISHARES TR | $4.1M | 2.42% | 61,317 | Trimmed |
| 9 | IWM | ISHARES TR | $4.0M | 2.36% | 16,300 | Trimmed |
| 10 | CVX | CHEVRON CORPORATION | $4.0M | 2.35% | 19,417 | Added |
| 11 | DVY | ISHARES TR | $3.8M | 2.22% | 25,089 | Trimmed |
| 12 | SCHR | SCHWAB STRATEGIC TR | $3.7M | 2.18% | 149,613 | Added |
| 13 | IEFA | ISHARES TR | $3.5M | 2.05% | 38,833 | Trimmed |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $3.1M | 1.81% | 37,422 | Added |
| 15 | CAT | CATERPILLAR INC | $3.1M | 1.80% | 4,337 | Trimmed |
| 16 | EEM | ISHARES TR | $3.0M | 1.75% | 52,725 | Trimmed |
| 17 | EFA | ISHARES TR | $2.8M | 1.64% | 28,973 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $2.7M | 1.60% | 16,166 | Added |
| 19 | IEMG | ISHARES INC | $2.7M | 1.60% | 39,346 | Added |
| 20 | SO | SOUTHERN CO | $2.5M | 1.49% | 26,379 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.49% | 8,668 | Added |
| 22 | VIOV | VANGUARD ADMIRAL FDS INC | $2.5M | 1.46% | 24,479 | Trimmed |
| 23 | AAPL | APPLE INC | $2.5M | 1.45% | 9,805 | Added |
| 24 | LMT | LOCKHEED MARTIN CORP | $2.4M | 1.41% | 3,987 | Added |
| 25 | MRK | MERCK & CO INC | $2.3M | 1.36% | 19,317 | Added |
Source: SEC Form 13F filings · as of 2026-03-31