StockDriftsStockDriftsTop 50 Inman Jager Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.04% | 25.2K | $18.9M | +1.12%(+278) | $605.40(+28.40%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 9.18% | 46.2K | $17.2M | +1.27%(+578) | $425.49(+18.16%) | 2026-06-30 | |
| TOTL | SSGA ACTIVE ETF TR | 3.79% | 180.5K | $7.1M | +7.28%(+12.24K) | $40.28(-3.67%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.5% | 55.2K | $6.6M | +1.21%(+658) | $89.51(+37.17%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 3.21% | 99.2K | $6.0M | +3.21%(+3.08K) | $52.90(+19.85%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.08% | 78.7K | $5.8M | +10.18%(+7.27K) | $73.43(-1.55%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.57% | 16.1K | $4.8M | -1.40%(-229) | $220.93(+36.42%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.51% | 61.2K | $4.7M | -0.12%(-74) | $62.32(+25.02%) | 2026-06-30 | |
| IDEV | ISHARES TR | 2.43% | 51.4K | $4.6M | +3.21%(+1.60K) | $74.06(+26.03%) | 2026-06-30 | |
| DVY | ISHARES TR | 2.09% | 25.2K | $3.9M | +0.29%(+74) | $133.24(+21.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.55% |
Inman Jager Wealth Management, LLC reports $187.91M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.0%), MSFT (9.2%) and TOTL (3.8%). The top 20 holdings account for 60.4% of reported assets. Its disclosed equity book has returned +16.13% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Inman Jager Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052044). View Inman Jager Wealth Management, LLC’s 13F filings on SEC