Institutions / Inman Jager Wealth Management, LLC
Inman Jager Wealth Management, LLC
CIK 2052044 · Institution · as of Jun 30, 2026
Portfolio value
$187.91M
Positions
90
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$187.91M+15.1%Positions
90+11.1%Top holdings
Jun 30, 2026View all 90 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $18.87M | 10.0% |
| Microsoft Corp | $17.24M | 9.2% |
| Ssga Active ETF Tr | $7.12M | 3.8% |
| SPDR Series Trust | $6.57M | 3.5% |
| SPDR Series Trust | $6.03M | 3.2% |
| Vanguard Bd Index Fds | $5.78M | 3.1% |
| iShares Tr | $4.83M | 2.6% |
| iShares Tr | $4.72M | 2.5% |
| iShares MSCI UAE ETF | $4.57M | 2.4% |
| iShares Tr | $3.93M | 2.1% |
| Schwab Strategic Tr | $3.90M | 2.1% |
| iShares Tr | $3.80M | 2.0% |
| Caterpillar Inc | $3.63M | 1.9% |
| iShares Tr | $3.52M | 1.9% |
| iShares Inc | $3.32M | 1.8% |
| Vanguard Scottsdale Fds | $3.29M | 1.7% |
| Chevron Corp | $3.25M | 1.7% |
| JPMorgan Chase & Co | $3.09M | 1.6% |
| iShares Tr | $3.01M | 1.6% |
| Apple Inc. | $3.01M | 1.6% |
| Vanguard Admiral Fds Inc | $2.87M | 1.5% |
| SPDR Series Trust | $2.64M | 1.4% |
| Southern Co | $2.63M | 1.4% |
| Merck & Co., Inc. | $2.61M | 1.4% |
| International Business Machines Corp | $2.37M | 1.3% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464287200 Common stock | $2.85M | +4K +17.76% | 25,197 10.04% of portfolio | low |
| Q2 2026 as of | Add | 808524854 Common stock | $1.12M | +46K +40.47% | 158,148 2.08% of portfolio | low |
| Q2 2026 as of | Add | 92206C870 Common stock | $1.11M | +13K +50.83% | 39,748 1.75% of portfolio | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-1.07M | -1K -22.82% | 3,413 1.93% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $1.02M | +11K +28.83% | 51,361 2.43% of portfolio | low |
| Q2 2026 as of | Add | 78464A847 Common stock | $906.8K | +13K +104.03% | 26,326 0.95% of portfolio | low |
| Q2 2026 as of | Add | 78464A508 Common stock | $796.2K | +13K +15.22% | 99,177 3.21% of portfolio | low |
| Q2 2026 as of | Add | 78464A409 Common stock | $762.6K | +6K +13.12% | 55,240 3.50% of portfolio | low |
| Q2 2026 as of | Add | 464287804 Common stock | $556.9K | +4K +35.66% | 14,286 1.13% of portfolio | low |
| Q2 2026 as of | Exit | 922020805 Common stock | $-530.5K | -11K -100.00% | 0 | low |