13F HOLDINGS REPORT
Inman Jager Wealth Management, LLC
Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0001951757-25-001260
Total Value
$156.6M
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 47,006 | $24.3M | 15.55% |
| 2 | ISHARES TR | 464287200 | 19,042 | $12.7M | 8.14% |
| 3 | SSGA ACTIVE ETF TR | 78467V848 | 167,208 | $6.8M | 4.33% |
| 4 | VANGUARD BD INDEX FDS | 921937835 | 71,032 | $5.3M | 3.37% |
| 5 | SPDR SERIES TRUST | 78464A409 | 45,066 | $4.7M | 3.01% |
| 6 | SPDR SERIES TRUST | 78464A508 | 77,759 | $4.3M | 2.75% |
| 7 | ISHARES TR | 464287655 | 16,730 | $4.0M | 2.58% |
| 8 | ISHARES TR | 464287507 | 62,004 | $4.0M | 2.58% |
| 9 | ISHARES TR | 464287168 | 25,888 | $3.7M | 2.35% |
| 10 | ISHARES TR | 46432F842 | 40,254 | $3.5M | 2.24% |
| 11 | ISHARES TR | 464287234 | 55,671 | $3.0M | 1.90% |
| 12 | CHEVRON CORP NEW | CVX | 18,143 | $2.8M | 1.80% |
| 13 | ISHARES TR | 464287465 | 29,822 | $2.8M | 1.78% |
| 14 | ISHARES TR | 46435G326 | 33,349 | $2.7M | 1.71% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 8,340 | $2.6M | 1.68% |
| 16 | APPLE INC | AAPL | 9,532 | $2.4M | 1.55% |
| 17 | SCHWAB STRATEGIC TR | 808524854 | 94,208 | $2.4M | 1.51% |
| 18 | VANGUARD ADMIRAL FDS INC | 921932778 | 23,311 | $2.2M | 1.42% |
| 19 | SOUTHERN CO | SOMN | 23,189 | $2.2M | 1.40% |
| 20 | INTERNATIONAL BUSINESS MACHS | INTR | 7,742 | $2.2M | 1.39% |
| 21 | CATERPILLAR INC | CAT | 4,455 | $2.1M | 1.36% |
| 22 | SPDR SERIES TRUST | 78464A201 | 20,850 | $2.0M | 1.26% |
| 23 | ISHARES INC | 46434G103 | 29,781 | $2.0M | 1.25% |
| 24 | VANGUARD INDEX FDS | 922908553 | 20,617 | $1.9M | 1.20% |
| 25 | LOCKHEED MARTIN CORP | LMT | 3,663 | $1.8M | 1.17% |
| 26 | VANGUARD SCOTTSDALE FDS | 92206C870 | 21,389 | $1.8M | 1.15% |
| 27 | VERIZON COMMUNICATIONS INC | VZ | 39,872 | $1.8M | 1.12% |
| 28 | COCA COLA CO | KO | 25,960 | $1.7M | 1.10% |
| 29 | VANGUARD INDEX FDS | 922908363 | 2,782 | $1.7M | 1.09% |
| 30 | EXXON MOBIL CORP | XOM | 14,960 | $1.7M | 1.08% |
| 31 | PROCTER AND GAMBLE CO | 742718109 | 10,060 | $1.5M | 0.99% |
| 32 | PALANTIR TECHNOLOGIES INC | PLTR | 8,370 | $1.5M | 0.97% |
| 33 | 3M CO | MMM | 9,802 | $1.5M | 0.97% |
| 34 | MCDONALDS CORP | MCD | 4,955 | $1.5M | 0.96% |
| 35 | JOHNSON & JOHNSON | JNJ | 8,002 | $1.5M | 0.95% |
| 36 | MERCK & CO INC | MRK | 17,670 | $1.5M | 0.95% |
| 37 | ENTERGY CORP NEW | ENO | 15,909 | $1.5M | 0.95% |
| 38 | SCHWAB STRATEGIC TR | 808524409 | 48,038 | $1.4M | 0.89% |
| 39 | CROWN CASTLE INC | CCI | 14,309 | $1.4M | 0.88% |
| 40 | HOME DEPOT INC | HD | 3,331 | $1.3M | 0.86% |
| 41 | ISHARES TR | 464288448 | 32,309 | $1.2M | 0.75% |
| 42 | SPDR SERIES TRUST | 78464A300 | 12,387 | $1.1M | 0.70% |
| 43 | NVIDIA CORPORATION | NVDA | 5,857 | $1.1M | 0.70% |
| 44 | ISHARES TR | 46434V738 | 16,017 | $1.1M | 0.70% |
| 45 | ISHARES TR | 464288521 | 17,993 | $1.1M | 0.67% |
| 46 | PFIZER INC | PFE | 40,989 | $1.0M | 0.67% |
| 47 | ISHARES TR | 464287804 | 8,764 | $1.0M | 0.66% |
| 48 | ISHARES TR | 46434V696 | 14,108 | $1.0M | 0.66% |
| 49 | BROADCOM INC | AVGO | 3,043 | $1.0M | 0.64% |
| 50 | ISHARES TR | 46432F834 | 11,024 | $910,362 | 0.58% |
| 51 | INVESCO QQQ TR | IVZ | 1,395 | $837,516 | 0.53% |
| 52 | ISHARES TR | 464287150 | 5,481 | $798,308 | 0.51% |
| 53 | HANCOCK WHITNEY CORPORATION | HWCPZ | 12,724 | $796,650 | 0.51% |
| 54 | SPDR INDEX SHS FDS | 78463X509 | 16,794 | $786,127 | 0.50% |
| 55 | ISHARES TR | 464287226 | 6,591 | $660,748 | 0.42% |
| 56 | VANGUARD INDEX FDS | 922908629 | 2,192 | $643,878 | 0.41% |
| 57 | DOW INC | DOW | 27,439 | $629,176 | 0.40% |
| 58 | TESLA INC | TSLA | 1,319 | $586,586 | 0.37% |
| 59 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,127 | $566,588 | 0.36% |
| 60 | VANGUARD MALVERN FDS | 922020805 | 10,741 | $543,817 | 0.35% |
| 61 | VANGUARD SCOTTSDALE FDS | 92206C714 | 5,924 | $529,428 | 0.34% |
| 62 | WALMART INC | WMT | 4,892 | $504,170 | 0.32% |
| 63 | RTX CORPORATION | RTX | 2,626 | $439,409 | 0.28% |
| 64 | VANGUARD SCOTTSDALE FDS | 92206C680 | 3,644 | $439,102 | 0.28% |
| 65 | ISHARES TR | 464287457 | 4,871 | $404,098 | 0.26% |
| 66 | AMAZON COM INC | AMZN | 1,693 | $371,732 | 0.24% |
| 67 | ABBVIE INC | ABBV | 1,549 | $358,655 | 0.23% |
| 68 | ALPHABET INC | GOOG | 1,461 | $355,827 | 0.23% |
| 69 | META PLATFORMS INC | META | 440 | $323,127 | 0.21% |
| 70 | PARKER-HANNIFIN CORP | PH | 410 | $310,842 | 0.20% |
| 71 | ISHARES TR | 464288638 | 5,581 | $301,876 | 0.19% |
| 72 | SALESFORCE INC | CRM | 1,240 | $293,880 | 0.19% |
| 73 | SCHWAB STRATEGIC TR | 808524862 | 11,516 | $280,990 | 0.18% |
| 74 | CISCO SYS INC | CSCO | 4,059 | $277,717 | 0.18% |
| 75 | SPDR S&P 500 ETF TR | SPY | 414 | $275,799 | 0.18% |
| 76 | SCHWAB STRATEGIC TR | 808524870 | 10,053 | $270,928 | 0.17% |
| 77 | INTEL CORP | INTC | 7,925 | $265,884 | 0.17% |
| 78 | TIDAL TRUST II | 88636J337 | 15,790 | $245,456 | 0.16% |
| 79 | SPDR SERIES TRUST | 78464A847 | 4,097 | $234,307 | 0.15% |
| 80 | ENTERPRISE PRODS PARTNERS L | 293792107 | 7,191 | $224,863 | 0.14% |
| 81 | OKLO INC | OKLO | 2,000 | $223,260 | 0.14% |
| 82 | GE AEROSPACE | 369604301 | 736 | $221,404 | 0.14% |
| 83 | VANGUARD SCOTTSDALE FDS | 92206C664 | 2,132 | $208,552 | 0.13% |