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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Inman Jager Wealth Management, LLC

Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001951757-26-000302

Total Value
$163.3M
Positions
81
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (81)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT45,424$22.0M13.45%
2ISHARES TR46428720021,397$14.7M8.97%
3SSGA ACTIVE ETF TR78467V848168,735$6.8M4.16%
4VANGUARD BD INDEX FDS92193783572,991$5.4M3.31%
5SPDR SERIES TRUST78464A40948,831$5.2M3.19%
6SPDR SERIES TRUST78464A50886,079$4.9M2.99%
7ISHARES TR46428750762,136$4.1M2.51%
8ISHARES TR46428765516,614$4.1M2.50%
9ISHARES TR46428716825,673$3.6M2.22%
10ISHARES TR46432F84240,119$3.6M2.20%
11ISHARES TR46435G32639,867$3.3M2.01%
12ISHARES TR46428723454,876$3.0M1.84%
13CHEVRON CORP NEWCVX19,049$2.9M1.78%
14ISHARES TR46428746529,585$2.8M1.74%
15SCHWAB STRATEGIC TR808524854112,584$2.8M1.73%
16JPMORGAN CHASE & CO.VYLD8,384$2.7M1.65%
17APPLE INCAAPL9,578$2.6M1.59%
18CATERPILLAR INCCAT4,422$2.5M1.55%
19VANGUARD ADMIRAL FDS INC92193277824,665$2.4M1.48%
20ISHARES INC46434G10334,018$2.3M1.40%
21INTERNATIONAL BUSINESS MACHSINTR7,604$2.3M1.38%
22VANGUARD SCOTTSDALE FDS92206C87026,352$2.2M1.35%
23SOUTHERN COSOMN24,967$2.2M1.33%
24SPDR SERIES TRUST78464A20121,989$2.1M1.27%
25MERCK & CO INCMRK18,854$2.0M1.22%
26COCA COLA COKO27,371$1.9M1.17%
27LOCKHEED MARTIN CORPLMT3,930$1.9M1.16%
28EXXON MOBIL CORPXOM15,779$1.9M1.16%
29VANGUARD INDEX FDS92290855321,158$1.9M1.15%
30VERIZON COMMUNICATIONS INCVZ44,389$1.8M1.11%
31JOHNSON & JOHNSONJNJ8,242$1.7M1.04%
323M COMMM10,289$1.6M1.01%
33MCDONALDS CORPMCD5,319$1.6M1.00%
34PROCTER AND GAMBLE CO74271810911,130$1.6M0.98%
35NVIDIA CORPORATIONNVDA8,530$1.6M0.97%
36ENTERGY CORP NEWENO16,751$1.5M0.95%
37PALANTIR TECHNOLOGIES INCPLTR8,615$1.5M0.94%
38VANGUARD INDEX FDS9229083632,430$1.5M0.93%
39CROWN CASTLE INCCCI16,120$1.4M0.88%
40SCHWAB STRATEGIC TR80852440942,817$1.3M0.78%
41HOME DEPOT INCHD3,679$1.3M0.78%
42ISHARES TR46428780410,531$1.3M0.77%
43ISHARES TR46428844831,744$1.3M0.77%
44DOW INCDOW51,144$1.2M0.73%
45PFIZER INCPFE45,682$1.1M0.70%
46SPDR SERIES TRUST78464A30011,209$1.0M0.62%
47ISHARES TR46434V73814,159$1.0M0.62%
48ISHARES TR46428852117,247$982,3890.60%
49ISHARES TR46432F83410,874$920,3750.56%
50ISHARES TR46434V69612,557$919,2980.56%
51INVESCO QQQ TRIVZ1,393$855,7340.52%
52BROADCOM INCAVGO2,361$817,1420.50%
53ISHARES TR4642871505,481$814,9700.50%
54HANCOCK WHITNEY CORPORATIONHWCPZ12,724$810,2640.50%
55SPDR INDEX SHS FDS78463X50916,491$771,9440.47%
56SPDR SERIES TRUST78464A84712,903$747,2130.46%
57ISHARES TR4642872266,591$658,3090.40%
58TESLA INCTSLA1,440$647,5970.40%
59ALPHABET INCGOOG1,901$596,5340.37%
60BERKSHIRE HATHAWAY INC DELBRK-A1,132$569,0000.35%
61RTX CORPORATIONRTX2,996$549,4660.34%
62VANGUARD INDEX FDS9229086291,888$547,9350.34%
63VANGUARD SCOTTSDALE FDS92206C7145,924$546,7850.33%
64WALMART INCWMT4,892$545,0180.33%
65VANGUARD MALVERN FDS92202080510,725$530,4580.32%
66AMAZON COM INCAMZN2,022$466,7180.29%
67VANGUARD SCOTTSDALE FDS92206C6803,644$443,6570.27%
68ISHARES TR4642874574,871$403,4160.25%
69PARKER-HANNIFIN CORPPH407$357,7370.22%
70ABBVIE INCABBV1,549$353,9310.22%
71SALESFORCE INCCRM1,240$328,4880.20%
72CISCO SYS INCCSCO4,014$309,1980.19%
73ISHARES TR4642886385,712$307,7630.19%
74INTEL CORPINTC7,925$292,4320.18%
75SCHWAB STRATEGIC TR80852486211,914$290,3440.18%
76SCHWAB STRATEGIC TR80852487010,807$286,2770.18%
77META PLATFORMS INCMETA432$285,1590.17%
78SPDR S&P 500 ETF TRSPY414$282,3150.17%
79ENTERPRISE PRODS PARTNERS L2937921077,191$230,5430.14%
80GE AEROSPACE369604301736$226,7100.14%
81VANGUARD SCOTTSDALE FDS92206C6642,132$212,1770.13%