Institutional Manager · CIK 0002052044
Inman Jager Wealth Management, LLC
HATTIESBURG, MS · File #028-24623
Latest AUM
$163.3M
Positions
81
Top-10 Concentration
50.1%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 45,424 | $22.0M | 14.82% |
| 2 | ISHARES TR | 464287200 | 21,397 | $14.7M | 9.89% |
| 3 | SSGA ACTIVE ETF TR | 78467V848 | 168,735 | $6.8M | 4.58% |
| 4 | VANGUARD BD INDEX FDS | 921937835 | 72,991 | $5.4M | 3.65% |
| 5 | SPDR SERIES TRUST | 78464A409 | 48,831 | $5.2M | 3.51% |
| 6 | SPDR SERIES TRUST | 78464A508 | 86,079 | $4.9M | 3.30% |
| 7 | ISHARES TR | 464287507 | 62,136 | $4.1M | 2.77% |
| 8 | ISHARES TR | 464287655 | 16,614 | $4.1M | 2.76% |
| 9 | ISHARES TR | 464287168 | 25,673 | $3.6M | 2.44% |
| 10 | ISHARES TR | 46432F842 | 40,119 | $3.6M | 2.42% |
| 11 | ISHARES TR | 46435G326 | 39,867 | $3.3M | 2.22% |
| 12 | ISHARES TR | 464287234 | 54,876 | $3.0M | 2.03% |
| 13 | CHEVRON CORP NEW | CVX | 19,049 | $2.9M | 1.96% |
| 14 | ISHARES TR | 464287465 | 29,585 | $2.8M | 1.92% |
| 15 | SCHWAB STRATEGIC TR | 808524854 | 112,584 | $2.8M | 1.90% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 8,384 | $2.7M | 1.82% |
| 17 | APPLE INC | AAPL | 9,578 | $2.6M | 1.76% |
| 18 | CATERPILLAR INC | CAT | 4,422 | $2.5M | 1.71% |
| 19 | VANGUARD ADMIRAL FDS INC | 921932778 | 24,665 | $2.4M | 1.63% |
| 20 | ISHARES INC | 46434G103 | 34,018 | $2.3M | 1.54% |