Inman Jager Wealth Management, LLC

Registered adviser

CIK

2052044

Location

HATTIESBURG, MS

Portfolio Value

Small $190,270,121

Diversification

Diversified

Filing Date

Global Rank

#6,702 / 8,827 ▼ 53 · as of Jun 2026

Top Industry

Software - Infrastructure 32.7%

Period ended 38 days ago

Filed Nov 5, 2026 · 2d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 329603

Roster of Nov 1, 2026

Regulatory AUM

$225,002,118

Main clients

Individuals and high net worth (92% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$225,002,118	Individuals and high net worth (92%)
Feb 2025 to Feb 2026	$189,251,761	Individuals and high net worth (91%)
Aug 2024 to Jan 2025	$171,554,792	Individuals and high net worth (90%)
Apr 2024 to Jul 2024	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 67.5% of the book (60%+)

Turnover

Low turnover

5.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 76.7%; sector active share 47.7% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

89 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

28.8%

−1.5 pts

Top 5

58.4%

+2.1 pts

Top 10

69.8%

+2.3 pts

HHI

1,167

Diversified−18

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	58.5%	$111,230,702	46
Technology	19.0%	$36,183,751	12
Industrials	4.0%	$7,623,466	6
Healthcare	3.7%	$7,129,914	4
Consumer Defensive	2.6%	$5,008,701	3
Financial Services	2.6%	$4,983,579	5
Energy	2.2%	$4,226,321	2
Utilities	2.1%	$4,076,664	2
Consumer Cyclical	2.1%	$3,974,065	4
Communication Services	1.5%	$2,915,491	3
Basic Materials	0.8%	$1,545,544	1
Real Estate	0.7%	$1,371,923	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+35,729	193,877	$4,594,884
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+9,638	49,386	$3,867,417
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	+5,189	185,654	$6,947,172
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+4,687	31,013	$1,955,059
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+3,387	102,564	$6,269,737
IDEV	iShares Core MSCI International Developed Markets ETF	+2,897	54,258	$4,855,005
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+2,876	81,599	$5,724,169
SCHP	Schwab U.S. TIPS ETF	+2,007	12,814	$322,015
CCI	Crown Castle Inc.	+1,672	20,584	$1,371,923
DOW	Dow Inc.	+1,554	56,120	$1,545,544
IVV	iShares Core S&P 500 ETF	+1,349	26,546	$20,330,254
SCHO	Schwab Short-Term U.S. Treasury ETF	+1,301	13,837	$330,150
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+1,129	56,369	$6,937,896
CRWD	CrowdStrike Holdings, Inc.	+1,050	1,400	$370,650
IEMG	iShares Trust	+1,012	41,073	$0
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+978	6,690	$336,841
IJR	iShares Core S&P Small-Cap ETF	+934	15,220	$2,070,528
SHY	iShares 1-3 Year Treasury Bond ETF	+591	5,462	$443,514
SO	Southern Co	+474	28,004	$2,321,251
VZ	Verizon Communications Inc	+470	46,512	$2,133,505
AGG	iShares Core U.S. Aggregate Bond ETF	+457	8,161	$771,540
PFE	Pfizer Inc	+362	54,761	$1,561,783
MCD	Mcdonalds Corp	+204	6,506	$1,502,495
PG	PROCTER & GAMBLE Co	+200	13,376	$1,943,265
ETR	Entergy Corp	+197	17,685	$1,755,413
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	−1,066	5,036	$547,413
SCHV	Schwab U.S. Large-Cap Value ETF	−718	41,795	$1,392,191
VIOV	VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND	−680	23,808	$2,618,880
CSCO	Cisco Systems, Inc.	−607	3,931	$423,093
IDV	iShares International Select Dividend ETF	−551	29,587	$1,248,275
SCHM	Schwab U.S. Mid-Cap ETF	−547	6,030	$205,140
EEM	iShares MSCI Emerging Markets ETF	−438	50,964	$3,403,885
MRK	Merck & Co., Inc.	−429	19,850	$2,884,403
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	−412	3,378	$435,525
IXUS	iShares Core MSCI Total International Stock ETF	−360	10,819	$1,027,696
IEFA	iShares Core MSCI EAFE ETF	−332	39,049	$3,783,067
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	−323	21,878	$2,340,289
VO	VANGUARD MID-CAP INDEX FUND	−319	7,849	$615,518
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	−259	1,962	$220,214
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	−225	11,005	$1,124,160
CVX	Chevron Corp	−190	19,442	$3,970,250
JPM	Jpmorgan Chase & Co	−150	9,302	$3,077,380
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−130	16,435	$850,675
AAPL	Apple Inc.	−113	10,280	$3,423,445
AMZN	Amazon Com Inc	−97	1,691	$421,312
PLTR	Palantir Technologies Inc.	−77	9,676	$1,809,895
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−66	873	$201,689
JNJ	Johnson & Johnson	−61	8,495	$2,248,966
CAT	Caterpillar Inc	−60	3,353	$2,718,578
IPAC	iShares Core MSCI Pacific ETF	−52	12,412	$1,056,385
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	1,236	$283,748
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	2,326	$215,736
TLT	iShares 20+ Year Treasury Bond ETF	2,641	$205,416
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	16,478	$2,252,872
ASML	Asml Holding NV	112	$222,817
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	3,408	$203,423
GEV	GE Vernova Inc.	172	$202,075
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

89 tracked positions · $190,270,121 total · filing declares 89 positions · $193,604,056 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 89 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	46,200	-23	$23,695,980	+37.4%	12.45%
IVV	iShares Core S&P 500 ETF	Added	26,546	+1,349	$20,330,254	+7.7%	10.68%
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	Added	185,654	+5,189	$6,947,172	−2.5%	3.65%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	56,369	+1,129	$6,937,896	+5.6%	3.65%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	102,564	+3,387	$6,269,737	+4.0%	3.30%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	81,599	+2,876	$5,724,169	−0.9%	3.01%
IDEV	iShares Core MSCI International Developed Markets ETF	Added	54,258	+2,897	$4,855,005	+6.2%	2.55%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Added	193,877	+35,729	$4,594,884	+17.8%	2.41%
IWM	iShares Russell 2000 ETF	Reduced	16,052	-19	$4,460,690	−7.6%	2.34%
IJH	iShares Core S&P Mid-Cap ETF	Added	61,278	+35	$4,408,952	−6.6%	2.32%
CVX	Chevron Corp Energy	Reduced	19,442	-190	$3,970,250	+22.0%	2.09%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	49,386	+9,638	$3,867,417	+17.7%	2.03%
DVY	iShares Select Dividend ETF	Added	25,229	+66	$3,836,574	−2.5%	2.02%
IEFA	iShares Core MSCI EAFE ETF	Reduced	39,049	-332	$3,783,067	−0.5%	1.99%
AAPL	Apple Inc. Technology	Reduced	10,280	-113	$3,423,445	+13.8%	1.80%
EEM	iShares MSCI Emerging Markets ETF	Reduced	50,964	-438	$3,403,885	−3.2%	1.79%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,302	-150	$3,077,380	−0.5%	1.62%
EFA	iShares MSCI EAFE ETF	Added	29,035	+37	$3,016,446	+0.1%	1.59%
MRK	Merck & Co., Inc. Healthcare	Reduced	19,850	-429	$2,884,403	+10.7%	1.52%
CAT	Caterpillar Inc Industrials	Reduced	3,353	-60	$2,718,578	−25.2%	1.43%
VIOV	VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND	Reduced	23,808	-680	$2,618,880	−8.9%	1.38%
KO	Coca Cola Co Consumer Defensive	Reduced	29,102	-38	$2,505,100	+5.8%	1.32%
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	Reduced	21,878	-323	$2,340,289	−11.5%	1.23%
SO	Southern Co Utilities	Added	28,004	+474	$2,321,251	−11.9%	1.22%
JNJ	Johnson & Johnson Healthcare	Reduced	8,495	-61	$2,248,966	+3.5%	1.18%
LMT	Lockheed Martin Corp Industrials	Added	4,253	+31	$2,165,840	+0.7%	1.14%
VZ	Verizon Communications Inc Communication Services	Added	46,512	+470	$2,133,505	+9.4%	1.12%
IJR	iShares Core S&P Small-Cap ETF	Added	15,220	+934	$2,070,528	−2.3%	1.09%
NVDA	Nvidia Corp Technology	Reduced	8,580	-35	$1,959,500	+13.7%	1.03%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	31,013	+4,687	$1,955,059	+9.9%	1.03%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	13,376	+200	$1,943,265	+0.6%	1.02%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	21,676	+168	$1,942,819	−6.3%	1.02%
MMM	3M Co Industrials	Added	11,580	+60	$1,900,857	+1.9%	1.00%
IBM	International Business Machines Corp Technology	Reduced	8,404	-29	$1,848,291	−22.1%	0.97%
PLTR	Palantir Technologies Inc. Technology	Reduced	9,676	-77	$1,809,895	+59.1%	0.95%
VOO	VANGUARD 500 INDEX FUND	Reduced	2,526	-40	$1,770,372	+0.5%	0.93%
ETR	Entergy Corp Utilities	Added	17,685	+197	$1,755,413	−12.6%	0.92%
PFE	Pfizer Inc Healthcare	Added	54,761	+362	$1,561,783	+19.2%	0.82%
DOW	Dow Inc. Basic Materials	Added	56,120	+1,554	$1,545,544	+3.5%	0.81%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,506	+204	$1,502,495	−11.8%	0.79%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	41,795	-718	$1,392,191	−5.9%	0.73%
CCI	Crown Castle Inc. Real Estate	Added	20,584	+1,672	$1,371,923	−4.2%	0.72%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,680	+65	$1,331,413	−18.2%	0.70%
IDV	iShares International Select Dividend ETF	Reduced	29,587	-551	$1,248,275	−0.0%	0.66%
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	Reduced	11,005	-225	$1,124,160	−8.3%	0.59%
IPAC	iShares Core MSCI Pacific ETF	Reduced	12,412	-52	$1,056,385	+3.4%	0.56%
IEUR	iShares Core MSCI Europe ETF	Added	14,232	+12	$1,048,898	−1.9%	0.55%
USRT	iShares Core U.S. REIT ETF	Added	16,901	+42	$1,040,763	−7.1%	0.55%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	10,819	-360	$1,027,696	−3.7%	0.54%
QQQ	Invesco Qqq Trust, Series 1	Added	1,384	+11	$1,023,841	+1.3%	0.54%

Showing the top 50 of 89 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.